CRM & Customer Management 3 Ways to Generate New Business from Existing Customers
You worked hard to acquire your customers, so don't forget about them after they buy! Here are 3 tips to drive repeat business from your customer base.
CRM and customer management articles
Method’s CRM guides help QuickBooks and Xero users choose a CRM, move leads out of spreadsheets, and give their teams access to customer records from the office or the field. For a closer look at how Method works with QuickBooks, explore its customer management capabilities and the customer information it brings together in one place.
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CRM & Customer Management 
CRM & Customer Management Quit Using QuickBooks as Your Lead Management Software
QuickBooks provides a robust understanding of your small business financials. However, here are reasons why it shouldn't be used for lead management.
CRM & Customer Management Create Workplace Harmony with QuickBooks-Integrated Workflows
In this guest post, Method partner Fran Reed explains how a customizable small business CRM helps teams work more efficiently.
CRM & Customer Management 3 Benefits of Switching From Excel to Lead Management Software
If you’re struggling to track sales leads in spreadsheets, it’s time for an upgrade. Here are 3 reasons to switch from Excel to lead management software.
CRM & Customer Management Intuit discontinues Salesforce for QuickBooks: Breaking Up is Hard to Do…Or is It?
Intuit may have discontinued support for Salesforce, but that doesn't mean you can't have a QuickBooks CRM! Learn why Method CRM may be an even better fit.