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
High-velocity engineering teams are applying not only continuous delivery processes, but also lessons in experimentation from established leaders like Amazon, Netflix, and Facebook. These companies have made experimentation a foundation for their release processes, allowing them to try out major feature releases and redesigns within smaller groups before making them broadly available. In his session at 21st Cloud Expo, Brian Lucas, Senior Staff Engineer at Optimizely, will discuss how by using...
In this strange new world where more and more power is drawn from business technology, companies are effectively straddling two paths on the road to innovation and transformation into digital enterprises. The first path is the heritage trail – with “legacy” technology forming the background. Here, extant technologies are transformed by core IT teams to provide more API-driven approaches. Legacy systems can restrict companies that are transitioning into digital enterprises. To truly become a lead...
SYS-CON Events announced today that Daiya Industry will exhibit at the Japanese Pavilion 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. Ruby Development Inc. builds new services in short period of time and provides a continuous support of those services based on Ruby on Rails. For more information, please visit https://github.com/RubyDevInc.
As businesses evolve, they need technology that is simple to help them succeed today and flexible enough to help them build for tomorrow. Chrome is fit for the workplace of the future — providing a secure, consistent user experience across a range of devices that can be used anywhere. In her session at 21st Cloud Expo, Vidya Nagarajan, a Senior Product Manager at Google, will take a look at various options as to how ChromeOS can be leveraged to interact with people on the devices, and formats th...
SYS-CON Events announced today that Yuasa System will exhibit at the Japan External Trade Organization (JETRO) Pavilion 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. Yuasa System is introducing a multi-purpose endurance testing system for flexible displays, OLED devices, flexible substrates, flat cables, and films in smartphones, wearables, automobiles, and healthcare.
SYS-CON Events announced today that Taica will exhibit at the Japan External Trade Organization (JETRO) Pavilion 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. Taica manufacturers Alpha-GEL brand silicone components and materials, which maintain outstanding performance over a wide temperature range -40C to +200C. For more information, visit http://www.taica.co.jp/english/.
As hybrid cloud becomes the de-facto standard mode of operation for most enterprises, new challenges arise on how to efficiently and economically share data across environments. In his session at 21st Cloud Expo, Dr. Allon Cohen, VP of Product at Elastifile, will explore new techniques and best practices that help enterprise IT benefit from the advantages of hybrid cloud environments by enabling data availability for both legacy enterprise and cloud-native mission critical applications. By rev...
Organizations do not need a Big Data strategy; they need a business strategy that incorporates Big Data. Most organizations lack a road map for using Big Data to optimize key business processes, deliver a differentiated customer experience, or uncover new business opportunities. They do not understand what’s possible with respect to integrating Big Data into the business model.
Recently, REAN Cloud built a digital concierge for a North Carolina hospital that had observed that most patient call button questions were repetitive. In addition, the paper-based process used to measure patient health metrics was laborious, not in real-time and sometimes error-prone. In their session at 21st Cloud Expo, Sean Finnerty, Executive Director, Practice Lead, Health Care & Life Science at REAN Cloud, and Dr. S.P.T. Krishnan, Principal Architect at REAN Cloud, will discuss how they b...
Enterprises have taken advantage of IoT to achieve important revenue and cost advantages. What is less apparent is how incumbent enterprises operating at scale have, following success with IoT, built analytic, operations management and software development capabilities – ranging from autonomous vehicles to manageable robotics installations. They have embraced these capabilities as if they were Silicon Valley startups. As a result, many firms employ new business models that place enormous impor...
SYS-CON Events announced today that Dasher Technologies 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. Dasher Technologies, Inc. ® is a premier IT solution provider that delivers expert technical resources along with trusted account executives to architect and deliver complete IT solutions and services to help our clients execute their goals, plans and objectives. Since 1999, we'v...
SYS-CON Events announced today that MIRAI Inc. will exhibit at the Japan External Trade Organization (JETRO) Pavilion 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. MIRAI Inc. are IT consultants from the public sector whose mission is to solve social issues by technology and innovation and to create a meaningful future for people.
SYS-CON Events announced today that TidalScale, a leading provider of systems and services, 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. TidalScale has been involved in shaping the computing landscape. They've designed, developed and deployed some of the most important and successful systems and services in the history of the computing industry - internet, Ethernet, operating s...
SYS-CON Events announced today that TidalScale 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. TidalScale is the leading provider of Software-Defined Servers that bring flexibility to modern data centers by right-sizing servers on the fly to fit any data set or workload. TidalScale’s award-winning inverse hypervisor technology combines multiple commodity servers (including their ass...
Amazon is pursuing new markets and disrupting industries at an incredible pace. Almost every industry seems to be in its crosshairs. Companies and industries that once thought they were safe are now worried about being “Amazoned.”. The new watch word should be “Be afraid. Be very afraid.” In his session 21st Cloud Expo, Chris Kocher, a co-founder of Grey Heron, will address questions such as: What new areas is Amazon disrupting? How are they doing this? Where are they likely to go? What are th...
SYS-CON Events announced today that IBM has been named “Diamond Sponsor” of SYS-CON's 21st Cloud Expo, which will take place on October 31 through November 2nd 2017 at the Santa Clara Convention Center in Santa Clara, California.
Infoblox delivers Actionable Network Intelligence to enterprise, government, and service provider customers around the world. They are the industry leader in DNS, DHCP, and IP address management, the category known as DDI. We empower thousands of organizations to control and secure their networks from the core-enabling them to increase efficiency and visibility, improve customer service, and meet compliance requirements.
Join IBM November 1 at 21st Cloud Expo at the Santa Clara Convention Center in Santa Clara, CA, and learn how IBM Watson can bring cognitive services and AI to intelligent, unmanned systems. Cognitive analysis impacts today’s systems with unparalleled ability that were previously available only to manned, back-end operations. Thanks to cloud processing, IBM Watson can bring cognitive services and AI to intelligent, unmanned systems. Imagine a robot vacuum that becomes your personal assistant tha...
SYS-CON Events announced today that IBM has been named “Diamond Sponsor” of SYS-CON's 21st Cloud Expo, which will take place on October 31 through November 2nd 2017 at the Santa Clara Convention Center in Santa Clara, California.
In his Opening Keynote at 21st Cloud Expo, John Considine, General Manager of IBM Cloud Infrastructure, will lead you through the exciting evolution of the cloud. He'll look at this major disruption from the perspective of technology, business models, and what this means for enterprises of all sizes. John Considine is General Manager of Cloud Infrastructure Services at IBM. In that role he is responsible for leading IBM’s public cloud infrastructure including strategy, development, and offering ...