Method Customer Relationship Management Integration
CEO Services is a Method CRM Certified Account Manager/Value Added Retailer.
Why Method CRM?
Method Integration is a free form database, housed in the cloud, which has turnkey integration with both QuickBooks Online and Microsoft Outlook.
Method Integration is the only do-it-yourself web-based management system that has patent-pending QuickBooks Online integration built-in at the ground floor. Not only can you customize your own system from head-to-toe, but you will experience a smooth high-speed web interface, and real-time QuickBooks Online integration unlike anything you have ever seen.
With Method Integration Online Software, in theory, you could delete all of the existing screens, tabs, roles, tables and fields and begin building your own application from the ground up, and/or you can create your own customized database in the cloud that synchronizes to QuickBooks Online or any other software that allows Application Programming Interface access (API).
At the most basic level Method Integration is a way of entering and modifying QuickBooks Online data remotely ‐in the cloud.
Once you connect your Method Integration account to a local QuickBooks Online data file, most of the data and functionality is mirrored in the web hosted Method Integration application. This allows Method Integration users to add, modify and delete most list records and transactions without necessarily having direct access to the QuickBooks Online application.
Method Integration manages the synchronization between its database and the QuickBooks Online database through the Method Integration Engine ‐ a utility you install on any local workstation running QuickBooks Online. Then, Method Integration will synchronize the databases any time the workstation is connected to the Internet and has the QuickBooks Online data file open.
The Method Advantage Summary
- Method provides full integration with QuickBooks right out of the box.
- Method provides a two-way synchronization with QuickBooks.
- Method provides a fully customizable online database that extends beyond QuickBooks for full systems integration.
How to We Support Your Method Installation
- CEO Services is a systems integrator that gets your business operational on Method in the way that best suits your needs. We can get you live in a very basic configuration or we can assist you with complex customizations.
- We guide you through the process of setting up your business online.
How Method Certified Account Managers Handle Your Needs
We will implement Method CRM using information you provide to us per your existing accounting system, databases and documentation. Accurate and complete QuickBooks information will be critical to the overall success of your Method Integration CRM Pro implementation. Our engagement includes consulting services related to the configuration and use of Method Integration CRM Pro in regards to Method Integration CRM Pro’s implementation and development.
The Method Integration Certified Account Manager (VAR) takes on the role as the end user's dedicated 'account manager' and collects all service and subscription fees, as well as provide all training and customization services (other than technical support).
- Users sign up and pay directly to the Method Integration Solution Provider ‐ not to Method Integration ‐ for their subscription.
- The VAR is billed monthly, for all their accounts, at a discounted wholesale rate, and in return will bill you on a monthly basis for subscription services.
- The VAR is the end user's Account Manager ‐ users get all consulting, training and customization directly from the VAR ‐ and only need to go to Method Integration in cases of emergency technical support.
- Method Integration Certified Accountant Mangers collect payments from their customers directly each month ‐ using subscription information provided by Method Integration on each of the accounts.
- End Users work with their VAR on customization work Method Integration Integration directly.
Our Method CRM Certifications:
- Level 1 Certified
Let Us Contact You with More Information About Method