Mastering Method CRM (2 Session Series)
MethodCRM has completely changed over the past year, and because it has migrated through several different versions, this course instructed by Danny DoCouto, will review what makes Method CRM integrated with QuickBooks one of the most powerful CRM solutions on the market. Features of Method CRM will be discussed and demonstrated in the context of use by an accountant or consultant; however, the principles can be applied to almost any client’s business type and situation.
Topics include, Managing Opportunities, Managing Leads, Case Management, Documentation activities and tracking, and Maintaining a practice-wide calendar (that integrates with Microsoft Outlook).
Danny Do Couto is the Director for Method Solution Providers channel. His passion is helping accountants, consultants and product developers with implementing Method into their businesses. He frequently travels throughout the United States and Canada spreading the word about Method and is a regular contributor to the Method Integration blog.