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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![Simplify Your Small Business Workflows for a Faster (and Happier) Team [Part I]](https://www.method.me/wp-content/uploads/2015/04/overwhelmed_olivia_feature_image-1.png)
Simplify Your Small Business Workflows for a Faster (and Happier) Team [Part I]
Every member of a small business team needs to perform their role as efficiently as possible for the whole system to move forward. But with everyone sludging through manual processes, and with customer data scattered throughout various spreadsheets and email accounts, how can you expect swift business workflows? (Tweet this) In our small business workflow…
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How 3 Small Businesses Close More Deals on the Road
When you’re on the road, you need access to valuable customer data. Learn how a mobile QuickBooks CRM helps these businesses close more sales on the go.
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3 Ways to Generate New Business from Existing Customers
You worked hard to acquire your customers, so don’t forget about them after they buy! Here are 3 tips to drive repeat business from your customer base.
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![How a Small Business Can Provide World-Class Customer Service [Part 2]](https://www.method.me/wp-content/uploads/2015/03/world-class-customer-service-part-2-400x335.png)
How a Small Business Can Provide World-Class Customer Service [Part 2]
Customer service is vital for customer retention. In this 2-part series, we’ll cover more ways your small business can ramp up customer service.
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How to generate leads for your small business
Getting tired of the same old lead generation tricks? Learn how to generate leads for small business using these 5 out-of-the-box strategies.
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Small business customer service: How to provide an excellent experience
Customer service is important to the survival of any small business. Find out the top ways you can service your customers best.
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Method CRM Now Available for Australian QuickBooks Customers
Australian small business owners can now benefit from the #1 CRM for QuickBooks! We offer a number resources to you to help you get started.
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10 productivity tips for small business owners
Learn new ways to become more productive and avoid burnout! Read up on these top 10 productivity tips.
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5 Ways to Generate Leads Online for Your Small Business
If your small business is struggling to get leads, here are five concrete tactics to employ to attract qualified leads to our website.
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7 Apps to Organize Your Small Business
By midnight on December 31st I had proudly mastered the art of mojito-making, but during the next morning’s brunch with friends I was challenged to improve my organizational skills for the new year. Apparently, my scatterbrained process of gathering ingredients and forgetting where I keep stuff in my kitchen was more noticeable than I thought. Resolving…
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Conference Travel Tips to Get You There Energized
I love going to industry conferences – meeting up with old friends in a fun city, getting re-energized from inspiring keynotes speeches, and endless learning opportunities. But the early mornings, late nights, action-packed days, and travel time can take a toll! So, if you’re like me and want to feel energized throughout your…
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New Method Enters Beta at QuickBooks Connect
Method is the most customizable CRM for QuickBooks, and we’re making it even better. A faster, sleeker, mobile-friendly Method is coming soon — stay tuned!