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...

You're Invited: Brand Storytelling Workshop with Mark Evans

In today's fast-moving and competitive marketplace, standing out from the crowd is essential. You need to be able to quickly and effectively communicate who you are and what you do. But it's not just about spouting off lines from your resume. To catch consumers'...

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...

The Best Email Campaigns to Keep Customers Coming Back

The day-to-day life of a small business owner is often chaotic. Between generating leads, creating quotes, fulfilling orders, invoicing customers, and managing employees (if you have them!), it can be hard to find time to eat or sleep. And some other tasks — like...

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How Method is Getting Ready for GDPR

What is GDPR? GDPR stands for General Data Protection Regulation, which imposes new rules on companies processing personal data of “subjects” residing in the European Union. This means that any information related to a natural person or “Data Subject” that can be used...

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Your Top 5 Sales Pipeline Questions, Answered

As a member of Method’s Education Team, I host our intro webinar, A Quick Tour of Method:CRM. There are a few questions that commonly pop up, so what follows are the top five questions related to our Sales Pipeline Pack. Our Sales Pipeline Pack contains two apps: the...

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Method’s Outlook Email Gadget is Now Available!!

We know how important Outlook is to running your business. Whether you’re following up with leads, tracking shipments from vendors, sending estimates to opportunities or receiving payments from your customers, you live in your Outlook inbox. You do some of your most...

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Customer Follow-Up Emails to Drive Repeat Business

When you hear the term 'customer follow-up', where does your mind go? If you thought of following up with a prospective customer in order to close a sale, that’s a great start — but it shouldn’t be your endpoint. Following up with existing customers after closing...

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5 Best Practices for Sales Opportunity Management

Originally published Apr 17, 2018; updated Jan 10, 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...

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Method:CRM for QuickBooks Online UK

We Canadians have a special relationship with our pals across the pond in the UK. We use the same spelling, have the Queen on our currency, love a good pub and pronounce the last letter of the alphabet as zed, not zee. But that’s not all...QuickBooks Online UK users...

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Your Top 5 QuickBooks Sync Questions Answered

As a member of Method’s Education Team, I host our intro webinar, A Quick Tour of Method:CRM. Over the last year of taking new users through Method:CRM, I’ve noticed a few questions that commonly pop up. So, what follows are the top five QuickBooks-related sync...

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Lead Generation Forms for Your WordPress Website

Do you want to convert your website traffic into quality sales leads? Are you currently collecting leads and manually transferring them to your CRM? If so, then we have good news for you. Did you know you can use Method’s web to lead form and embed it in your...

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5 Reasons to Switch to a Custom CRM Solution

Originally published Feb 3, 2018; updated Jan 9, 2019. There are a lot of CRMs out there. So when tasked with choosing one for your company, you may be tempted to go with the first one you find. However, the likelihood of a hastily-chosen CRM fitting your business’s...

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3 Ways For Customers to Accept Estimates Online

How Can You Streamline the Estimate Approval Process? It’s no secret that organization is key to running a successful business. This is especially true when your company creates estimates or proposals in QuickBooks for prospective customers. After all, you can’t start...

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How working without CRM software can kill your sales

Do you see a CRM as just another tool for you to log your sales in and just don’t really see the point of it? If so, have you also seen squandered sales opportunities, long stretches of low sales, and small errors getting in the way of your sales performance? The...

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A Simplified Estimate Process for Allegro Design Co

Like many small business owners juggling multiple apps, Bryan Dutton of Allegro Design Co became frustrated with the redundancies created from disconnected apps: QuickBooks for estimates and invoices, PayPal for customer payments, FreedCamp for customer...

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Tips for QuickBooks Connect 2017 Attendees

I like to think I’m a bit of an expert when it comes to attending conferences. So, with QuickBooks Connect fast approaching, I’ve been sharing some conference tips to my fellow Methoders who will be joining me in San Jose this year. Since QBC is right around the...

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5 Signs You’ve Outgrown QuickBooks Customer Manager

In business and in life, it’s hard to walk away from what we already know. It’s easy to stay on the same path. It’s comfortable. It’s familiar. But is it the best way to go? When it comes to new customer management software, it can be especially difficult to cut ties...

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5 Ways to Get Your Sales Team Excited About CRM Adoption

For a CRM to really work in helping a business grow their sales, the whole team has to be on board. Here are some best practices for on boarding your sales reps to ensure an effective adoption of a CRM. 1. Focus on what your sales reps will gain from using a CRM...

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Paul Jackson: How To AI-Proof Your Accounting Firm

This year at Scaling New Heights (an accounting technology conference) I took to the main stage. I discussed machine learning and the impact it will have on accounting professionals serving small and medium businesses. After leaving the stage, I was asked by...

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6 Signs You’ve Outgrown QuickBooks and Need a CRM

For most entrepreneurs, accounting is rarely the exciting part about running a business. That said, strong accounting is critical for the success of every small business. Knowing that, it’s no surprise that 80% of small business owners balance their books and manage...

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5 Ways Small Businesses Can Simplify Sales CRM Adoption

Does your business use QuickBooks?   Discover how Method:CRM can help your team easily manage customers and sales reporting. Manage a small business or team? Then you already know how important it is to make the make the absolute most of every minute of the day....

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Can’t Miss Sessions at Scaling New Heights 2017

The countdown is on to Scaling New Heights (SNH) 2017, and this year, we’re headed to Disney! SNH is an Intuit-centric conference aimed to empower small business advisors. Each year, there's a different theme for the conference, 2017’s theme is Face the Yeti! The...

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3 Ways Small Businesses Can Combat Counterfeiters

Think back to being in school. There was always that one kid who would borrow your homework or copy your tests. Remember how lousy that felt? They ripped off your thoughts, ideas and work, and passed it off as their own, earning the fruits of your labor. Sure, they...

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Improve Subcontractor Reporting in QuickBooks

Whether you subcontract production processes in manufacturing, or oversee a team of subcontractors in field services, it is essential to have access to flexible reports that help you manage your sales.  This blog post gives a quick breakdown of subcontract reporting...

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Better Sales Reporting with QuickBooks and CRM data

Does your business use QuickBooks?   Discover how Method:CRM can help your team easily manage customers and sales reporting. How do you generate sales reporting that truly helps you understand your business’ performance? QuickBooks is a great way to collect sales...

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