Every year I run a hockey playoff pool with some of my friends (yeah, yeah, we like hockey in Canada). As the amount of people in the pool grew each year, it became increasingly hard to hold a live draft. It was impossible to have everyone in the same place, at the same time (or even online at the same time)!
Naturally, to address this pain point, I made an app in Method. I created a Hockey Pool portal and gave each of my friends access so they could log in and draft a player when it was their turn. No hassles! Here’s what it looked like:
My Hockey Pool Portal
Everyone in the pool can log into their account, and see their own Statistics, their own Team List, their own Draft Order, and they can manage which players they want to pick next with the On Deck feature.
I’ve included a grid that filters out players that have already been selected, and the Draft Player button only works when it’s actually your turn! When it is your turn, the Draft Player button opens a pop-up window, which looks like this:
The Draft Player button on this screen not only drafts your selected player to your team, but also removes them from the Players Remaining grid, removes them from all decks, adds them to the pool’s draft order (which can be generated as a report), sets the next user’s turn, and even sends them an email notifying them that it’s their turn!
In order to set this up, I imported all of the player data I needed into a new table that I called NHLPlayers. I used fields such as Goals, Position, and Team. In order to keep my hockey data separate from the rest of Method, I also created my own users table called HockeyPoolUsers.
Here is where I stored the data for my hockey pool friends such as Email, UserName, and Password. The cool thing is that these are not Method users, just users for my Hockey Pool portal, so no additional licenses are needed!
This is not only great for hockey, but the same principles could be applied to make an NFL football pool (for all our American friends). It doesn’t stop there either. I feel like I’m only scratching the surface because so far my app can only manage the draft.
My next goal is to use a Call Web Service action to update all the real time player stats and pool standings with the click of a button! Is this possible? I’m not sure, because I haven’t found a web service yet that will .
When I find one, you’ll be the first
I asked my fellow Meth od friends what they were thankful for, and alto ugh many v oiced their gratitude towards various foo ds , what eve ryone her e expressed the most was how grateful they were for you - our customers and resellers.
e' ll be here this week during regular office hours
for choosing Method CRM as your Customer Relationship Management p latform! From the bottom of our hearts, THANK YOU
Las Vegas Sleeter Conference last week, Method Founder and CEO Paul donned his suit jacket and caught a cab to the PwC Vision to Reality Awards.
After touching down in Toronto from the
Up-and-Coming Technology Company aw ard -- an h onor that mea ns a great deal to the whole Met hod CRM team.
Paul accepting Method’s Top 10 Up-and-Coming Tec hnology Companies
Thank-You to our community of Method CRM customers and resellers - your enthusiasm and support for our team is what drives us to continuously innovate and improve.A big
Method Team celebrating our new shiny award
We also wanted to give we ll d eserved shout-outs to the other 2013 Top 10 winners :
D-Wave Systems Inc.
Frank and Oak
Global Relay Communications Inc.
Until next time,
This is a guest blog by Advanced Certified Consultant and Method Solution Provider, Mark Crews.
The Cloud Consultancy team is just back from the 1st Method Solution Providers
(MSPs) Retreat, adeptly run by Scaling New Heights. Over the course of the retreat, we had a chance to preview the next generation of Method, and participate in many jam-packed, cutting-edge sessions presented by the Method team, as well as other MSP s. We loved the chance to informally network with our fellow MSPs and spend three days immersed in Method. The best part though, was getting to see the future of Method CRM.
Joe Woodard and Paul Jackson, Method’s CEO, kicked off the retreat with keynote presentations. Paul coined the concept of “frankensteining”
or putting together a business system made from many different applications which may or may not work well together. Naturally, Method is the antidote, since it can provide the functionality of many different apps, and reduce the number of moving p ieces. Paul unveiled the new Method logo, which incorporates the infinity sign, reflecting the infinite possibilities of Method . Finally, his keynote included what we were all waiting for, a sneak peak at the new version, known as V2, and a timeline for its release. Method users should be excited to know that V2 Mobile Beta will be available soon.
