Crafting Clouds Business Automations
Crafting Clouds Business Automations
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Understanding Customers vs Contacts in Method CRM
In this video, I walk you through creating Work Orders within Method CRM and integrating it with your QuickBooks.
0:00 Intro
0:36 Understanding Customers vs Contacts
2:05 How it applies to B2B businesses
3:45 Primary contact vs Alternate contact
5:41 How it applies to Non-profits
7:51 How it applies to B2C businesses
9:15 Showing the difference of Customer vs Contact in Method CRM
13:02 Outro
📺 If you enjoyed this video, you can find more Method CRM tutorials here: www.youtube.com/@CraftingClouds
🤝🏻If you need help building an automation to excel your business, feel free to email me at yousif@craftingclouds.com or by visiting www.craftingclouds.com
มุมมอง: 12

วีดีโอ

Creating Work Orders with QuickBooks & Method CRM
มุมมอง 131วันที่ผ่านมา
In this video, I walk you through creating Work Orders within Method:CRM and integrating it with your QuickBooks. 0:00 Intro 1:00 Generating a Work Order from an Estimate 1:53 Viewing the Work Order detail in Method:CRM 3:17 Viewing the Work Order Calendar 7:37 Viewing the Work Order detail further 10:48 Logging time tracking against the Work Order on-site as a Field Crew technician 17:07 Requi...
Understanding Loops in Method CRM
มุมมอง 6514 วันที่ผ่านมา
In this video, I walk you through using loops within Method:CRM. 0:00 Intro 1:18 Understanding what loops are with a Buffet Line example 8:30 Updating a list of estimates status using Loop through Grid action in Method:CRM 15:50 Loop through Grid vs. Loop through Table 19:50 Let's connect! 📺 If you enjoyed this tutorial, you can find more method:crm tutorials here: www.youtube.com/@CraftingClou...
Why Method CRM is the #1 CRM for QuickBooks!
มุมมอง 3502 หลายเดือนก่อน
In this video, I show you why Method:CRM is the #1 CRM for QuickBooks, supported by 1700 reviews averaging 4.5 stars on QuickBooks Marketplace (quickbooks.intuit.com/app/apps/appdetails/method_crm/en-global/) 0:00 Intro 0:50 Seamless bilateral sync with QuickBooks and Xero 1:10 Invoice view in Method:CRM 1:35 Benefit #1: Allowing intended access to your team without having to touch QuickBooks 3...
Building a MARKETPLACE in Method CRM
มุมมอง 1079 หลายเดือนก่อน
In this video, I show you a simple example of how you can build a marketplace for your QuickBooks customers in Method:CRM! 0:00 Intro 1:15 Adding a field to the items table 1:50 Adding the field to the screen and setting your version to live 8:35 Intro to the method portal 12:30 Creating a new marketplace screen 14:05 Updating security options for the new marketplace screen 15:45 Adding a nav b...
Bubble: How to integrate your bubble app with ConvertKit
มุมมอง 11210 หลายเดือนก่อน
In this video, I show you a simple example of how you can integrate your bubble app with ConvertKit! 0:00 Intro 0:30 Getting the ConvertKit plugin by zeroqode (bubble.io/plugin/convertkit-1504820301126x885606319597813800) 1:00 Grabbing your secret API Key from ConvertKit 1:33 Building out the ConvertKit Integration 6:34 Testing out the integration 📺 If you enjoyed this tutorial, you can find mo...
Free Sales App in Bubble: Viewing your Dashboard
มุมมอง 5110 หลายเดือนก่อน
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Free Sales App in Bubble: How to track your tasks
มุมมอง 5210 หลายเดือนก่อน
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Free Sales App in Bubble: How to track your sales (Deals)
มุมมอง 3910 หลายเดือนก่อน
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Free Sales App in Bubble: How to track your products/services
มุมมอง 2510 หลายเดือนก่อน
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Free Sales App in Bubble: How to track your customers
มุมมอง 3810 หลายเดือนก่อน
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
How to get my free Sales app in Bubble!
มุมมอง 3410 หลายเดือนก่อน
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
I created a FREE Sales App in Bubble!
มุมมอง 6410 หลายเดือนก่อน
Are you currently struggling tracking your sales? Do you struggle seeing a high-level view of your overall sales cycle/pipeline? Do you currently have them on spreadsheets? Do you forget what tasks you have to complete in order to close the sale? THEN THIS IS FOR YOU! Oh, did I mention you can also you it on mobile? ;) Visit www.craftingclouds.com/free-sales-app to get my FREE sales app. Feel f...
Bubble: How to sort using custom states
มุมมอง 155ปีที่แล้ว
🤝 Do you work in a niche industry and there is no suitable app to meet your needs. Let me help you build the app for your business in as quickly as 30 days! Email yousif@craftingclouds.com or by visiting my website www.craftingclouds.com ACCESS TO THE TASK LIST BUILT IN THIS VIDEO bubble.io/page?type=page&name=overall_page&id=kanban-45176&tab=tabs-1 0:00 Intro 0:25 Custom State Definitions with...
Bubble: How to build a chart
มุมมอง 888ปีที่แล้ว
🤝 Do you work in a niche industry and there is no suitable app to meet your needs. Let me help you build the app for your business in as quickly as 30 days! Email yousif@craftingclouds.com or by visiting my website www.craftingclouds.com ACCESS TO THE DOUGHNUT CHART BUILT IN THIS VIDEO bubble.io/page?type=page&name=doughnutchart&id=kanban-45176&tab=tabs-1 0:00 Intro 1:18 Step 1 - Install 'Chart...
Bubble: How to build a Kanban board
มุมมอง 1.4Kปีที่แล้ว
Bubble: How to build a Kanban board
Salesforce: Forecast Ranges and Quotas
มุมมอง 2.2Kปีที่แล้ว
Salesforce: Forecast Ranges and Quotas
Salesforce: Forecast Adjustments and Categories
มุมมอง 2.5Kปีที่แล้ว
Salesforce: Forecast Adjustments and Categories
Salesforce: Creating a Forecast Type
มุมมอง 1.6Kปีที่แล้ว
Salesforce: Creating a Forecast Type
Salesforce: Intro to Forecasting and Setting Up the Forecast Hierarchy
มุมมอง 3.3Kปีที่แล้ว
Salesforce: Intro to Forecasting and Setting Up the Forecast Hierarchy
Salesforce: Sales App vs Sales Console App
มุมมอง 431ปีที่แล้ว
Salesforce: Sales App vs Sales Console App
Salesforce: Organization Wide Defaults (OWD) vs Profiles
มุมมอง 174ปีที่แล้ว
Salesforce: Organization Wide Defaults (OWD) vs Profiles
Salesforce: How to log in as any user
มุมมอง 124ปีที่แล้ว
Salesforce: How to log in as any user
PART 4: Automation with the Action Editor in method CRM!
มุมมอง 86ปีที่แล้ว
PART 4: Automation with the Action Editor in method CRM!
PART 3: Adding an Editable Grid in method CRM!
มุมมอง 64ปีที่แล้ว
PART 3: Adding an Editable Grid in method CRM!
PART 2: Managing Dropdowns and Editing Stages in method CRM
มุมมอง 128ปีที่แล้ว
PART 2: Managing Dropdowns and Editing Stages in method CRM
PART 1: Building a Custom App in method CRM
มุมมอง 399ปีที่แล้ว
PART 1: Building a Custom App in method CRM

