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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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6 Ways CRM Software Helps Education Companies Handle the Back-to-School Rush
The end of summer is approaching, and that means it’s time for school administrators, tutors, and education technology companies to prepare for the return of their students. For those in the education industry, the start of a new school year can be an overwhelming time. With parents visiting schools, students making payments, and teaching staff…
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9 Inspiring Books to Improve Your Success as a Sales Manager
If you’re ready to reach new heights as a sales manager, the wisdom in these nine books will give you a fresh perspective and lead the way to success.
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Features to Look for in a CRM for Creative Agencies
Don’t get stuck with lackluster software. Before choosing a CRM for your agency, make sure it has these 7 key features to boost productivity.
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Checklist for Making the Most of Your CRM Free Trial
A CRM free trial gives you a sneak peek of the system — but do you know what to look for? Use this checklist to get the most out of your free trial period.
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6 Gmail Integrations to Improve Your Sales Capabilities
Looking for an email add-on to make your sales work easier? These handy Gmail integrations will help you automate tasks and streamline your communication.
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How to Manage Inside and Outside Sales Reps
Learn how to improve productivity, enhance communication, and boost sales with these tips for better management of inside and outside sales reps.
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Benefits of lead management software for marketers
Take your lead management strategy up a notch with this handy how-to guide on using lead management software as a marketer.
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Unlocking the power of customer relationship management (CRM) through application programming interfaces (APIs)
A primer on how APIs help CRM integration make complex technological processes more user-friendly and understandable for the non-programmer.
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Must-Read Tips for a Better Accounts Receivable Process
For many small business owners, accounting isn’t the most exciting part of running your business. However, having a good grasp of the fundamentals is essential to keeping your business afloat. In this post, we’re tackling the accounts receivable process — why it matters and how to improve it. What is the accounts receivable process and…
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4 Tips to Revamp Your Vendor Relationship Management
Customer relationship management is all the rage, but it takes more than happy customers to keep a business alive. In fact, maintaining positive customer relationships really begins with effective vendor relationship management. If you’re constantly jumping from one vendor to another in search of a lower price, it will impact your ability to fulfill orders…
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4 Ways to Increase Customer Engagement Through Email Marketing
Effective email marketing leads to increased customer engagement and repeat business. Learn how to use your QuickBooks CRM to create better email campaigns that drive results.
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Why Going Paperless is the Key to Business Success
In today’s digital age, it’s no surprise that many businesses are transitioning from paper-based to paperless processes. Not only is going paperless beneficial for the environment, but it also helps companies streamline their operations and provide better customer service. For small businesses aiming to create loyal customers and drive repeat business, those should be pretty…