The developers at Method have been hard at work on the next generation platform over the last year, and it shows. respo, allowing designs to work equally well on any device: mobile, tablet, desktop. Under the hood, we have all the great drag and drop design tools that have made Method such an awesome platform for creating custom applications, but V2 goes even farther with some advanced filtering and expressions, which gives us more power as developers. Method gave all the attendees a demo account to play with V2, and the designer is as slick as the user interface, making it a joy to use. nsive
It’s built on a proprietary markup language using HTML5, taking advantage of the latest in web technology. For the first time, Method screens really are true web pages, with all the power that implies. The User Interface (UI) is greatly simplified, which will lead to easier adoption for new users, and it is slick and fast. Of course it is
The sessions then broke up into two groups - new Method Solution Providers training for Method certification for the first time, and a post-certification track for advanced developers. Paul and his team presented topics ranging from Marketing to UI Design to Advanced Report Designer tricks, and many of the sessions included peeks into the capabilities of the new version. Throughout all sessions, the Method team reiterated their core vision for V2 - rapid, responsive, and a radical new approach to business software, which seeks to unify all the different areas of a business - marketing, sales, accounting and management reporting - on one platform.
We also had some great joint sessions: Selling Method, an open forum sparked by a conversation with three long-time MSPs, Robin Hall of VARC, Matt Raiser of Tech in the Field and Gale Kirsopp of Kirsopp Consulting, and Consulting Legalities, presented by Joe Woodard. Cloud Consultancy really enjoyed participating in the Advanced Think Tank, where the post-certification group had a series of open discussions led by different MSPs: Database Naming conventions, using Method on QBO vs QB desktop, UI design principles (led by Carol Oliver of Woodard Consulting) and a continuation of the selling discussion (led by Robin Hall).
Those MSP’s who missed the retreat should be able to access some of the presentations in the MSP only V2 forum. Three days went by very quickly! Thanks to the Scaling New Heights team, Joe Woodard, Ardel Strother and the ever capable Wendy Rohrssen, the event was a great success and return on investment for everyone who attended. We can’t wait for the next retreat, but in the meantime, we have V2 to assimilate and look forward to implementing, soon
Mark is an Advanced Certified Consultant and Account Manager for Method CRM, accorded “Guru Status”. His experiences have garnered the Method CRM Partner of the Year and Community Excellence awards. Mark is also an avid music fan and the founding member of Cloud Cons ultancy, which was born w hen he found partners who share his passion for software development, cloud computing, Method CRM, and just having fun.
Allo, and welcome to Method’s weekly blog! Or is it bi-weekly now? I’m not sure! Anyway, today is Halloween so a few people from Method dressed up. (I dressed up as a cat because my daughter wanted me to wear ears.)
Like our T-Shirts?
Also, I recorded myself pretending to be a cat with Alex, who dressed up as ‘Grumpy Dad’ because his son kept him up way later than should be legal.
Of course, you probably aren’t here to watch cat videos, or at least, you don’t reference this blog as a source of cat videos. What I do have for you are more tutorial videos!
In this series, we take a look at Cases. In fact, I help Bob Crenshaw through a problem he is having with his pen. I’ve heard that this is one of my more tame videos, at least that’s what the folks around the office says, so judge for yourself!
Anyway, they’ve been handing candy out at the office, and this is not really good for lack of will, so I guess I’m going back to the kitchen to get some. I hope you guys have a great weekend, and hey, tweet me your costume at @Method_Elumir!
I hope you have a great day, bye bye!
Hi there again, it’s Adam from the Support Team. Today, I’m going to talk about Sharing.
Now I don’t mean the sharing you were taught in school, like sharing your Halloween candy. You should always share your Halloween candy - especially with me! The sharing I’m talking about relates to how you share your Customers, Transactions, Activities and other records in Method. As an Administrator for your Method Account, you can determine how your Method users access and share records with each other. Isn’t that great?
In Method CRM, most records contain an “Assigned To” or a Rep field. These fields designate who these records belong to and are used to determine how they are shared throughout the Method Account. When you edit your Users (found under Customize > Users), in Step 6 of 10 of the Edit User wizard, you can determine which Users can see which records. Also note that your Customers are assigned Sales Reps, and in order to assign them to a Method user, you must first link your Method users to a Sales Rep. This can be done on Step 1 of the Edit User wizard.
To explain the options available, let’s assume we are setting up our Method account with 4 Users. Firstly, we have an Administrator, let’s call him Adam, who can access all records. Secondly, a Manager (Joe) who can access Adam’s records as well as those of his two staff members, and the two staff members (Sidney and Tim) who will only see their own records.
Let’s first look at the setup for Sidney and Tim. Each member will have nearly identical settings. See the screen below for staff member Sidney’s setup:
I’ve set Sidney to see “Empty Records” and “Missing Assignments”. This will allow her to assign Customers and other records to herself or another user if the records are unassigned. I’ll set the other Users with these options also. I’ve also left “Share All Records” unchecked. If this was checked, Sidney would be sharing all of her records in Method with every other User.
