Method:CRM

MARCH 20, 2023

Customer portal solutions are becoming more and more popular as technology continues to evolve. Business owners are beginning to realize how effective customer portals are at saving time and money. Indeed, customer portal solutions streamline customer-facing workflows and automate your support services. But what exactly is a customer web portal, and how does it work?

Self Service 52

Self Service CRM Knowledge Base Software 52

Method:CRM

MARCH 13, 2023

No matter the industry, customer experience is a huge part of your business success. You should never neglect your customers’ wants and needs. If you do, you risk jeopardizing your relationships and the opportunity to develop new ones in the future. Instead, you should strive to exceed customer expectations. An effective way to improve customer satisfaction is to incorporate a customer experience portal into your business.

Self Service 90

Self Service Customer Experience How To e-support 90

Method:CRM

MARCH 8, 2023

Creating great customer experiences is essential for any business. It makes the difference between your customers staying with you or taking their business elsewhere. In this ultimate guide, you’ll look at how to measure customer experience, and 7 customer experience improvement strategies you can use to create an exceptional customer journey.

Self Service 89

Self Service Customer Experience CRM Effort Score 89

Method:CRM

SEPTEMBER 7, 2022

Improving the customer experience of a business brings many benefits, like happier customers and stronger feelings of loyalty to your company. However, creating a great customer experience isn’t as easy as it sounds. Read on for a complete guide to making a great customer experience that’s sure to make your brand a favorite among customers! What is customer experience?

Customer Experience 52

Customer Experience Customer Journeys How To Touchpoint 52

Method:CRM

SEPTEMBER 1, 2022

Did you know — Customers are five times more likely to stop buying from a company due to perceived indifference than bad experiences? This highlights that it isn’t enough to provide a so-so customer experience. To retain customers, you need to know how to enhance customer experience. But how can you provide a positive customer experience? Read on for a complete guide on the top ways to improve customer experience.

Customer Journeys 52

Customer Journeys Customer Experience How To Self Service 52

Method:CRM

AUGUST 25, 2022

Happy customers lead to better retention and repeat business. You need excellent customer relationship management (CRM) and customer experience to keep them happy. Read on to learn how CRM increases customer satisfaction and why it is vital to use this solution. How customer service has changed. Before we had telephones, people had to go to the store or write a letter to get customer service.

CRM 52

CRM Customer Satisfaction Examples Self Service 52

Method:CRM

AUGUST 15, 2022

Keeping customers happy is one of the most important things you can do. So, when it comes to the customer experience vs. customer relationship debate, the answer is both! The key to delivering a great customer experience (CX) is establishing solid relationships with your clientele. . There is crossover when it comes to customer experience vs. customer relationship, but there are some differences.

Customer relationships 52

Customer relationships Customer Experience CEM Customer Journeys 52

Method:CRM

JULY 29, 2022

Customer service is essential for any growing business. To provide the best customer experience, you need the right tools behind you, like customer relationship management (CRM) software. But with all the options available, which one is the best CRM for customer service? Read on for the best CRM tools for customer service in 2023 and beyond! What is customer service software?

CRM 52

CRM Customer Service Self Service Knowledge Base 52

Method:CRM

JULY 11, 2022

Great customer experience is key to fostering customer loyalty. If customers have a pleasant experience with your company, they’ll be more likely to come back for more business and recommend your goods or services to others. But how do you plan for and execute effective customer experience improvement? Read on to find everything you need to know on how to improve customer experience.

Customer Journeys 52

Customer Journeys Customer Experience How To Loyalty Programs 52

Method:CRM

JULY 11, 2022

Great customer experience is key to fostering customer loyalty. If customers have a pleasant experience with your company, they’ll be more likely to come back for more business and recommend your goods or services to others. But how do you plan for and execute effective customer experience improvement? Read on to find everything you need to know on how to improve customer experience.

Customer Journeys 92

Customer Journeys Customer Experience How To Loyalty Programs 92

Method:CRM

AUGUST 25, 2020

This infographic shares the many benefits of customer retention for small businesses. Below, you can find the text version of this infographic. Why customer retention is key to small business success. The benefits of customer retention. 80% of small business revenue will come from just 20% of customers. A 5% higher customer retention rate can increase profits by 25%.

Infographics 85

Infographics Customer Retention Poor Customer Service Customers 85

Method:CRM

AUGUST 6, 2020

A strong customer retention rate is often the key to small business success. Here’s why: 80% of a small business’ revenue will come from just 20% of their customer base Repeat customers spend 67% more than new ones It costs 5 times more to get a new customer than it does to keep an existing one The probability of selling to an existing customer is 3 + times higher than selling to a new customer.

