Small business knowledge hub
Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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The best 6 CRMs for blinds manufacturers: A complete buyer’s guide
Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.
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3 Best QuickBooks Desktop alternatives for 2025 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
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QuickBooks intercompany transactions: How to manage multiple entities efficiently
Learn what QuickBooks intercompany transactions are, why they matter, how to manage them, and how Method helps streamline workflows across all your entities.
Latest posts
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Methoders Ride for Heart
The Method CRM team is gearing up to participate in the Ride for Heart charity bike ride. Learn what inspired our employees to take part!
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![Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 4]](https://www.method.me/wp-content/uploads/2015/05/frank-feature-image-1.png)
Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 4]
Welcome back to our ongoing series on simplifying your small business workflow. If you’re just joining us, it’s not too late to catch up! So far, we’ve caught up with Olivia the Ops Manager, Grumpy Gus the Sales Rep, and Debbie the Customer Service Manager. In each case we’ve illustrated how a CRM for QuickBooks…
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My Life Since Method:Walks Started
The Method team is participating in a steps challenge, and competition is getting fierce! Here’s an inside look at what all of this walking is doing to us.
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![Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 3]](https://www.method.me/wp-content/uploads/2015/05/debbie-feature-image-1.png)
Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 3]
Welcome back to our ongoing series detailing how you (yes, you!) can simplify and streamline your small business workflow. If this is your first time here, why not check out part one and part two? Last time, we visited Grumpy Gus, the sales rep who unified his workflow courtesy of a CRM for QuickBooks solution.…
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![Simplify your small business workflows for a faster (and happier) team [Part 2]](https://www.method.me/wp-content/uploads/2015/04/grumpy-gus-feature-image-1.png)
Simplify your small business workflows for a faster (and happier) team [Part 2]
Welcome back to our small business workflow series. Last time, I started the series off by highlighting a few key reasons your small business is operating with an inefficient internal workflow. If you missed it, check it out to get acquainted with how the series will unfold over the next few weeks. I first introduced…
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2 Simple Tactics to Successful Small Business Email Marketing
Is your small business new to the email marketing game? Have no fear — here are two simple tactics to help you create successful campaigns.
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![Simplify Your Small Business Workflows for a Faster (and Happier) Team [Part I]](https://www.method.me/wp-content/uploads/2015/04/overwhelmed_olivia_feature_image-1.png)
Simplify Your Small Business Workflows for a Faster (and Happier) Team [Part I]
Every member of a small business team needs to perform their role as efficiently as possible for the whole system to move forward. But with everyone sludging through manual processes, and with customer data scattered throughout various spreadsheets and email accounts, how can you expect swift business workflows? (Tweet this) In our small business workflow…
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How 3 Small Businesses Close More Deals on the Road
When you’re on the road, you need access to valuable customer data. Learn how a mobile QuickBooks CRM helps these businesses close more sales on the go.
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3 Ways to Generate New Business from Existing Customers
You worked hard to acquire your customers, so don’t forget about them after they buy! Here are 3 tips to drive repeat business from your customer base.
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![How a Small Business Can Provide World-Class Customer Service [Part 2]](https://www.method.me/wp-content/uploads/2015/03/world-class-customer-service-part-2-400x335.png)
How a Small Business Can Provide World-Class Customer Service [Part 2]
Customer service is vital for customer retention. In this 2-part series, we’ll cover more ways your small business can ramp up customer service.
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How to generate leads for your small business
Getting tired of the same old lead generation tricks? Learn how to generate leads for small business using these 5 out-of-the-box strategies.
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Small business customer service: How to provide an excellent experience
Customer service is important to the survival of any small business. Find out the top ways you can service your customers best.