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  • Community Webinar 5: Introduction to Actions - Level 2

    During this week’s webinar, Valbon Shabani will continue with the next instalment on actions in Method. This level 2 webinar will cover additional actions within Method from a variety of the action groups.

    So how do you join and participate in the webinar?  Simply follow the directions listed below.

    Title:         Community Webinar 5: Introduction to Actions - Level 2
           
    Date:        Wednesday, August 12, 2009
           
    Time:        1:00 AM - 1:30 PM EDT


    After registering you will receive a confirmation email containing information about joining the Webinar.

    System Requirements
    PC-based attendees
    Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista

    Macintosh®-based attendees
    Required: Mac OS® X 10.4 (Tiger®) or newer

    Space is limited.
    Reserve your Webinar seat now at:
    https://www2.gotomeeting.com/register/829936499

    Cheers,

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

     

  • Community Webinar 4: Introduction to Actions - Level 1

    In this week's webinar, Ryan Bell will do an introduction to actions in Method.  This level 1 webinar will cover 4 of the actions within Method and explain what "events" are when dealing with customization.

    So how do you join and participate in the webinar?  Simply follow the directions listed below.

    Title:         Community Webinar 4: Introduction to Actions - Level 1
           
    Date:        Wednesday, August 5, 2009
           
    Time:        1:00 PM - 1:30 PM EDT


    After registering you will receive a confirmation email containing information about joining the Webinar.

    System Requirements
    PC-based attendees
    Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista

    Macintosh®-based attendees
    Required: Mac OS® X 10.4 (Tiger®) or newer

    Space is limited.
    Reserve your Webinar seat now at:
    https://www2.gotomeeting.com/register/230283651

    Cheers,

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

     

  • 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 click here to link to the Sales Center blog post. 

    Like the Sales Center, it is essential to have a user-friendly Call Center that your employees are keen on using daily.  With the Method CRM Call Center, you can ensure that all customer contacts are documented and handled with care.

    Movie #2 – Call Center

    Method CRM makes it easy to resolve issues and reference customer history.  Learn how the Method CRM Call Center makes it simple to create, track and edit cases, activities and solutions. 

    What is a call center “case”?

    We’ve all had to call a customer service department at one point in our lives.  We call up, give them our contact information, and explain the problem we are experiencing.  The customer service staff then either gives us a solution, or escalates it to someone else who will provide the solution either right away, or they may have to call us back at a later time. 

    But how do they track this on their end to make sure we don’t get forgotten?  They have call center software! As soon as a call comes in they create a “case” (aka a “ticket”).  The case is then assigned from staff member to staff member until a solution is provided.  At any point in time the call center managers can see a list of outstanding cases, who is working on them now, and who has worked on them in the past. 

    What does this mean for you?  Well, with Method CRM, your customer service experience goes way up because customers never fall between the cracks and you have one central place to see the status on all outstanding issues. 

    Problem + solution  = Happy customer = More money for you!

    View CRM Movie #2 on the Call Center

    After viewing the movie, if you have any unanswered questions about the Call Center features, please post your questions in the Method Forum so they can be addressed appropriately.  

    Be sure to check back soon for movie #3 on the List Builder.

    Have a nice day,

    Katie

  • Taking QuickBooks to the cloud using Method Integration and InsynQ

    Having access to your QuickBooks and business data is vital to any successful company’s survival, especially in today’s economy.  Not only does the data have to be easily accessible, it needs to be fast, secure and provide little to no additional work in order to keep it running.  It doesn’t matter how small or large your company is, the same rules apply and if you don’t think your company’s financial and business data should be a high priority, it’s time for a wakeup call.  What’s that old saying?  Time is money. Idea

    Many Method users already take advantage of the fact that their QuickBooks and business data can be accessed from anywhere, provided they have access to a simple webpage.  This cuts down the immediate overhead costs of installing and administering software applications on PCs (or Macs) being used in the office.  Not to mention, if you’re a small business and you’re the one taking care of all the admin needs for your employees, you know exactly how much of a pain it can be, especially when you would rather focus on your business. 

