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Method crm qb

MANAGE YOUR CUSTOMER RELATIONSHIPS USING A CRM SOLUTION INTEGRATED WITH QB

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 6, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

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.

Learning Objectives

  • 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

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Aner Shachar

Method
Account Executive
a.shachar@method.me
(888) 925-6238 ext 761

Method

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.

Linkedin

Valbon Shaboni

Method
Director of Education
valbon@method.me
(888) 925-6238 ext. 715

Method

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.

About Our Presenter

Method
Method is the top-rated CRM for QuickBooks, with over 1,200 five-star reviews fromQuickBooks users and ProAdvisors. Method is also completely customizable, enabling smallbusinesses to create a software solution that matches their unique workflows. Whether youneed better lead tracking, more accurate estimating, streamlined proposal management, orsomething else entirely, Method has a solution for you.