After attending the "Scaling New Heights 2016" conference in the Bahamas, Leah Welsh, founder and owner of Strategic Accounting Solutions, discovered that the building blocks for success we need often are right in front of us. See what they are. more

Jul 5, 2016 2:36 PM People and Business

Many people are not even aware that the QuickBooks Lead Center exists, or that they can import their leads into the Center for CRM 'like' functionality. OK, I admit that it isn't a full blown CRM, but it's still beneficial for some users. more

Mar 29, 2016 3:02 PM General Ledger 2 Comments

Infusionsoft has added QuickBooks Online and Xero integrations allowing a 360 degree view of every business transaction and full front and back office integration. more

Mar 2, 2016 4:49 PM Vendor Corner

Sales cycles are lengthening beyond what’s expected, making it almost impossible to consistently deliver predictable revenue for businesses. Here are some ways you may shorten your sales cycle. more

Feb 9, 2016 9:43 PM People and Business

A CRM system can be the key differentiator that allows you to better serve your clients. John Silvani shares the key traits you need to look for in the CRM solution you choose. more

Jan 25, 2016 6:00 AM Tax and Practice Management

John Silvani of Gravity Software shares more insight into why a CRM system is a critical to the future more

Jan 7, 2016 4:00 PM People and Business

A CRM system can be a vital component of the management and growth of any business, including an accounting or bookkeeping business. John Silvani provides some insight for those considering adding a CRM system. more

Dec 15, 2015 8:56 AM People and Business

Legrand CRM has added Michelle Owens as business development manager for North America with primary responsibilities of developing the partner channel and ultimately growing the business. more

Apr 28, 2015 9:24 AM People and Business

Laura Berthiaume of email Stopwatch shares 7 simple productivity tools that can help you recaputure lost time and productivity. more


Legrand offers a Partner Program that is designed to provide you with pathways to help you succeed in marketing their feature rich CRM to small and medium size businesses world-wide. more

Jul 10, 2014 9:48 PM Vendor Corner

Alain Legrand and Chris Corbett of Legrand CRM will help demistify CRM and explain why growing businesses need it. more

May 20, 2014 11:42 AM Training Center/Scaling New Heights

"CRM systems are tools that all businesses should use if they plan to grow." IA Publisher Gary DeHart sat down with Legrand CRM CEO Alain Legrand recently to talk about accounting professionals and CRM. more

People and Business 1 Comments

Peanut Butter and Bacon, Nantucket and a good book. Are these the secrets to Mary Longacre's success? Read more to find out. more

Oct 7, 2013 9:00 AM People and Business 4 Comments

First Annual Method Solution Provider Retreat - October 20 through 22, 2013 - Atlanta, GA more

Oct 1, 2013 8:45 PM Training Center/Scaling New Heights

Law firms have special needs when it comes to dealing with accounting functions. This series will help advisors serve their law firm clients. more

Jul 29, 2013 10:23 PM Vendor Corner

Jennifer Katrulya serves as instructor for these 3 sessions dealing with various Practice Management Issues. more

Jun 25, 2013 1:17 AM Training Center/Scaling New Heights

These two sessions will provide participants with a ‘sneak peak’ of the next evolution of Method CRM, as well as outline practice strategies for Method consulting. more

Jun 25, 2013 12:47 AM Vendor Corner

This course introduces you to the world of CRM solutions for managing customer/client relationships. more

Jun 22, 2013 10:00 PM Vendor Corner

Learn the fundamentals of Method CRM and earn Basic Certification more

Jun 22, 2013 12:00 PM Vendor Corner

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