Method:CRM

Beyond CRM: How Method Helps Businesses Create Optimal Workflows

Method:CRM

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.

4 Benefits of a 360-Degree Customer View

Method:CRM

“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.

Live Blog: QuickBooks Connect Toronto 2018

Method:CRM

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

More Than Just Number-Crunchers: How Accountants Provide Value-Added Services

Method:CRM

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. However, these images could not be further from the truth.

Beyond the Contact Center: Unlocking Insights with Speech Analytics

A global survey of 500 key decision makers by Opus Research shows the core benefits of making the leap to an omnichannel contact center, such as uncovering actionable business insights on employee-customer interactions.

From Casual Buyer to Loyal Fan: 4 Ways to Improve Customer Retention

Method:CRM

[…]. 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 Experience CRM customer retention customer service customers email marketing repeat business

You're Invited: Fireside Chat at QuickBooks Connect San Jose

Method:CRM

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.

Sales Follow-Up Emails to Convert Leads Into Customers

Method:CRM

[…]. The post Sales Follow-Up Emails to Convert Leads Into Customers appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience Sales customer service customers emails lead management sales

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How to Use Your CRM to Optimize Influencer Marketing

Method:CRM

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. They’re taking over in accounting, health care, and even construction.

Extending The Life of Your Construction Accounting Software

Method:CRM

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. However, it is worth exploring ways to extend the life of the software instead of replacing it.

Training for Lead Generation, Customer Onboarding and Support

Customer lifecycle training gives customers the knowledge and tools they need to be successful. As customer success and satisfaction grows, so does retention and repeat business. This eBook can help training teams improve or expand their customer training programs.

The Most Important Questions to Ask When Collecting Customer Feedback

Method:CRM

[…]. The post The Most Important Questions to Ask When Collecting Customer Feedback appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience Small Business customer feedback customer service customers small business

4 Ways to Increase Customer Engagement Through Email Marketing

Method:CRM

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

7 Essential Podcasts for Sales Reps

Method:CRM

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. In fact, you may have the opposite problem!

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5 Signs That Your Client is Unhappy (And How to Keep Them Around!)

Method:CRM

[…]. 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. Customer Experience customer loyalty customer retention customer service customers repeat business

Why Conversational AI Is Key to Customer Service in the Customer Experience Era

In today’s hyper-competitive market, every business must become a customer experience-first business. Customer satisfaction has become more important than price or any individual feature. Read the new Tractica white paper to learn how important conversational AI is to your CX strategy.

The Best Email Campaigns to Keep Customers Coming Back

Method:CRM

[…]. The post The Best Email Campaigns to Keep Customers Coming Back appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience Marketing customers email campaigns email marketing marketing QuickBooks CRM

5 Scaling New Heights Sessions You Can’t Miss

Method:CRM

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.

[Webinar] An Introduction to Method:Donor

Method:CRM

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!

How a Small Business Can Provide World-Class Customer Service [Part 1]

Method:CRM

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.

The Changing Role of CX Testing in Digital Transformation

Speaker: Diego Lo Giudice and Chad Hendren

With new competition emerging every day, businesses are transforming themselves, and using software as a means to drive differentiation. Digital transformation has become a key initiative for businesses across the globe, and CX is ground zero. Register now for this webinar and hear from Cyara and their guest speaker, Diego Lo Giudice of Forrester, how testing and QA practices are changing to enable and accelerate digital transformation.

How I Started to Learn and Love Customizing Method

Method:CRM

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.

How a Small Business Can Provide World-Class Customer Service [Part 2]

Method:CRM

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.

CSAT vs. NPS: Similarities and Differences

GetFeedback

CSAT vs. NPS is an inevitable comparison that surfaces whenever a company launches a Voice of the Customer (VoC) program to optimize their customer experience (CX) strategy. .

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How to Disrupt Your Competition

ShepHyken

How To 505

Optimizing Customer Experience Data to Drive Business Success

Digital CX is an established practice. It’s time to focus on brick-and-mortar! This eBook covers the impact of CX on location-based businesses and best practices on how feedback is collected and data analytics are turned into insights that drive actionable improvements. Discover new ideas to fuel your business’s top and bottom line!

An Article On Customer Experience That Actually Makes Sense

GetFeedback

If you Google customer experience you’ll get about 2,340,000,000 results—articles, videos, reports—with in-depth information about the space.

Service NSW Tops My Worldwide XM Tour

Experience Matters

I’m on my way back from Australia; the end to a very long, but wonderful road trip.

Call Centers are the Front Line of Customer Service

NICE Systems

Some call centers struggle to have a stellar reputation, but it doesn’t have to be that way.

Improve Customer Experience with the Help of These 4 Teams

Kayako

When we talk about customer experience, many of us think about support. We think about the touchpoints between customer and business when the customer needs help buying or using a product. These interactions make up part of the customer experience, but not all of it.

6 Killer Applications for Artificial Intelligence in the Customer Engagement Contact Center

If Artificial Intelligence for businesses is a red-hot topic in C-suites, AI for customer engagement and contact center customer service is white hot. This white paper covers specific areas in this domain that offer potential for transformational ROI, and a fast, zero-risk way to innovate with AI.

Net Promoter Score (NPS) Myths Debunked

GetFeedback

Net Promoter Score (NPS) is one of the most popular metrics being used in business today. And while NPS has many supporters to sing its praises, there seems to be an equal number of critics who have emerged to decry it, citing a number of reasons why it should be abolished.

7 Samples of Feedback Forms for Customers That Actually Work

GetFeedback

We know that customer’s opinions and feedback are important because they impact the sustainability of a company throughout its lifecycle.

The What. The So What. The Now What. From Customer Experience Data to Outcomes.

IntouchInsight

CX thought leader, Annette Franz, discusses the key components required to go from customer experience data to customer experience outcomes

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Get to Know Bruce Arnett: The CTO at MaritzCX

MaritzCX

The interview shared below was written and conducted by the CybageTimes. You can view the original article here. “Skill, ethics, and a purpose-driven outlook is what makes a great team deliver compelling customer experience and drives exceptional business performance.”

How to Improve Customer Experience in an Era of Choice

Customer experience is quickly becoming the de facto differentiator between successful businesses and the ones that fail. Download this ebook to learn how some of the largest companies in the world are driving better customer experiences.

7 practical steps to build a data-driven CX program

Centriam Customer Experience Lab

Recent articles about customer experience (CX) have included statements as grandiose as: “Customer experience is the new brand.”- Forbes. Put customer experience at the heart of your operations.”- McKinsey. Customer experience is the key competitive differentiator.” - Wall Street Journal.

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