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...

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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How to Set Your Small Business Up for Black Friday Success

Brace yourselves — Black Friday and Cyber Monday are approaching. For the past several years, the weekend following Thanksgiving has signaled the start of the annual holiday shopping rush. If you’re a small business owner, you may be feeling a little intimidated or...

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10 Great Holiday Fundraising Campaigns for Nonprofits

The winter holiday season is the busiest time of year for many businesses — and that includes nonprofit organizations. The tidings of good cheer mean that people are more apt to support charity drives and fundraisers during this period. In fact, about 30% of all...

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Organization Tips for Accountants and Bookkeepers

As an accountant or bookkeeper, it’s your job to make sense of all the financial transactions in a company. Even small businesses require vigilant oversight of everything going out and coming in. The smallest error can result in hours upon hours of scrutinizing...

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CRM Comparison: Method vs. Insightly

Selecting a customer relationship management (CRM) system is a big business decision that can impact your organization for years to come. But different businesses will have different needs for a CRM. You may be looking for a system that’s very user-friendly, or...

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How to Generate Leads for Marketing Agencies

As a marketing professional, you’re highly skilled at executing lead generation strategies for your clients. But when it comes to bringing in new leads for your own agency, you might feel a little stuck. Just as the shoemaker’s children go barefoot,...

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10 Best Podcasts for Small Business Marketers

The marketing landscape is constantly evolving. To ensure the success of your business, it’s natural to want to absorb as much marketing wisdom as possible. However, it’s nearly impossible to keep up with a daily influx of blog posts, news articles, and...

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How to Stay Organized at Work as a Small Business Owner

As a small business owner, you’re generally operating with a pretty small crew. Maybe you’re just starting out, or maybe you’ve been in business for a while and want to keep your team small. You might even be running a business of one, where you’re...

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7 Essential Podcasts for Sales Reps

Podcasts are an excellent resource for people working in sales roles. Much like sales books, podcasts allow sales professionals to learn directly from industry experts, without breaking the bank on conference fees. Podcasts also have the added benefit of timeliness,...

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