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5 ways to work more productively with Method:CRM’s software integrations

There’s no denying that accounting is a core function of every business.

For this reason, the first tool adopted by many small business owners is accounting software like QuickBooks.

But then what?

As your operations become more complex, your accounting software can’t handle everything.

And if you’re trying to grow your business, like most of us are, you’ll want to focus on software that will help you find and retain your customers.

This is where CRM software comes in. Using a CRM makes it easier to:

  • Manage your customers
  • Track and convert incoming leads
  • Drive more repeat business

When it comes to getting the most of your CRM solution, CRM software integrations are key. In fact, research has found them to increase sales productivity by 12.5%.

CRM software integrations can increase sales productivity by 12.5%.

In truth, there are huge costs associated with double data entry and switching between programs, so CRM software integrations are the way to go.

Today, we look at how you can take advantage of the native CRM software integrations Method offers and use them to increase your productivity.

1. Bring QuickBooks data into your inbox

Nobody wants to spend all day answering emails. But when your customers have specific questions about their orders, you inevitably lose time by switching between programs and searching for the required information.

To speed up this process, Method offers a convenient CRM software integration for both Gmail and Outlook.

When you open an email, these handy sidebars display an overview of the sender’s history with your company. From CRM activities to QuickBooks accounting data, this customer summary immediately puts the email in context and makes it easier for you to respond.

Not to mention that you can also save your response to Method with the click of a button to ensure that your team stays informed about the customer’s needs.

Example of Method:CRM's software integration with Gmail.

2. Build a comprehensive calendar solution

Like most of us, you probably have multiple calendars on-the-go.

And while this lets you quickly schedule new activities, it doesn’t guarantee that you won’t miss an event or double book yourself. Luckily, the right CRM software integration can stop this from happening.

Method minimizes this risk by offering a two-way CRM software integration with Google Calendar. By using this CRM software integration, any events that you create or update in Google Calendar sync with your calendar in Method:CRM and vice versa.

This means you can finally say goodbye to scheduling confusion for good. Not to mention that you can also share your Method-specific Google Calendar with your teammates to make collaborating easier than ever.

3. Create targeted email campaigns

The key to developing effective marketing campaigns is to know who your customers are and what they want. This means it’s beneficial to see your sales data alongside your marketing efforts.

Thankfully, Method:CRM’s software integration with Mailchimp makes it possible for you to develop targeted email campaigns based on real customer insights.

With your customer’s QuickBooks transactions visible in Method — alongside detailed data on their preferences and interactions — you can build segmented mailing lists based on specific criteria. Then you can easily send these lists to Mailchimp in just a few clicks to create email campaigns that keep customers coming back and strengthen your customer retention rate.

Example of Method:CRM's software integrations with MailChimp and QuickBooks.

4. Empower your customers to self-serve and get paid faster

Everybody loves getting paid but the same can’t be said for the process of collecting payments.

If you’re still manually processing credit card information, you’re wasting time that you could use to grow your business. And if you have to call customers first to get that information, that’s another drain on your productivity.

Instead, you can empower your customers to make payments independently with Method’s built-in customer portals.

Within these portals, you can configure a PayPal Payflow or Authorize.NET payment gateway to accept credit card payments. This way, when a customer makes a payment, it’s automatically processed and the data is sent directly to Method and QuickBooks.

It’s that simple!

Your customers will love the convenience and you’ll love being able to literally get paid in your sleep.

Example of a customer portal in Method:CRM.

5. Go beyond pre-built CRM software integrations

Every business operates differently.

This means that every business needs a unique combination of tools to get the job done.

Although Method:CRM offers CRM integrations with tools like Outlook and Zapier — the possibilities don’t stop there.

If you want greater connectivity between apps, Method:CRM offers open access to its API or application programming interface.

For those of you new to the term CRM API, it is the set of programming protocols and tools that dictate how other software programs can interact with Method.

Developers can use the Method:API to integrate other web and desktop applications, allowing for streamlined workflows and more options for adding data to a Method account.

Ready to harness the power of the CRM software integrations Method offers?

Start your free trial today!

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