Small business knowledge hub
Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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QuickBooks add-ons for manufacturing: What to know
Explore QuickBooks add-ons for manufacturing in this blog. Learn what they are, why they’re important, and a couple of your best options.
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What is work in process (WIP) and how to use it
Work in process (WIP) is the story of what’s happening between your raw materials at the start of production, and finished goods at the end.
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QuickBooks Desktop discontinued: Next steps for Desktop users
Is QuickBooks Desktop discontinued? Find out everything you need to know about the future of QuickBooks Desktop in this blog.
Latest posts
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How to Generate Leads for Marketing Agencies
You know how to market your clients’ businesses — but what about your own? Here are six tips for generating new leads for your marketing agency.
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5 ways to work more productively with CRM software integration
Want to connect your desktop accounting software to the other apps you love? Here are 5 ways that Method bridges the gap between QuickBooks and the cloud.
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Is QuickBooks a CRM? Why you need a customer management system
QuickBooks is your accounting hub, but customer management is about more than numbers. Learn how Method CRM helps you build strong customer relationships.
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How to Stay Organized at Work as a Small Business Owner
As a small business owner, you’re generally operating with a pretty small crew. Maybe you’re just starting out, or maybe you’ve been in business for a while and want to keep your team small. You might even be running a business of one, where you’re the one doing everything from marketing and servicing customers to…
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The 5 Sales Metrics You Need to Track for Business Success
You can’t make positive changes unless you know what your problems are. Here are five sales metrics to monitor for ongoing sales process improvement.
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How to upgrade your lead management process with a QuickBooks CRM
If you’re still tracking sales leads in spreadsheets or QuickBooks, it’s time for a change. Here are 7 reasons to use Method CRM for better lead management.
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5 Signs That Your Client is Unhappy (And How to Keep Them Around!)
Don’t get blindsided by sudden client departures. These warning signs will let you know that trouble is brewing so you can snap into client retention mode.
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4 ways Method CRM helps you do more with your QuickBooks data
Wish you could bring your desktop software on the go? Learn how Method’s deep integration with QuickBooks gives you greater access to your customer data.
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7 Essential Podcasts for Sales Reps
Looking for some sales inspiration? Here are the best sales podcasts to help you improve your skills, increase your results, and boost your career.
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New! An Improved Method Sync Engine for QuickBooks Desktop
We’re pretty proud of our QuickBooks sync — and it just keeps getting better. Here’s what you need to know about the new Method Sync Engine.
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How to Create Effective Online Donation Pages
Is your nonprofit struggling to bring in the funds it needs? Here are 6 tips to create a powerful online donation page that encourages donors to give.
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From Casual Buyer to Loyal Fan: 4 Ways to Improve Customer Retention
Improve your customer service and boost your bottom line! Harness the power of CRM software and other tools to turn customers into repeat customers.