West Palm Beach, FL – August 26, 2014 – REDW LLC, one of the 10 largest and most respected certified public accounting and business consulting firms in the Southwest, selected Templeton Solutions’ CRM for Professionals™ software over several on-premise and cloud-based CRM software providers to be deployed in its offices in Albuquerque, New Mexico and Phoenix, Arizona.
Templeton Solutions, recognized for its thought leadership in client relationship management for professional service organizations, will work with REDW’s internal project team to develop a client and business development focused culture 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 REDW’s unique and innovative approaches to client service and speed time to value.”
“Not all CRM solutions and vendors are created equal. After entertaining several other options, Templeton Solutions clearly stood out as the ‘right’ partner for our Firm,” said Gabe Tevrizian, REDW’s Director of Marketing. “One obvious advantage was Templeton’s CRM solution exclusively developed by and for accounting firms. But beyond that, we felt they took the time to become intimately familiar with our business needs, culture and deep-rooted passion for client service. While streamlining marketing and business development activities is important, TS understood that our ultimate objective was to strengthen client relationships and improve client satisfaction,” Gabe added.
The initial implementation project began in May 2014 and will conclude in fall 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