Below are the sharing permissions I’ve set for each Method user as they relate to Sidney. Notice that Adam, the Administrator, can access Sidney’s records since he can access everything as an administrator; however, Sidney (staff) cannot access Adam’s. Next we have Joe, the Manager, who can also access Sidney’s records, and again, Sidney cannot see Joe’s records. The last user is Tim. He is set to share “none”, so that he cannot see Sidney’s records and Sidney cannot see his.
To set Tim up as a User (the other Staff member), the same settings would apply.
Let’s next look at Joe. Since Joe is a Manager, we want him to see his two staff members, Tim and Sidney, as well as Adam’s.
Notice that the setting for Adam says “Full: Joe and Adam share with each other”. This means that Joe and Adam can see each other’s records. Next, for Sidney and Tim, Joe can access their records, but they cannot access his. This is likely already set, since you have previously configured this step when setting up Sidney and Tim.
Finally, let’s take a look at Adam, the Administrator. We want Adam to access everyone’s records, but only have Joe access Adam’s. See below:
For the three users, Adam is set to access their records, with only Joe set to Full Access. Again, this will likely already be set while you were setting the permissions for the other Users. Remember, as an Admin, you can change these settings any time, as your business needs change.
If you have any questions, please post in the comments, our Forums, or send us a tweet @MethodCRM!
To help us get on the Vision to Reality Award night podium, click here to vote for Method CRM on . twitter
Until next time!
It may not yet be New Years Eve, but we’re popping champagne at Method HQ!
Thanks to you, our Method CRM community, we are finalists in the PwC Vision to Reality Awards.
As you may have read in our previous blog post, it was really exciting just to be short listed, so you can imagine how thrilled we were to see our name as one of the PwC 2013 Finalists. But at Method, we're always striving for more - on November 7th, PwC will be be presenting the People’s Choice Award and we’ve got our eye on the prize.
We appreciate your support in making Method CRM a finalist and we would REALLY love your support in getting the People's Choice Award. PwC will determine the winner of the People's Choice Award directly through social media votes using the hashtage #V2R.
To help us get on the Vision to Reality Award night podium, click here to vote for Method CRM on . twitter
Thanks again for your continued support.
Until next time,
It is no secret that video is a proven and effective way to communicate with current and potential customers, so I was excited to attend Space Camp, an information-packed video marketing conference put on by Vidyard.
The one-day conf erence consisted of a lineup of impressive speakers, awesome networking, amazing food, and even life-sized Star Wars posters to go right along with the space theme!
The true highlight of Space
Camp however, was the informative presentations from an impressive lineup of speakers, including:
Meagan Eisenberg, VP of Demand Generation at DocuSign
Victor Haseman, Marketing Director of Video Strategy at Salesforce (yes, the competition!)
Ian Hutchinso n, Vide o Marketing Specialist at Vidyard
Jon Lucas and Andrew Askes, Founders of Arc Media
Michael Litt, Vidyard’s CEO
The event’s speakers were enthusiastic, had proven metrics to demonstrate their points, and also had some great one-liners and analogies on video marketing.
Here are some of my favourites from the day :
, Vidyard’s CEO, kick-started the day with this statement alongside some pretty impressive stats proving that a ‘play’ button on a website, or google search, yields the most clicks. With all the emails, texts, tweets, etc that we all read everyd ay, it’s no surprise that a visitor to your website would much rather watch a video on your product than read about it.
Michael reminded us that, while it is essential to have video as part of your marketing strategy, it is important to monitor where you’re sending your prospe cts or customers to watch your videos. He recommended embedding your video directly into your website with pop up calls-to-action (CTAs).
also emphasized that video content can also be interactive. He recommended using registration pages, surveys, and polls to keep your audience engaged. Even better, if you’re promoting your product or service, have a CTA within the video when you’ve introduced a particular product, to take the viewer directly to the product’s web page. CTAs at the end of videos are also really important, since viewers who make it to the end of the video are your most engaged audience and are more likely to purchase your product or service.
Jon Lucas and Andrew Askes, Founders of Arc Media, made the argument that if all you have is a smart phone, you can create great video content. I’ll admit, I was skeptical at first, but came around to the idea when the Arc Media guys showed the original video for the Pebble Watch, which was shot using an iPhone and generated millions of pre-orders. Sure, it may seem intimidating to create a video, but you don’t have to take out a second mortgage to create video content that is professional, authentic, and captivating to your target audience.
