QuickBooks CRM Archives — Method CRM Software for QuickBooks Thu, 03 Oct 2024 13:51:51 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://www.method.me/wp-content/uploads/2020/03/methodM_on_blue360x360-150x150.png QuickBooks CRM Archives — Method 32 32 How to change address on QuickBooks invoice: A complete guide https://www.method.me/blog/change-address-on-quickbooks-invoice/ Thu, 30 May 2024 13:27:38 +0000 https://www.method.me/?p=29936 A proper business address is the first step to getting paid. Find out how to change address on QuickBooks invoice templates in this blog.

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Intuit QuickBooks is a powerful tool for accounting, bookkeeping, and billing — but it can be rigid and confusing. That said, maintaining current information on your QuickBooks invoices is crucial for accurate record-keeping and business operations. 

In this article, you’ll uncover a comprehensive list of steps to update your address information on QuickBooks invoices. Following these steps help businesses stay credible and compliant with legal requirements.

By the end, you’ll:

  • Know how to access and modify your address settings in QuickBooks Online.
  • Ensure that all your invoices reflect your current business address.
  • Maintain consistency in your business documents.
  • Enhance your professional image.

Let’s dive in!

Sick of missing invoices and other data in QuickBooks?

Importance of updating your address on QuickBooks invoice

Before learning how to change address on QuickBooks invoice templates, it’s crucial to know why you might want to. 

Updating your address on QuickBooks invoices can significantly enhance your business’ credibility and legal standing. 

A current address ensures that your invoices are not only legally compliant but also maintains the professionalism of your business communications. It reflects attention to detail and helps in building trust and ensuring a positive experience for your customers and suppliers.

With the right name and address on your invoices, you avoid:

  • Risk of miscommunication with customers and suppliers.
  • Potential legal issues due to outdated business information.
  • Lost payments for your products or services.
  • Loss of credibility and professionalism in the case that outdated information is communicated.

How to change address on QuickBooks invoice

This section provides a step-by-step guide designed to assist QuickBooks users of all skill levels in updating their address information within the software. Note that for all QuickBooks versions, address changes must be accessed through the dashboard or settings menu.

Step 1: Logging into the QuickBooks account

  1. Open your web browser and navigate to the QuickBooks login page.
  2. Enter your user credentials in the designated fields.
  3. Click on the login button to access your account.

Step 2: Heading to the company settings

  1. Once logged in, locate the “Settings” icon in the upper right corner of the dashboard.
  2. Depending on your QuickBooks version, click on “Account and settings” or “Company Settings” from the drop-down menu.

Image credit: QuickBooks

  • Difficulty in locating the “Settings” menu can be common. You can use the in-product search results via the magnifying glass icon to help you navigate the platform.
  • If you’re using QuickBooks Desktop or Self-Employed, you instead need to change your address through the “Invoices” menu, where you can select “Edit work info.”

Image credit: QuickBooks

  • Difficulty in locating the “Settings” menu can be common. You can use the in-product search results via the magnifying glass icon to help you navigate the platform.
  • If you’re using QuickBooks Desktop or Self-Employed, you instead need to change your address through the “Invoices” menu, where you can select “Edit work info.”

Image credit: QuickBooks

Double-checking the address for accuracy is crucial before proceeding to ensure all your communications reflect the correct information.

Step 4: Saving changes to the address

  1. After confirming the details, click the “Save” button to apply the changes.
  2. QuickBooks may notify you in a new window to confirm the update was successful.

Saving your changes is vital to prevent losing any updated information and ensure your new address is reflected on all future invoices.

Image credit: QuickBooks

Method CRM lets you run your business, your way.

Changing address on QuickBooks invoice

This section will delve deeper into additional suggestions to validate that every QuickBooks invoice matches your updated address.

Make sure your address is consistent across all platforms

Maintaining a consistent address across all business platforms and documents is crucial. It ensures uniformity and professionalism in all business communications and legal documents. While QuickBooks may prompt for review to ensure all details are correct, manual checks never hurt.

Ensure the right address before you save changes

It’s always best to take a “measure twice, cut once” approach. Your invoice needs the new address details to be entered accurately in order for you to get paid. So, your address should be validated for correctness before saving. 

Make sure you:

  • Always verify the accuracy of the address with a secondary check.
  • Compare the new address against official documents to confirm its correctness.
  • Double-check the address on each invoice/transaction that goes through.

Update new address on all documents and invoices

QuickBooks might update related customer records automatically when you change your address, but you should still make sure all your existing documents are accurate.

  1. Navigate back to the “Sales” menu and select “Invoices.”
  2. For each existing invoice, select the “Edit” option.
  3. Update the address on each invoice individually.
  4. Save changes to ensure all invoices are updated.

Not able to change address? Here’s what to do

If you encounter difficulties in changing your address in QuickBooks, do not worry. There are several steps you can take to resolve this issue.

Checking all the permissions

Ensure you have administrative access to change address information. You can check user permissions under “Account Settings” to confirm your access level.

Going through the subscription plan

Different QuickBooks subscription plans may offer different levels of access to settings, account preferences, and information. Verify your subscription level to understand your capabilities and all available features within the system.

Reaching out to QuickBooks customer support

If you’re still stuck, you can get additional QuickBooks support:

  1. Visit the QuickBooks support website.
  2. Use the “Contact Us” option to get direct assistance.
  3. While you wait for a reply, check community forums, user comments, and tutorial videos for advice and solutions.

Key takeaways

Understanding how to update your address on QuickBooks is essential for maintaining business efficiency and credibility.

Remember that:

  • Ensuring that the address is consistent across all platforms helps in preserving a professional image.
  • Knowing what to do if you encounter problems can save time and avoid unnecessary stress.
  • QuickBooks offers accessible support options to help you ensure all your information is accurate and up to date.

All in all, learning how to change address on QuickBooks invoice templates helps you drive informational accuracy and improve non-payment rates.

How to change address on QuickBooks invoice: Frequently asked questions (FAQs)

Can you change invoice details?

Yes, QuickBooks allows users to change details on invoices, including addresses, to ensure that all information remains up-to-date and accurate. With the right add-on, you can also customize the appearance of your invoices with templates that include your company branding and logo.

Can I edit an invoice after sending?

It is possible to edit an invoice after sending, provided that it has not been finalized or paid. QuickBooks offers flexibility to correct any mistakes before final processing.

How do I correct an incorrect invoice?

To correct an incorrect invoice in QuickBooks:

  1. Access the invoice you need to correct through the “Sales Forms” menu.
  2. Select the invoice and click “Edit.”
  3. Make the necessary corrections in the “Invoice Details” section.
  4. Save the changes to update the invoice accordingly.

See how Method keeps your invoices professional and accurate.

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6 Questions to Ask When Selecting a CRM https://www.method.me/blog/6-questions-to-ask-when-selecting-a-crm/ Mon, 04 Feb 2019 08:15:00 +0000 https://www.method.me/blog/?p=4454 Struggling to select the right CRM for your business? Use this checklist to ensure the software you choose meets all of your needs.

