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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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Understanding the Power of Big Data in Business
The more insight you have into your performance, the more you can leverage it for better results. Here’s why big data is so valuable for all businesses.
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More Than Just Number-Crunchers: How Accountants Provide Value-Added Services
Accountants can do more than just balance the books or prepare taxes. Here’s how today’s accounting professionals are providing value-added services that benefit businesses.
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How Digital Transformation is Driving Business Change
Digital transformation is changing the game in every industry — including yours. Here’s why it’s crucial to embrace new tools and technology.
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6 Steps for Successful CRM Implementation
Can a CRM help you improve sales? Absolutely! But you won’t see results without a proper CRM implementation plan. Follow these steps to get started.
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Why Client Experience is a Key Differentiator for Consultants
What’s behind consumer loyalty? Learn how successful consultants use five key factors to deliver optimal client experiences.
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How to Ensure CRM Initiatives Drive Strong ROI
Your CRM is a valuable sales tool, but are you using it to its full potential? Here are 7 tips to help you leverage your CRM to close more deals.
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How Nonprofits Can Use CRM Software to Develop an Effective Marketing Strategy
A nonprofit CRM is more than just a donor database. Learn how you can use yours to market effectively to existing donors and new supporters.
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Disruption in the Consulting Industry: Challenges and Changes in a Transforming Sector
The consulting industry is transforming, but understanding these changes will create greater opportunities for modern firms. Here’s what you need to know.
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How to get the most out of a CRM for influencer marketing
You don’t need fancy marketing tools to work with social media influencers. Here’s how your CRM can help you run effective influencer marketing campaigns.
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Nonprofit Peer-to-Peer Fundraising: A Guide in 10 Questions
What’s the biggest trend in the nonprofit space in recent years? Peer-to-peer fundraising! Learn all about this hot trend with our special guide.
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Business Going Global: 5 International Business Trends for Accountants to Watch
Is your accounting practice ready to expand beyond borders and succeed internationally? Improve your odds by keeping up with these 5 must-watch trends.
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What Your Nonprofit Board Should Know About CRM Software
Thinking of implementing a CRM for your nonprofit? It’s a valuable investment — but your board of directors may be hesitant. Here’s what they need to know.
