Extending the Capabilities of QuickBooks – Part 2

Last time I talked about a web based program called Method Integration. What I liked about it was its real-time sync with QuickBooks and the power and the customization that comes along with it. I focused mostly on using Method for remote data entry and all the features that come along with that. Today I would like to talk about going to  level with Method.

The first level above the remote data entry is Method CRM (Customer Relation Management) – you get all the basic features of remote but the additional features of a CRM package. Many businesses are interested in CRM but want to be able to enter information remotely.  With Method, there’s no software installation or maintaining a special server and the monthly rate is very reasonable. Method CRM has two aspects: sales management and case management.

  1. For sales management, Method lets you track marketing campaigns, opportunities and various sales activities. You can maintain your list of contacts right inside of Method but keep them out of QuickBooks until they become a customer or client – and you don’t need to reenter any kind contact information for QuickBooks.   Method CRM also integrates with Outlook including e-mails and scheduling appointments and events.  From a manager’s viewpoint, they can view a dashboard and analytics on prospects, customers and staff.
  1. Some businesses need to track various technical or support issues with customers.  With Method CRM, the billing can be created in Method (and sent to QuickBooks), but the specific issues, who was assigned to the case, status,  priority,  and comments are all maintained in Method.  Again, the dashboard and analytics can help identify problem areas as well as successful resolutions.

So, if you’re interested in sales or case management and integration with QuickBooks, I strongly recommend taking a look at Method.  http://bit.ly/cEF7Cx

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