A managing partner’s primer for a successful CRM implementation

By: Steven Templeton, CPA, CVA, Managing Partner Accountants are not sales professionals, but they are professionals who (must) sell. Accounting firms are getting serious about business development an ... More

Five Immediate Benefits of CRM

We get a lot of questions about what makes CRM so great. Having worked with a number of CPA firms and hearing their needs and desires around technology, we see the benefits.We understand, however, tha ... More

Combining CRM with Practice Management: Can you Have It All?

Is your firm’s business development dependent upon the individual actions of your partners and managers? Looking for something more streamlined and consistent? Yes, there is a better way. While many p ... More
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Recent News

Jerry Savoy Promoted to Project Manager for CRM and TC Practice Management
Apr 5, 2013
Templeton Solutions is pleased to announce that Jerry Savoy has been promoted to Project Manager for CRM and TC Practice Management. Previously Jerry served as a Senior Technology Consultant.
Case Studies: CRM (Blum Shapiro)
Apr 1, 2013
CPA firms, for the most part, are still learning what customer relationship management and the products that help with that process are all about.
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