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

Client Retention in the Professional Services Industry: Are you looking for longevity in all the wrong places?

As a professional service organization, finding and retaining clients is at the top of the stack in terms of priorities. Some firms create expensive, elaborate loyalty programs so their clients feel appreciated; others provide generous discounts to win engagements. These methods often work at first, but expensive programs and discounts tend to negatively impact profit margins in the long run.

Our infographic, 7 Strategic Advantages Service Organizations Realize with CRM for Professionals™, built on Microsoft Dynamics, drives home the point that data plays a vital role in client satisfaction and longevity. Client needs are  all different: what’s important to a supply chain consulting firm’s client  may be different to the client’s of a CPA firm. But being able to research, capture and quickly share information about the client and client’s needs with your organization’s marketing, sales and professional services team helps a firm speak with one voice and truly focus on the needs of the client.

Things change. Stay ahead of the game.

CRM for Professionals, built on Microsoft Dynamics CRM, is designed with unique, easy to use tools to help professional services firms capture and share prospect and client information within your organization and with business partners. With a CRM designed for professional services firms, you get quicker implementations, better user adoption, and faster time to value.

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

Simple isn’t Always Best

“Everything should be made as simple as possible, but not one bit simpler.” – Albert Einstein

We’ve recently picked up on a CPA industry meme that CRM systems need to be small and simple, and that enterprise class CRM systems are too complex and don’t belong in the average CPA firm.  But at the risk of being cliché, in our experience, “it’s not that simple”.  Templeton Solutions has been delivering CRM solutions to CPAs and professional services firms since 1998.  We’ve seen a lot of success across our clients, with the most successful clients having two characteristics in common:  1) they knew what they were trying to accomplish and 2) they started their CRM initiative with a small, achievable scope.  Those not so successful had nothing to do with the class of their software.

With the availability of enterprise class software in the cloud, such as our CRM for Professionals™ in the Microsoft Dynamics CRM Online cloud, why would you not want to have access to enterprise capabilities when you need them?  Advanced capabilities drive adoption and improve client engagement.

Here are 8 great reasons you might want to reconsider a “Simple” CRM system:

1.)           Industry:  Is your Simple CRM designed and pre-configured for a business that sells a service, versus a product?  A product-oriented CRM in a CPA firm is not simple – it’s confusing and hurts adoption.  Many firms wind up re-implementing because they initially bought and customized a ‘vanilla’ CRM and it does not fully meet their needs (or it’s too expensive to get there).

2.)           Grow with your firm:  Does the architecture of your Simple CRM allow you to easily automate processes such as Applicant Tracking from website query, to interview scheduling to hiring?  How about Tax Workflow and due date tracking at no additional cost?  Industry specific solutions such as CRM for Professionals are regularly enhanced to address the evolving needs of CPAs and the professional service industry.

3.)           Data Analytics:  Does your Simple CRM allow for dashboards that show Segmented Top Clients by office location, affiliate, practice areas, billings?  Highlights cross-sell opportunities?

4.)           Referrals and Firm Connections™:  Does your Simple CRM track multiple referrals scenarios – i.e. is your referral a banker at Bank of America or is it Bank of America?  How do we know this referral? Have we served on a board with the primary decision maker?  Do multiple partners have relationships at the same account?

5.)           Mobile:  Does your Simple CRM allow you research a prospect or client, leave a meeting, speak into your phone and automatically update your CRM with an activity for your staff?  Mobile enablement is a real adoption driver.

6.)           Marketing Automation:  Does your Simple CRM offer pre-built integration with today’s leading marketing automation systems – Act-On, Constant Contact, HubSpot, Eloqua, MailChimp and Marketo,?  How does Simple CRM deliver and track the right content to the right client at the right time?

7.)           Voice of the Client:  Does your Simple CRM have built-in surveys that can be automatically sent to your client when work is completed and spot trends over time?

8.)           Social & Profiling:  Does your Simple CRM have a built in corporate data research service with 30,000+ data sources and built in sync of company and contact profiles, at no additional cost?

In summary, don’t let your quest for Simple set yourself up for failure and limit the value that CRM systems deliver to your professional services firm.  Spend more time on defining your objectives (and how to measure success!) and look for software solutions such as CRM for Professionals™ that are aligned with your industry and goals.