Use Data to Uncover New Ways to Increase your Revenue

Data generated from your professional service organization can tell you a lot about your business. From project details per client to revenue and cost analysis based on region. Taken a step further, data can help you uncover new ways to increase your revenue…if you look close enough.

  1. Clients: Your number one priority in a professional service organization is making sure your clients are happy. They can also be an untapped resource in improving your overall offerings and driving more revenue. Using data analysis to better understand your clients will put you in the position to provide not only the services you are currently offering to them but additional services as the need arises. The happier they are with your services the more likely they are to refer your business to their friends and family giving your business limitless potential.
  2. Industry Trends: Data analysis can uncover insights about your industry and help you identify new or growing trends to place you ahead of your competition. If you can forecast what clients need into the future, just imagine how you can better plan for your future, making the most of your headcount and any necessary inventory.
  3. Cross-selling: Big-picture trends PLUS other opportunities to sell more to your current clients. With a complete view of project details, you can identify other service areas that could benefits your clients. This improves the client experience and drives more revenue for your organization.

Harnessing the data you have can open the doors to increased revenue, but you must utilize the right tools and systems to make this happen.

Download 7 Strategic Advantages Service Organizations Realize with CRM for ProfessionalsTM, built on Microsoft Dynamics to learn more about using Microsoft Dynamics CRM for your business. CRM for Professionals is built for professional service organizations and provides real-time access to prospect, client and sales pipeline information. Once reviewing the strategic advantages the right tools can offer you, make sure to contact us at Templeton Solutions at 561-847-7717 if you have any questions.

Automate Marketing Success with CRM for Professionals

According to Marketing Sherpa, there is a 45% increase in lead generation ROI for organizations that nurture their leads. Even if you’ve automated other areas of your business, it may be time to focus directly on automating your nurture marketing processes and we know exactly where you should start.

As noted in our infographic, 7 Strategic Advantages Service Organizations Realize with CRM for Professionals™, built on Microsoft Dynamics, tools that drive automation can provide strategic data and help you develop stronger client relationships.

Is your marketing engaging or irrelevant?

If you’re in the professional services industry, you understand that client relationships begin during the prospect phase. Prospects first impression of your firm may be the marketing messages they receive and make their decision whether to reach out to your company based on those messages.

The information you distribute needs to be relevant to your prospects, and the services they are looking for you to provide. There are so many ways to learn about your prospects – through social media, other online resources, and direct engagement. Taking the time to learn what makes the life of your prospects easier gives you an immediate advantage because then you can provide solutions to their problems.

Once trust is established from that relevant content, the prospective client will ultimately make the decision to work with you. The ball is in their court and if you haven’t given them content that relates to their everyday challenges, you’re not even in the game.

By automating your marketing, with a CRM system such as CRM for Professionals™, you can see the marketing and sales process come full circle with insight into which marketing messages are working as well as which ones need some work.

Download 7 Strategic Advantages Service Organizations Realize with CRM for Professionals™, built on Microsoft Dynamics and contact Templeton Solutions at 561-847-7717 to learn more.

Data Driven Decisions Drive Good Business

Using data to drive your business decisions is one of those common-sense principals that we no longer pay much attention to and that is a mistake, especially in a time of big data. Service organizations need to make data work for them instead of the other way around. If you can pull a report out of your system, great! But what do you actually do with that information? Does it sit on your desktop day after day until it’s no longer relevant?
Many companies struggle with too much data and are in a constantly overwhelmed, but it’s never too late to step back, simplify your process, and turn data into a decision-driving engine that helps you grow your business!

Data as a strategic advantage for service organizations.

Our infographic, 7 Strategic Advantages Service Organizations Realize with CRM for Professionals™, built on Microsoft Dynamics, points out a number of ways data can benefit professional service organizations giving them a strategic advantage against their competition.

