Dan discusses a recent desktop conversion issue that was about to go south unless he found a solution. Enter Method CRM, Shane Li and team helped create the customizations needed without disrupting the apple cart in QBO.

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00:00 Introduction and Guest Introduction

01:33 Shane's Role at Method CRM

02:12 Rachel's Impression of Method CRM

03:59 Method CRM Overview

05:27 Client Emergency at Intuit Connect

08:00 Customization Challenges with QuickBooks Online

11:06 Discovering Method CRM's Capabilities

14:22 Method CRM's Customization and Integration

24:00 Pricing and ERP-Level Support

26:29 Onboarding and Customization Experience

36:09 Final Thoughts and Conclusion