4 Ways to Stay Productive as a Freelancer

Let’s be honest: all entrepreneurs struggle with productivity during working hours. But you also know that you’ll never make money as a freelancer if you spend your time scrolling Facebook or staring at a blank screen. In addition to the issue of making an...

How Nonprofits Can Reduce Inefficiencies with a Customizable CRM [Free Ebook]

Inefficiencies are a huge challenge for all organizations. And they’re especially troubling for nonprofits, which often have small teams and budgets. Failing to make good use of these limited resources can make it hard for your team to achieve its goals. Of...

Method:CRM, Reimagined!

We’ve got some exciting news! On May 1, 2019, we’re releasing an improved Method experience that we think you’re going to love. It’s cleaner, easier to navigate, and we think it looks gorgeous. If you can’t wait to see it, you can enable it now in your own...

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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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...

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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,...

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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...

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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...

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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...

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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...

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7 Essential Features of a CRM for Accountants

As an accountant, you’re used to working with accounting software on a daily basis. But accounting software focuses on the numbers — and your job is about so much more than that. To improve your connections with clients, you may want to consider implementing...

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How to Improve Donor Retention for Nonprofits

As a nonprofit organization, by definition, you depend on charitable giving. Without ongoing donations and community support, your organization is unable to function. However, tracking and promoting donor retention throughout the giving cycle is cumbersome at best....

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Sales Follow-Up Emails to Convert Leads Into Customers

Bringing in new leads for your business is a great feeling. However, you don’t want to be so focused on finding new leads that you start to ignore existing prospects. Although these leads have already entered your sales funnel, they may still be waiting for...

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Features to Look for in a CRM for Creative Agencies

Owning a creative design, web design, or marketing agency requires you to work closely with clients and offer unique services. However, day-to-day tasks such as finding new leads, scheduling project meetings, and providing superior customer service can put a strain on...

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Components of a Great Web-to-Lead Form

How well do you feel the ‘Contact Us’ form on your company’s website is performing? Are you bringing in relevant, qualified leads — or is it more of a mixed bag? Does your form speak to your target customers and help them engage with you while...

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Checklist for Making the Most of Your CRM Free Trial

It’s difficult and confusing to choose the right CRM system for your business. Not only are there a lot of them on the market, but the sales material doesn’t necessarily focus on the benefits for YOUR company. One way to decide if a certain CRM is right...

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6 Gmail Integrations to Improve Your Sales Capabilities

We know you love using Gmail in your sales efforts, from entering new leads to staying in touch with clients. But what else can a small business sales representative do with Gmail? Beyond the existing capabilities of this powerful email platform, there are also...

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How to Manage Inside and Outside Sales Reps

In many industries, the number of people working remotely has increased dramatically in recent years thanks to mobile and internet technologies. According to 2016 Gallup data, 43 percent of Americans worked remotely and 31 percent worked remotely quite often at...

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Key Features to Look For in a Manufacturing CRM

In the manufacturing industry, customer relationship management (CRM) software offers a modern approach to customer service by compiling data from various sources. However, not all CRMs are created specifically for manufacturing businesses. As you consider the best...

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Benefits of Lead Management Software for Marketers

Without leads for prospective distributors, retailers, clients, or customers, your business—no matter what the industry—is in jeopardy. Lead generation is what connects your company to the outside world. Yet coming up with leads and then tracking them is...

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How APIs Help You Build an Integrated CRM System

If you’re bracing yourself for an article laden with technical jargon and an alphabet soup of acronyms, you can relax. We’re going to discuss CRM API in terms that any business owner, or user of applications, can more easily digest. A key problem in...

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Must-Read Tips for a Better Accounts Receivable Process

For many small business owners, accounting isn’t the most exciting part of running your business. However, having a good grasp of the fundamentals is essential to keeping your business afloat. In this post, we’re tackling the accounts receivable process — why it...

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4 Tips to Revamp Your Vendor Relationship Management

Customer relationship management is all the rage, but it takes more than happy customers to keep a business alive. In fact, maintaining positive customer relationships really begins with effective vendor relationship management. If you’re constantly jumping from one...

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Why Going Paperless is the Key to Business Success

In today’s digital age, it’s no surprise that many businesses are transitioning from paper-based to paperless processes. Not only is going paperless beneficial for the environment, but it also helps companies streamline their operations and provide better customer...

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4 Reasons a CRM Outlook Add-In Makes Your Job Easier

There’s no denying the value of email in today’s business landscape. Chances are, you use it in every aspect of running your business: marketing to leads, following up with customers, tracking shipments from vendors, and so on. With so many messages passing through...

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The Secret to Delegating Tasks as a Small Business Owner

In the early stages of running a small business, many business owners handle everything by themselves. While this jack-of-all-trades approach can help get a new business off the ground, it may ultimately lead to burnout. The business owner may also find they’re so...

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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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