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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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2025 proved something about successful businesses
In 2025, Method spent 24,572 hours customizing CRMs for manufacturers, distributors, and service companies. The most successful businesses refuse to change their proven processes to fit rigid software, but adapt software to fit their actual workflows instead.
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Introducing Method Enhancements: CRM customization made easy
Introducing Method Enhancements — a faster, transparent way to customize your CRM with real Method Experts. Say yes to industry-specific workflows, same-day implementations, and pricing you can trust. Book your free customization hour today.
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Method Named Intuit Platinum Partner, Expands Support for Intuit Enterprise Suite and Multi-Entity Customers with Launch at Intuit Connect
Method is now an Intuit Platinum Partner, expanding support for Intuit Enterprise Suite with a multi-entity CRM solution that unifies data and operations.
Latest posts
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What you need to include in your small business recovery plan
With small business recovery on the horizon for many, now is the time to create your plan for getting back to business.
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Sales outreach: How to grab prospect attention
Sales outreach is a crucial, make-it-or-break-it part of the sales cycle. Learn how you can make the most of your sales outreach efforts.
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More information at a glance with Method’s updated experience
The main job of a CRM is to provide small businesses with a complete picture of their contacts. In this updated experience, you’ll enjoy an improved at-a-glance view of Contacts and their related information.
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CRM for wholesale: How to make the right choice
Learn what wholesalers need from a CRM to close more deals in this post.
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Paycheck Protection Program (PPP) loan forgiveness: What you need to know
To qualify for loan forgiveness from the Paycheck Protection Program (PPP), there’s a lot of criteria you have to meet. We review each so that you can maximize the PPP loan forgiveness you receive.
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What to look for in your distribution CRM
Learn what separates a great distribution CRM from the rest in this post.
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What CRM Stands For — A Definitive Guide
Find out what a CRM is and learn how you could benefit from one in this post.
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Manufacturing sales strategy – How to increase sales in manufacturing business
With material costs rising and increased pressure on the bottom line, manufacturers need a sales strategy that produces results.
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Sales infographic: The state of sales in 2020 and beyond
Check out this infographic for insights on the current state of sales and find out where the industry is headed in 2020 and beyond.
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Tips for working remotely: How to get things done
These simple and effective tips for working remotely will keep your remote team focused and productive.
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New Method:Field Services features are live
Over the past few months, our product team has been working hard to launch Method:Field Services beta and we’re excited to share some of the awesome features they’ve created.
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QuickBooks CRM integration: How to make the right choice
Learn the value of a QuickBooks CRM integration and learn the top QuickBooks CRMs on the market. Better yet, get a checklist to kickstart your evaluation.
