Templeton Solutions

 

Experience Business Intelligence First-Hand on Thursday, February 11 ... View Full Article

Organizations do not require process redesign from scratch, but rather, it is part of a continuous cycle.  Forward-thinking organizations grow and learn from past experiences and apply that knowledge to become more efficient and adaptive to their changing circumstances.

In today's competitive landscape, becoming more agile and profitable are key to survival, which is why many companies are aggressively streamlining business processes. A few areas these companies look to streamline include: ... View Full Article

Most CPA firms have yet to establish a social media policy, as they are likely considering the best approach to bring social media into the marketing mix.

Truth be told, there is no hard and fast rule on how companies should approach this. The accounting industry is no exception, and faces particular challenges in creating social media plans, such as whether to include client references, and giving tax or other consulting advice in a public forum and later being held responsible for it. ... View Full Article

Templeton Solutions and the QlikView team have joined to show companies how to make sense of their information by turning actionable insight into an increase to the bottom line. 

Register today to take advantage of this opportunity on Thursday, November 5, 2009 at 11 AM EST . to see what some forward-looking companies are doing to improve results and gain a competitive advantage. ... View Full Article

When speaking with a partner of a local law firm, he lamented about their database, "Just getting our holiday card list right requires a monumental effort!"  Many times sales leads in the database are kept long past their shelf life which means they no longer hold any revenue potential and should be jetissoned.

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In today's world of budget constraints, industry regulations and hyper-competitive markets, there is an ever growing demand for instant and accurate business intelligence (BI) to enable decision making at all levels in an organization. BI that is dynamic ... View Full Article

If you don't really know what CRM (Customer Relationship Management) stands for or what it does exactly, don't worry because you're not alone. In fact, take a look at this blog by high technology marketing expert John Ryan, Accountant's CRM Use Just Doesn't Add Up. You'll see that CPAs have been one of the last professional services fields to see the value of customer relationship management tools. ... View Full Article

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As a fellow marketer, I am engaged with many moving parts of the firm from overall strategic planning to the day-to-day execution needed to reach those goals.  Have you ever needed to start out from square one with outdated or incomplete databases every time you are about to execute a new campaign?  Do your Partners and Business Development team have sufficient information prior to meeting with prospects and/or delivering proposals? Please know this: you are not alone! ... View Full Article