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Selecting and implementing customer relationship management (CRM) software can be daunting.

It’s not unusual for companies to spend months going back-and-forth in their deliberations while considering different CRM options.

The reasons for those back-and-forth discussions can vary. Some people are unsure whether they need a CRM at all. Then there are others who know they need one, but they can’t decide which one. Finally, there are the organizations that know they want a CRM and have a solution in mind — they just need a leader to make the decision and make it happen.

A CRM selection checklist

These discussions should always take a big-picture view of your team’s needs. Whether you’re at the beginning, middle or end of your CRM selection process, you can organize the conversation by putting some key questions on the table. Consider this your checklist of things to consider before committing to new software:

  1. Do you want to simplify internal communications?
  2. Do you want comprehensive access to customer information in a single database?
  3. Do you want to make it easier to identify quality leads?
  4. Do you want to streamline marketing campaigns?
  5. Could you benefit from automating some manual tasks?
  6. Plus: A bonus question — to be shared at the end!

As you work through this checklist, you can start to identify which CRMs will help you work more effectively in the relevant areas.

Here are some key points to address for each question.

1. Do you want to simplify internal communications?

A good CRM should help your team stay on the same page and share information efficiently by:

  • Keeping all of your relevant sales information in one place
  • Ensuring the information is always up-to-date
  • Giving everyone access to these details
  • Acting as a “single source” of data

Your CRM should take team collaboration to the next level by giving team members access to centralized customer data and a shared calendar. It should also eliminate the need for team leaders to take on a liaison role where they’re constantly trying to “keep everyone in the loop.”

2. Do you want comprehensive access to customer information in a single database?

Trying to manage your customer information without a CRM is a recipe for lost information, and ultimately, lost sales. The right system will allow you to track every piece of information related to each customer relationship, including:

  • Adding unlimited contacts per customer
  • Tracking customer interactions (meetings, phone calls, emails, etc.)
  • Specifying customer preferences   
  • Maintaining details on quotes, invoices, and payments

Customer communications and scheduling should also be streamlined, allowing every member of your team to provide efficient and informed customer service.

Need to follow up with a particular customer next week? No problem. Ideally, you’ll schedule a follow-up activity and the CRM will automatically send you a reminder about it.

Wondering when your team last touched base with a customer and what was discussed? No sweat. With shared access to notes and activities in your CRM, it should be simple to check what’s happening with an account, without needing to track down your colleagues.

3. Do you want to make it easier to identify quality leads?

This is where your sales team will get excited. One thing a CRM should do — and this is a must-have — is help you turn your contacts into leads and turn those leads into customers. The system might help you accomplish those goals by:

  • Capturing leads from your website through a contact form
  • Allowing you to easily convert emails in your inbox into new leads
  • Allowing you to mass import existing spreadsheets of leads

Once the leads are in your CRM, a comprehensive system should help you streamline the lead management process. This might involve categorizing and filtering your leads and tracking the status of potential sales in your pipeline. With these features, you’ll be well-equipped to close deals faster.

4. Do you want to streamline marketing campaigns?

A sophisticated CRM will help you streamline your email communications with existing and potential customers, allowing you to easily share reminders, promotions, and announcements. The platform should help you:

  • Strategically filter your contacts based on key criteria
  • Create mailing lists for targeted email campaigns
  • Send out mass emails

Whether the CRM offers built-in email campaign functionality or integrates with other email marketing software, you should be able to leverage your customer data for better marketing results.

5. Could you benefit from automating some manual tasks?

Automating manual tasks is more than just an individual pursuit — it’s now a widespread and fast-growing trend in every sector and industry.

No matter what your business does, there are many repetitive administrative tasks that can take away from your day-to-day productivity. These might include:

  • Processing orders
  • Creating and sending invoices
  • Managing inventory
  • Turning timesheets into reports

Of course, every business has unique needs related to these complex processes, so it’s hard for out-of-the-box software to accommodate them. If you’re looking to streamline and automate specific tasks, it’s worth looking for a CRM that can be customized for your business.

6. The bonus question

It’s time to unveil the bonus question. And if you’ve already answered “yes” to the previous five questions, this could be the one that makes the final decision for you:

Does your business use QuickBooks?

This is key. If you already use QuickBooks for your accounting, then Method CRM could be the perfect CRM for you.

Method CRM offers a two-way, real-time sync with QuickBooks, giving you one centralized view of your customers, transactions and sales data. It’s a great solution that allows you to make full use of your QuickBooks data while extending its power far beyond accounting.

Plus, with Method CRM’s complete lead and customer management features and fully customizable platform, you’ll have everything you need to streamline your operations and grow your sales. Sign up for your free trial to see for yourself!

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How accounting firms can use CRM software to drive business growth https://www.method.me/blog/how-accounting-firms-can-use-crm-software-to-drive-business-growth/ Mon, 07 Jan 2019 13:15:00 +0000 https://www.method.me/blog/?p=4126 Modern accountants are evolving to become full-service business advisors. Here's how they can leverage CRM software to drive growth for their clients.

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Accounting firms don’t just crunch numbers while finding the occasional tax loophole.

That’s an understatement. In truth, accounting firms do much more.

In today’s fast-moving, globalized economy, accounting firms are management consultants, technology strategists, financial planners, and HR advisors, in addition to providing traditional accounting services.

A shifting landscape

Like all industries, the accounting industry is constantly shifting. Just consider:

  • Client companies have increasingly global operations.
  • Technological innovation is driving new models and practices.
  • Regulation, tax, and business come from multiple bodies, including national governments, trading blocs like the European Union, and transnational trade agreements.

Accounting firms must stay on top of these challenges. As their clients’ businesses grow, accounting firms are called upon for strategic input at the highest levels. Just consider these questions that a client may ask:

  • What are the immediate cost considerations when implementing a new product line?
  • Do you foresee any revenue complications when acquiring a competitor?
  • What must we consider when expanding into another country?

Moreover, most small-to-medium sized enterprises (SMEs) now use accounting software to prepare their own books, often without professional oversight or guidance.

It’s a lot for modern accounting firms to take in.

Leveraging technology for growth

Accounting firms and client companies should understand that when it comes to growth — introducing new product lines, new teams, or expansion plans — the first step should be to invest in a comprehensive solution for collaboration. A sophisticated Customer Relationship Management (CRM) platform is a highly effective tool for keeping everyone connected and informing both day-to-day and long-term decisions that will drive success.

Let’s look at some of the CRM features that accounting firms can leverage to drive their clients’ business growth.

Seamless QuickBooks sync

This is your important starting point. If your client’s business uses QuickBooks, then the power of Method CRM takes effect instantly.

There is no data migration and no double data entry. Instead, Method CRM is a unique solution that syncs automatically and seamlessly with QuickBooks, allowing you and your client to focus on your areas of expertise.

Comprehensive picture

When accountancies provide analysis and advice on growth plans, they need more than just the spreadsheet numbers.

In fact, they need the entire business picture broken down by:

  • Industry
  • Region
  • Timeline
  • Company size
  • Among other factors.

