Method Community



August 2013 - Posts

  • Gone Fishing - Method Headquarters Closed on Labor Day

    Ron’s awesome Whiteboard Labour Day Art

    Can you believe that this is the last weekend of August?! I hope you’re planning to get outside and soak up the late summer sunshine this Labor Day.

    Labor Day is one of the rare holidays that both Americans and Canadians celebrate on the same day, so Method HQ will be away from the office this Monday, September 2nd.

    If you’re working in Method CRM this Monday and run into issues, have questions or just want to bounce ideas off us, feel free to post your questions on our user forum.  We’ll be sure to get back to you on Tuesday.

    If you run into an emergency situation that cannot wait until Tuesday, please email and we'll get back to you as soon as we can.

    Otherwise, enjoy the long weekend!

    Cool Lynda

    And, as always, say hi to us on Twitter @MethodCRM

  • New CRM Video Series: Customers

    Hello, and welcome to this week’s Method blog! My name is Errol and today I want to tell you about my next video series: Customers!

    Look! I'm pensive!

    You know what was difficult? Explaining Contacts. Jason tells me that this is a common question: what is the difference between Customers and Contacts? I explained this in the second video of the series.

    To make sure the series was easy to follow, the videos did go through a number of iterations. The Method team really helped me out with these, so I have them to thank. Huzzah for team effort! In the end, I think it’s satisfactory, but this is where you come in! You may have all sorts of questions and comments and I would like to hear them.

    Would you like more clarification? Do you want more pictures or animations? Musical interludes?

    Look, a split screen! Our special effects budget took a hit with this!

    Anyway, we cover a few more topics other than Contacts in this video series. We discuss Tags, and Customers and Leads.

    I do hope you find it helpful, and I will see see you again in a few weeks with hopefully more videos. Take care and have a great weekend! Bye bye!

  • 3 Things to Help You Prepare for a Media Interview

    3 Things to Kick Start Your PR

    This is a guest blog post by PR, digital, social media and communications strategist, Martin Waxman.

    Okay, so your new product/service is ready to be launched and you’ve got your story perfectly honed. You’ve read our earlier post about kick starting your PR and have started to build relationships with a few local media early. Now you want to get out there and spread the news to create the kind of awareness that ultimately leads to sales.

    It’s time to tell your story to media and influencers.  This may be a good opportunity to hire a PR agency (more on that in a future post).

    But what if the stars align and you get a call from that local reporter you’ve already reached out to? She’s working on a bigger piece on what successful entrepreneurs do to grow their business. She remembered you and wants to set up an interview tomorrow.  That’s not enough time to bring on an agency so you’ll have to go D.I.Y.

    What should you do?  

    Here are 3 things to help you prepare for a media interview:

    1. Anticipate the questions:

    This includes the good and the bad ones. Don’t just focus on the positive news. Write down easy questions and the hard ones (e.g. Why would anyone need this? Didn’t you just rip-off an existing product?). Think about the story from the point of view of your customers, competitors, media, and the industry at large. Then craft compelling, honest answers. You can never stop a challenging question, but you can always be prepared.

    2. Practice, then practice some more:

    Get a friend or family member to ask you questions as if you were in an interview. Do this more than once. If you can capture yourself on video and review it without becoming self-conscious, that’s a smart way to evaluate your responses, watch your body language and improve. Just remember not to sound like you’re reading from a script. Answer in your own voice, include anecdotes, and be yourself.

    3. Have an answer to the question Do you have anything else to add?' 

    Often times, at the end of an interview a reporter will ask if you have anything else to say, and far too many people shake their heads. This is a great opportunity to reinforce your story, add a call to action, phone number or website, and end with a bang. Think of it like your encore performance and have an answer that rocks the house.

    Have you done media interviews before?  Did they turn out the way you’d planned?

    Please share your thoughts. And as the 3 Things series grows we’ll be adding guest bloggers and looking for your stories on what’s worked and what hasn’t, and how you adapted or improved on an idea we shared.


