{"id":838,"date":"2015-06-18T10:29:48","date_gmt":"2015-06-18T14:29:48","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=838"},"modified":"2025-12-06T05:43:18","modified_gmt":"2025-12-06T10:43:18","slug":"scaling-new-heights-sessions","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/scaling-new-heights-sessions\/","title":{"rendered":"5 Scaling New Heights Sessions You Can’t Miss"},"content":{"rendered":"\n

Next week, we\u2019re packing our bags and heading to New Orleans for Scaling New Heights<\/a> \u2013 an Intuit-centric training conference that empowers accounting professionals to grow their practice.<\/p>\n\n\n\n

This year at Scaling New Heights we\u2019re 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<\/a> on Method’s platform.
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Here’s a look at Method’s 2015 Scaling New Heights sessions:<\/p>\n\n\n\n

1. Method: Why Method is the #1 CRM for QuickBooks<\/h2>\n\n\n\n
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In this session we\u2019re providing an overview of the Method platform, our Customer Relationship Management solution, Method CRM<\/a>, and our new non-profit solution, Method:Donor.
You\u2019ll see how Method CRM tracks all of your customer history and follow-ups in one place without having to enter data twice. You\u2019ll also be introduced to Method\u2019s industry-leading sync with QuickBooks and the tools to personalize Method to be a solution made just for you and your clients.
 
PRESENTER | <\/strong>Aner Shachar, Method:Partner Account Manager
WHEN | <\/strong>Monday June 22nd 8 AM<\/p>\n\n\n\n

2. Method: Made for Me App Showcase<\/h2>\n\n\n\n

With the new version of Method<\/a>, you have the ability to create personalized apps in minutes for your business. In this show-and-tell session, you\u2019ll see the personalized apps created by Method:Partners using Method’s drag and drop tools \u2013 no coding was used in the making of these apps! You\u2019ll learn their scoping and building processes and get tips and tricks for building apps on Method for your own business.
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PRESENTER | <\/strong>Jim Watson, Director of Method:Partnerships
WHEN | <\/strong>Monday June 22nd 12:10 PM<\/p>\n\n\n\n

3. Method: Non-profit Solution Deep Dive<\/h2>\n\n\n\n
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Join Gregg Bossen as he introduces the fundamentals of Method:Donor<\/a>, Method\u2019s 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\u2019s unique interface and QuickBooks integration. We\u2019re really pumped to show off this app!
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PRESENTER | <\/strong>Gregg Bossen, QuickBooks Made Easy, Method:Partner
WHEN | <\/strong>Monday, June 22 4:20 PM<\/p>\n\n\n\n

4. Method CRM Deep Dive<\/h2>\n\n\n\n
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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\u2019s Director of Education, will review the Method CRM concepts and tools as they relate to workflow, day-to-day use and efficiency gains. You\u2019ll 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\u2019ll be off to the races in using Method CRM!<\/p>\n\n\n\n


PRESENTER | <\/strong>Val Shibani, Method’s Director of Education
WHEN | <\/strong>Tuesday June 23rd 12:10 PM & 2:30 PM<\/p>\n\n\n\n

4. Method: Personalization 1 (Tables and Screens)<\/h2>\n\n\n\n

5. Method: Personalization 2 (Customization & Actions)<\/h2>\n\n\n\n
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Across three sessions, this course is for those of you who are ready to start customizing Method. With the Method<\/a> platform, you have the ability to personalize the system for your business’ unique needs, so in this course you\u2019ll learn:<\/p>\n\n\n\n