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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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13 must-read books for accountants and bookkeepers
Who said accounting books were boring? Learn new skills and get inspired by checking out these top-rated books by finance industry leaders.
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Best Outlook Add-Ins for Sales Reps
Outlook add-ins can help salespeople get organized, write better emails, and provide better customer service. Here are six great tools to add to your inbox.
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Top 5 Method CRM features for sales reps
Learning new software can be tricky — but you don’t have to figure it out alone! Here are the best Method CRM features to help sales reps work productively.
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How to Accept PayPal Credit Card Payments
In the past, credit card processing was something only large businesses could afford. These businesses were also the only ones who had the time and resources to deal with the associated headaches. However, today there are many different ways to accept credit card payments and even small businesses can take advantage of them. PayPal is…
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7 Must-Read Books for Small Business Owners and Entrepreneurs
As a small business owner, you have to keep your business skills sharp to maintain an edge over your competitors. The tried and true way of doing this, even in the digital age, is reading thought-provoking books by fellow entrepreneurs and business experts. However, finding the time to sort through bookstore shelves (whether in the…
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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.