    Method allows for all your data entry to be done in the cloud, so your admin, sales, marketing, support, and remote staff never need to worry about where they can access their data.  Of course, any QuickBooks data they enter through Method is going to appear in QuickBooks just as you would expect.  Now as a business owner, I know I can have all my staff doing their data entry through Method, control what they see and how they enter data, have them use industry applications that I can tailor to my own needs by customizing Method and never have to have my employees touch QuickBooks.  Great!

    What about your accounting department that needs to use QuickBooks desktop?  Or the business owner that wants to have access to his or her QuickBooks data?  Or even the accountant who now manages the QuickBooks files for their client but doesn’t want to be responsible for hosting the QuickBooks file at their own office?

    Wouldn’t it be nice to put your QuickBooks desktop in the cloud so that only privileged users would have access to QuickBooks and everyone else does their data entry through Method in a controlled environment that you can change? 

    Guess what?  Now you can!

    I am very happy to announce our partnership with InsynQ.  InsynQ provides accounting professionals and their clients the ability to host their QuickBooks desktop in a hosted and secure environment.  This places the traditional QuickBooks desktop that you have installed on your laptop, home PC, office PC or server in “the cloud”.  That way you have access to it anytime and anywhere you want.  To make things even easier, the server on Insynq is already configured and ready for QuickBooks and for Method from day

    1.  This means you can get up and running in no time. 

    QuickBooks in the cloud - Method and InsynQ

    With this exciting partnership, you can place your entire company’s QuickBooks and business data in the cloud and have it accessible from any location. 

    Your back office (by InsynQ)

    Manages your QuickBooks desktop data and is accessed only by owners, managers and accountants that need to access QuickBooks directly.

    Your front office (by Method Integration)

    Manages all other data entry for your admin, sales, marketing and support, including QuickBooks related data, CRM and industry applications such as Field Services, Professional Services, etc,

    Listed below are a couple of example implementations.  For more information on InsynQ and getting started, click the link below:

    http://www.insynq.com

    Sample implementations of Method Integration and InsynQ

    Company: Jerry’s IT Consulting Company

    Before:

    Jerry owns a small IT consulting company that is growing rapidly.  He needs to be able to allow his 2 office staff to schedule technicians as calls come in and also allow his field technicians to keep track of their time at a client’s location.  He would like to avoid having to manually enter in the technicians’ timesheets.  Jerry also has an accountant that comes in weekly to do his accounting since he has QuickBooks installed on his laptop.

    After:

    Jerry now has his QuickBooks desktop hosted with InsynQ.  When he needs to access his QuickBooks information, he simply does so by logging into the InsynQ server.  He has also setup an additional user so that his accountant no longer needs to come into the office to do his accounting.  Jerry also setup his Method account and has his 2 office staff scheduling work through Method Field Services.  They are able to add new customers through Method and dispatch work for technicians.  The technicians also login to Method to enter in their times and see newly scheduled work.  The services times being entered and customers being added by the office staff appear in QuickBooks in real-time and the only people having to access QuickBooks directly are Jerry and his accountant.  Jerry sleeps well at night knowing his data is secure with Method and InsynQ.

    Company: Mina’s Accounting Services

    Before:

    Mina is a QuickBooks ProAdvisor.  For several of her clients, Mina needs to login remotely to their computer to do their accounting work.  Mina typically needs to call the client in advance to ensure they are not using the PC she is logging into.  This is sometimes frustrating since she needs to wait until that user if off the computer before she can do any work.  For some of her other clients, Mina collects their QuickBooks file on a monthly basis in order to do the books.  Most of her clients do basic functions in QuickBooks like creating invoices, bills, entering times or receiving purchase orders.  Mina would love to have a way to manage the QuickBooks files for her clients while allowing her clients access to necessary information and allowing them to run their day to day business.  She would prefer to not host the QuickBooks files at her office since the infrastructure and security are not in place.