And that’s where an effective accounting CRM comes in — by providing a comprehensive view of the client’s customers, transactions, and prospective sales.

Detailed insight

The big picture helps accounting firms get a high-level understanding of where a business is headed, but deeper insight on specific deals or relationships makes a difference too.

A good business advisor will find a tool that provides that level of detail as well.

Luckily, a CRM serves as a single source of truth by compiling each customer’s notes and purchase history into one centralized system.

New tools for ongoing success

Accounting firms are increasingly becoming full-service business advisors, playing a key role in the trajectory of growing companies.

Going from number crunchers to corporate strategists is a big shift.

Doing it well requires a comprehensive system that both accountants and their clients can leverage to:

  • Streamline operations
  • Manage customer data
  • Analyze sales and revenue.

For QuickBooks users, Method CRM provides that capability.

See how a CRM can help modern accounting firms drive client growth with a free trial of Method.

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How a QuickBooks CRM Helped FUJI Mats Streamline Customer Management https://www.method.me/blog/how-a-quickbooks-crm-helped-fuji-mats-streamline-customer-management/ Wed, 05 Dec 2018 13:15:09 +0000 https://www.method.me/blog/?p=4235 Like many businesses, FUJI Mats needed a QuickBooks CRM that could be customized for their needs. Learn why Method CRM was the perfect solution.

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Like so many companies before them, FUJI Mats was struggling to find the right solution for order and customer management.

There are a lot of moving parts in their business: they offer facility design services for martial arts studios and provide the materials to outfit the facilities. This means it’s essential to stay on top of every detail throughout the lifespan of a project.

Wanted: A User-Friendly QuickBooks CRM

Nick Robinson

At first, they tried using QuickBooks as a CRM — but this was “less than acceptable,” said Nick Robinson, who is responsible for FUJI Mats’ operations and sales. The QuickBooks interface was difficult to navigate and it wasn’t a scalable solution for keeping detailed notes.

Next, the team looked into some CRM options, but none of them was quite the right fit. Ideally, they wanted something affordable that could be tailored to their workflows. They also wanted a CRM with a real-time QuickBooks sync, but most systems out there couldn’t meet this requirement. 

“We were locked into Salesforce and hating it. It was large and cumbersome and did NOT work for our business. We also use QuickBooks Enterprise and had a terrible time finding a sync that would be instantaneous.”

The Solution: Method CRM

Eventually, their search led them to Method CRM — and they haven’t looked back since. Method’s real-time, two-way sync with all versions of QuickBooks offered the perfect solution for streamlining their order management.

Robinson explained that sometimes they need to look up a customer, enter an order and take payment in one fell swoop while on the phone. Luckily, this is no problem in Method; it’s easy to navigate from customer data to order entry in just a few clicks.

In other cases, they create an estimate in Method and convert it to an invoice later, then send the customer a link to pay through a self-serve portal. But no matter when or how an order is paid, all of the data syncs instantly from Method to QuickBooks.

The increased efficiency in their front-end operations has been such a game-changer that the team is planning to bring more of their business processes into Method.

“Method has streamlined just about every process that we have in our business, from writing orders, processing orders, sending POs and many other functions. The next step is fully integrating all of our operations and purchase orders so we’re a well-oiled machine from start to finish!”

The Power of a Custom CRM: A One-Page Experience for Customer Management

Beyond the deep QuickBooks integration, Robinson and his team saw another huge selling point in Method: it’s an infinitely customizable CRM. This means it can be tailored to suit the unique needs of any business.

For FUJI Mats, keeping detailed notes and knowing when to follow up on estimates are of the utmost importance. But with so many leads coming in, they need to be able to find this information quickly. Their ideal solution was a one-page experience for customer data — so they worked with Method’s customization experts to make this happen.

Before Customizing Method

Out of the box, a customer profile in Method displays basic contact and company information. Clicking the “New” links takes you to other screens where you can enter data that is linked to that customer. For instance, if you wanted to record notes about a phone call, you would create a new activity.

After Customizing Method

In FUJI Mats’ custom CRM, several convenient features have been added to the customer profile screen:

  • Recent notes about the customer are displayed [1] and team members can easily add a new note right on this screen [2].
  • Clicking the “Notify” button sends an email about the new note to an assigned team member [3].
  • A list of the customer’s recent estimates is displayed [4].
  • Team members can assign a follow-up date [5] to the customer, which ensures that potential sales never slip through the cracks.

By customizing their Method account, the FUJI Mats team created a CRM that’s perfect for their current process. And as their business evolves, Method can evolve along with them.

“Honestly, we never thought we’d find a CRM that could meet all of our needs and expectations (without spending hundreds of thousands of dollars) until Method. While other CRMs make you tailor your business to their system’s limitations, Method folded around our business and provided a platform that worked for all aspects of it. Impressive people, impressive CRM!”

About Method’s Customization Services

For small businesses, off-the-shelf technology rarely works perfectly off the shelf. That’s where Method’s dedicated team of customization experts comes in. They’ll work closely with you to truly understand your workflows and the barriers you’re facing. Then, they’ll build a custom solution that’s just right for you — while you focus on running your business. Learn more about Method’s customization services.

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An Overview of Method CRM [Infographic] https://www.method.me/blog/method-crm-overview-infographic/ Fri, 09 Nov 2018 13:15:00 +0000 https://www.method.me/blog/?p=3608 CRM software helps businesses manage their customer relationships — but the benefits don't stop there. Here's a visual overview of what Method CRM can do.

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When you hear the term “CRM,” what comes to mind? A hub for all of your customer data? A glorified spreadsheet? Utter confusion about what a CRM is and what it can do for your business?

The core purpose of a CRM (or customer relationship management) system is in the name: it helps businesses track important information about their customers. But that’s not all a CRM can do.

In fact, the right CRM system can truly become your all-in-one business management tool — as is the case with Method CRM. With its powerful QuickBooks integration and infinite customization potential, Method helps businesses create optimal workflows while effectively managing their customers.

To learn more about what Method CRM can do, check out the infographic below.

Method CRM overview infographic

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How Method’s customizable CRM helps you take back control of your business https://www.method.me/blog/how-method-crm-helps-businesses-create-optimal-workflows/ Tue, 16 Oct 2018 12:15:49 +0000 https://www.method.me/blog/?p=3550 Learn why a customizable CRM is a game-changer for businesses that want integrated workflow automation.

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Many businesses start with just accounting software, like QuickBooks or Xero. But as your business grows, QuickBooks or Xero alone is no longer enough.

What if you had a customizable CRM that could do it all? That’s what you get with Method CRM — the #1 automation tool for QuickBooks and Xero users. 

Out of the box, Method CRM gives you a strong CRM and then takes things one step further with the deep personalization it offers.

You’ll get into the key workflows that Method CRM users benefit from later in this article, but let’s start with the basics.

What is a CRM database?

A CRM database is a tool that businesses use to store, manage, and analyze customer data.

CRM stands for “customer relationship management”, and the database is a central location to  track customer details, including:

  • Contact information.
  • Purchase history.
  • Communication logs.

