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The Method:Blog

Method:CRM is the #1 CRM for Small Businesses Who Use QuickBooks.


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Marketing

Small Business Tips – Sales & Marketing Edition

Posted on July 8th, 2016.

Hey everyone, I’m back with another Resource Roundup! For this post, I’ve focused in on Sales and Marketing tips. Sales and Marketing are essential to growing your small business, and the resources below give great tips and insight on how to optimize your efforts! One of the biggest ways for your small business to grow and get leads is...

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Customers

Deleting customers in QuickBooks…uh oh.

Posted on October 30th, 2015.

QuickBooks Desktop and QuickBooks Online are among the top-rated accounting software packages in use by small businesses today, and if you’re reading this, there’s a good chance you use it too. But there’s also a good chance you’re using it not just to track your customer accounting, but also to track your leads. Uh oh. A lead is a...

Featured

Sales

How 3 Small Businesses Close More Deals on the Road

Posted on March 26th, 2015.

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...

Featured

Sales

3 Ways to Generate New Business from Existing Customers

Posted on March 10th, 2015.

Existing customers are, in some regards, an even better source of potential revenue than a new customer might be. Why? Well, all the heavy lifting is already done – you’ve established a relationship, shown them how great your product or service is, and earned their trust. Why not build on that existing relationship to create further...

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Sales

5 Creative Ways to Generate Leads for Your Small Business

Posted on March 2nd, 2015.

To keep your small business growing, your sales funnel needs to be continuously topped up by generating new Leads. Do a search online and you’ll find a lots of ways to generate leads, but your unique small business may require some unique –even unconventional – lead-generating tactics. Here are a few creative ways your small business...

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Sales

5 Ways to Generate Leads Online for Your Small Business

Posted on January 21st, 2015.

You’ve got your kick-ass product ready and a team of all-star employees prepped to win over prospective customers, but your sales funnel is looking a little emaciated. To fill your funnel to the brim with leads (and qualified ones, at that!) you’ll need to move your marketing tactics online and strategize from the lens of your potential...

Featured

Sales

A QuickBooks Customer Manager Creates the Best Kind of Marketing

Posted on December 30th, 2014.

Wondering where to put your efforts (and your wallet) to grow your small business in 2015? Well, I’m here to tell you that investing in happy customers is where your dollar will be best invested. The ROI of Happy Customers with a QuickBooks Customer Manager In the world of Customer Relationship Management (CRM), it’s well known that...

Featured

QuickBooks

Stop managing your leads in Excel – your bottom line will thank you

Posted on September 30th, 2014.

You’ve paid for a local mailer to go out with your latest promotion, and overnight leads are flooding in. Of all the problems small businesses face, this is my favorite one! You now have an influx of potential business emailing your team asking for quotes, but how are you tracking all these new leads? Let me guess – you’re...