    After:

    After learning about Method Integration, Mina was thrilled with the idea of hosting the QuickBooks files for her clients and having her clients do their data entry through Method.  All the business functions her clients needed were available using the Method interface and this meant that she would always have access to the QuickBooks desktop data.  Since InsynQ had the ability to host the QuickBooks files and run Method, Mina now has all of her client QuickBooks files hosted on InsynQ and logs onto the CPAASP(InsynQ) server to do her day to day work.  Her clients are thrilled since they’re no longer interrupted in their daily operations to assist Mina and are able to gain access to their information over a simple webpage. 

    Cheers,

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

  • 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 know each time a new movie has be posted.

    What is CRM? 

    It’s “Customer Relationship Management” which is just a fancy name for what you already do every day in your business when you interact with customers.  Every successful business keeps track of what sales opportunities they have on the go, what customer problems need to be resolved, and what appointments and follow-ups they can’t forget about.  Whether you are keeping track of all this in your head, on a note pad, post-it notes, Outlook, or even in the “Notes” field for the customer in QuickBooks… everyone is doing some kind of CRM already.  What Method CRM does is just make everything way more streamlined and easier to manage.  And since Method CRM is synched real-time with your QuickBooks customers and transactions, and since it is tightly integrated with other Method apps, it just makes it the best CRM tool out there!!

    Who should watch these movies?

    If you are using Method Starter Edition, and want to see what you are missing – this is a great way to get a sneak peak.

    If you are using Method Full Blown Edition, you might be sitting there wondering, “Do these movies still apply to me?”.  Yes they do!  Keep in mind that CRM is a base for all editions, including Method Full Blown Edition, Method Field Services and Method Warehouse. 

    In other words – every Method user will benefit from watching these movies.

    6-movie Method CRM series

    As mentioned, I’ll aim to post a new movie every week, with each movie focusing on a particular feature in Method CRM.  The 6 movies will cover:

    1. The Sales Center
    2. The Call Center
    3. The List Builder
    4. Customer Portal
    5. Real-time QuickBooks integration
    6. Outlook integration

    These movies will help you to understand the benefits of using Method CRM and clarify any questions you might have.  If you’re still uncertain about any features or how to utilize CRM functionality after viewing the series, please post your questions in the Method Forum so that they can be addressed appropriately.

    Movie #1 – Sales Center

    You’ll learn how to ensure no sales opportunity falls through the cracks, close more deals, track the success of marketing campaigns, and schedule follow-up appointments.

    Without any further ado, here is CRM Movie #1 on the Sales Center:

    http://www.methodintegration.com/blogmovies/SC-AppLibrary.wmv

    Have a nice day,

    Katie

  • Community Webinar 3: Introduction to Customization Screen

    In this week's webinar, Amanda Mahadeo will introduce the customization of screen in Method.  Advanced properties, Section layout and how to drag and drop field / objects to screens are some of the focus points that will be explored.  You won't want to miss it! 

    So how do you join and participate in the webinar?  Simply follow the directions listed below.

    Title:         Community Webinar 3: Introduction to customization screen
           
    Date:        Wednesday, July 29, 2009
           
    Time:        1:00 PM - 1:30 PM EDT



    After registering you will receive a confirmation email containing information about joining the Webinar.

    System Requirements
    PC-based attendees
    Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista

    Macintosh®-based attendees
    Required: Mac OS® X 10.4 (Tiger®) or newer

    Space is limited.
    Reserve your Webinar seat now at:
    https://www2.gotomeeting.com/register/687530026

    Cheers,

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

     

  • Community Webinar 2: Getting started with tables & fields

    In our second Community Webinar, Valbon Shabani will introduce you to tables & fields in Method. This webinar will focus around defining the different types of tables and fields and creating new tables and fields for use in Method.

    So how do you join and participate in the webinar?  Simply follow the directions listed below.

    Title:         Community Webinar 2: Getting started with Tables and Fields
           
    Date:        Wednesday, July 22, 2009
           
    Time:        1:00 PM - 1:30 PM EDT



    After registering you will receive a confirmation email containing information about joining the Webinar.