ความคิดเห็น

  • @mari46327
    @mari46327 9 วันที่ผ่านมา

    We need more “me being a fool” content. 😂 Thanks Yousif this was super easy to follow and understand!

  • @mari46327
    @mari46327 9 วันที่ผ่านมา

    100% agreed. Thanks Yousif!

  • @mari46327
    @mari46327 9 วันที่ผ่านมา

    Work orders were never my favorite but you explained them so well!

    • @CraftingClouds
      @CraftingClouds 8 วันที่ผ่านมา

      Glad it was helpful!

  • @mari46327
    @mari46327 9 วันที่ผ่านมา

    I wish I had these videos when I was learning how to use Method!

  • @Edgarhtx97
    @Edgarhtx97 11 วันที่ผ่านมา

    Would you recommend this crm for a residential and commercial painting business?

    • @CraftingClouds
      @CraftingClouds 10 วันที่ผ่านมา

      Yes, I would! This platform is extremely flexible and I’m sure it will fit your business needs.

  • @Richafu
    @Richafu 14 วันที่ผ่านมา

    Hello , thank you for the video it surely helped :)

  • @GJMartinez.
    @GJMartinez. 15 วันที่ผ่านมา

    will this dissapear when theres no data?

    • @CraftingClouds
      @CraftingClouds 10 วันที่ผ่านมา

      Depends how you set it up, you can set a conditional to make it appear or disappear, entirely up to you.

  • @ro542
    @ro542 19 วันที่ผ่านมา

    Thank you so much 🙏🏿 This is so valuable

  • @mnakacebile3097
    @mnakacebile3097 หลายเดือนก่อน

    Hi, I have an issue with my forecasting dashboard. I can't see the opportunities that each user have. for clarity purposes the users have opportunity under their names.

  • @BuildAppsWithoutCode
    @BuildAppsWithoutCode 2 หลายเดือนก่อน

    Let's go!

  • @FaiyazuddinShaik-s3n
    @FaiyazuddinShaik-s3n 2 หลายเดือนก่อน

    Nicely explained!!! Thanks a lot.

  • @fheralanis
    @fheralanis 2 หลายเดือนก่อน

    Great tutorial !! thank you so much !!

    • @CraftingClouds
      @CraftingClouds 2 หลายเดือนก่อน

      You're very welcome!

