This year at Scaling New Heights we’re offering introductory and intermediate training of Method CRM, sharing our new nonprofit donor management app, Method:Donor, as well as hosting a session to share the custom apps created by Method:Partners on Method’s platform.

Here’s a look at Method’s 2015 Scaling New Heights sessions:

1. Method: Why Method is the #1 CRM for QuickBooks

In this session we’re providing an overview of the Method platform, our Customer Relationship Management solution, Method CRM, and our new non-profit solution, Method:Donor.
You’ll see how Method CRM tracks all of your customer history and follow-ups in one place without having to enter data twice. You’ll also be introduced to Method’s industry-leading sync with QuickBooks and the tools to personalize Method to be a solution made just for you and your clients.
 
PRESENTER | Aner Shachar, Method:Partner Account Manager
WHEN | Monday June 22nd 8 AM

2. Method: Made for Me App Showcase

With the new version of Method, you have the ability to create personalized apps in minutes for your business. In this show-and-tell session, you’ll see the personalized apps created by Method:Partners using Method’s drag and drop tools – no coding was used in the making of these apps! You’ll learn their scoping and building processes and get tips and tricks for building apps on Method for your own business.

PRESENTER | Jim Watson, Director of Method:Partnerships
WHEN | Monday June 22nd 12:10 PM

3. Method: Non-profit Solution Deep Dive

Join Gregg Bossen as he introduces the fundamentals of Method:Donor, Method’s latest app specifically built for the nonprofit industry. Gregg will familiarize you with the concepts and tools of Method:Donor as they relate to workflow, day-to-day use and efficiency gains. The session will also explore Method’s unique interface and QuickBooks integration. We’re really pumped to show off this app!

PRESENTER | Gregg Bossen, QuickBooks Made Easy, Method:Partner
WHEN | Monday, June 22 4:20 PM

4. Method CRM Deep Dive

In this two-part course, you will learn the fundamentals of Customer Relationship Management (CRM) though the solutions offered by Method CRM. Val Shibani, Method’s Director of Education, will review the Method CRM concepts and tools as they relate to workflow, day-to-day use and efficiency gains. You’ll leave this course with a strong understanding of (and excitement for) the benefits of tracking your client history and follow-ups all in once place. And you’ll be off to the races in using Method CRM!

PRESENTER | Val Shibani, Method’s Director of Education
WHEN | Tuesday June 23rd 12:10 PM & 2:30 PM

4. Method: Personalization 1 (Tables and Screens)

5. Method: Personalization 2 (Customization & Actions)

Across three sessions, this course is for those of you who are ready to start customizing Method. With the Method platform, you have the ability to personalize the system for your business’ unique needs, so in this course you’ll learn:

• the principles of databases (tables, fields, field types) and how they work with Method’s custom screen designer, tools, and controls
• designer-specific concepts using Method’s drag and drop platform – no coding required
• the concept of customization within Method’s new designer, specifically introducing Method actions by using existing Method apps as well as custom Method apps
• what actions are, where they’re used, and how they’re executed
• setup and configuration of action wizards to create actions sets and custom workflow using Method’s drag and drop tools, without any coding required, in a hands-on environment

WHO | Val Shabani, Method’s Director of Education
WHEN | Part 1 is Wed June 24th 12:10 PM | Part 2 Wed 2:30 PM & 4:30 PM
 
Method has a long history with the Scaling New Heights team, so we’re excited to reunite with old friends, and of course, make new ones.
See you there!
Paul, Barb, Jim, Val, Aner, and Monish

The post 5 Scaling New Heights Sessions You Can’t Miss appeared first on Method.

But the early mornings, late nights, action-packed days, and travel time can take a toll!  

So, if you’re like me and want to feel energized throughout your conference and to be ready to get back to work afterwards, here are three travel tips I’ve come to learn, often the hard way…  

1. Choose an aisle seat so you can stay hydrated on your flight

The air on flights has significantly less humidity than what you’re used to, causing you to become dehydrated. Dehydration saps your energy, puffs you up (do your shoes feel tight?), and even increases your risk of a respiratory virus, which this is the last thing you need before a high energy conference!  

Before getting on my last flight, I pretty much dehydrated myself to avoid having to get up during the flight. Wrong move on my part – I felt awful!     To avoid this, drink a healthy amount of water before you board your flight to ensure your body is already well hydrated.  In his article 5 changes I made to improve productivity while traveling, Jason W. Womack also suggests drinking eight ounces of water for every hour of your flight and booking an aisle seat, so you’re able to get up as often as you need to. (He also notes you’ll get off your flight quicker with an aisle seat. Bonus!)  

2. Just pack a carry-on!

When you’re heading to a conference, sometimes you’re only away for a few days. If this is the case, and you can manage it.  Paul and Danny (Method CEO and COO) recommend traveling light with carry-on luggage. I know this because they challenged me to do so when we last traveled together!   The verdict? I loved it! We could get off the airplane and be on our merry way without impatiently waiting at the luggage carousel. This made such a difference to our schedule and significantly cut out the irritation I often experience at an airport.  Less stress = more energy!  

3. Write down your hotel room number

When I was with the Method CRM team at QuickBooks Connect, I was running back to people’s hotel rooms to grab Method swag, advil and candy for the Hackathon team, or party favors for our social event.  There were several times I found myself running between different hotel floors, with several different hotel room key, but couldn’t remember the room number I was meant to go to. In fact, one day I was trying to get my own key card to work, and was using quite animated language when it didn’t, only to realize I was at the wrong room!  

So, as Dorie Clark recommends in her Entrepreneur article on business travel, record your room numbers in your phone or in your notebook – the last thing you want is to blank on your room number (or try and get into someone else’s, in my case) after a long day of sessions and maybe a few cocktails. Conferences are a blast, so I hope these tips will help you enjoy your next one energized and healthy. If you’re looking for even more tips on business travel, I’ve provided a few more great articles to check out below. Otherwise, happy travels!  

[Feature image by FreePik.com]

The post Conference Travel Tips to Get You There Energized appeared first on Method.

But famous speakers aside, there will be individuals at QuickBooks Connect whom we’re even more psyched to see – our customers and partners.

And, since it’s a rare occasion for so many of our customers and partners to be with us in the same city, the Method team is hosting a party on Monday, October 20th.

So, if you’re a Method customer or partner planning to attend QuickBooks Connect, we’d love to see you Monday night!

And when you’re at QuickBooks Connect, be sure to swing by our booth on Main Street (M4) to say “Hi!” and see what we’ve been cooking up. If you’re keeping busy at the conference going to sessions and networking, don’t worry – our store will be open during the Wednesday night Main Street Party.

So grab a cocktail and swing by!

Stay in-the-loop through social media   We understand that not everybody is able to make it out to San Jose for QuickBooks Connect, but don’t worry –  I’ll be tweeting up a storm to keep you updated on all the announcements coming out of this event. Connect with me through Method’s twitter handle @MethodCRM or through our Facebook Page and don’t be shy! Say hi! Team Awesome   With so many of my fellow Methoders at QuickBooks Connect, it’s going to be a blast.  You’ll see the usual suspects as well as the winners of the Method App Contest! And you better believe those smarty pants will be competing in the QuickBooks Connect Hackathon.

So, what is our Founder & CEO, Paul Jackson, the most excited about for QuickBooks Connect?   “I’m excited to meet Method CRM users face-to-face and see their eyes light up when we show them what we’ve been working on!”   See you there!   [image source]

The post On our Way to San Jose: Method heads to QuickBooks Connect! appeared first on Method.