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...

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...

read more

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...

read more

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...

read more

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...

read more

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,...

read more

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...

read more

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...

read more

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,...

read more

Monthly Product Updates: September 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. Process Donations Within...

read more

Benefits of Lead Management Software for Salespeople

Sales jobs can be tough, and sales lead management is often a big part of the problem. Maybe you don’t follow up with a particular prospect in time and another company nabs their business. Or you waste a lot of time on an unqualified prospect. Sometimes...

read more

How to Create Effective Online Donation Pages

Today, many nonprofit organizations receive a large portion of their funding from online donations. While the ability to set up an online donation page has made it easier than ever before to collect donations from people all over the world, building an...

read more

Best Books for QuickBooks Pro Advisors

As a QuickBooks Pro Advisor, you have a solid foundation in how accounting software works and how to best leverage its features for your clients. You also have plenty of experience with saving businesses from financial frustrations that waste time and cause legal...

read more

How To Generate Leads For Manufacturing Businesses

For B2B manufacturing companies, there’s a strong need to generate a steady stream of qualified leads. This is because manufacturing companies rely on a daily influx of orders to stay productive and provide enough work for employees. In fact, your business model...

read more

6 Reasons to Stop Using Excel as a CRM

Published Sep 19, 2018; last updated Apr 3, 2019. First things first — we have nothing but love for Excel. There’s no doubt that this popular spreadsheet program makes it much easier for people to manage all sorts of data. And Excel can be a lifesaver for small...

read more

How to Set Sales Goals for Your Small Business

No matter how small your business may be, setting clear sales goals is essential to your success. When there are quantifiable milestones to hit, it helps keep everyone’s priorities in line and gives sales reps the structure they need to develop focused selling...

read more

CRM Comparison: Method vs. Zoho

If you’re reading this, you’re likely in the market for a customer relationship management (CRM) system. That’s good news, because the right CRM system can take your company to new levels of productivity. As the name suggests, a CRM helps you...

read more

8 Must-Read Books for Accountants and Bookkeepers

In any business, your bottom line depends on the way you handle your finances and investing. One of the best ways to continually build your expertise in these areas is to read financial and accounting books. Whether you already have a working knowledge of accounting...

read more

Best Outlook Add-Ins for Sales Reps

As a small business sales rep, you spend a lot of time working in Outlook. But if you think its only role in your workday is to let you email customers, you’re really missing out! That’s because you can integrate your favorite software programs...

read more

How to Stay Organized at Work as a Marketer

When you work in marketing, having a variety of ongoing projects means you have a wide range of daily tasks. However, this can make it difficult to know when and where to direct your focus. Trying to stay organized amongst the chaos can be difficult at best — or a...

read more

Top 5 Method:CRM Features for Sales Reps

When your company implements new CRM software, learning how to use it can be overwhelming. After all, many CRMs are designed to support a range of business functions, including sales, marketing, customer service, and more. How on earth do you identify the features...

read more

How to Accept PayPal Credit Card Payments

In the past, credit card processing was something only large businesses could afford. These businesses were also the only ones who had the time and resources to deal with the associated headaches. However, today there are many different ways to accept credit card...

read more

7 Best Books for Small Business Owners and Entrepreneurs

As a small business owner, you have to keep your business skills sharp to maintain an edge over your competitors. The tried and true way of doing this, even in the digital age, is reading thought-provoking books by fellow entrepreneurs and business experts. However,...

read more

Key Features of a Construction CRM

Securing new jobs in the construction sector has traditionally been a straightforward task. Multiple companies would bid on a project and the client would award it, usually to the lowest bidder. However, today’s business environment has become more complex and...

read more

3 Tips for Running Successful Fundraising Campaigns

Great fundraising campaigns don’t happen by accident. If you’re looking to improve financial support for your nonprofit organization, careful planning and strategy are required. In fact, successful marketing for a fundraising campaign doesn’t differ...

read more

Monthly Product Updates: August 2018

As summer draws to a close, the word on everyone’s minds is new: new season, new routines, new school year…and for Method:CRM users, a few new product updates! Here’s what’s new and improved in Method:CRM this month. Updates to Method:Sidebar for Gmail At the...

read more

8 Books Small Business Marketers Need to Read

You’re not in business just for fun. You’re in business because you think you have a great product or service to offer. But what good is this aforementioned product or service if it’s unknown to your target market of consumers? That’s why...

read more

Start a FREE trial.

Includes 1 FREE Hour of Customization and a Free Demo.