{"id":4510,"date":"2018-01-26T13:03:29","date_gmt":"2018-01-26T18:03:29","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=2507"},"modified":"2025-12-06T06:29:32","modified_gmt":"2025-12-06T11:29:32","slug":"education-crm-helps-breaking-barrier-bring-language-learning-across-globe","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/education-crm-helps-breaking-barrier-bring-language-learning-across-globe\/","title":{"rendered":"How an Education CRM Helps &#8216;Breaking the Barrier&#8217; Bring Language Learning Across the Globe"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">When you specialize in language learning textbooks for students across the world, customer service and a healthy sales funnel are key to maintaining a thriving business. James from Breaking the Barrier, Inc. experienced first hand the need for an Education CRM while trying to manage a business with software that didn\u2019t play nice. Keep reading for this week&#8217;s small business success story.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image alignright is-resized\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/01\/Breaking-the-Barrier-1255-x-890-blog-post-header.png\" alt=\"Education CRM user Breaking the Barrier\" class=\"wp-image-2508 lazyload\" style=\"--smush-placeholder-width: 1255px; --smush-placeholder-aspect-ratio: 1255\/890;width:358px;height:253px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You see, initially Breaking the Barrier adopted sales and marketing software InfusionSoft, but it fell short for them as a business using QuickBooks. Like many small businesses, James felt the pain of trying to manage business applications that didn\u2019t communicate, which inevitably meant inefficient manual work. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-sloppy-customer-service\"><strong>Sloppy Customer Service<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>\u201cIt didn\u2019t integrate well with Quickbooks. It was time consuming to manually export data and upload it to InfusionSoft.\u201d<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To provide world-class service and continually grow their sales, James\u2019 front-line team needed a way to identify the type of contact they were speaking to when answering the phone. They also needed a better process than looking up an email address in QuickBooks to see if the caller had an existing account. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-difficulty-managing-a-long-sales-cycle\"><strong>Difficulty Managing a Long Sales Cycle <\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Adopting a new textbook for a school is a long sales cycle, often taking months or even years. With such long sales cycles James\u2019 team needed a CRM that would help keep leads in the funnel with timely follow-ups. &nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>\u201cIt is critical we&#8217;re able to accurately track all our customer interactions and easily create activities and opportunities to follow-up. A teacher may ask for a sample in September in hopes their school eventually chooses to buy Breaking the Barrier for their students the following year!\u201d<\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A long sales cycle also makes it critical for Breaking the Barrier to stay in contact with leads and customers throughout the year \u2014 they needed a tool that would help segment contacts and create email campaigns. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><strong>\u201cInfusionSoft\u2019s email campaign interface wasn&#8217;t giving us the capabilities of Mailchimp.\u201d<\/strong><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-solution-method-crm\"><strong>The Solution: Method CRM<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Discovering that <a href=\"https:\/\/www.method.me\/\">Method<\/a> has the #1 rated QuickBooks integration and an integration with\u00a0<a href=\"https:\/\/help.method.me\/\">Mailchimp<\/a>, Breaking the Barriers adopted the CRM for their education company and never looked back.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">James\u2019 team now operates in a <a href=\"https:\/\/www.method.me\/\">CRM that syncs with QuickBooks<\/a> in real-time, which means that after an initial import of their company\u2019s history, any new customer or transaction created in <a href=\"https:\/\/www.method.me\">Method <\/a>gets mirrored in QuickBooks and vice-versa.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>\u201cEnter Method CRM \u2014 a life-saver. With some great help from Method&#8217;s support team, we seamlessly uploaded literally decades of data.\u201d <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-world-class-customer-service\"><strong>World-Class Customer Service<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Now, with Method CRM in their arsenal, everyone on the Breaking the Barrier team has up-to-date customer data allowing them to serve customers quickly without going into QuickBooks. What\u2019s more, the Breaking the Barrier team doesn\u2019t even need to log into the CRM to access customer and transaction data with Method\u2019s <a href=\"https:\/\/help.method.me\/\">Gmail Gadget<\/a> \u2014 a free tool that brings all <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM data right into your inbox. \u00a0\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>\u201cMethod&#8217;s Gmail Gadget has allowed our admins to rapidly see the order history of a customer and quickly assist with their needs without ever leaving Gmail. Before, we&#8217;d copy and paste an email address into QuickBooks to see if there was a customer history. Significant time burn!\u201d<\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-long-sales-cycles-made-easy\"><strong>Long Sales Cycles Made Easy<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Managing a long sales cycle is no longer a point of stress for the Breaking the Barrier team. Method CRM allows the team to maintain a healthy sales funnel through Opportunities and Activities. And, through the seamless integration with <a href=\"https:\/\/connect.mailchimp.com\/integrations\/methodcrm-to-mailchimp-integration\">Mailchimp<\/a>, the Breaking the Barrier team keeps in touch with current and potential customers through the year. &nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>\u201cMethod has allowed us to put reminders on our schedules months down the road to check-in with key decision makers. Further, the integration with Mailchimp has allowed us to segment our customer list and export certain groups over to Mailchimp for timely email campaigns.\u201d<\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-business-benefits\"><strong>Business Benefits<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>\u201cMethod is a great CRM tool out of the box but that is just the beginning of what you can do with your Method. With the no-code platform that allows users to <a href=\"https:\/\/www.method.me\/crm-quickbooks\/custom-crm-software\/\">customize the system<\/a> to meet their business needs, there is no limitation to what you can do. The Method team are the best vendors I have worked with in my career. If you need a CRM system with limitless possibility that fully integrates with QuickBooks, Method is the perfect software.\u201d<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Breaking the Barrier was looking for a QuickBooks-integrated sales tool. Learn how Method has helped them manage their sales and provide top-notch service.<\/p>\n","protected":false},"author":24,"featured_media":5497,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[117],"tags":[128,116,142,143],"class_list":["post-4510","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-method-customers","tag-case-study","tag-customer-success-story","tag-education","tag-education-crm"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How a Textbook Company Uses an Education CRM &#8212; Method<\/title>\n<meta name=\"description\" content=\"Breaking the Barrier was looking for a QuickBooks-integrated sales tool. 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