5 Best Practices for Sales Opportunity Management

Originally published Apr 17, 2018; updated Jul 3, 2019. Take a moment to think about your business’s approach to sales opportunity management. Do any of the following statements ring true? You don’t know if the opportunities in your pipeline are viable.You don’t know...

6 Steps for Successful CRM Implementation

Have you ever encountered an organization that had invested in new technology, but the results were limited because they didn’t fully use it? Chances are you have. It’s a common problem. Many companies will invest in a variety of software solutions as they grow — for...

read more

6 Tips for Establishing a Monthly Giving Program

Donor gifts are the lifeblood of every nonprofit organization. Nonprofit professionals, especially those working in small to medium-sized organizations, are acutely aware of how quickly small donations can add up. The giving public, however, has not always been able...

read more

7 Tips for Using Your CRM to Boost Sales

Do you want to hear a scary statistic? According to the Merkle Group, 63% of CRM initiatives fail. Okay, breathe. That statistic is from 2013. We’ve learned a lot of new information and CRM technology has evolved significantly in the past 6 years....

read more

How to Use Your CRM to Optimize Influencer Marketing

Social media marketing looks little like it did just a few short years ago. The primary power behind this seismic shift? Influencers. These social media geniuses use their natural charm and relatability to build connections with thousands or even millions of...

read more

Nonprofit Peer-to-Peer Fundraising: A Guide in 10 Questions

As organizations that depend on donated support, nonprofits have to make concerted efforts to stay relevant to their communities, donors, and constituents. That’s why it’s so important to stay on top of trends in the fundraising world. What’s the biggest trend in the...

read more

What Your Nonprofit Board Should Know About CRM Software

Learning how to work with a board of directors can be a challenge for nonprofit administrators. Boards are generally filled with well-meaning locals who lend their expertise to a nonprofit, helping to oversee the efficient operation of the organization. Members may...

read more

6 Questions to Ask When Selecting a CRM

Selecting and implementing customer relationship management software (or CRM software) can be daunting. It’s not unusual for companies to spend months going back-and-forth in their deliberations while considering different CRM options. The reasons for those...

read more

How to Build a Successful Consulting Practice

You’ve done solid work building a successful career, holding positions in big organizations and growing from being an effective team member to leading projects. So, what’s next? For many, the next step is striking out on your own: hanging out your shingle and...

read more

3 Brand Storytelling Lessons for Every Business

Last week, we opened up the Method office for a brand storytelling workshop led by Mark Evans. The attendees came from diverse industries, but they had a shared goal: to learn how to talk about their businesses in a way that gets attention and results. As a content...

read more

Behind the Scenes at Method: 2019 at a Glance

For many people, the start of a new year is synonymous with making big plans and setting big goals — and the Method team is no exception. But where’s the fun in making plans and setting goals if you don’t share them with anyone? We have a lot of exciting events and...

read more

How to Creatively Motivate Your Fundraisers

Motivation is a critical factor when it comes to the successful completion of any task, big or small. With the right levels of enthusiasm, it’s possible for teams to reach their goals at a gallop — while remaining energized and focused throughout. For...

read more

Can Small Businesses Afford Custom Software?

Custom software used to be prohibitively expensive or difficult to build. Accounting packages like Accpac and Simply Accounting weren’t designed to be modified. If you were lucky, there were some user-defined fields you could use or an unused field that you could...

read more

7 Essential Features of Nonprofit CRM Software

Published Jan 16, 2019; last updated Jul 3, 2019. Nonprofits aren’t exactly the same as for-profit businesses. Still, they have many needs that are similar to those of businesses with paying customers. For starters, nonprofits need to market to and...

read more

Benefits of CRM Software for Independent Consultants

When you hear “consultants,” you may think of fast-talking businessmen in fancy suits spinning a lot of jargon for high-priced fees. Think again. Today’s economy is a fast-moving, networked marketplace where experienced specialists work on multiple projects across...

read more

How to Use Segmentation for Successful Email Marketing

Are you concerned that nobody actually opens marketing emails these days? Believe it or not, some people do look forward to emails from their favorite organizations. They may anticipate value in the form of special offers, information, or even just an emotional...

read more

QuickBooks Connect 2018: The Ultimate Content Guide

The QuickBooks Connect conferences are special events, bringing together accounting professionals, small business owners, and app developers from around the globe. Attendees have the opportunity to connect with each other, learn from the amazing speakers, and enjoy a...

read more

New! Recurring Activities in Method:CRM

It’s rare to find someone whose job is different every single day. From daily to-do’s to weekly meetings to monthly check-ins, a lot of your tasks likely repeat themselves. But who wants to spend time repeatedly logging those tasks? The answer is nobody....

read more

Recap: Intuit Small Business Hackathon Toronto

At each of Intuit’s Small Business Hackathons, participants are asked to develop a solution that saves small businesses time or money. The broad challenge is meant to encourage innovation and creativity, and participants never fail to deliver both in spades. On...

read more

Monthly Product Updates: November 2018

Here at Method, our mission is to help you streamline your businesses and better serve your customers. With that in mind, we’re always working hard to build a better CRM! Here’s what’s new and improved in Method this month. Copy Existing Invoices...

read more

CRM Comparison: Method vs. Zoho [Infographic]

If you’re looking for a better way to run your business, say goodbye to messy spreadsheets and stray Post-it notes. Instead, think digitally: the right customer relationship management (CRM) software can take your business to new levels of productivity. When all...

read more

Start a FREE trial.

Includes 1 FREE Hour of Customization and a Free Demo.