TEMPLETON SOLUTIONS BLOG

Here are 5 reasons why you should consider making them part of your everyday routine. 1)      Easy to understand graphics - It’s simple - make things easier. 2)      Accessible to everyone in the firm - A global view will keep everyone up to date. 3)      Consolidate...

It’s no secret that your employees are your most important asset. In the professional services industry, your employees must deliver or you won’t be in business for long. Naturally, finding the right talent doesn’t always work in your favor and that’s a risk all...

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...

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...

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....

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....

“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...