West Palm Beach, FL – January 15, 2014 – GBQ, the largest independent accounting and consulting firm in central Ohio, selected Templeton Solutions’ CRM for Professionals™ software over several on-premises and cloud-based CRM software providers to be deployed across all of its locations in Ohio, Indianapolis, Philadelphia, New York and New Jersey.
Templeton Solutions, recognized for its thought leadership in client relationship management for professional service organizations, will work with GBQ’s internal project team to enhance and streamline the firm’s nationwide marketing and business development processes using CRM for Professionals™.
“Our software is designed to meet the requirements for the complex sales cycles of the professional service organization right out of the box,” said Ed Marciniak, CEO, Templeton Solutions. “CRM for Professionals™ allows us to immediately focus on optimizations to support GBQ’s unique and innovative approaches to client service and speed time to value.”
“We had an exhaustive search to find the CRM solution best suited to handle our needs of marketing automation and improved contact management,” said Shaun Powell, Director of Finance, GBQ. “The team at Templeton Solutions clearly understood the challenges faced by CPA firms and knew what we needed to achieve our desired goals. CRM for Professionals will allow us to better serve our current clients and target those clients who can benefit from our services.”
The initial implementation project began in January 2014 and will conclude in early May 2014.
About Templeton Solutions
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 practices. 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