Ian Hutchinson, Vidyard’s Marketing Specialist, challen ge d the group to think of our videos as more than just website content. Especially i n the world of small business, t here’s no question that your company’s website is the storefront and first point of contact for your brand. By having video on your website, you’re b ringing leads into your “store” and presenting them with an engaging sales rep that can present your product/ service all while you’re having dinner with your family or catching up on sleep.
Lastly, almost every speaker at Space Camp asked video measurement questions, such as :
What are you doing to discover where your viewers are coming from?
Are you aware of how long most viewers stay on your videos?
If viewers are not staying on to watch your video in full, where are they dropping off and why?
The importance of measuring your video content was a hot topic during Video Space Camp. A platform like Vidyard helps companies measure the engagement and success of their videos with intelligent video analytics.
All the presenters at Space Camp gave us lots to think about and actions for Method’s own video marketing initiatives. A big THANK YOU to Vidyard and all the speakers for sharing your insight and experience.
Are you currently engaging in video content marketing? If so, how's it going for you and yo@MethodCRM.
ur business? Let me know in the comments section below or tweet at me
Until next time,
Hi there Method friends!
ee kend is the C ana dian Thanksgiving , s o the team is getting excited to eat delicious food, give thanks, and spend time with friends and family. Support will still be available on Monday if you need us.
We wanted to take this opportun ity to our u tm ost appreciation and gratitu de for what we ar e m ost thankful for everyday here at Method HQ -
From the bottom of our hearts, THANK YOU for cho osing Method CRM as your Customer Relationship Management platform!
Allo! And welcome to this week’s Method blog. My name is Errol, and
had this blog post come out on Friday, it would have been October 11th! And that would have meant that I had b een with Method for 8 mo nths! So close!
However, it’s only the 10th, so it’s b
een 8 months mi nus one day! HUZZAH! I hope Lynda buys me lunch. Not that I’m hinting or anything. No. Not at all. No sirreee….
But if she does buy me lunch, I want fish and chips!
Anyway, guess what I have for you? More videos! Of course I have more videos, that’s the only reason why they let me blog
here. Oh, and in case you missed it, did you see the last video we made? It was for the PwC Innovator of the Year award! I hope you were able to tweet that out! Also, can I just say working with the Method actors was a lot of fun?!
Hah. “Method Actors.” Get it? … Ok, moving along…
Anyway, the latest videos I have are on Opportunities and you can find them on our Y! I cover creating an Opportunity, editing an Opportunity, and the Opportunities List. And it’s all in its own playlist to make life easier for you. outube channel
Oh, and if you missed it, I have a playlist of Transaction videos too! There are four videos: Estimates, Sales Orders, Invoices, and Receiving Payments.
And that’s it for this week. It’s Thanksgiving for Canadians so I know that all I will be doing is eating. Mmmmm…
I hope you guys have a great weekend! Thanks for reading and take care! Bye bye!
excited for the news, but one member of our team is almost a little TOO excited ab out this:
Good afternoon Method users!
umbed to the yearly autumnal head cold. Alex the friendly neighbourhood technical writer here, coming to you from my home office where I'm flanked on one side by Kleenex boxes and on the other with teas, tinctures and Tylenol. Yes, I've succ
Version 1 documentation to write this blog post. And, charmingly, my current state has afforded me not just majority stocks in tissue companies but also a topic for this post: namely, what to do for your business when you're stuck at home. Of course, like many of you I can't stand being unproductive, so it was a boon to me that our marketing department asked me to take a break from building out
Before working for M
ethod, I spent several years working as a senior editor and campaign manager for an advertising agency specializing in social media strategy. As a result I became proficient in the use o f Facebook, Twitter, LinkedIn, YouTube, and other popular platforms - and I was surprised to learn these platforms could be used for more than just sharing adorable photos of cats with hilariously misspelled captions. In fact, I regularly saw the benefits of a strong, effective social media campaign for businesses of every size - my clients ran the gamut from independent mus icians all the way up to big corporations like Pepsi and Volvo, and in each situation my team was able to leverage social media to benefit not only our client's current product launch or special, but also their ongoing relationship with customers and the medium at large.
So what does this mean for your small business?
I'm sure you've heard all the self-styled “social media guru” rhetoric about how valuable Facebook can be to your business, and while it's true that maintaining a social presence can be a benefit, you have to know how to keep people coming back to your social spots - otherwise you're just maintaining real estate nobody is coming to visit. Here are a few tips I picked up along the way. Remember them the next time you, too, are stuck at home and aching to do some low-impact business improvement!