A customizable CRM helps you provide better customer service and target your marketing efforts more effectively. By storing your customer data in a single platform, you can easily access and analyze the information you need to make informed decisions.

What is workflow automation in CRM?

CRM workflow automation is the automation of repetitive tasks and processes in a CRM system. Workflow automation is a powerful CRM feature that saves you time and improves efficiency. 

Here is an example of the value of CRM workflow automation from Method CRM user Cameron Fleming.

“We’ve cut down our order processing times by 20-30% and can find the information we need 66% faster than before. Method is the lifeline of everything that happens at HealthLinc Medical Equipment and lets us make 30% more deliveries each day.”

— Cameron Fleming, President of Operations at HealthLinc Medical Equipment.

With Method’s customizable CRM platform, you can automate:

  • Sending follow-up emails.
  • Creating invoices.
  • Collecting payments.
  • Managing leads.

By automating tasks like these, you free up your schedule to focus on higher-value tasks, such as nurturing customer relationships.

Benefits of CRM workflow automation

Now that you understand what workflow automation is, let’s dive into how it helps you and your business.

The key benefits of CRM workflow automation include the following:

  • Save time: Let your employees focus on what matters by automating repetitive tasks.
  • Improve operations: Reduce errors and costs by supporting your processes with technology.
  • Enhance customer service: Provide a personalized experience for your customers with instant follow-up emails or appointment reminders.

How does a customizable CRM work?

The difference between a customizable CRM and a standard CRM is that it allows you to tailor the system to your specific needs. This can include custom fields, screens, and workflows that match your business’ specific processes.

For example, you might create custom fields in Method CRM to track additional customer information, such as preferred communication platforms or industry-specific details.

Below is a contact screen that’s been customized in Method to include a customer’s social media profiles

Before and after shot of a contact screen in Method

Go beyond CRM with Method

When you hear “customizable CRM” you probably think of minor tweaks — change a layout here, add a field there. 

And while those tweaks are certainly possible in Method CRM, that’s not all it can do.

The deeper truth is that Method CRM is built on a no-code platform — and this means it doesn’t have to be just a CRM.

Instead, you can build on this customizable CRM to create a multi-faceted business management tool.

Method CRM workflow automation examples

Two-way sync with QuickBooks and Xero

Method CRM users love its real-time, two-way, sync with QuickBooks and Xero. Here are the top reasons why:  

  • No more time wasted on double data entry. 
  • A secure way to share critical business information. 
  • Your accounting file stays accurate and confidential. 

But don’t just take our word for it. Here’s what real Method CRM users say about this feature.

“Method is one of the best tools made specifically for QuickBooks users. With Method’s two-way, real-time QuickBooks sync, I’m confident that my accounting data is always up to date. If you’re already using QuickBooks, it’s a no-brainer to also use Method.”

— Kayla Prusinski, Advanced Certified QuickBooks Online ProAdvisor.

“Method CRM syncs great with Xero, all the data goes over without any problem. It has really good support systems in place and incredible troubleshooting articles when onboarding, which makes it easy. A great app to keep your information where it’s needed and makes your work life that much easier.”

— Amy DeVries, Hillsong Church Canada.

Lead management

With Method CRM, you can track leads through each stage of the sales process, from initial contact to closed deal.

The customizable CRM empowers you to manage your leads with features like online portals, automated email campaigns, and lead nurture reminders. This allows you to focus your efforts on the most promising leads to improve your chances of closing.

Plus, if you connect your Gmail or Outlook account with Method, you can easily view contact details and transactions right from your inbox.

Capture gmail email in Method

Sales process automation

An automated sales process increases your customer satisfaction and loyalty while boosting sales for your business. From capturing leads to qualifying and nurturing them, Method CRM improves every step of your sales process.

For instance:

  • Instantly get contact information from interested website visitors with web to lead forms. 
  • Automatically trackin customer purchase history, so your sales teams can make personalized, upsell recommendations for each customer. 
  • Get paid faster by auto-populating estimates and invoices with customer details from QuickBooks or Xero.

Contact and account management

No matter what industry you work in, you have customers to manage. And since Method is a CRM, it comes with an app for that

Here’s a preview of what it looks like:

With Method CRM, you can store and manage all your customer and prospect information in a single location. This includes:

  • Contact information, such as names, addresses, and phone numbers.
  • Detailed customer profiles, including preferences, purchase history, and communication history.
  • Transaction data such as estimates and invoices. 

Method CRM also allows you to categorize contacts into groups, such as customers, vendors, and leads, for easy segmentation and targeting.

Customer support

With Method CRM, you can manage customer service tasks with online customer portals.

Thanks to its customizable CRM capabilities, your portal can be fully personalized to match your brand by:

  • Adding your logo.
  • Customizing the color scheme.
  • Choosing which services to offer.

Here’s a preview of what’s possible with Method’s customer portals:

Why custom workflows are important

Customizable workflows are important because you can tailor them to meet your individual needs, and they help you simplify processes.

With a customizable CRM like Method CRM, you have the tools to create automation rules that follow your specific sales process. This ensures no tasks go overlooked and lets you focus on growth areas.

Additionally, customizing workflows based on your business needs will help you make the most of your available resources.

The true power of Method CRM is apparent when you tailor the solution to your company’s unique needs.

Below are some of the most popular, customizable workflows Method customers use to grow their businesses with. 

Sales commission tracking

With Method CRM, you can simplify the entire sales commission tracking process by creating the commission calculator of your dreams. 

With Method CRM, you are in the driver’s seat. Control: 

  • Exactly who can see sales performance. 
  • Commission payout structure.  
  • How commission payments will be made.

Another plus is that you can give your sales team a real-time view of their sales commissions.

E-signature capture

E-signatures make it easy for your customers to digitally sign documents and accept payment terms. Not to mention that it shortens your sales cycle to get you paid sooner.

One of the most useful customizable workflows that Method CRM offers is the ability for your customers  to electronically sign invoices, sales receipts, estimates, and other documents. See an example below!

Overview of Method CRM's digital signature modal.

Estimate approvals

Another one of Method CRM’s most popular features among QuickBooks users is the ability to create and share estimates from anywhere. 

You can set up Method CRM so your customers can approve estimates online by clicking a button or checking a box in their customer portal. You can then have Method CRM immediately notify your sales team so your prospective customer doesn’t have to wait to do business with you.

Recap: Take your CRM workflow automation to the next level with Method

Your business has needs that go beyond simple customer relationship management.

From automating your approval process to nurturing customers and collecting payment, there are many moving parts in your day-to-day operations. Method CRM is here to take these routine tasks off your plate.

If you want highly integrated and automated workflows, Method CRM and QuickBooks or Xero is an unbeatable combination.

Start your free trial of the #1 CRM for QuickBooks and Xero users!

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5 ways to work more productively with CRM software integration https://www.method.me/blog/create-an-integrated-app-ecosystem-with-method/ Thu, 11 Oct 2018 12:15:01 +0000 https://www.method.me/blog/?p=3559 Want to connect your desktop accounting software to the other apps you love? Here are 5 ways that Method bridges the gap between QuickBooks and the cloud.

