How to Use Technology to Keep Remote Teams Connected

Our economy is on the cusp of a mobile revolution, in which sales and customer service teams will increasingly work remotely. As a result, connectivity and collaboration will become more important than ever. In order to stay competitive in this changing environment,...

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...

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...

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...

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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...

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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...

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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....

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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...

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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...

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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...

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Join Method:CRM at the Intuit Small Biz Hackathon!

It should come as no surprise that we’re big fans of Intuit and the QuickBooks app ecosystem. As the leading CRM for QuickBooks, we love helping accountants and small businesses extend the power of their accounting software through better customer management. We also...

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Lead Generation Strategies for Construction Businesses

Many construction companies rely heavily on client referrals to win new projects. Certainly, this type of passive lead generation works well for larger, established companies. But if you’re trying to get a newer business off the ground, it’s important to...

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5 Tips to Improve Your Brand’s Online Reputation

No matter how small your business is, your potential customers search for you online more often than you may think. And the information they obtain from search results, social media, articles, and your owned resources impacts the way they interact with you....

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Top 10 Highlights from QuickBooks Connect San Jose

After a whirlwind three days at QuickBooks Connect San Jose, the Method team is back home in Toronto. We have to say a huge thank you to Intuit for putting on this incredible event; we learned so much and met so many great people. We also had an awesome time providing...

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3 Strategies to Plan Top-Notch Fundraising Events

For nonprofit groups to stand out, fundraising events are key. Whether you’re hosting a gala, a peer-to-peer fundraising campaign, or a silent auction, fundraising events bring donors and supporters together in a fun, exciting way that fosters community and social...

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An Overview of Method:CRM [Infographic]

When you hear the term “CRM,” what comes to mind? A hub for all of your customer data? A glorified spreadsheet? Utter confusion about what a CRM is and what it can do for your business? The core purpose of a CRM (or customer relationship management) system...

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6 Lead Generation Tips for Accounting Firms

Every business, large or small, needs a quality accounting firm to help them manage their finances. While this creates a lot of opportunity for accounting firms seeking new clients, it also creates plenty of competition. In order to stand out among your competitors,...

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Monthly Product Updates: October 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. New Screens Available in...

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New! Updates to the Web to Lead App

New leads are the lifeblood of any business — but who has the time to manually enter lead data? Method’s web to lead app is a great solution for anyone who wants to spend less time capturing sales info and more time closing sales. With the app, you can embed a...

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