All Blog Posts
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Good morning, If you haven’t heard about it already, The Sleeter Group is about to embark on a 5-stop seminar tour, called Taking Your Clients Online - How to Transform Your Client Relationships . These seminars provide an opportunity to join Doug...
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On Wednesday, June 23rd @ 1:00pm EST, Valbon Shabani will provide an overview of the import and export tool which is currently available in Method as beta. Examples will include exporting data from Method tables and importing / updating Method data using...
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Starting this month, school bells will be ringing with the opening of the Method Solution Provider University (MSPU), presented by none other than Joe Woodard. Now if you haven’t heard, we had a packed house at the Scaling New Heights Conference...
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On Wednesday, June 16th @ 1:00pm EST , Amanda Mahadeo will be continuing with some more advanced actions. Some of the actions include Retrieve Value from Screen, Insert Records into Table, Basic Math and working with Shared Results, just to name a few...
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On Wednesday, June 9th, @ 1:00pm Ryan will demonstrate how to use the Add/Edit Contacts feature, the Advanced Search screen and how to add contacts via the Method Outlook Plug-in. This webinar will take place live but will also be recorded and posted...
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Last week we were at the Scaling New Heights Conference in Atlanta, Georgia, and wow - what an incredible conference it was. This was the second year Joe Woodard held this conference and his team definitely put together a successful event. Scaling New...
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On Wednesday, May 5 @ 1:00pm , Valbon Shabani will continue on covering exciting new features in Method. The main focus will be around the Estimate to Sales Order, Sales Order to Invoice process. The webinar will guide you through a scenario of creating...
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After a long winter in hibernation, Method is finally back on the road again this May, and I’m very excited about it! Method will be appearing at two conferences in the month of May, with our first stop in Houston, Texas on May 12th for the Houston...
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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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On Wednesday, April 21 @ 1:00pm EST , Ryan Bell will be kicking off our next wave of webinars starting with a walk through of our new Outlook Plug-In 2.0. Learn how to add new leads/customers/vendors/contacts, create and update opportunities, save emails...
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Time tracking in Method now benefits from the new, snazzy timer object. This timer object not only looks cool, it is extremely efficient and effective. Check this out. You enter all your standard information like Date, Name, Customer, etc. After clicking...
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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...
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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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Method’s web based interface already allows you to create a QuickBooks Sales Order and have that Sales Order appear in QuickBooks real-time. Slick, isn’t it? What many QuickBooks users are accustomed to is the ability to convert a Sales Order...
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