5 best practices for sales opportunity management
Stop losing revenue to poor sales opportunity management. Here are 5 tips to help you stay on top of your pipeline and convert more leads to customers.
Latest Sales posts
Lead Tracking Best Practices for Small Businesses Using QuickBooks
If you’re struggling to track sales leads in QuickBooks, it’s time for a change. Here are 4 ways to improve your lead management with a QuickBooks CRM.
Business Opportunity Lead – What is Lead and Opportunity in CRM
Lead management and opportunity management are crucial to small business success. Here's what you need to know about both.
5 perks of construction estimating software that integrates with QuickBooks
Are you missing out on the chance to streamline your sales process? Here are 5 benefits of using estimating software that integrates with QuickBooks.
Lead Generation Forms for Your WordPress Website
Do you want to convert website traffic into quality leads? Use Method to send leads directly from your website into your CRM using our lead generation form.
2 ways for customers to accept QuickBooks estimates online
QuickBooks may not let customers accept estimates online, but that doesn't mean it can't be done! Here are 3 options that will make your life easier.
5 Ways to Get Your Sales Team Excited About CRM Adoption
For a CRM to really help a business grow sales, the whole team has to be on board. Here are some best practices to help CRM adoption for sales teams.
Better Sales Reporting with QuickBooks and CRM data
Get insight beyond QuickBooks transactions. Connect the dots between sales reporting and your customers. Provide your team with insight to close more deals.
How to add a sales commission tracker in QuickBooks
QuickBooks isn't set up to track commissions, but Method CRM is here to help. Learn how you can save hours with a customized commission calculator.
3 ways to better manage sales reps in QuickBooks
Are you managing your sales reps efficiently in QuickBooks? Learn how to manage with ease by setting sales goals, automating follow-ups with your team and cutting down order processing time in QuickBooks.