Method Customers

How a CRM for QuickBooks Helped FUJI Mats Streamline Customer Management

Like so many companies before them, FUJI Mats was struggling to find the right solution for order and customer management. There are a lot of moving parts in their business: they offer facility design services for martial arts studios and provide the materials to outfit the facilities. This means it’s essential to stay on top …

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How an Education CRM Helps ‘Breaking the Barrier’ Bring Language Learning Across the Globe

When you specialize in language learning textbooks for students across the world, customer service and a healthy sales funnel are key to maintaining a thriving business. James from Breaking the Barrier, Inc. experienced first hand the need for an Education CRM while trying to manage a business with software that didn’t play nice. Keep reading …

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Purchase Order Process Streamlined for a Creative Services Business

I had the pleasure of chatting with CEO, Laura Gray to learn how her business and stress levels transformed with the adoption of Method:CRM for her company, Digital Signage Resolutions. In this blog post you’ll hear firsthand how Laura saved herself from double (sometimes triple) data entry by streamlining the purchase order process. You’ll also …

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A Simplified Estimate Process for Allegro Design Co

Like many small business owners juggling multiple apps, Bryan Dutton of Allegro Design Co became frustrated with the redundancies created from disconnected apps: QuickBooks for estimates and invoices, PayPal for customer payments, FreedCamp for customer activities, Adobe for drafting job contracts, and email for endless back-and-forth communications.   But the apps didn’t communicate, which meant redundant, time-consuming work …

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How A Manufacturer Expanded Into Drop-Shipping With Method:CRM

Overview There are no limits to what I can do… it’s boundless in my eyes.  Method can shift in any direction I want to go.” When Erazor Bits, a custom apparel manufacturer, wanted to expand their services to include drop-shipping capabilities, they needed a cloud-based system to remotely manage orders, production, warehousing, and shipping. Learn …

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How a QuickBooks CRM Helped This Company Efficiently Manage Customers and Inventory

Any CRM can record sales efforts. Putting it all together with fulfillment is a game changer. As one of the leading specialty print houses in America, Consolidated Products Company needed a CRM platform to track incoming orders and manage their large catalogue of products and pricing. With Method:CRM, learn how Consolidated Products Company got a …

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How Sky Products Increased Sales Orders with Method:CRM

Overview Across 6 years, Dave Kowch has built Sky Products into one of the largest distributors of S-5!® products in Canada. As the largest S-5!® distributor in the country, roofing and building manufacturers rely on Dave’s team to properly design and engineer solar panel arrays to snow retention systems.  Learn how with Method:CRM, Sky Products: …

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Guard Up! Slashes through their Customer Data with Method:CRM

At first glance, you might think that a sword fighting school is all fun and games, but at Guard Up! Family Swordsmanship, each session is an educational adventure. Training children to wield a sword not only teaches fencing skills but also helps instill confidence. And business at Guard Up! is growing fast. The company has …

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How 3 Small Businesses Close More Deals on the Road

I bet when you think of your mobile sales team, ‘QuickBooks’ isn’t the first thing to come to mind. But guess what – by adopting a QuickBooks-friendly CRM, these three small business owners have streamlined the sales processes for their mobile teams. The result? They’re closing more deals. Allow me to introduce Jacob, John and …

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Modernizing the Healthcare Industry: An Interview with HealthLinc’s Cameron Fleming

With last week’s announcement of Method’s integration with QuickBooks Online Canada, I thought it only fitting to share a portion of my interview with HealthLinc Medical Equipment – one of the Canadian small businesses making waves with QuickBooks and Method:CRM. HealthLinc is a four-division company providing rental equipment to hospitals and care facilities across British …

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