Customer Retention 69

Customer Retention Self Service CRM Sales 69

Method:CRM

JULY 15, 2020

A repeat customer is like a gift that keeps on giving. You anticipate closing a deal with them for weeks, maybe even months, and then they finally do business with you. Then, it turns out that they’re so satisfied with your products or services that they continue to buy from you and become a repeat customer. This means you can count on them to come back, make future purchases, and maybe even refer some new customers to you.

CRM 95

CRM How To Effort Score Rewards Programs 95

Method:CRM

JULY 2, 2020

Customer Retention 71

Customer Retention Strategy Customers 71

Method:CRM

JANUARY 30, 2018

It’s no secret that organization is key to running a successful business. This is especially true when your company creates quotes or estimates in QuickBooks for prospective customers. After all, you can’t start the work if you don’t know whether the customer has accepted your estimate. Ideally, your customers should be able to quickly and easily accept estimates online.

CRM 82

CRM Customers System Sales 82

Method:CRM

MARCH 10, 2020

At Method, we’re always looking to simplify the way small businesses get their work done. As part of this effort, we’ve gathered your feedback and used it to improve your experience with Method. . Here’s everything you need to know about this update. More Information At-A-Glance. Instead of you having to jump from let’s say Contacts to Activities in Method, we’ve updated your experience to give you more insights in one screen.

CRM 52

CRM Feedback Customer Experience Survey 52

Method:CRM

MARCH 7, 2020

In a world where global giants like Amazon, Alibaba, and Walmart are steamrolling over small businesses with lower prices and faster service, there’s something to be said about the power of a great customer experience. In fact, it’s critical to small business success when you consider that just one bad experience causes 51% of customers to cut ties with a company. “51% of customers would never go back to a business after receiving poor customer service there.”.

Self Service 81

Self Service Poor Customer Service Customer Experience Video 81

Method:CRM

MARCH 12, 2019

“KYC” means “Know Your Customer.” And there’s a reason why enterprises from all industries prioritize KYC best practices. It’s because they know that customer knowledge is at the heart of great day-to-day work and long-term success. But those best practices include more than just remembering a person’s name and some details about their business. That’s just the basic stuff you need to make the sale.

CRM 66

CRM Competitive Advantage Customer relationships Social Media 66

Method:CRM

FEBRUARY 25, 2015

I was recently flipping through my copy of Unmarketing , and saw I had marked a few pages where Scott Stratten discusses cases of world class customer service at Zappos. In addition to putting a smile on my face, the stories reminded me how important customer service is to the success – no, the survival of any business. Too often small businesses don’t prioritize customer service and learn the hard way.

Customer Service 40

Customer Service Customer Service Strategies Examples Customers 40

Method:CRM

MARCH 4, 2015

Last week in Part I of Small Business Customer Service , I offered a few suggestions for improving your company’s customer service. Today, I’ll continue on with more ways your small business can ramp up customer service with more world-class examples and some simple take-aways for your team. Anticipate Customer Needs. When I think back to my restaurant days, anticipating the needs of a guest was as simple as making sure ketchup arrived at the table before their burger did.

Customer Service 40

Customer Service Travel Customers Examples 40

Method:CRM

JUNE 10, 2015

Are you an accountant working with nonprofits who needs help getting their accounting practices whipped into shape? If your eyes just widened and you thought, “Yes!” you’ll want to attend our June 17th webinar. Method:Donor – Donor Management Software for Nonprofits Using QuickBooks , hosted by Gregg Bossen. Gregg, a CPA with a long history of working with nonprofits, will introduce you to our newly-launched donor management app, Method:Donor!

Software 64

Software Training Management Data 64

Method:CRM

JUNE 16, 2015

If you’re like me, and new to the Method Partner Program , you may have had moments of apprehension around developing Method for your small business clients. But with some mentorship, and real client projects in the last few months, I’ve moved into the “Love It” category of Method Partners. Today, I’m sharing the six factors that successfully changed me from an apprehensive newbie into a confident Method developer.

Consulting 40

Consulting Video Course Connections 40

Method:CRM

JUNE 18, 2015

Next week, we’re packing our bags and heading to New Orleans for Scaling New Heights – an Intuit-centric training conference that empowers accounting professionals to grow their practice. This year at Scaling New Heights we’re offering introductory and intermediate training of Method:CRM, sharing our new nonprofit donor management app, Method:Donor, as well as hosting a session to share the custom apps created by Method Partners on Method’s platform.

