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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 the new charts on the Sales Center Dashboard and changes to Opportunity Stages. ...
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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 directly to Method and sync calendar appointments using our bi-directional sync. ...
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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 the “Start Timer” button, your timer starts ticking away ...
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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 she can. As managers, owners and team leaders, our jobs are to provide our ...
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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 loved was the fact that I could see all my scheduled activities, including phone ...
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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, as you may experience higher than normal levels of excitement when reading ...
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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 into a QuickBooks Invoice.
Now you might ask yourself, ...
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When entering a customer or vendor into QuickBooks, you already have the ability to add contact information for the main contact, as well as one additional alternate contact. Is this sufficient? What happens when you have more than one contact at that company such as the accountant, manager, VP, or sales rep? In this day in age ...
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As a sales representative, managing your sales opportunities is pretty important. After all, an opportunity that is monitored and managed properly could potentially equal a sale. Throughout a typical sales process, a sales representative would update the opportunity “stage” to match where the client currently sits in moving ...
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When your sales team logs into Method this morning, they might notice a facelift to the Sales Center Dashboard. “A picture is worth a thousand words” and you’ll see a few pictures, well charts to be exact, to help you know exactly how you’re doing. We’ve added 4 new charts, each highlighting specific areas ...
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