    System Requirements
    PC-based attendees
    Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista

    Macintosh®-based attendees
    Required: Mac OS® X 10.4 (Tiger®) or newer

    Space is limited.
    Reserve your Webinar seat now at:
    https://www2.gotomeeting.com/register/112074195

    Cheers,

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

  • Community Webinar 1: Getting started with Method

    Our very first community webinar will be hosted by Ryan Bell, a Business System Consultant and member of the Method Team.  He will be covering how to get started with Method.  These topics are focused around how to navigate through the various preferences and options within Method.  Many of the initial questions we get after someone gets started using Method will be addressed in this webinar. 

    So how do you join and participate in the webinar?  Simply follow the directions listed below.

    Title:         Community Webinar 1: Getting started with Method
           
    Date:        Wednesday, July 15, 2009
           
    Time:        1:00 PM - 2:00 PM EDT



    After registering you will receive a confirmation email containing information about joining the Webinar.

    System Requirements
    PC-based attendees
    Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista

    Macintosh®-based attendees
    Required: Mac OS® X 10.4 (Tiger®) or newer

    Space is limited.
    Reserve your Webinar seat now at:
    https://www2.gotomeeting.com/register/215282083

    Cheers,

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

  • Learn Method through Community Webinars

    Here at Method we strongly believe in a sense of Community and this is always something we keep in mind with everything that we do.  Our community members are rapidly implementing Method into their business and seeing the benefits of doing so. 

    Having been in the IT and software business as long as I have, I am used to seeing the different stages a company goes through when implementing new software into their business.  The process can be very exciting and scary at the same time but in the end, when you start to see the results, it is SO rewarding.  I still and probably always will, get a kick out of hearing success stories from community members, who have embraced the power of Method and leveraged it in their business.  Big Smile

    To help expedite the learning process with Method, I am excited to announce that starting next week; Method will be hosting Community Webinars.  Want to hear the best part?  These webinars will be offered FREE of charge. 

    Each webinar will last approximately 30 minutes every Wednesday at 1:00pm EST and will be taught by one of our very own Business Systems Consultants.  New topics will be discussed and we will be recording all of the webinars so in case you miss it, you are able to view it at your leisure. 

    So how do you stay up to date and join the webinars?  Just be sure that you are subscribed to the RSS feed on the Method Blog which you can do by clicking the link below.  The RSS feed will notify you whenever a new blog entry is made and will contain the link to the next webinar. 

    Want to register for the RSS Feed?  Click HERE!

    Ryan Bell will be teaching the very first webinar this coming Wednesday so lookout for the blog on this webinar to be release shortly.

    Cheers,

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

  • Method Dropdown Lists - today's awesome upgrade

    When you signed into Method today, you probably noticed something was different.  Something was smoother.....but what was it?  It's the new Method Dropdown lists!  This brings an end to a larger development project than you would have thought (well.........it was a lot bigger job than we thought before taking the dive an digging in).

    You may be asking yourself why have we spent months of combined development time creating our very own Method Dropdown list controls?  Aren't the ones that exist on regular web pages "good enough"?  I think regular dropdown lists are okay, and fine for some web apps, but not for Method.  "Good enough" just didn't hack it.  For the same reason we made our own Method Grids, the Method Dropdown lists are incredibly important since as a Method user you are using them every day, all day long.

    Here's why we did it:

    Reason #1 - Method pages stay open all day - With a regular dropdown list, all the available entries are loaded into the list when the web page opens.  That's okay for most web apps.  But Method pages don't close or reload during the day. Once they are open, they are open - that's what keeps it fast and keeps it acting like a desktop app.  If we used regular dropdown lists, any new dropdown list entries wouldn't show up in Method until you signed out and signed back in.  That would be ugly.  We therefore had to create a dropdown list that would get the latest list of entries every time you clicked on the dropdown arrow, or started typing in the dropdown.

    Reason #2 - Speed - With a regular dropdown list, ALL available entries are loaded into the list.  That's fine for most situations, but what about an accounting or business app. That's crazy.  You might have 30,000 customers, or 100,000 items.  Or more.  Method is made to be enterprise-ready, so we couldn't have you click on a dropdown list then go grab a coffee while you waited for it to download the list every time from the server.  Desktop apps don't have the same constraints as web apps - so we are forced to be smarter.  We therefore had to find a way where it conveniently only grabbed the first 50 entries that matched your criteria.  With today's upgrade, this got even better as we added a "Next" and "Previous" at the bottom of the list if there were more than 50.  I've never seen "Paging" before on a dropdown list, but it just makes sense for Method.

