This webinar will introduce attendees to the fundamentals of a Customer Relationship Management (CRM) solution that integrates with QuickBooks. As attendees, you’ll learn first-hand about Method’s unique interface and QuickBooks integration while diving into concepts, workflow, and general day-to-day use. This webinar will help you understand the tools available to better manage relations with your customers, taking your business above and beyond just accounting.
What is Customer Relationship Management (CRM)
Benefits of using a CRM solution
CRM and QuickBooks Integration with Real-Time Sync
Keeping Track of Customers & Leads
Managing Customer Interactions and Activities
Managing Your Sales Pipeline
Method
Account Executive
[email protected]
(888) 925-6238 ext 761
Aner comes to Method from a software career primarily focusing on ERP resale to the SME market. After joining our team in March 2014, Aner quickly advanced to his current role in which he is the primary point of contact for our Method Partners. Day-to-day Aner establishes and grows our partner channel, helping both partners and large clients make the most of their Method Business experience. Aner’s larger-than-life personality has contributed positively to his great success in this role.
Method
Director of Education
[email protected]
(888) 925-6238 ext. 715
Val is one of Method’s most veteran team members, joining the company in 2008 after spending a year with IBM. In his years with Method, Val has enjoyed a range of responsibilities, beginning in Professional Services and later heading up the Method Partner Program, developing best practices and paving the way for the program’s growth. Today, he is the Director of Method’s Education Department, responsible for the team developing internal and external training and instructional resources.