Welcome!

CRM Authors: Xenia von Wedel, Ian Khan, PR.com Newswire, Steve Mordue

Related Topics: CRM

CRM: Blog Post

CRM Software Is Part of the QuickBooks Ecosystem

Interview with CEO and Founder Paul Jackson

Thanks for taking the time to answer my questions. Please tell us, what is Method all about and what do you do?

Jackson: Method's vision is to simplify the way small businesses get their unique work done. We create customizable apps which sync seamlessly with QuickBooks. We believe small businesses become more efficient when they have personalized software that is customized to the way they want to work.

What are you presenting at QuickBook Connect and what problem does it solve.

Jackson: We are presenting two apps at our QuickBooks Connect booth. The first is Method:CRM, the #1 CRM for QuickBooks. With Method:CRM, QuickBooks users can keep their customer follow-ups and history all in one place. Many small businesses keep their customer notes, contact information and "to-dos" in a variety of "systems". Because these systems don't talk to one another, this information often falls through the cracks... which can wreak havoc on customer relationships.

Our second app is Method:Donor, the first place winner from the 2014 QuickBooks Connect Hackathon. Method:Donor enables nonprofits to accept online donations and keep donor follow ups all in one place. Small nonprofits typically have a very manual process to accept, record and follow up with donors. Method:Donor automates this end to end process.

In addition to the two apps we are showcasing at the booth, we are supporting our Method Partners as they compete in this year's Hackathon with apps built on Method's platform. For the most part, Method partners are not software developers... they are accountants, bookkeepers and consultants. The Method platform allows anyone to build apps using drag and drop tools, 100% code free.

Who is your target audience and how do you intend to reach them?

Jackson: Our target audience is small businesses who use QuickBooks. The most important data in a business is financial. We want our apps to use and contribute to this data... with no double entry. We believe so strongly in this - you can't use our apps without syncing to QB.

Intuit's Apps.com gives us a great way to reach this audience.

Is your product available in the QuickBook Marketplace?

Jackson: Yes, in fact Method:CRM is the #1 rated CRM on Apps.com.

How does your product fit in the QuickBook Connect Ecosystem?

Jackson: We fit into the QuickBooks Connect Ecosystem in multiple ways. Firstly, our apps help extend the use of QuickBooks in the areas of customer management and donor management. Secondly, we provide all QuickBooks users - whether they are accounting professionals or small businesses - a platform where they can build apps to fit the unique workflows of their business.

Do you have an Enterprise version?

Jackson: Method's products integrate with all versions of QuickBooks... including QuickBooks Enterprise. Many of our Method customers have 50-100 employees - they are mid-sized businesses.

I'd be curious to hear any general thoughts you have on market trends...

Jackson: One of the biggest trends I see in the market is personalization. To this point, the approach to small business software has been "one-size-fits-all". The problem with one-size-fits-all is that small businesses are unique, and therefore introduce workarounds to get software working for them... which is highly inefficient.

We conducted a survey of 500 US based small businesses this past February and learned that only 1 in 5 have implemented personalized software, software that can be customized to the way their business works. While they believe personalized software will bring efficiency to their business, 77% of them have not implemented due to budget constraints.

Method enables its users to become "citizen developers", building personalized business solutions that solve for their own unique needs - using tools and wizards rather than code.

What is the viral aspect of your product?

Jackson: A popular feature in our product is customer portals - which are self-service "My Accounts". These portals allow our users to give their customers a place to view and pay invoices, update account information and make service requests. A lot of these portal users are running a small businesses as well, and end up contacting us saying "How can I get one of these for my company?!"

How will your company make money? What's the business model?

Jackson: We are a SaaS business and charge our customers a monthly subscription fee based on the number of licenses they have.

Who are your closest competitors?

Jackson: No one is really doing what we are doing... which is providing customizable, QuickBooks integrated software to small businesses. Salesforce would be the best example of a competitor, but they are not focused on small businesses... as evidenced by the discontinuation of their QuickBooks integration.

What business or technology could yours disrupt?

Jackson: We are trying to disrupt the conventional "one-size-fits-all" approach to small business software.