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Are you looking for ways to make your business more productive? With integrated CRM software, you can significantly increase efficiency by streamlining your workflows.

In this blog post, we’ll explore the importance of an integrated CRM and the five main ways that integrating CRM software into your existing systems can help you work smarter and faster.

But first, what exactly is CRM software integration?

What is CRM integration?

CRM integration connects third-party applications with your CRM platform, allowing data flow to and from them. It merges all functions into one platform.

As a result, it expands the functionality of your software, so you don’t need to switch back and forth between systems.

The importance of CRM software integration

There’s no denying that accounting is a core function of every business.

For this reason, the first tool many small business owners adopt is accounting software like QuickBooks. With QuickBooks Online, you get access to the application and its entire ecosystem of apps, add-ons, and services.

But as your operations become more complex, your accounting software can’t handle everything.

And if you’re trying to grow your business, like most of us are, you’ll want to focus on software capabilities that will help you find and retain your customers.

This is where CRM integration comes in.

When it comes to getting the most out of your CRM solution, CRM software integration is key. In fact, research has found them to increase sales productivity by 12.5%.

Let’s take a deeper look at some of the benefits of CRM software integration.

Better customer communications

Combining email and messaging platforms into your CRM is one of the biggest benefits of CRM software integration. 

CRM software with email integration allows you to email people directly and forward messages through your CRM software.

You can also use it to manage contacts more effectively and send automated marketing messages – but more on automation below!

Additionally, you can set communication thresholds for your integrated CRM, for example, by adjusting the response rate. This way, you get the most out of your existing relationships and email marketing software to increase customer satisfaction.

Workflow automation

Aside from sending automated marketing email blasts, an integrated CRM can help to automatically score the relationship between your company and your client based on pre-set metrics.

For example, it indicates customer value based on how much a customer interacts with communications from your business. 

And ultimately, an integrated CRM automates repetitive and tedious tasks such as scheduling, billing, and logging hours so that you can focus on more critical tasks to grow your business. 

Improved organization and efficiency

From billing to email, today thousands of applications that limit information sharing exist. But this causes you to waste time and lose out on potential customers. 

With CRM software integration, you can combine enterprise resource planning (ERP) systems, billing portals, and more in a single platform to streamline your operations. 

For instance, CRM software that integrates with ERP applications lets you view customer data such as:

  • Demographics.
  • Account history.
  • Contact information. 

Aside from centralizing information, a CRM that integrates with apps like calendars, internal communications, marketing, and sales tools provides critical customer insights that boost productivity. 

How integrated CRM helps you work more productively

So you’ve looked at how an integrated CRM saves you time.

Now let’s dive into how to use the native CRM software integrations Method offers to increase your productivity.

1. Bring QuickBooks data into your inbox

A CRM and accounting software integration saves you time by combining the different systems to access customer information, invoices, and more from the same place. 

Nobody wants to spend all day answering emails. But when your customers have specific questions about their orders, you inevitably lose time by switching between programs and searching for the required information.

To speed up this process, Method CRM offers a convenient CRM software integration for both Gmail and Outlook. When you open an email, these handy sidebars display an overview of the sender’s history with your company.

Example of Method CRM's software integration with Gmail.

Moreover, it’s a CRM software that integrates with Xero and QuickBooks as well, so it immediately adds context to every email. By letting you view all the customer data right in your inbox, Method CRM makes responding to emails a breeze.

You can also easily save your email response to Method CRM to ensure that your team stays informed about the customer’s needs.

2. Build a comprehensive calendar solution

Like most of us, you probably have multiple calendars on the go. And while this lets you quickly schedule new activities, it doesn’t guarantee you won’t miss an event or double book yourself.

Luckily, the right CRM software integration can stop this from happening.

Method minimizes this risk by offering a two-way CRM software integration with Google Calendar. Using this CRM software integration, any events you create or update in Google Calendar sync with your calendar in Method CRM and vice versa.

Google calendar integration with Method CRM.

This means you can finally say goodbye to scheduling confusion for good.

You can also share your Method-specific Google Calendar with your teammates to make collaborating easier than ever.

3. Create targeted email campaigns

The key to developing effective marketing campaigns is to know who your customers are and what they want. Which is why seeing your sales data alongside your marketing efforts is beneficial.

Thankfully, good CRM software with email integration like Method CRM makes it easy for your business to stay top of mind.

Method CRM’s software integration with Mailchimp allows you to develop targeted email campaigns based on real customer insights.

With your customer’s QuickBooks transactions visible in Method CRM — alongside detailed data on their preferences and interactions — you can build segmented mailing lists.

Example of Method CRM's software integrations with MailChimp.

Then, send these lists to Mailchimp in just a few clicks to create email campaigns that keep customers coming back and strengthen your customer retention rate.

And if you’re looking for a Gmail or Outlook CRM software integration, look no further. Method CRM allows you to manage your leads and customers while in your inbox.

4. Empower your customers to self-serve and get paid faster

Everybody loves getting paid, but the same can’t be said about payment collection.

If you’re still manually processing credit card information, you’re wasting time that you could use to grow your business. And if you have to call customers first to get that information, that’s another drain on your productivity.

Instead, you can empower customers to view their invoices and make payments independently with Method CRM’s built-in customer portals.

It’s fully customizable, so you can make it your own using drag-and-drop tools to include your intended services.

Custom portal for customers in Method

Within these portals, you can configure payment gateways to accept credit card payments. This way, when a customer makes a payment, it’s automatically processed, and the data automatically syncs to Method CRM and your QuickBooks or Xero software.

Example of payment through a customer portal in Method CRM.

This means no more double data entry for your team!

And with 24/7 access to your business, your customers get the information they need when they need it. They’ll love the convenience, and you’ll love being able to literally get paid in your sleep.

5. Go beyond pre-built CRM software integrations

Every business operates differently. Every business needs a unique combination of tools to get the job done.

Although Method CRM offers CRM software integration with tools like Outlook and Zapier, the possibilities don’t stop there.

If you want greater connectivity between apps, Method CRM offers open access to its API or application programming interface.

For those new to the term CRM API, it is the set of programming protocols and tools that dictate how other software programs can interact with Method.Developers can use the Method:API to integrate other web and desktop applications, allowing for streamlined workflows and more options for adding data to a Method account.

Harness the power of Method CRM software integration and start your free trial today!

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Is QuickBooks a CRM? Why you need a customer management system https://www.method.me/blog/better-customer-management-with-quickbooks-crm/ Tue, 09 Oct 2018 12:15:54 +0000 https://www.method.me/blog/?p=3557 QuickBooks is your accounting hub, but customer management is about more than numbers. Learn how Method CRM helps you build strong customer relationships.

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If you’re a devoted QuickBooks user, you may wonder why people make such a fuss about CRM software. After all, QuickBooks is your hub for customer transactions, and the Notes feature allows you to jot down other pertinent details. What more do you need for keeping track of your buyers?

The answer depends on whether you want your customer relationships to be about more than just numbers. Here’s a tip: you do!

