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 www.templetonsolutions.com

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Templeton Solutions Launches new Website

West Palm Beach, Fla. – February 22, 2016 – Templeton Solutions launched its new website and branding last week across all web and social media platforms. Templeton Solutions develops, publishes and implements professional services software solutions including CRM for Professionals™ and Practice Management for Professionals™. The new website can be found by visiting www.templetonsolutions.com.

Mobile friendly with a clean look and design, the new site highlights the multiple features of Templeton Solutions software. It explains how the solutions meet the needs of professional services firms and provides customer success stories showing the real-life benefits Templeton Solutions’ clients have received.

Templeton Solutions combines deep industry and process expertise, packaged software and custom software development to enable growth and innovation for our clients.

About Templeton Solutions LLC

Templeton Solutions is the publisher of CRM for Professionals™ and Practice Management for Professionals™, applications that are revolutionizing how forward-thinking professional service firms grow and manage their businesses. Based on the Microsoft Dynamics® CRM platform, the software combines enhanced Customer Relationship Management functionality with Project Management, Document Management, Analytics and Time & Billing, delivered on premise or in the cloud. Visit us at www.templetonsolutions.com

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Templeton Solutions Named a 2015 VAR to Watch

West Palm Beach, Fla., – July 8, 2015 – Templeton Solutions has been named a 2015 VAR (Value-Added Reseller) to Watch in 2015 by Accounting Today.   Accounting Today, is a leading publisher of news for the tax and accounting industry.

The firms selected for the 2015 list represent value-added resellers and technology consultants of accounting software who have exhibited continued and substantial revenue growth. Being recognized as a “VAR to Watch” denotes upcoming leadership, growth and innovation within the financial software market.

Templeton Solutions, recognized for its thought leadership in client relationship management for professional service organizations, has developed two solutions, CRM for Professionals™ and Practice Management for Professionals™ specifically for today’s CPA firm. Based on the Microsoft Dynamics® CRM platform, these products help firms increase sales, grow their businesses and provide real-time information on firm activities and is fully accessible from within Microsoft Outlook.

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 www.templetonsolutions.com 

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CRM for Professionals™ earns Microsoft Dynamics® CRM Certification

West Palm Beach, Fla. – January 29, 2015 – CRM for Professionals™, built on the Microsoft Dynamics® CRM platform specifically for use in professional services firms, has been Certified for Microsoft Dynamics CRM. Earning this certification means CRM for Professionals™ has attained Microsoft Corporation’s highest standard for partner-developed software solutions.

Solutions that are Certified for Microsoft Dynamics have demonstrated development quality and compatibility with Microsoft Dynamics products. VeriTest, a service of Lionbridge, performed independent and rigorous testing on the solution’s integration with Microsoft Dynamics CRM 2013. In addition, certified products must be designed to meet unique business and industry needs; used and recommended by other companies; and has been professionally implemented and systematically supported.

Templeton Solutions, a Microsoft Dynamics® CRM Gold Certified Partner, is a leader in Dynamics® CRM Online configuration and implementations for professional services firms. CRM for Professionals™ helps professional services firms sell more new business, cross sell more effectively, manage relationships, and gain valuable insight into business development activities and marketing effectiveness.

“High quality, standards-based development makes our software easier to maintain and ultimately enhances the experience of our customers,” said Ed Marciniak, CEO, Templeton Solutions.

“In an ever-changing economic environment, organizations need to be equipped with the best CRM solution to help them succeed,” said Bob Stutz, vice president, Microsoft Dynamics CRM. “By passing this rigorous testing and attaining all of the necessary milestones for the CfMD logo, Templeton Solutions is prepared to offer our customers a CRM solution to help them compete in their market.”

About Templeton Solutions LLC

Templeton Solutions is the publisher of CRM for Professionals™ and Practice Management for Professionals™, applications that are revolutionizing how forward-thinking professional service firms grow and manage their businesses. Based on the Microsoft Dynamics® CRM 2013 platform, the software combines enhanced Customer Relationship Management functionality with Project Management, Document Management, Analytics and Time & Billing, delivered on premise or in the cloud. Visit us at www.templetonsolutions.com

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Stiles selects Templeton Solutions for Microsoft Dynamics® CRM Online Implementation

West Palm Beach, Fla. – September 22, 2014 – Stiles, headquartered in Fort Lauderdale, Florida, selected Templeton Solutions to lead the design and implementation of Microsoft Dynamics® CRM Online throughout its organization. Stiles will initially deploy CRM Online for its construction, real estate brokerage and property management divisions.

With regional offices throughout Florida, and a new office in Charlotte, North Carolina, Stiles wanted a CRM system to consolidate and share information, improve sales processes and pipeline visibility, provide management reporting, and help document and manage relationships. Dynamics® CRM Online and Office 365, along with Templeton’s Firm Connections™ advanced relationship mapping features, provide Stiles with a completely cloud-based sales productivity and information access solution. Stiles personnel will access Dynamics® CRM Online directly from within Outlook, web browsers, and mobile devices for actionable information about the firm’s properties, leases, and projects whenever and wherever needed.

Templeton Solutions, a Microsoft Dynamics® CRM Gold Certified Partner, is a leader in Dynamics® CRM Online configuration and implementations for professional services firms, including architectural, engineering and construction (AEC) firms. Templeton is working with Stiles’ marketing and divisional management teams to design and configure the solution to Stiles specifications considering the unique needs of each division.

“We are delighted to be working with Stiles, a South Florida icon, on this important CRM project,” said Ed Marciniak, CEO, Templeton Solutions. “Our expertise in the AEC industry and broader professional services allows us to bring a unique perspective to Stiles. Microsoft CRM Online gives us an extremely flexible toolset to rapidly deliver the features and system that Stiles requires.”

“Due to our full-service nature, we struggled to find a custom CRM solution that could meet our varied needs throughout the organization,” said Adrienne Zalkind, Vice President of Marketing, Stiles. “Templeton understood the challenges we faced and was able to develop a system that would help us to institutionalize Stiles’ decades of data and relationships so we can better serve our customer base while continuing to grow our business.”

The first phase of the project began in late July 2014 and will conclude in fall 2014.

About Templeton Solutions, LLC

Templeton Solutions is the publisher of CRM for Professionals™ and Practice Management for Professionals™, applications that are revolutionizing how forward-thinking professional service firms grow and manage their businesses. Based on the Microsoft Dynamics® CRM 2013 platform, the software combines enhanced Customer Relationship Management functionality with Project Management, Document Management, Analytics and Time & Billing, delivered on premise or in the cloud. Visit us at www.templetonsolutions.com

About Stiles

Stiles is a full-service commercial and multi-family real estate firm with a clear mission: Invest. Build. Manage. Stiles services include development, construction, tenant improvement, realty, property management, architecture, acquisitions and financing. Headquartered in Fort Lauderdale, Florida, Stiles also maintains regional offices in Miami, Palm Beach, Fort Myers, Tampa and Orlando, Florida, as well as Charlotte, North Carolina. Stiles is responsible for more than 40 million square feet of office, industrial, retail and mixed-use residential projects throughout the southeastern United States. For more information, please visit http://www.stiles.com or call 954-627-9300.

 

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