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 marketing or sales
is bad data. While there are many protective measures companies can employ
to make sure they are operating with clean data such as Access Hoovers as a
plug-in to Microsoft's Customer Relationship Management software, you will
only realize the full potential of your marketing efforts using CRM with
clean data. Though it seems trivial, even the distribution of holiday cards
has created many a headache at professional services firms.
Database maintenance requires daily ... (more)
Customer Relationship Management (CRM) Implementation
Over the years, customer service has continually improved with better
technology (computers), networks (the Internet) and availability (24/7/365).
This has led to higher expectations by users of technology and clients in
general. The businesses that satisfy this "higher level of expectations for
customer service" will be successful if they do it in a cost effective
manner.
Customer Relationship Management (CRM) software has gained popularity as a
way to satisfy this higher level of customer service expectations. According
to A... (more)
Over the last decade, "practice management" has become an industry unto
itself. Beyond the hundreds of private consultants and year-round seminars,
we've seen a proliferation of task-specific software. As a result, it's
little wonder why many accounting firms now find themselves operating with
multiple - and not always harmonious - systems. The various applications
sometimes work from different platforms. Staff must be trained and
retrained. And as expensive new tools are added, firms must continually
reinvest in IT expertise.
Does it really need to be so complicated?
Even m... (more)
So, your firm has made the big decision to invest and implement a customer
relationship management system. Good for you. Now, it's time to make sure the
transition goes as smooth as possible.
Communicate and educate. First things first, leadership must communicate this
decision to the rest of the firm. This means conduct an educational campaign
explaining to the professional staff the reasons for the CRM system, when the
rollout will start and what goals are ultimately trying to be accomplished.
This process will be easier if management gets buy-in from a cross-section of
the fi... (more)
International Financial Reporting Standards (IFRS)
After the Enron debacle, the American Institute of Certified Public
Accountants (AICPA) assumed a leadership role in the rush toward an
international set of accounting standards (IFRS). The long and proud
independent standard setting process in the United States of America is being
phased out in favor of an international standard setting process with an
international governing body, the International Accounting Standards Board
(IASB). So what’s the big deal?
Confusing Standards?
So will we have a single, simple, principles-bas... (more)
Sarah Templeton serves as the Director of Marketing and manages all aspects of Templeton's strategic marketing, public relations initiatives, as well as sponsorships and special events. Prior to joining Templeton, Sarah marketed professional services in the civil engineering and health care industries. Her work has included award-winning branding campaigns, marketing and recruiting strategies, complete collateral and website design and development. 
Sue Poremba
Scott Sellers
Anthony Franco
Daniel Morris
Wayne Walls
Niki Acosta
Jereme Hancock
Oren Michels
Marvin Wheeler
Douglas Kim
