Crowe Horwath LLP Focuses on Growth with CRM for Professionals™

Oct 04, 2013, 08:00 ET from Templeton Solutions

WEST PALM BEACH, Fla., Oct. 4, 2013 /PRNewswire/ -- Crowe Horwath LLP, one of the largest public accounting and consulting firms in the U.S., successfully implemented customer relationship management (CRM) program, CRM for Professionals™. The program was developed by Templeton Solutions using Microsoft Dynamics® CRM exclusively for use in professional services firms.

Templeton Solutions kicked off the project in September 2012, and completed final testing and training in July 2013. The project was completed on schedule and on budget.

"The Templeton team provided wonderful support throughout the CRM implementation, even making themselves available on nights and weekends," said Dave Keever, principal in the Crowe Performance Consulting group and executive sponsor of the firm's CRM project. "They are strong consultants and I hope we will continue to have opportunities to work together in the future."

Crowe's client engagement scores support its focus on retaining existing customers, and its past strong revenue growth indicates a focus on pursuing new clients. CRM software is designed to facilitate strong client relationships and loyalty by providing businesses with the tools to improve client service levels.

The successfully implemented CRM for Professionals™ solution allows Crowe personnel to update client information, schedule regular communications and better utilize available resources from a single program based in Microsoft Outlook®. Having a single location where client data resides allows each user to have the same view of a client's history, enabling a quicker response to changing needs and requirements.

"By working closely with all divisions within Crowe, we were able to get a handle on their needs and roll out a solution that works as a tool to help individuals at the firm work more effectively," said Chris Gryskiewicz, project manager from Templeton Solutions. "They greatly improved data quality and workflow processes, and enhanced their prospects for sustained growth."

About CRM for Professionals™
CRM for Professionals, a Templeton Solutions product, is the first CRM solution exclusively built by and for accounting firms and other professional service organizations. Based on the Microsoft Dynamics CRM platform, CRM for Professionals allows firms to track and leverage client interactions and maximize revenue opportunities. Routine tasks are automated and best practices are standardized, making it an invaluable tool for competing in today's marketplace.

About Templeton Solutions
Templeton Solutions delivers full-featured applications for CPA and other professional services firms 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.

Sarah Parker
Marketing Director

SOURCE Templeton Solutions