Sarah Templeton

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. It boils down to encouraging your team to engage, and eventually participate, in the greater dialogue. Firms cannot be seen as educators in the industry if they are not helping clients do their research and discuss issues. When creating our own social media participation guidelines, Templ... (more)

Five Steps to Ensure a Clean CRM Database that Builds Relationships

CRM on Ulitzer 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. A well-known stumbling block for anyone who has worked in mark... (more)