Small business knowledge hub
Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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CRM Evaluation Checklist: 6 steps to choosing the right CRM system for your business
Learn how to evaluate CRM software objectively with this comprehensive CRM evaluation checklist. From identifying your business needs to comparing features and functionality, our guide helps small and mid-sized businesses make an informed decision on the right CRM.
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The best 6 CRMs for blinds manufacturers: A complete buyer’s guide
Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.
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3 Best QuickBooks Desktop alternatives for 2025 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
Latest posts
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Small business survival: How a CRM can help you
With economic recovery on the horizon, it’s time to think about your small business survival plan and how a CRM can help you grow.
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How to increase wholesale sales?
With 800,000 wholesale businesses in the U.S. alone, wholesale is a very competitive space. Here are 4 ways you can increase your wholesale sales.
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What you need to include in your small business recovery plan
With small business recovery on the horizon for many, now is the time to create your plan for getting back to business.
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Sales outreach: How to grab prospect attention
Sales outreach is a crucial, make-it-or-break-it part of the sales cycle. Learn how you can make the most of your sales outreach efforts.
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More information at a glance with Method’s updated experience
The main job of a CRM is to provide small businesses with a complete picture of their contacts. In this updated experience, you’ll enjoy an improved at-a-glance view of Contacts and their related information.
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CRM for wholesale: How to make the right choice
Learn what wholesalers need from a CRM to close more deals in this post.
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Paycheck Protection Program (PPP) loan forgiveness: What you need to know
To qualify for loan forgiveness from the Paycheck Protection Program (PPP), there’s a lot of criteria you have to meet. We review each so that you can maximize the PPP loan forgiveness you receive.
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What to look for in your distribution CRM
Learn what separates a great distribution CRM from the rest in this post.
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What CRM Stands For — A Definitive Guide
Find out what a CRM is and learn how you could benefit from one in this post.
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Manufacturing sales strategy – How to increase sales in manufacturing business
With material costs rising and increased pressure on the bottom line, manufacturers need a sales strategy that produces results.
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Sales infographic: The state of sales in 2020 and beyond
Check out this infographic for insights on the current state of sales and find out where the industry is headed in 2020 and beyond.
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Tips for working remotely: How to get things done
These simple and effective tips for working remotely will keep your remote team focused and productive.