Who founded the company, when? What can you tell me about the story of the company's founding?

Jackson: I had previously built and sold a one-size-fits-all software company. I founded the company in 2010 because I felt that our industry needed to move to a new personalized approach of creating software for small businesses.

What is your distribution model? Where to buy your product?

Jackson: We go to market through two channels... through Intuit (Apps.com) and direct (method.me)

What's next on your product roadmap?

Jackson: We are constantly iterating and improving our platform... to make it easier for our Method app builders to create and customize their apps.

Are you targeting a first VC round? If yes when and what will you use the funds for?

How much money is being sought?

Jackson: We completed a Series-A round in early 2013, and have since been in the fortunate position to experience rapid and consistent month-over-month growth.  At this time we are not looking for an additional funding.

More Stories By Xenia von Wedel

Xenia von Wedel is a Tech blogger and Enterprise Media Consultant in Mountain View, serving clients in a variety of industries worldwide. She is focused on thought leadership content creation and syndication, media outreach and strategy. She mainly writes about Enterprise, B2B solutions, social media and open source software, but throws the occasional oddball into the mix. Buy her a coffee if you like her article: http://xeniar.tip.me

@ThingsExpo Stories
@GonzalezCarmen has been ranked the Number One Influencer and @ThingsExpo has been named the Number One Brand in the “M2M 2016: Top 100 Influencers and Brands” by Analytic. Onalytica analyzed tweets over the last 6 months mentioning the keywords M2M OR “Machine to Machine.” They then identified the top 100 most influential brands and individuals leading the discussion on Twitter.
The Internet of Things is clearly many things: data collection and analytics, wearables, Smart Grids and Smart Cities, the Industrial Internet, and more. Cool platforms like Arduino, Raspberry Pi, Intel's Galileo and Edison, and a diverse world of sensors are making the IoT a great toy box for developers in all these areas. In this Power Panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, panelists discussed what things are the most important, which will have the most profound e...
The age of Digital Disruption is evolving into the next era – Digital Cohesion, an age in which applications securely self-assemble and deliver predictive services that continuously adapt to user behavior. Information from devices, sensors and applications around us will drive services seamlessly across mobile and fixed devices/infrastructure. This evolution is happening now in software defined services and secure networking. Four key drivers – Performance, Economics, Interoperability and Trust ...
@ThingsExpo has been named the Most Influential ‘Smart Cities - IIoT' Account and @BigDataExpo has been named fourteenth by Right Relevance (RR), which provides curated information and intelligence on approximately 50,000 topics. In addition, Right Relevance provides an Insights offering that combines the above Topics and Influencers information with real time conversations to provide actionable intelligence with visualizations to enable decision making. The Insights service is applicable to eve...
Multiple data types are pouring into IoT deployments. Data is coming in small packages as well as enormous files and data streams of many sizes. Widespread use of mobile devices adds to the total. In this power panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, panelists will look at the tools and environments that are being put to use in IoT deployments, as well as the team skills a modern enterprise IT shop needs to keep things running, get a handle on all this data, and deli...
SYS-CON Events announced today that Grape Up will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct. 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Grape Up is a software company specializing in cloud native application development and professional services related to Cloud Foundry PaaS. With five expert teams that operate in various sectors of the market across the U.S. and Europe, Grape Up works with a variety of customers from emergi...
SYS-CON Events announced today that T-Mobile will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. As America's Un-carrier, T-Mobile US, Inc., is redefining the way consumers and businesses buy wireless services through leading product and service innovation. The Company's advanced nationwide 4G LTE network delivers outstanding wireless experiences to 67.4 million customers who are unwilling to compromise on ...
SYS-CON Events announced today that Hitachi Data Systems, a wholly owned subsidiary of Hitachi LTD., will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City. Hitachi Data Systems (HDS) will be featuring the Hitachi Content Platform (HCP) portfolio. This is the industry’s only offering that allows organizations to bring together object storage, file sync and share, cloud storage gateways, and sophisticated search an...
