Adding Method to the Madness

from Workshop Wednesdays · host Dan DeLong and Rachel Dauchy

Dan discusses a recent desktop conversion issue that was about to go south unless he found a solution. Enter Method CRM, Shane Li and team helped create the customizations needed without disrupting the apple cart in QBO. Start a Free Trial with Method Here - https://method.me/refer?referid=9FeLBnSGimpMYcMgqCntLw%3d%3d Workshop Wednesdays are a free live discussion about topics affecting Accountants, Bookkeepers, and Business Owners. Register for the Live sessions at: https://www.schoolofbookkeeping.com/workshop-wednesday Brought to you by http://www.schoolofbookkeeping.com - Keep Learning 00:00 Introduction and Guest Introduction 01:33 Shane's Role at Method CRM 02:12 Rachel's Impression of Method CRM 03:59 Method CRM Overview 05:27 Client Emergency at Intuit Connect 08:00 Customization Challenges with QuickBooks Online 11:06 Discovering Method CRM's Capabilities 14:22 Method CRM's Customization and Integration 24:00 Pricing and ERP-Level Support 26:29 Onboarding and Customization Experience 36:09 Final Thoughts and Conclusion

Episode metadata supplied by the publisher feed · Published Nov 20, 2024

Embed this episode

Attribution link and audio player

Ready to play

Adding Method to the Madness

0:00 40:20

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

New Leader Workshop Jacob Espinoza Whether you are a business owner looking to grow or a new leader stepping into your first management role, understanding the fundamentals of leadership will help you keep your team motivated and hit their goals. First Time Facilitator Leanne Hughes Leanne Hughes from the First Time Facilitator blog reveals all of her group facilitation, training and workshop tips and tricks so you can be ahead of the curve the next time you step out in front of a group.Discover how you can tweak elements of your facilitation style, or incorporate new techniques to engage your audience and leave with lasting impact (and 5-star feedback). Icebreakers, leadership, group interaction, preparation, games, conflict, props, flip-charts, delivery, voice, body language, confidence, discussions and everything that works (and doesn’t work) to help you better understand how to deliver and connect with your audience, every single time. Brown Ambition iHeartPodcasts The Brown Ambition Podcast helps you unapologetically build wealth by saving, investing and making smart career choices — on your own d@mn terms! New episodes Wednesdays and Fridays. Relics Radio show Ken King Relics Radio is a podcast about Metal Detecting, brought to you every Thursday with DK of Adventures In Dirt, and Tony of 5280 Adventures discussing various types of Metal, Relic, and Treasure Hunting. Check out our new episodes for special guests as we discuss techniques, finding sites, detectors, and all things related to treasure hunting, metal detecting and relic hunting. Live stream video broadcasts now on Ken or Tony's YouTube channels, Wednesdays at 8pm Eastern: Ken - Adventures In Dirt YouTube Tony - 5280 Adventures YouTube

Frequently Asked Questions

How long is this episode of Workshop Wednesdays?

This episode is 40 minutes long.

When was this Workshop Wednesdays episode published?

This episode was published on November 20, 2024.

Can I download this Workshop Wednesdays episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!