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There’s no two ways about it: Winning the Marshall ISD deal was a huge victory for Longview-based Business Process Consultant Joseph Patnoe.
It’s large district with a long history with Datamax – one that has been nurtured for years, only to be lost and regained again. The process was long, the paperwork lengthy, and the teamwork essential for ensuring that the partnership with Marshall remains strong as ever.

“After doing business with another company, I believe they realized that we might be a little more expensive, but they saw the customer service. They saw the genuine care we have in the process. A anyone out there can reach out to us at any given time, and we’re going to take care of them,” Joe said.

Joe leaned on his team to help garner the deal, knowing that now that the equipment is installed, the real work, in a sense, starts now. 

The Business Challenge.

Joe, who arrived at Datamax about a year ago, had a lot of catching him up to do surrounding this account, starting when he first took the job. Part of that was learning the history behind Datamax + Marshall ISD. Part of it was moving forward as their ongoing trusted advisor.

In October of last year, Area Sales Manager Josh Sims and Joe set up a meeting with the district to begin discussing changing needs and the current fleet environment. Joe admits now that he had “no idea” how in-depth the process would be.

“To be honest, Josh had kept a very close track on their usages for the last two years. There some machines that needed to be upgraded, a couple that were smaller, and a couple that needed to be faster.”

Joe’s job? Build that relationship. Earn that trust. And get the configurations secured.

“Honestly, I think the hardest part of it was doing the configuration of 54 different Canon machines,” Joe said. “They had 97 Kyocera machines that were all pretty much alike, but with the Canon, I got overwhelmed a bit. It was definitely a learning process for me.”

The Prevailing Results. 

Josh and Solutions Support Specialist Robert Baker were integral to Joe’s success with this deal.

“I definitely couldn’t have done this without them. Josh was highly prepared at every turn, and Robert’s Robert. He does he work and he does it accurately and timely,” Joe said.

Joe went out for multiple days for installation to check on his account, and came away “so impressed” by the work of the connectivity and delivery teams.

“Each day, they were able to get everything done in about half the time that was allotted. I even jumped in with a screw driver to put together finishers on the machines after Technician Mike Stokely taught me,” Joe said. “It was a TOTAL team effort.”

And rest assured, as the consultant, his work starts now.

“Check in regularly. See how things are going. See if there are pain points that we can help resolve."