SYS-CON Events announced today that CollabNet, a global leader in enterprise software development, release automation and DevOps solutions, will be a Bronze Sponsor of SYS-CON's 20th International Cloud Expo®, taking place from June 6-8, 2017, at the Javits Center in New York City, NY. CollabNet offers a broad range of solutions with the mission of helping modern organizations deliver quality software at speed. The company’s latest innovation, the DevOps Lifecycle Manager (DLM), supports Value S...
With billions of sensors deployed worldwide, the amount of machine-generated data will soon exceed what our networks can handle. But consumers and businesses will expect seamless experiences and real-time responsiveness. What does this mean for IoT devices and the infrastructure that supports them? More of the data will need to be handled at - or closer to - the devices themselves.
Bert Loomis was a visionary. This general session will highlight how Bert Loomis and people like him inspire us to build great things with small inventions. In their general session at 19th Cloud Expo, Harold Hannon, Architect at IBM Bluemix, and Michael O'Neill, Strategic Business Development at Nvidia, discussed the accelerating pace of AI development and how IBM Cloud and NVIDIA are partnering to bring AI capabilities to "every day," on-demand. They also reviewed two "free infrastructure" pr...
DevOps is often described as a combination of technology and culture. Without both, DevOps isn't complete. However, applying the culture to outdated technology is a recipe for disaster; as response times grow and connections between teams are delayed by technology, the culture will die. A Nutanix Enterprise Cloud has many benefits that provide the needed base for a true DevOps paradigm.
Most technology leaders, contemporary and from the hardware era, are reshaping their businesses to do software in the hope of capturing value in IoT. Although IoT is relatively new in the market, it has already gone through many promotional terms such as IoE, IoX, SDX, Edge/Fog, Mist Compute, etc. Ultimately, irrespective of the name, it is about deriving value from independent software assets participating in an ecosystem as one comprehensive solution.
New competitors, disruptive technologies, and growing expectations are pushing every business to both adopt and deliver new digital services. This ‘Digital Transformation’ demands rapid delivery and continuous iteration of new competitive services via multiple channels, which in turn demands new service delivery techniques – including DevOps. In this power panel at @DevOpsSummit 20th Cloud Expo, moderated by DevOps Conference Co-Chair Andi Mann, panelists will examine how DevOps helps to meet th...
SYS-CON Events announced today that Hitachi, the leading provider the Internet of Things and Digital Transformation, will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Hitachi Data Systems, a wholly owned subsidiary of Hitachi, Ltd., offers an integrated portfolio of services and solutions that enable digital transformation through enhanced data management, governance, mobility and analytics. We help globa...
Five years ago development was seen as a dead-end career, now it’s anything but – with an explosion in mobile and IoT initiatives increasing the demand for skilled engineers. But apart from having a ready supply of great coders, what constitutes true ‘DevOps Royalty’? It’ll be the ability to craft resilient architectures, supportability, security everywhere across the software lifecycle. In his keynote at @DevOpsSummit at 20th Cloud Expo, Jeffrey Scheaffer, GM and SVP, Continuous Delivery Busine...
SYS-CON Events announced today that SoftLayer, an IBM Company, has been named “Gold Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2016, at the Javits Center in New York, New York. SoftLayer, an IBM Company, provides cloud infrastructure as a service from a growing number of data centers and network points of presence around the world. SoftLayer’s customers range from Web startups to global enterprises.
The 20th International Cloud Expo has announced that its Call for Papers is open. Cloud Expo, to be held June 6-8, 2017, at the Javits Center in New York City, brings together Cloud Computing, Big Data, Internet of Things, DevOps, Containers, Microservices and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal ...
In his keynote at @ThingsExpo, Chris Matthieu, Director of IoT Engineering at Citrix and co-founder and CTO of Octoblu, focused on building an IoT platform and company. He provided a behind-the-scenes look at Octoblu’s platform, business, and pivots along the way (including the Citrix acquisition of Octoblu).
With major technology companies and startups seriously embracing Cloud strategies, now is the perfect time to attend @CloudExpo | @ThingsExpo, June 6-8, 2017, at the Javits Center in New York City, NY and October 31 - November 2, 2017, Santa Clara Convention Center, CA. Learn what is going on, contribute to the discussions, and ensure that your enterprise is on the right path to Digital Transformation.