    Twitter: @methodCRM

    Martin Waxman

    Bio: This is a guest blog post by Martin Waxman. Martin is a PR, digital, social media and communications strategist, founder of three PR agencies, blogger at myPALETTE, Inside PR co-host, @martinwaxman on Twitter and a digital and social media strategy instructor at University of Toronto School of Continuing Studies.

  • Setting Automatic Reminders in Method CRM for QuickBooks

    Hello and welcome to today's blog post.  My name is Adam (the guy in the green shirt).  As you can see, we here at Method like our donuts.  Phuong was kind enough to bring some in the other day.  Let's just say, they were delicious!

    Ben, Phuong, Me and Jason having donuts!

    Why did I bring this up?  Well, did you know that you can use Method to remind you about Activities, such as...getting donuts for the office?  If you create an activity to get those donuts, an Activity Reminder will send you an email or text message fifteen minutes before itís due great is that?

    Enabling these Reminders is quite simple, but you will need access to the Customize tab.  From there you'll need to find the Tables/Fields tab link.  Once you are there, search for the Activity table and click Edit Table.  You should see this screen:

    The last option on that screen is Automatic Reminders.  The default is to have Automatic Reminders disabled.  To enable them, just click the checkbox and you'll not only turn on your Reminders, but you'll also see a list of options for those reminders.

    You will most likely prefer to keep the default settings, but this gives you the option to set up the Reminders just as you would prefer.  You can change the user the Reminder is sent to, the date on which the Reminder is sent, and which screen the Reminder will open to.  From here, you can also customize the Reminder email and SMS message that will be sent out.  Once youí're done, click Save and Close.

    Now that you have turned on Reminders, you will also have to enable each User to receive Reminders.  Under Customize > Users, edit each user for whom you want to enable Reminders on Step 3 of the Edit Users wizard.  Your Users can also do this themselves by hovering over their username in the top right corner and selecting Notifications.  They will see the same option you see below:

    Also note that only certain Activities Types cause reminders. You can edit your existing Activity Types to select which types will cause reminders.

    Now that your Users and Activity Types are set up, you're all done.  You and your users will now get reminders for their activities.  So next time you're assigning work, whether it is an outgoing phone call, an email, a meeting, or a donut run, you'll now get a Reminder.  So there is no excuse to forget the donuts!

    If you have any questions, you can post on our Forums for help, leave a comment below or hit us up on Twitter.

    Twitter: @MethodCRM

    Until next time, take care!


  • 3 Things that Will Keep You Connected with Your Contacts this August 

    Instead of a patio, Errol and I sat in a park for lunch.

    Although it’s hard to believe, we’re already into the second half of the summer.  It seems that flocks of people are heading to the closest patio after work and families are packing up and heading out of town. So, what does this mean for your business? Do you worry that your messages are being ignored or even put in the dreaded “Read Later” folder?  Don’t spend the remainder of the summer concerned about professional siestas. Instead, consider these three ideas for keeping in contact with your contacts, even if their status reads “gone fishin”.

    1. Summer Friendly Messages and Message Vehicles

    People are traveling with their smartphones and tablets almost everywhere nowadays, so it’s also a good idea to double check that your e-mails display nicely on mobile devices and that all the links in your e-mails are mobile friendly. Summer is the season for taking time to enjoy the outdoors, but who’s kidding who? People still check twitter even on the beach! If you haven’t yet embraced social media as a means of communicating with your customers, maybe this month is the time to give it a shot.

    2. Plan Ahead for Vacation Times

    For many businesses, the summer means slower reply times on emails and fewer clicks from e‑blasts. When you’re planning your promotions, try extending your timelines to accommodate for longer reply times and prepare for those pesky out-of-office replies.

    3. Keep It Casual

    Summer tends to be a more relaxed season, so why not embrace the opportunity to add some flare to your messages? How about adding a fun photo of your team rocking sunglasses in your e-blast signature? If you’re sending out geographic specific messages to your database, you could include links to local summer attractions, especially if your team will be attending.  

    Have you had any successes with keeping in contact with your contacts so far this summer?

    Tell us all about it as a comment below!  Or hit us up on Twitter: @methodCRM

    Thanks for stopping by and enjoy the rest of your day!