    Also, in terms of speed, one of the major changes with today's upgrade is that you'll find the searching amazingly fast.  Before, if you typed "jackson" it would do 7 searches to the server, one for "j", another for "ja", another for "jac"....etc, until it caught up and got to "jackson". I found this especially annoying when at a conference in Las Vegas last week with a slow internet connection.  I would finish typing and watch it slowly show results after results until it caught up.  With today's upgrade however, if you type out "jackson" quickly, it would probably do one search for "j" and a final search for "jackson", making it amazingly fast and useful, so there is no waiting around at all.

    Reason #3 - Search "containing" not "starts with" - When you type into a regular dropdown, it will search for entries that start with what you are typing.  I find this annoying, especially when it comes to QuickBooks data.  Sometimes i know a customer by their last name, sometimes by their first name. Did I enter the customer as "Paul Jackson", or "Jackson, Paul"?  Did I enter my item as "Tree:Pine:Red" or was it "Red Pine"?   Method Dropdowns are so much more convenient because they search for text containing, not starting with.  So in my example, I could type "Paul" or "Jackson"..."Red" or "Pine" and it would find my answer for me.

    Reason #4 - Multi-columns - In QuickBooks, you are used to seeing multiple data columns in the dropdown lists.  For example, when creating an invoice, you see not just the Item Name, but all the Item Type and Item Description.  For the last two years, we have been slowly working towards Method Dropdowns to support this, and today's release was the final end goal.  As of today you can now show whatever data you want in your dropdowns.  This is cool.  It may not seem like a big deal since you are so used to it in QuickBooks, but since this does not exist in regular web dropdown lists, it meant a sizable job for us to put together.

    Here is how you customize a dropdown in the design screen:

    Design Screen

    Here is an example of the Invoice with 3 columns:

    Invoice 3 columns

     

    And there you have it.  It all makes for a much richer experience.

    We'll be upgrading most standard screens throughout the week, so stay patient and you'll start to see multi-columns appear automatically to further simulate what you are used to in QuickBooks.  Stay tuned, and enjoy.

    Paul

     

  • Method showcased at 2009 AICPA Tech+ Conference

    AICPA Tech+ Conference 2009

    Time flies and I can’t believe it has been nearly 2 years since Method made its first appearance in Las Vegas for the Sleeter Conference.  This week, the Method team returned to Las Vegas at the Bellagio Hotel and Casino for the AICPA Tech+ Conference. 

    What a completely different feeling it was this time around when answering a very simple question, “So what do you do?”, by visitors at our booth.  I can only laugh about it now, but if you speak with anyone who visited our booth in 2007, they would have to agree.  Our response to their question back then was “We can be anything you want it to be”.  Boy was that the wrong answer. 

    This time we had a clear message and product vision – “We provide a suite of customizable web-apps that integrate with QuickBooks”.  Now why couldn’t we think of that before? Hmm

    Greg LaFollette, who wrote an article on Method in January 2008 just after the Sleeter Conference, asked me to join him for a vendor showcase with 5 other vendors he selected.  My goal was to present Method to CPA firms and show the audience why Greg thought this was something worth taking a look at.  Packing everything Method can do into 11 minutes is hard to do, but it was plenty to get interest going.  This spurred some serious excitement and traffic at our booth that lasted right through to Wednesday morning. 

    Now that we are back from Las Vegas, I am looking forward to spending some time here in Toronto until our next show in August at the 2009 Midwest Accounting & Finance Showcase in Chicago. 

    I've included some pictures from our visit to Vegas below

    Las Vegas – see you next year!