Provid ing Interesting Content
First of all, your customers and vendors are businesspeople like you - they don't have time to read “War and Peace” every time you post content. Keeping it simple means keeping it relevant.
Second, there are certain formats guaranteed to appeal to the reader on the go: mos t notably, the much-touted list format (think “The Top Ten Ways To Teach Your Dog To Type”, or “The Five Worst Hummus Recipes”). It's quick, easy to digest, and entertaining. Sometimes, entertaining even wins out over informative, but I won't tell you whether that's the best way to go with your online presence, because I don't know your audience (you do!)
Third, people don't like to be bugged - if you're updating your Facebook page or Twitter feed a hundred times a day, unle ss you happen to be really good at content management, there's a good chance you'll drive people away with the sheer volume of your posts. Try to remember that quality is always better than quantity: providing one interesting post per day is worth far m ore than filling everyone's news feeds with every list you've managed to drudge up. Of course, if you have found that many things to post, you're doing something right...
ow, if you'll excuse me, my wife has made me anti-cold soup and I have to go online and find out how to hook it up to an IV drip. *sniffle*
I spent 11 years working in capital markets, as an arbitrageur and market maker at the Chicago Board of Trade (CBOT). It was a wonderful experience that taught me a tremendous amount about markets and myself. Since then, I have become Director of Finance at Method, which I thought would be a large departure from my former life. I was wrong. There is considerable overlap between the trading world and small business community; both operate in a fluid world of imperfect information and uncertainty.
Here are three things that day traders and entrepreneurs have in common:
1. All failures are just information:
The single mo st important thing I learned from tradin g was that all mistakes and failures are just information. If you can peel away the anger and frustration associated with failing, and objectively analyze the result, there is a pot of gold sitting in front of you. This was not a free pot of gold, obviously. You had invested time and mo ney making the mis takes to acquire the information, but the only way to monetize this gold, is to be emotionally flexible enough to grab it. Also, this vital information is time sensitive - it has a short shelf life. Cultivating this mind set in your sales team ca n be especially effective. For example, all unsuccessful sales calls are a rich source of information, if looked at the right way, fueling your next great innovation.
2 . Pivot q uickly based on objective data:
A good trader is someone who is hardworking, disciplined and can operate effectively under conditions of uncertainty - ‘pivoting’ quickly when information changes. Does this sound familiar? It should if you work in a small business or start up. Over the months at Method, I have heard many references to ‘pivoting’, ‘fail-fast’ and ‘monthly sprints'. To me, they are just different ways to describe concepts that I have seen in my previous life. If your firm is pursuing a project, setting objective criteria for completion and success or failure is critical. It is easy to leave projects open-ended but this can create operational uncertainty, breeding laziness and indecision. One or two slow transitions or iterations may not make a large impact, but if you multiply this over many occurrences, the effect on your company’s competitiveness could be massive.
3. When you have an edge, press it:
In trading, one spends a lot of time searching for a clear advantage that can be leveraged for an outsized ret urn. Often a handful of trades can make a major difference to your month, quarter or year. The same is true for small businesses where the release of a new product or service can have a significant impact on the top and bottom line. For every company, there are often only a few true insights over the course of the year. If you see a marketing channel, product or service start to work, it is time to press it! For example, at Method we hit our target ROI on Paid Search campaigns last month. This month we’re “pressing” that by increasing our spend with a goal of maintaining the ROI level while boosting the number of leads.
Please share your thoughts. Have you pressed an edge or pivoted with success? Please tell us about it.
We are really excited to tell you that the Method CRM team has been shortlisted for the PW C Vision to Reality Awards.
The Vision to Reality Awards celebrates Canadian companies in the technology sector who have “demonstrated successful growth, and whose outstanding achievements have made them some of Canada’s most successful technology companies”.
2 alongside amazing companies like 013 Top 20 Short List500, pxTop, HatVena So and more. lutions
We’re proud to be on the
Most o f all, we're thankful to o ur customers and resellers for their feedback, which inspires us to innovate and continually improve Method's platform.
This year, Meth od CRM is nominated for Innovator of the Year and Top 10 Up-and-Coming Companies. The award winners will be announced on November 7, 2013, so wish us luck!
In the meantime, your shout-outs on TClick to show your support! here to vote for us on Twitter
witter would mean the world to us.
Until next time,
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