While it’s important to be aware of purchase history, the best way to build customer loyalty is to focus on making genuine connections and providing individualized service. That’s where customer management software comes in.

Sick of missing invoices and other data in QuickBooks?

What is customer management?

Customer management refers to the way you organize, track, and engage with your customers. It’s about recognizing and taking care of the people who use your products and services.

Good customer management involves learning about your customers, and catering your service and support to their needs. This develops stronger customer relationships, which in turn lead to bigger and better opportunities down the road.

What is a customer management system?

A customer management system is a tool — typically a software solution — that helps you keep track of and care for your customers.

It’s a way of organizing your contacts in a centralized space to provide them a more personalized experience. Features of a customer management system include:

  • A 360-degree view of contact details, including interaction and transaction history.
  • Self-service tools like customer portals.
  • Customer support and communication tools.
  • Invoice and order management.

What does customer relationship management involve?

Customer relationship management applies to any business that involves dealing with customers. That being said, the four pillars of strong customer relationship management are:

  • Communication.
  • Marketing.
  • Automation.
  • Reporting and analytics.

Communication

A key aspect of CRM is how it opens the floor for better communication, both internally and externally.

CRM systems centralize your communication with customers across all channels. Whether it’s a phone call, email, or in-person meeting, you can record and organize every interaction someone has with your business.

CRM software also allows for better productivity and communication between your staff. It offers internal features like ticketing systems, where your employees can assign and perform tasks with ease.

Marketing

A CRM amplifies your marketing strategy by expanding your outreach and better segmenting your target demographic. CRM tools make even the largest marketing tasks, like sending out mass email campaigns, a breeze.

Take the Email Campaigns app in Method CRM below as an example of this. 

Viewing an Email Campaign

Every customer is different, so you might not want to market the exact same to everyone. With CRM software, you can create contact lists to tailor your marketing exactly how you want. This includes personalizing your messaging, coordinating outreach, flagging communication preferences, and more.

Automation

Something businesses love about CRM systems is how they save valuable time and money through workflow automation. Automating your daily business functions takes a large chunk of the workload off you and your employees.

Plus, this way, your employees don’t need to spend their day doing the same repetitive tasks. Instead, they can put more time into boosting your business’ performance in other, more significant ways. 

Reporting and analytics

A good CRM system gives you valuable insights into your customers’ needs, as well as the overall health of your business. With the right CRM, you can download detailed reports that provide you a comprehensive overview of your numbers.

You can then apply your findings to drive customer retention and strengthen your business operations.

Is QuickBooks a CRM?

QuickBooks is not a CRM. While QuickBooks is one of the strongest accounting platforms on the market, it’s not designed for customer management.

Can QuickBooks be used as a CRM?

Trying to use QuickBooks as your CRM blends the distinct stages of your sales funnel together, resulting in disorganization and confusion among you and your employees. 

With an integrated CRM, you can keep your financial information separate from your customer details. This way, you never jumble up your accounting database even as you work towards providing a more positive customer experience.

The benefits of integrating QuickBooks with a CRM

Experience a shorter sales cycle

Implementing a CRM means that you shorten every stage in your sales process. From lead generation all the way to closing a sale, CRM systems automate your workflows and accelerate turnaround times.

So, not only do you make more revenue by closing sales faster, but you also get more time to generate customers.

Eliminate the need for double data entry

With a CRM that syncs with QuickBooks, you eliminate the issue of double data entry. 

Particularly with a two-way sync, you don’t need to enter new data into both your CRM and QuickBooks account. When you input information on one end of an integrated system, it updates in the other.

So, you don’t have to worry about entering the same data twice — a mistake that can be detrimental to your business. 

Only add paying customers to your books

Keep your leads and your paying customers separate with CRM software. When you use your QuickBooks account as a means of managing customer relationships, you risk doing serious damage to your business.

Better categorizing your contacts with a CRM clarifies your sales funnel for everyone at your company, which results in more efficiency all around.

You get to see the big picture

CRM software gives you a centralized view of your operations and your customer-base. You stay up to date on everything going on with your business, even as it grows. 

This way, you can see all your moving parts without having to directly involve yourself in every department. 

And with your customers’ information neatly consolidated, you know exactly what you need to do to make your relationships flourish. 

Wish you could get more from QuickBooks? Method makes it possible.

7 reasons why you need Method CRM for QuickBooks customer management

Here are 7 reasons why Method CRM is the ideal customer management solution for businesses using QuickBooks.

1. It’s easy to get started

Adopting new software can be intimidating — but it doesn’t have to be. Unlike a lot of other CRMs, the industry-leading sync between QuickBooks and Method makes it simple to get started with better customer management.

As soon as you connect Method CRM to your QuickBooks file, your existing customers automatically sync to your Method account. It’s that easy! And since the sync goes both ways, you can add new customers through either program and they’ll immediately show up in the other end.

2. Limit employee access to QuickBooks

As your small business grows, you’ll likely hire new employees to better serve your customers. However, giving every employee access to your QuickBooks file is less than ideal.

By using customer management software that integrates with QuickBooks, you can limit employee access to your accounting software while giving them the data they need to effectively assist customers.

 View contact information and past purchases, create new estimates and invoices, and process payments right in Method CRM. Your staff will love the self-sufficiency and you can rest easy knowing that your QuickBooks file is secure.

Contact view and with a listing of their estimates in Method CRM.

3. Go beyond the billing contact

If your business does B2B sales, you likely interact with multiple individuals at each company you work with — often, the person you sell to isn’t the person who pays you. However, cluttering your QuickBooks file with non-billing contacts can lead to missed payments if you accidentally invoice the wrong person.

Luckily, CRM software is made for managing all of your contacts, regardless of their roles. Method CRM lets you add unlimited contacts per customer so you can create a complete picture of your relationship with a company. And since contacts created in Method don’t sync to QuickBooks, you can keep your accounting software strictly focused on accounting.

Contact view highlighting the ability to add a new contact in Method CRM.

4. Know your customers inside and out

Providing personalized service starts with knowing who your customers are and what they need. And while it’s possible to add custom fields in QuickBooks, your accountant doesn’t necessarily want to see your customers’ shipping address alongside their financial data.

Instead, take advantage of Method’s 100% customizable platform. Add unlimited custom fields to track whatever data is important to your business, from shoe sizes to pets’ birthdays. When you know more about your customer than the date of their last invoice, you can provide an unforgettable service experience that drives repeat business.

Method CRM customizable screen

5. Centralize customer history

Your history with your customers goes beyond past purchases — it’s important to track conversations too. But if you’re relying on QuickBooks Notes to do so, employees without access to QuickBooks will struggle to stay informed. And if additional notes are scattered across employees’ desks, inboxes, and minds, it’s hard for anyone to refer back.

Customer management software offers a centralized solution for tracking customer interactions. Create activities in Method CRM to record the details of meetings, phone calls, and emails. You can also create cases to document ongoing problems, so everyone on your team stays in the loop.