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

     

    Method @ The Bellagio Hotel and Casino for the AICPA Tech+ Conference 2009

    Method @ The Bellagio for the AICPA 2009 Conference

    Danny Do Couto and Paul Jackson answer questions about Method Integration

    Danny Do Couto and Paul Jackson answering questions on Method Integration

    Danny Do Couto and Paul Jackson demo Method Integration for booth visitors

    Danny Do Couto and Paul Jackson

    Method @ The Bellagio Hotel and Casino - Main Lobby

    The Belligio Hotel hosts the AICPA 2009 Conference

     

  • Method recognized by CPA Tech Advisor Innovation Awards

    Yesterday was our first day exhibiting at the California Accounting and Business Show 2009 and we ended the day off with a bang!  Not only did we come face to face with CPAs, accountants, consultants and business executives who were ecstatic to learn about Method’s capabilities, but Method was recognized for being truly innovational to the tax and account profession.  How, you ask?...

    At the post-show exhibitor reception, the CPA Technology Advisor announced the recipients of the 6th Annual Tax & Accounting Technology Innovation Awards.  The awards recognize products and services that have been available for less than 2 years, which have made significant contributions of innovation to the profession.  The awards committee consisted of over 20 leaders in the profession, each voting for the product or service that they believed to be truly groundbreaking. 

    cpa tech award

    Method is a tool accountants and consultants use to sell more QuickBooks licenses and services to their clients – so we were so excited that CPA Tech Advisor recognized us for our innovative contribution to the profession.

    award movie

    Check out this video of the award ceremony to see Method acknowledged by the who’s who in the tax and accounting profession.  They think Method rocks and I couldn’t agree more!  We were all fighting to go up and accept the certificate, but Paul pulled the boss card and stole the spotlight as Danny and I watched with green eyes.

    We will hang the certificate proudly in our office when we get back to Toronto.  In the meantime, we’re showing it off at our booth as we continue to spread the Method buzz, wowing accounting and business professionals here in Los Angeles at Day 2 of the California Accounting and Business Show. 

    Have a great day,

    Katie

  • Enhance your CRM experience using Outlook

    Method Plug-In for OutlookI’d venture to say that a majority of you are like me and throughout the day, the one application that tends to stay open the most often is Microsoft Outlook.  Okay fine, maybe iTunes comes in at a close 2nd, but does that really count?  Without Outlook, I’d be a very lost individual.  You laugh but it’s true.  It tells me where I have to be, when I have to be there, who wants to talk to me and who I have to talk to.  Not to mention, I don’t half to have a phone book on my desk with important phone numbers.  It remembers that too. 

    We all know any company who is serious about their customer relationships and wants to increase their sales in the most efficient and effective way will use some sort of CRM software.  If you’re a QuickBooks user, there is no argument as to which software you should be using.  Not being biased or anything.  ;-)

    Now that we’ve agreed on which software should be open, CRM and Outlook, wouldn’t it be nice if they actually talked to each other?  I’d say so.  The Method Team has launched an early beta of our Outlook plug-in for use with Method CRM and I for one could not be happier.  Why you ask?  Well, check out what I use to do on a daily basis.

    1. When an email arrived in my Outlook from someone other than my family, friends or coworkers, I’d take note of the person’s name.
    2. I’d switch to Method CRM and lookup the person’s name and see if they were an existing or potential customer that I was working with.
    3. Let’s just say it was a new customer.  I’d have to switch back to Outlook, take note of all their contact information, switch back to Method, enter them in as a new customer and create an opportunity for them, switch back to Outlook to write my email response and make sure that I copy the email I received and sent, switch back to Method and create an activity to log the work I had just done and last but not least, copy and paste the email I received and sent just so I have a record of it. 

    Sounds like fun, doesn’t it?  Try doing that when getting upwards of 50+ emails and you’ll have a headache just from switching between the screens.  With the Method Outlook plug-in, you can:

    • Select an email and enter the email automatically into Method CRM.
    • Instantly see if the person sending you the email is an existing or potential customer.
    • Instantly see if the sender has any outstanding opportunities with your company and if you need to create a new one, go right ahead.
    • If they are a new customer or vendor, add them right into Method.
    • If the email is in regards to an existing problem, you can log an activity for outstanding cases or create a new case.
    • Create your activities right through the plug-in and schedule a follow-up if needed- all in one step.

