Estimated reading time: 0 minutes, 34 seconds

TEMPLETON: CPAS DON'T UNDERSTAND CRM

Templeton Consulting, a Miami Beach, Fla.-based accounting and consulting firm, has found that accounting firms don't understand Customer Management Relationship applications. Templeton's survey of 500 firms discovered that 86 percent don't use CRM while many reporting they use CRM packages employ applications such as ProSystem fx Practice Management and Outlook that are not CRM programs. Templeton also found the accounting firms are confused about the definition of CRM, what functions such packages provide and the best practices for using them. The firm markets Customer Relationship Management Solutions which is based on Microsoft Dynamics CRM

 

PRODUCTS USED
% USING
ProSystem fx Practice Management 20
Microsoft CRM 12
Outlook 9
GoldMine 8
Excel 6
Salesforce.com 6
Access 5
Act 5
CCH 3
Custom Solutions 3
Virtual Practice Management
3
12 Others
24

 

 

Read 8442 times
Rate this item
(0 votes)

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.