CRM 45

CRM Customer Relationship Management Course Conference 45

Method:CRM

FEBRUARY 27, 2019

Those poor accountants. They get a bad rap. You know the stereotypes: “boring,” “bean counters,” or “math nerds.” You may even have an image in your mind of the desk-bound pencil-pusher sitting in a dark room poring over people’s taxes. These images are especially unattractive to the Millennial and Gen Z cohorts, who typically regard the 9-to-5 workday life as a virtual prison sentence.

Financial 61

Financial Consulting Competitive Advantage Innovation 61

Method:CRM

OCTOBER 1, 2018

Podcasts are an excellent resource for people working in sales roles. Much like sales books , podcasts allow sales professionals to learn directly from industry experts, without breaking the bank on conference fees. Podcasts also have the added benefit of timeliness, allowing listeners to stay up to date on the most recent news and advice. For those wanting to improve their sales performance, finding a great sales podcast shouldn’t be a challenge.

Sales 65

Sales B2B Social Media Entertainment 65

Method:CRM

OCTOBER 29, 2018

Technology is changing the accounting industry. Many routine tasks can now be automated through accounting software, leaving accountants wondering what’s in store for their jobs. The answer is simple: they must expand their service offerings to deliver greater value to their clients. One way to achieve this is by combining accounting software with other business apps.

Connections 40

Connections Consulting CRM Conference 40

Method:CRM

DECEMBER 3, 2018

The post Live Blog: QuickBooks Connect Toronto 2018 appeared first on Method:CRM.

Connections 71

Connections 71

Method:CRM

JANUARY 8, 2019

The construction industry is complex: full of behemoth-sized projects, unique processes, workflows, and other monumental tasks that always seem to be due yesterday. Without a good construction accounting software, businesses will likely collapse. For those that do have one, there may come a time when they must start looking for a new software package to meet new demands.

Software 63

Software CRM Meeting Connections 63

Method:CRM

FEBRUARY 8, 2019

Social media marketing looks little like it did just a few short years ago. The primary power behind this seismic shift? Influencers. These social media geniuses use their natural charm and relatability to build connections with thousands or even millions of followers. Initially centred around fashion and fitness, influencer marketing now involves every niche imaginable.

CRM 63

CRM Marketing Social Media How To 63

Method:CRM

OCTOBER 16, 2018

Changing software needs are a fact of life for growing businesses. It makes sense: as you acquire more customers, your processes become more complex and you need different tools to manage them. Many businesses start off with just accounting software, like QuickBooks. Next, they might add a CRM to the mix. Then, maybe they’ll add a scheduling tool, or project management software, or a time tracking app.

CRM 66

CRM eBook Software Customer Relationship Management 66

Method:CRM

MAY 29, 2018

[…]. The post The Best Email Campaigns to Keep Customers Coming Back appeared first on Small business insight from the #1 QuickBooks CRM.

CRM 60

CRM Customers Marketing Customer Experience 60

Method:CRM

JULY 17, 2018

[…]. The post 4 Ways to Increase Customer Engagement Through Email Marketing appeared first on Small business insight from the #1 QuickBooks CRM.

Customer Engagement 65

Customer Engagement Engagement Marketing CRM 65

Method:CRM

AUGUST 28, 2018

[…]. The post Sales Follow-Up Emails to Convert Leads Into Customers appeared first on Small business insight from the #1 QuickBooks CRM.

Sales 68

Sales CRM Customers Customer Service 68

Method:CRM

SEPTEMBER 18, 2018

[…]. The post The Most Important Questions to Ask When Collecting Customer Feedback appeared first on Small business insight from the #1 QuickBooks CRM.

Feedback 65

Feedback CRM Customers Customer Service 65

Method:CRM

SEPTEMBER 25, 2018

[…]. The post From Casual Buyer to Loyal Fan: 4 Ways to Improve Customer Retention appeared first on Small business insight from the #1 QuickBooks CRM.

Customer Retention 69

Customer Retention CRM Customers Marketing 69

Method:CRM

OCTOBER 3, 2018

[…]. The post 5 Signs That Your Client is Unhappy (And How to Keep Them Around!) appeared first on Small business insight from the #1 QuickBooks CRM.

How To 49

How To CRM Customer Retention Loyalty 49

Method:CRM

OCTOBER 17, 2018

[…]. The post Conquering Customer Service Issues: 9 Tips to Build Customer Loyalty appeared first on Small business insight from the #1 QuickBooks CRM.

Loyalty 67

Loyalty Tips Customer Service CRM 67