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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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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.
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QuickBooks Desktop discontinued: Next steps for Desktop users
Is QuickBooks Desktop discontinued? Find out everything you need to know about the future of QuickBooks Desktop in this blog.
Latest posts
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Key features of a construction CRM
There are a lot of CRMs out there, but which one is right for your business? This article covers five key features that any construction CRM should have.
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8 Books Small Business Marketers Need to Read
From SEO to social media, the marketing landscape for small businesses has changed dramatically. Here are some great marketing books to get you up to speed.
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7 essential features of CRM software for accountants
Take your accounting firm to the next level. Here are the key features you need to have in a CRM for accountants.
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How to Improve Donor Retention for Nonprofits
New donors are great, but donors that return year after year are even better. Rethink your approach to donor retention with these helpful tips.
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Sales Follow-Up Emails to Convert Leads Into Customers
Follow-up emails are vital for turning undecided leads into loyal customers. Check out these versatile email templates for every stage of the sales funnel.
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6 Ways CRM Software Helps Education Companies Handle the Back-to-School Rush
The end of summer is approaching, and that means it’s time for school administrators, tutors, and education technology companies to prepare for the return of their students. For those in the education industry, the start of a new school year can be an overwhelming time. With parents visiting schools, students making payments, and teaching staff…
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9 Inspiring Books to Improve Your Success as a Sales Manager
If you’re ready to reach new heights as a sales manager, the wisdom in these nine books will give you a fresh perspective and lead the way to success.
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Features to Look for in a CRM for Creative Agencies
Don’t get stuck with lackluster software. Before choosing a CRM for your agency, make sure it has these 7 key features to boost productivity.
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Checklist for Making the Most of Your CRM Free Trial
A CRM free trial gives you a sneak peek of the system — but do you know what to look for? Use this checklist to get the most out of your free trial period.
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6 Gmail Integrations to Improve Your Sales Capabilities
Looking for an email add-on to make your sales work easier? These handy Gmail integrations will help you automate tasks and streamline your communication.
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How to Manage Inside and Outside Sales Reps
Learn how to improve productivity, enhance communication, and boost sales with these tips for better management of inside and outside sales reps.
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Benefits of lead management software for marketers
Take your lead management strategy up a notch with this handy how-to guide on using lead management software as a marketer.