6. Provide timely service by bringing your data on the go

In business, time is money. The longer it takes for your business to follow up with a customer, the more likely it is that they’ll turn to your competitors. This can be especially problematic for businesses using QuickBooks Desktop. If your customer data lives at the office, you’ll struggle to stay connected while on the go.

Using a QuickBooks-integrated CRM solves this problem by bringing your essential QuickBooks data into the cloud. Better yet, the Method CRM mobile apps let you bring this data anywhere you go. Whether you’re updating a phone number, creating an estimate, or processing a payment, your customers will appreciate that you’re always on top of their needs.

7. Drive repeat business through proactive follow-up

When you view your QuickBooks customers, your primary cues to reach out are likely overdue invoices or insufficient payments. But if you want to build long-lasting relationships, you need to find more positive communication opportunities.

Activities in Method CRM aren’t just for completed interactions; use them to plan future ones as well. Schedule follow-up activities to remind yourself to reach out to your customers at regular intervals. Maybe you want to collect feedback, test cross-selling strategies, or just wish them a happy birthday — the reason for the follow-up is up to you. The point is to keep your business top of mind so customers feel motivated to return to it.

Creating a follow-up activity in Method CRM.

Recap: Simplify your QuickBooks customer management with Method CRM

Although QuickBooks is a comprehensive accounting solution, your customer relationships are about more than just numbers.

A QuickBooks-integrated CRM software takes you beyond the finances and gives greater context to your purchase data. When you truly understand each customer’s history with your business, you can provide them with personalized service that keeps them coming back.

To recap, with Method CRM you:

  1. Get started right away.
  2. Manage QuickBooks access.
  3. Track all kinds of relationships.
  4. Centralize customer information.
  5. Provide timely service.
  6. Bring back customers.

QuickBooks customer management FAQs

Can you use QuickBooks for CRM?

You should not use QuickBooks for CRM purposes. While it can technically be done, it leads to more issues than it solves.

Instead, you should use CRM software that integrates with your QuickBooks data. This way, you keep your contact details and your account information separate yet consolidated. So, you maintain an all-encompassing view of your operations without disturbing them. 

Does QuickBooks manage customers?

QuickBooks does not manage customers effectively. QuickBooks and CRM software work wonderfully together, but are two distinctly separate tools.

CRM software integrates your customer details with QuickBooks without compromising your accounting data.

What is a good CRM for QuickBooks users?

Method CRM is the #1 CRM for QuickBooks users because of its patented, two-way sync. It eliminates issues of double data entry by updating instantly when you enter information on either end.

See how a QuickBooks CRM helps you better manage your customers with your free trial of Method.

Image credit: Gorodenkoff via Shutterstock

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How to upgrade your lead management process with a QuickBooks CRM https://www.method.me/blog/upgrade-your-lead-management-with-a-quickbooks-crm/ Thu, 04 Oct 2018 12:30:52 +0000 https://www.method.me/blog/?p=3555 If you're still tracking sales leads in spreadsheets or QuickBooks, it's time for a change. Here are 7 reasons to use Method CRM for better lead management.

The post How to upgrade your lead management process with a QuickBooks CRM appeared first on Method.

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From Pro to Premier to Enterprise, QuickBooks offers powerful accounting solutions for busy small business owners. When it comes to any transaction that involves money changing hands, QuickBooks definitely has you covered. 

But where does that leave you when you’re dealing with non-financial matters like your lead management process?

The challenge: A disconnected lead management process

There’s no doubt that your lead management process is a crucial part of being profitable. After all, you can’t increase your revenue unless you continuously find and nurture new leads. 

The challenge here is that leads are potential customers who aren’t yet associated with real dollars. As a result, it’s tricky to determine how and where to manage your relationships with them. 

Many QuickBooks users handle their lead management process in one of two places: 

  1. QuickBooks itself 
  2. In spreadsheets

If you use QuickBooks for your lead management process 

Since you can’t create estimates or proposals for leads in QuickBooks, they often get added to QuickBooks as customers. 

The problem with this is two-fold:

  1. You have leads in QuickBooks as real customers — which is optimistic but not accurate. 
  2. Potential sales are recorded as real revenue — which causes confusion and makes you think you have more money coming in than you actually do. 

This makes for a disorganized lead management process as, over time, your QuickBooks account becomes cluttered with “customers” who have never purchased an item for you. 

If you use spreadsheets for your lead management process 

The second lead management process that’s popular with QuickBooks users is the spreadsheet strategy. 

And while it works for some, it’s not without its limitations. 

Here are just a few problems that arise when you use a spreadsheet for your lead management process. 

  1. You waste labor. Admin work is never fun or a value-add to your business. So, this isn’t something you want to  your sales teams’ time going towards. 
  2. Your data is outdated. Spreadsheets need to be constantly updated to be effective. With the chaos of daily life, however, this is often unrealistic. The result of this outdated information can be calling a lead that’s already converted to a customer or badgering a lead who’s clearly stated that they aren’t interested in your product. Neither of which are desirable.
  3. Leads slip through the cracks. Like any manual process completed by humans, there’s bound to be errors made. In this case, leads get missed, overlooked, or have their contact details recorded incorrectly. The impact of this — you miss out on potential revenue and sales. 

How a QuickBooks CRM improves your lead management process

If you’re looking for a better lead management process, a QuickBooks CRM is the way to go. Here’s why. 

A QuickBooks CRM, like Method CRM, offers:

  • A more organized and accurate system for tracking leads 
  • A 360-degree view of each lead and customer
  • An instant, two way sync with your QuickBooks account

Here are the top 7 reasons why Method CRM (the #1 rated CRM for QuickBooks users) is a game-changer for your lead management process.

1. Keep potential business separate from real business

Your leads aren’t customers (yet!), so don’t confuse your accountant by labeling them as such.

Instead, track your leads in Method CRM and keep them out of QuickBooks until they’re ready to make a purchase.

An added bonus is that with Method CRM’s real-time, two way QuickBooks sync, all of your classes, items, and terms are in your CRM. 

Plus, with your leads and estimates living only in Method CRM you also avoid cluttering your QuickBooks file with potential purchases.

2. Streamline your data entry and lead management process

The beauty of using a QuickBooks CRM is that data entry is a breeze. 

With Method CRM, you can record information about each lead’s company, source, rating, and more. Method CRM is also 100% customizable, so you can easily add new fields to track data specific to your business.

Plus, a QuickBooks CRM offers a much better data viewing experience than spreadsheets — particularly if you need to access that data on the go. 

3. Automate your lead management process

Speaking of easier data entry, why not take advantage of sales workflow automation with a QuickBooks CRM? 

For example, you can use Method CRM’s web-to-lead form to automatically capture lead details from your website visitors. Here’s how it works. 

  1. A website visitor submits a lead gen form.
  2. This person becomes a lead in Method CRM. 
  3. This lead is assigned to a sales rep and they receive a notification about the new lead.
  4. A follow-up activity is automatically created for this sales rep. 

QuickBooks is built around financial transactions. So, it’s not a great tool for managing leads who aren’t yet at the buying stage. 

Sales opportunities in Method CRM, however, offer a convenient alternative for tracking what your prospects are interested in purchasing.

