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We’ve been very busy over the last few months. Want to know why? We’ve been working tirelessly on a refreshed version of Method CRM that now focuses on workflow and ease of access to your CRM and QuickBooks information. This was first previewed...
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On Wednesday, April 28 @ 1:00pm , Amanda Mahadeo will be covering some exciting new features and updates released for Method CRM. Some of the topics that will be discussed are how to add attachments/documents to opportunities/solutions, an overview of...
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Last night I was enjoying the spring like temperatures here in Toronto and decided to take a stroll with a friend and meet up at a local hangout. While there, I quickly looked at my iPhone to check my calendar and see how my Friday was looking. What I...
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Last year, I was super excited when we released version 1.0 of our Outlook plug-in tool . Now, less than a year later, I am thrilled to announce version 2.0 is officially open for public beta. Caution – please sit down if you’re not already...
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When entering a customer or vendor into QuickBooks, you already have the ability to add contact information for the main contact, as well as one additional alternate contact. Is this sufficient? What happens when you have more than one contact at that...
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As a sales representative, managing your sales opportunities is pretty important. After all, an opportunity that is monitored and managed properly could potentially equal a sale. Throughout a typical sales process, a sales representative would update...
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When your sales team logs into Method this morning, they might notice a facelift to the Sales Center Dashboard. “A picture is worth a thousand words” and you’ll see a few pictures, well charts to be exact, to help you know exactly how...
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Good afternoon, This is the 4th installment in a series of 6 Method CRM movies, so if you haven’t been tuning into the movies so far and would like to watch them in order, view the Sales Center , Call Center and List Builder movies before proceeding...
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Good morning Method Community, For those of you who are just tuning in to the CRM movie series, please note that this is a 6-movie series highlighting the benefits and features of Method CRM. The first two movies showcased the Method CRM Sales Center...
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It’s hard to believe a week has already passed since I posted the first CRM movie on the Sales Center. Time sure flies... I hope you’ve had a chance to view the first movie in the 6-movie CRM series, and in case you haven’t, you can...
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I’m sure many of you out there are happy to read this announcement about the arrival of Method CRM movies. There will be 6 movies in total and I'll aim to post a new one each week, so if you haven't aleady, subscribe to our RSS feed so you...
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