TEMPLETON SOLUTIONS BLOG

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...

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Survey Says…..

Successful brands act on their customers’ feedback. Unfortunately, most professional services firms don’t survey their clients consistently or effectively and are missing out on the opportunity to develop “Raving Fans." CRM for Professionals™ will soon offer a Voice...

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Spring Clean your Data

If you weren’t living under a rock in 2015, you’ve probably heard about the New York Times best-selling book The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing by Marie Kondo. What makes Kondo’s technique different is her approach...

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Are you ready for Marketing Automation?

It is no secret that a marketing automation tool is the key to making the lives of marketing and sales professionals a little bit easier. Marketing automation allows you to integrate the functionalities of your favorite marketing programs into one convenient and easy...

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