CRM for Professionals is a solution built for the professional service industry with custom dashboards allowing you to tap into the nittiest of details and the grittiest of KPIs. Many companies rely on spreadsheets and, although Microsoft Excel has come a long way, it still can’t monitor and track all the moving parts of your service organization. That requires making manual changes, making your data far from real-time insight. It also cannot provide a dashboard view of every detail to make sure managers have the data they need to make decisions correctly the first time.

Data-driven decisions are the best route to take when so many details are involved. Download 7 Strategic Advantages Service Organizations Realize with CRM for Professionals, built on Microsoft Dynamics today and contact us at Templeton Solutions at 561-847-7717 to learn more.

Templeton Solutions Named a 2016 VAR to Watch

West Palm Beach, Fla., – July 11, 2016 – For the second year in a row Templeton Solutions has been named a 2016 VAR (Value-Added Reseller) to Watch by Accounting Today, a leading provider of business news for the tax and accounting community. This annual report ranks the top resellers in the accounting space and recognizes upcoming VAR leaders.

The Top 100 list is composed of value-added resellers and technology consultants of accounting software who have exhibited a continuous growth in revenue. The “VAR to Watch” list sheds light on upcoming innovative resellers and their forward-thinking technology concepts. Being recognized as a VAR to Watch denotes the ability to thrive within the financial software market.

In addition to their financial software practice, Templeton Solutions has developed and sells two robust industry-specific CRM solutions; CRM for Professionals™ and Practice Management for Professionals™ specifically for CPAs and other professional services firms. Based on the Microsoft Dynamics® CRM platform, these products help firms increase sales, grow their businesses and provide real-time information on firm activities. Templeton Solutions continues to be recognized for its thought leadership in client relationship management within the professional services industry.

About Templeton Solutions
Templeton Solutions delivers full-featured applications for CPA and other professional services firms that are revolutionizing how forward-thinking firms grow and manage their practice.  Basing its solution on Microsoft Dynamics CRM, Templeton combines Project Management, Document Management, Analytics and Time & Billing in a single, easy-to use solution delivered on premises or in the cloud.  Visit us at


Using Social Media to Expand Your Referral Network

Your clients, prospects and competitors likely already use social media, and social media use for professional services firms continues to grow and mature.  There are over 1 billion active users on Facebook, 300 million on Twitter, and 350 million members on LinkedIn.  From a marketing and communication perspective, these are compelling numbers. But a social media presence, without activity, is just the starting point for your organization, just as websites were once just considered to be electronic billboards.

Social media is powerful in that it provides your organization with an outbound communication channel directly into the desktop or mobile device of your target audience.  There are few barriers to access as compared to websites.  But it also provides your employees the same level of access to this channel, which can present some unique challenges for professional services firms.

Where does a professional services firm start?

  • Begin by promoting your social media presence on your website and on the profiles of your key personnel by including links directly to your social media pages.
  • Establish guidelines regarding employee usage of references and tags associated with your brand.
  • Distribute publically available information and content via each of your social media channels.
  • Encourage your employees to pass along firm social posts to their followers.
  • Consider engaging your followers by soliciting participation or comment on content.
  • Post regularly to maintain your visibility in your subscribers’ feed. They may not read everything you post, but your absence from their feed does not benefit your firm.

Boost Referrals and Sales with CRM for Professionals™

Social media isn’t just an easy way to build your referral network, it can organically boost sales, too. As noted in our infographic, 7 Strategic Advantages Service Organizations Realize with CRM for Professionals™, built on Microsoft Dynamics, 73% of sales people using social media to sell outperform those who don’t. That is a huge advantage by any measure.

CRM for Professionals™ by Templeton Solutions integrates social profiles from LinkedIn and Firm Connections™, so you don’t have to leave the system to research and prospect.  Opportunities are everywhere online and social media can be your ticket to expanding your client-base and increasing your revenue.

Contact us at Templeton Solutions at 561-847-7717 to learn more about CRM for Professionals™ with Firm Connections tailored for professional services.

By Templeton Solutions, Microsoft Dynamics CRM ISV for Professional Service Organizations