As much as I prefer QuickBooks as a software, in my line of labor as Intuit Solution Provider, I frequently see limitations in QuickBooks. So I keep my eyes open for products that i feel would be beneficial for a few of my clients. When I'm trying to find an answer , i would like good integration with QuickBooks, preferably easy to setup and use, and fairly priced. That narrows the field! I also limit my list to only a couple of programs in order that I are often more conversant in them and more helpful to my clients.
When I first heard about Method Integration, I said - i do not catch on . What's a portal? a couple of months later I attended another webinar about the merchandise with some very concrete QuickBooks examples. This time, I saw the sunshine and came away very excited about how it could expand QuickBooks' capability, how easily, and the way reasonably. So, I hung out to find out the program in additional depth and authorized . Method address several different areas of shortcomings in QuickBooks yet you're paying for only one solution and may customize it to fit your unique business.
Here are just a couple of ways Method can work with QuickBooks:
In this post we are mentioning three different levels of the solution -remote, CRM and full-blown. Remote Access is that the basic level. At this level, you'll access QuickBooks, found out custom fields, customize the info entry screens, and limit access.
The next level up is Method CRM(Customer Relation Management) - you get all the essential features of remote but the extra features of a CRM package. Method CRM has two aspects: sales management and case management.
1. For sales management, Method allows you to track marketing campaigns, opportunities and various sales activities. you'll maintain your list of contacts right inside Method but keep them out of QuickBooks until they become a customer or client - and you do not got to reenter any quite contact information for QuickBooks. Method CRM also integrates with Outlook including e-mails and scheduling appointments and events. From a manager's viewpoint, they will view a dashboard and analytics on prospects, customers and staff.
2. Some businesses got to track various technical or support issues with customers. With Method CRM, the billing are often created in Method (and sent to QuickBooks), but the precise 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 also as successful resolutions.
In the full-blown level, additionally to Remote access and Method CRM, you get industry specific applications and a free morpheme database. Two industry applications that come at this level are Method Warehouse and Method Field Services. As more are developed, you automatically get them - no extra fees.
Method Warehouse addresses a number of the weak inventory areas in QuickBooks and includes the subsequent features (this is that the list - there are more):
Field service businesses may include pest control, HVAC, plumbing and electrical to call just a couple of . Method Field Services' features include:
As a free-form database on the online , Method is already integrated with QuickBooks. For those that have done any programming, like in Microsoft Access, you'll know and appreciate these features. You can:
So let me offer you some samples of how this might work for you. it had been in seeing examples that basically made me fully appreciate just all that Method can do with QuickBooks.
I like to customize to suit my purposes, but must admit, that programming isn't on behalf of me . There's such a lot you'll do with Method without programming. But, do you have to need the additional power, there are resources which will do the programming for you or perhaps you've got staff that would do that .
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