Case Study: Templeton & Company cuts costs and saves time with Act-On Software

Accounting Firm and Its Technology Subsidiary Save Time and Money with Act-On

Templeton & Company, a Florida-based accounting firm with 60+ accountants across three offices, faced a fragmented marketing stack—Microsoft Dynamics CRM plus HubSpot, GoToWebinar, ExactTarget and other point tools—which forced hours of manual data entry and left prospect activity untracked. Marketing director Julie Weil and the team needed an easy-to-use, Dynamics-friendly solution to consolidate systems and restore visibility into campaigns and leads.

They implemented Act-On with full Dynamics and GoToWebinar integration in about a week, consolidating six platforms into one automated workflow for emails, webinars, forms, social publishing and lead nurturing. The change gave sales clear visibility into prospect behavior, cut marketing time in half, saved about five hours of webinar prep each week, lowered total cost of ownership, and delivered roughly $10,000 in annual savings.

Templeton & Company

Sarah Parker

Chief Marketing Officer