by Templeton Solutions | Jul 10, 2017 | Press Releases
West Palm Beach, Fla., – July 10, 2017 –Templeton Solutions has been named a 2017 Top 100 VAR (Value-Added Reseller) 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 industry.
The Top 100 list is composed of value-added resellers and technology consultants of accounting software who have exhibited a continuous growth in revenue. Industry trends noted with this year’s resellers are clients’ desire to move to the cloud utilizing software that can be customized to provide analytics, reporting and flexibility.
Templeton Solutions developed the Templeton Suite to enable CPAs and other professional services firms to manage their practice, projects, and people in the cloud. The unitized Suite includes CRM for Professionals™ and Practice Management for Professionals™ to track sales opportunities, plan engagements, streamline billing cycles and improve cash flow with integrated time and billing, project reporting, real-time analytics, and resource planning all accessible via a single sign-on with built in industry best practices.
In addition to its professional services solutions, Templeton Solutions is a Microsoft Cloud Services Provider (CSP), Silver Certified Cloud CRM partner and provides ERP, business consulting and implementation services for Microsoft Dynamics CRM, Microsoft Dynamics GP, and Microsoft Dynamics SL to clients across a variety of industries.
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, the Templeton Suite offers its unitized solution, accessible via a single sign-on, so you can efficiently and more profitably manage your practice, projects and people on premise or in the cloud. Visit us at www.templetonsolutions.com
###
by Templeton Solutions | Jul 11, 2016 | Press Releases
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
###
by Templeton Solutions | Feb 22, 2016 | Press Releases
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
###
by Templeton Solutions | Jul 8, 2015 | Press Releases
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
###
by Templeton Solutions | Jun 4, 2015 | News Coverage, Press Releases, Uncategorized
Ed Marciniak, shares the eight struggles of implementing CRM and how you can avoid them in the Spring 2015 Issue of Growth Strategies, The Journal of Accounting Marketing and Sales a publication of the Association of Accounting Marketing.
Eight Ways to Guarantee Your CRM Implementation Project Fails
by Templeton Solutions | Jan 29, 2015 | Architecture, Engineering & Construction, CRM for Professionals™, Healthcare, Press Releases, Professional Services, SOLUTIONS
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
###
