Client Success Story
About the Client:
McGuire Sponsel is a leading national specialty tax and consulting firm based in Indianapolis, Indiana. McGuire Sponsel provides value added services including cost segregation and fixed asset studies; financing and economic incentive services, IC-DISCs, nonprofit advisory solutions, and research and development tax credit studies. McGuire Sponsel grows its business and serves clients through an expansive network of more than 140 CPA firms in 45 states.
McGuire Sponsel partners with leading CPA firms across the country on value added tax and consulting projects. Their specialized expertise and proven track record of delivering value quickly expanded both their referral network and client base. As their reputation and footprint grew, it became evident that there was a need to find a firm-wide system that would track and manage clients, prospects and referrals. McGuire Sponsel needed a solution that would connect all of their efforts in the market, expand the value of their relationships, improve business development and optimize project pursuit.
McGuire Sponsel began by vetting multiple solutions and technology partners that could provide an enriched customer and referral tracking system for their firm. Specifically, they wanted to integrate marketing and business development activities. As an existing trusted advisor to Templeton & Company, LLP, it only made sense to review the solutions offered by Templeton Solutions.
McGuire Sponsel was pleased with the implementation, solution and training from Templeton Solutions. CRM for Professionals™ integrated with Outlook now simplifies how they track client interactions and project pursuits. Dashboards allow professionals to better focus their efforts and track their day-to-day activities in the system. Management is also able to have an improved following of goal achievement and cross-selling opportunities among McGuire Sponsel’s wide range of services.
“Templeton Solutions developed training that focused on how the customized CRM solution could meet the needs of our unique business model,” said TJ Sponsel, Managing Director, McGuire Sponsel.