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• Introducing Method Support

  Hi Everyone, The Support Team - Adam, Jason, and Ashur (that’s me) - are here to help you with your questions about using Method CRM. Call us, email us, tweet us - we love to hear your feedback and find ways to help. When customers bring up tricky... Posted May 16 2013, 09:31 AM by Method_Ashur with | with no comments Filed under: Method CRM, QuicBooks, Sales Rep, Employee, Assign Leads, Link Method User and QuickBooks, Assign Tasks

• Introducing New, Easy-to-Understand Method CRM Video Tutorials

  Allo! A lot of customers told us they’d love it if we offered additional info on how to get the most out of Method CRM, including more Video Tutorials! So we listened and I’m here! My name is Errol. Maybe you’ve heard my voice already... Posted May 02 2013, 02:33 PM by Method_Errol with | with 2 comment(s) Filed under: Method CRM, QuickBooks, CRM Video Tutorials, Help Centre

• Method: 3 Things to Surprise and Delight Your Customers

  Last Friday we decided to try something new: a virtual pizza party with a few customers. “Virtual” because most our customers are in different cities from us. “Pizza party” because we sent pizzas to their offices at lunch time... Posted Apr 25 2013, 12:44 PM by Method_Jamil with | with 2 comment(s) Filed under: Method CRM, QuickBooks, Method 3 things, Gift of Time, Surprise and Delight Your Customers, Magic Wand, Random Acts of Kindness

• Method CRM uses Twitter Bootstrap to launch new website

  Co-founders of Twitter made big news this week launching branch.com and medium.com . Branch.com is a new way of sharing content you find on the web, and sparking a conversation. Medium.com sets out to rethink the publishing industry. My one sentence descriptions... Posted Aug 15 2012, 11:07 AM by Method_Paul with | with no comments Filed under: Twitter, Method CRM, QuickBooks, responsive design, medium.com, brand.com, bootstrap

• Method CRM for Intuit Anywhere - Now Released

  Back in June we blogged about Intuit announcing a new way of integrating with QuickBooks called Intuit Anywhere (“IA”). Starting today, all new Method CRM for QuickBooks Online users will be using IA to connect to QuickBooks. IA provides QuickBooks... Posted Oct 18 2011, 09:32 AM by Method_Danny with | with no comments Filed under: CRM, Intuit, Method CRM, Intuit Anywhere, QuickBooks Online, IPP, Intuit Partner Platform, App Center

• New Method CRM 2.0: Provides a refreshed workflow to CRM for QuickBooks

  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... Posted Jul 18 2011, 03:07 PM by Method_Danny with | with 4 comment(s) Filed under: CRM, salesforce, Customer Relationship Management, Method CRM, sales force automation, QuickBooks CRM, CRM for QuickBooks UK

• New: Document Management in Method CRM

  Opportunities, Cases and Solutions in Method CRM now all benefit from our new Document Management feature. So why is this important to you? I’ll tell you. The goal of any sales rep in an organization is simple – drive as many sales as he or... Posted Mar 26 2010, 10:42 AM by Method_Danny with | with no comments Filed under: Sales Center, Call Center, Method CRM, Document Management

• Method Integration Outlook Plug-In 2.0 Beta – Now Open

  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... Posted Mar 18 2010, 08:20 AM by Method_Danny with | with 4 comment(s) Filed under: CRM, Outlook, Customer Relationship Management, Method CRM, Method API

• New: Unlimited Contacts for QuickBooks Customers and Vendors in Method

  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... Posted Mar 05 2010, 09:34 AM by Method_Danny with | with 1 comment(s) Filed under: Method, quickbooks integration, QuickBooks Customization, QuickBooks-integrated web apps, Customer Relationship Management, Method CRM, QuickBooks Customers, QuickBooks Vendors

• Opportunity stages made easy

  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... Posted Mar 02 2010, 02:46 PM by Method_Danny with | with no comments Filed under: CRM, Customer Relationship Management, Method CRM, Opportunities

• Method CRM Sales Center Dashboard gets a facelift

  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... Posted Feb 22 2010, 03:08 PM by Method_Danny with | with no comments Filed under: Reports, Sales Center, Customer Relationship Management, Method CRM

• Method CRM Movie #3 - the List Builder

  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... Posted Aug 14 2009, 09:39 AM by Anonymous with | with no comments Filed under: Method Integration for QuickBooks, Customer Relationship Management, Method CRM, Method CRM 6-movie series, CRM movie #3, CRM List Builder movie

• Method CRM Movie #2- the Call Center

  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... Posted Jul 31 2009, 02:57 PM by Anonymous with | with no comments Filed under: Method Integration for QuickBooks, Customer Relationship Management, Method CRM, Method CRM 6-movie series, CRM movie #2, CRM Call Center movie

• Method CRM movies are finally here!

  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... Posted Jul 24 2009, 12:25 PM by Anonymous with | with no comments Filed under: Method Integration, Customer Relationship Management, Method CRM, CRM movie #1, CRM Sales Center Movie, Method CRM 6-movie series