    This has saved me a tremendous amount of time.  I can’t tell you how many times I’ll say out loud in the office “I love this tool”.

    Method Plug-In for Outlook

    Naturally, this plug-in will grow to allow functionality with calendars and other parts of Outlook.  For now though, embrace the power of this tool!  Want to hear the best part?  It’s free!  Here are the steps if you want to get started.  By the way, this is for use with Outlook 2003 and 2007.

    1. Download: http://www.methodintegration.com/documentation/MethodCRMAddinSetup.zip
    2. UnZip the zip file anywhere, like C:\temp.
    3. Close Outlook.
    4. Double-click on Setup.exe.
    5. Go through the installation program.
    6. Open Outlook again.
    7. Once Outlook is open, click the "Setup" button in your toolbar and fill in your Method account information.

    I hope you love this as much as I do. 

    Cheers,

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

  • CPA Technology Advisor Podcast spreads the Method Buzz!

    How do you market a product that is the Swiss Army Knife of QuickBooks-integrated apps?  I can tell you, it is quite a challenge since Method breaks Marketing 101: find the one core benefit of your product and focus all your marketing efforts on explaining that benefit.  Now, with all the things Method does, I have to wonder whether the authors of Marketing 101 (whoever you are) ever thought a product like Method would come along?  I think not.

    Method solves a different unique problem for nearly every user, so we jump at opportunities to get Method in front of key industry leaders who can in turn explain Method better than we can!!

    Now, what’s a marketer’s dream?  I would say when you uncover that industry-leaders have been talking passionately about your product amongst themselves – you’ve witnessed magic.  So, I have to share a recent discovery I made.

    In February, I went to Shawnee, Oklahoma (yeehaw!) to have a meeting with CPA Technology Advisor.  I presented Method to a boardroom of staff, including the very successful, recently appointed Executive Editor, Darren Root.  It took a solid 10 minutes of Q&A and demonstration to reach that “ah-ha” moment, but once we struck that cord, it was clear that Method would be a huge benefit not only to end-users and developers, but to consultants in the tax and accounting industry.  I walked away with a lot of great advice and left them thinking about how revolutionary Method Integration really is.  Shortly thereafter, Danny took them through a demo highlighting the key bells and whistles that would further their understanding of Method’s capability.  Of course, Danny being Danny, left them with a lasting impression.

    Little did I know, that aside from the red plastic “Welcome to Shawnee” cup I scored on my trip, we also managed to score some unexpected publicity from the encounter.   Just this week, I was checking out the CPA Technology Advisor website, when I tripped over the March 2nd podcast, which happened to discuss Method for a solid 5 minutes!  The podcast was led by none other than the highly-regarded Darren Root and Doug Sleeter, President of the Sleeter Group.  Darren and Doug clearly get what Method is all about, and are true visionary leaders in their industry. They shared some great insights into what Method is accomplishing, and we are appreciative for their recognition.

    Take a moment to listen to the following podcast from the 20:30 to 25:30 marks, to hear what Darren and Doug had to say about Method!

    http://www.cpatechnologyadvisor.com/intersection/podpress_trac/feed/311/0/sbc2go17.mp3

    A big thank you to Darren and Doug for your kind words and insight into Method.

    I’ll be back in touch via the blog soon…

    Have a nice day,

    Katie

  • Esther Friedberg reviews Method Integration

    Esther Friedberg from CompuBooksThe majority of the conferences I attend take place in the USA.  I was happily surprised to meet a fellow Canadian, Esther Friedberg, when attending the QuickBooks Enterprise Conference in Dallas last September.  Not only was she from the GTA (Greater Toronto Area) but she was also from the same city I grew up in, Thornhill, ON

    Esther started CompuBooks in 1995 and is a Certified QuickBooks ProAdvisor in Canada and an Advanced Certified ProAdvisor in the United States.  She is also a professional speaker, writer and educator.  Esther is also a member of several community groups including The Sleeter Group and most recently Method’s Solution Providers Program.

    Esther recently did a personal review of Method Integration which you can read by clicking the link below.

    Just Like Being There…Only Better – a review by Esther Friedberg

    Enjoy!

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

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