As you learn more about a lead’s needs, you can create an opportunity in Method CRM that details the:

  • Current stage of the deal
  • Anticipated closing date
  • Expected amount of revenue

As your business grows, this information will help your sales reps prioritize leads and focus on the most promising deals in the pipeline.

5. Never miss out on a potential sale

When you enter leads into a shared spreadsheet, it’s hard to assign responsibility and schedule tasks effectively.

Sure, you could put your name next to each lead you intend to follow up with — but will you remember this the next time you open the document? Probably not…

This is where a QuickBooks CRM comes in handy. 

With Method CRM for example, your lead management process is streamlined as every time a new lead comes through:

  • It is automatically assigned to the sales rep of your choice
  • A sales activity is instantly created for the rep to follow up with the lead

When the follow-up is complete, you can record the details of the activity to ensure transparency and continuity throughout your lead management process.

6. Market directly to your leads

If you mix your leads with QuickBooks customers or isolate them in spreadsheets, lead marketing is a challenge. 

In the first scenario, it’s hard to filter your true leads from your paying customers. 

In the second, your lead database is disconnected from the rest of your business applications.

Luckily, you can solve this challenge with Method CRM’s convenient integration with Mailchimp.

Use this integration to make sending targeted email campaigns to your potential customers a breeze. Simply:

  • Filter your CRM contacts based on your desired criteria
  • Send your mailing lists over to Mailchimp in just a few clicks. 

7. Seamless integration with the accounting software you love

With a successful lead management process, your potential customer becomes a paying one — hooray! 

And now that you’re officially into dollars and cents territory, it’s time to get your new customer into QuickBooks. Luckily, the two-way sync between Method CRM and QuickBooks makes this quick and easy. 

With the click of a button, your lead becomes a customer, their estimate becomes an invoice, and their data automatically syncs to QuickBooks — no double data entry required.

Wrap up

The goal of every lead management process is to convert your leads into customers.

This, however, is tough to do if you can’t properly identify, track, or follow up with your prospects. 

That’s why you should use a QuickBooks CRM like Method CRM to:

  • Gain a 360-degree view of a contact’s journey from lead to repeat customer
  • Automate your lead management process
  • Drive a better bottom line

 Want to take your lead management process to the next level? Start your free, trial of Method CRM.

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4 ways Method CRM helps you do more with your QuickBooks data https://www.method.me/blog/do-more-with-your-quickbooks-data/ Tue, 02 Oct 2018 13:00:20 +0000 https://www.method.me/blog/?p=3552 Wish you could bring your desktop software on the go? Learn how Method's deep integration with QuickBooks gives you greater access to your customer data.

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Even as cloud accounting software becomes more popular, millions of loyal users still rely on QuickBooks Pro, Premier, and Enterprise. Considering how powerful these products are, this isn’t too surprising. And for users who have been with QuickBooks Desktop for years, it’s understandable to want to stick with what you know.

Still, using desktop software in this day and age can create some hurdles for your business. If you’re often on the go, you may face an overwhelming amount of data entry when you return to the office. If you use cloud apps to manage other aspects of your business, you may not be able to connect them to your accounting data. And if multiple people on your team need access to QuickBooks, you have to be mindful of license limitations. It’s enough to make you wonder if switching to QuickBooks Online is inevitable.

Luckily, you don’t have to choose between living with these restrictions or finding new accounting software. Instead, a QuickBooks CRM offers the best of both worlds. Method is a cloud CRM system that opens new doors for desktop devotees through its real-time, two-way sync with QuickBooks. By extending the power of your accounting software beyond the desktop, Method empowers businesses to stay competitive in a fast-changing environment.

Here are 4 ways that Method CRM helps QuickBooks Desktop customers use their accounting data more effectively.

1. Access your QuickBooks data anytime and anywhere

At one point, using a QuickBooks Desktop product literally meant that your accounting software lived on a desktop computer. When you left the office, your customer data stayed behind. Today, QuickBooks may be installed on your laptop, but this isn’t a foolproof solution for data access. Sure, the computer is portable — but what if your battery dies or you spill your drink?

Thankfully, using cloud CRM software allows you to access your QuickBooks data anytime on any device. When you first connect Method and QuickBooks, your existing customers and transactions will automatically sync to your CRM. From there, you can enter new data or update existing records and the changes will immediately appear in your QuickBooks file. So don’t panic if you spill coffee on your keyboard first thing in the morning — just borrow someone else’s laptop and get right to work.

2. Work more easily on small screens

If you’ve already embraced cloud technology, you may host your QuickBooks file using a service like Right Networks or gotomyerp. These services allow users to stick with their familiar desktop software while enjoying access on any internet-connected device. However, just because you can access the data, doesn’t mean it’s user-friendly. Those using a remote desktop app may find it difficult to navigate QuickBooks on a small smartphone screen.

Another perk of cloud CRM software is the availability of native mobile apps. Method CRM offers mobile apps for both iOS and Android, and the Method interface is optimized for every screen size. This allows users to do everything from checking balances to processing payments with ease, all while on the go. For busy small business owners who live and die by their smartphones, this level of convenience is a game-changer.

3. QuickBooks functionality without a QuickBooks license

Beyond the question of how to access your QuickBooks Desktop data, there’s also the question of who can access it. For the sake of data security, many business owners and accountants prefer to limit employee access to QuickBooks. But this means you need a workaround for employees whose roles require them to view or update customer information.

Method’s deep integration with QuickBooks gives these users the functionality they need. Customer support staff can look up past purchases, marketers can export customer email addresses, and sales reps can create invoices and process payments — all without direct access to QuickBooks. You can even set user-level permissions to determine who can modify existing data and who can simply view it. In this way, every employee is equipped to do their job well. Better yet, they can do so simultaneously, on any device, and with no impact on your QuickBooks license count.

4. See your QuickBooks data in context

QuickBooks is powerful accounting software, but accounting is just one part of your business. To make the most of the data in your QuickBooks file, it’s helpful to connect it to other aspects of your operations. However, desktop accounting software typically has fewer integration options than cloud software does.

That’s where Method CRM comes in. Method’s patented sync with QuickBooks Desktop makes it possible to view billing and transaction data alongside CRM-specific data like customer activities, support cases, and sales opportunities. With a 360-degree view of each customer, your team can provide top-notch customer service.

Furthermore, Method also integrates with popular applications like Gmail, Outlook, and Mailchimp, allowing you to leverage your QuickBooks data in new contexts. View customers’ past transactions in your email inbox, create marketing campaigns based on purchase history, and so much more.

Conclusion

QuickBooks Desktop products are a cornerstone of the accounting world, and that isn’t likely to change anytime soon. However, they have some limitations related to data access that can cripple a modern business. Method CRM helps to bridge the gap between QuickBooks Desktop and the cloud, giving users the freedom to work whenever and wherever they want.

See how Method spices up your relationship with QuickBooks in the video below.

Want to learn more about how Method helps QuickBooks users work more productively? Click to download your FREE copy of our ebook, “Extend the Power of QuickBooks Desktop with Method CRM.”

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