Latest CRM posts

QuickBooks connection behind manufacturing workflows Method CRM
The QuickBooks connection behind manufacturing workflows
Manufacturers likely won’t introduce themselves by the accounting software they use. You wouldn’t typically hear them say, “Hey, my name is Mike, I make boot bindings, and I’m a QuickBooks user.” But even if manufacturers don’t mention QuickBooks specifically, for most of them, it’s incredibly important. Manufacturing is a game of buying raw materials and […]
Read more about The QuickBooks connection behind manufacturing workflows »
Auto match payments and invoices Method Pay
How Method Pay auto-matches payments to invoices and syncs to QuickBooks
Method Pay doesn’t stop at processing the payment. When a customer pays an invoice, the payment is automatically tied back to that invoice and synced with QuickBooks. That’s a big change from workflows where someone has to manually match payments and update records across multiple systems. Accepting card and ACH payments is something most businesses […]
Read more about How Method Pay auto-matches payments to invoices and syncs to QuickBooks »
Why standard CRMs fall short for manufacturers Method CRM
Why standard CRMs can fall short once manufacturing quotes become orders
Standard CRMs can fall short for manufacturers because their workflows often end at closed-won, while the manufacturer’s work continues through approvals, order coordination, fulfillment, invoicing and customer updates. Based on Method’s analysis of 465 manufacturing and distribution prospect calls, 82% cited order management as their top pain point. This guide explains where the gap appears, […]
Read more about Why standard CRMs can fall short once manufacturing quotes become orders »