Sales Archives

Business Opportunity Lead – What is Lead and Opportunity in CRM

Lead management and opportunity management are crucial to small business success. Here's what you need to know about both.

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5 perks of construction estimating software that integrates with QuickBooks

Are you missing out on the chance to streamline your sales process? Here are 5 benefits of using estimating software that integrates with QuickBooks.

Lead Generation Forms for Your WordPress Website

Do you want to convert website traffic into quality leads? Use Method to send leads directly from your website into your CRM using our lead generation form.

2 ways for customers to accept QuickBooks estimates online

QuickBooks may not let customers accept estimates online, but that doesn't mean it can't be done! Here are 3 options that will make your life easier.

5 Ways to Get Your Sales Team Excited About CRM Adoption

For a CRM to really help a business grow sales, the whole team has to be on board. Here are some best practices to help CRM adoption for sales teams.

Better Sales Reporting with QuickBooks and CRM data

Get insight beyond QuickBooks transactions. Connect the dots between sales reporting and your customers. Provide your team with insight to close more deals.

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How to add a sales commission tracker in QuickBooks

QuickBooks isn't set up to track commissions, but Method CRM is here to help. Learn how you can save hours with a customized commission calculator.

3 ways to better manage sales reps in QuickBooks

Are you managing your sales reps efficiently in QuickBooks? Learn how to manage with ease by setting sales goals, automating follow-ups with your team and cutting down order processing time in QuickBooks.