  • @AnnaClaraLeal-r4p
    @AnnaClaraLeal-r4p 3 หลายเดือนก่อน

    Thanks for your help! I have a question though: It's possible to create a new Forecast Category? I have found the button New on the object manager but I wasnt able to find a way to create a new Status category - and also I can't associate to the ones already created. Do you have any solution or do I need to just change the labels?

  • @agentshevylabs7872
    @agentshevylabs7872 4 หลายเดือนก่อน

    Thanks for this video. Super explained. Though I can't seem to get it to work for me (Adjustment) I have setup the Forecast Hierarchy, of which I'm the Manager Yet, I'm unable to adjust the forecast of the Users just below me or even my own forecasts. The Pencil icon doesn't just show. I'm an Admin by the way with Allow Forecast permission

    • @rcdodd021
      @rcdodd021 3 หลายเดือนก่อน

      Had the same issue. Make sure the managers have the app permission of Override Forecasts enabled. Once I added that to a custom permission set and granted it to a manager, she could adjust the forecasts for those rolling up to her in the hierarchy.

    • @agentshevylabs7872
      @agentshevylabs7872 3 หลายเดือนก่อน

      @@rcdodd021 Thanks buddy. I went back and created a permission set for it. It worked Its kinda weird though since I'm a System Admin with the "Override Forecast" permission already.

  • @ajmound790
    @ajmound790 4 หลายเดือนก่อน

    I went through 3 other tutorials & tried a template to attempt to figure this out. Yours' did it for me so thank you. I went to this last since the 20-minute time was intimidating. You made it simple and clear.

    • @CraftingClouds
      @CraftingClouds 4 หลายเดือนก่อน

      I'm happy I could help!

  • @abhineetthakur9514
    @abhineetthakur9514 4 หลายเดือนก่อน

    Nice Brother ...Make more video on Method Crm How to send custom email with pdf in the mail . Schedule the app routines for custom Time.

    • @CraftingClouds
      @CraftingClouds 4 หลายเดือนก่อน

      Ok! Ill take a look into it.

  • @OsmanJanjua-r2j
    @OsmanJanjua-r2j 5 หลายเดือนก่อน

    Very helpful video thank you. I'm trying to use the editable grid with a button to the mapping function to build route for sales agents, having a tough time!

  • @TheOrbitalRoxo
    @TheOrbitalRoxo 5 หลายเดือนก่อน

    Thank you for your helping!

  • @romimadia6467
    @romimadia6467 6 หลายเดือนก่อน

    How do you change the columns from dollars to numbers? we do not sell by revenue, but by widget

    • @CraftingClouds
      @CraftingClouds 4 หลายเดือนก่อน

      Hi! You could base your forecast type off of a Quantity field which reflects the # of widgets you sell.

  • @theglobetrotter7647
    @theglobetrotter7647 6 หลายเดือนก่อน

    I was really struggling to understand forecasts and was looking for some helpful tutorial on youtube. Thankfully, I stumbled upon your playlist and now I feel a lot at ease with my understanding of forecasts! Thanks Yousif!

  • @karanagrawal7234
    @karanagrawal7234 6 หลายเดือนก่อน

    Hey Thanks for the explanation! But a suggestion - it is challenging to see clearly on your screen because of the font size. You can try zooming in while recording.

    • @CraftingClouds
      @CraftingClouds 4 หลายเดือนก่อน

      thank you for the suggestion! will take that into consideration next time.

  • @TheOtherMeLexy
    @TheOtherMeLexy 7 หลายเดือนก่อน

    Thank you for such a good explanation🤩

  • @thegrandarchitect7917
    @thegrandarchitect7917 7 หลายเดือนก่อน

    Hi, how do you enable the forecast type to show a custom field? It doesn't show up on the available fields.

  • @dragipeco2801
    @dragipeco2801 8 หลายเดือนก่อน

    Thank you!

  • @lynnmay6436
    @lynnmay6436 9 หลายเดือนก่อน

    P r o m o s m 😓

  • @camelliagh5315
    @camelliagh5315 10 หลายเดือนก่อน

    Very useful. Thanks.

  • @151manasa
    @151manasa 10 หลายเดือนก่อน

    i wish to build a product catalog with a built-in shopping cart where users can view product info, input quantity amount with a running total as they browse. can you do a video on that.

    • @CraftingClouds
      @CraftingClouds 10 หลายเดือนก่อน

      Ok! ill look into making one for you soon.

  • @nicolamitcham5986
    @nicolamitcham5986 10 หลายเดือนก่อน

    Hi what about where you’re a sales team manager and you have a personal quota and your teams quotas , can you see your personal attainment against your quota and your teams quotas + yours and the team attainment to date against it, is that possible to achieve ? Thanks for the video!

    • @CraftingClouds
      @CraftingClouds 10 หลายเดือนก่อน

      unfortunately this is not possible OOB unless you go custom. This has been submitted to salesforce on Feb 27, 2024: ideas.salesforce.com/s/idea/a0B8W00000QNgFwUAL/tracking-of-managers-individual-quotas

    • @nicolamitcham5986
      @nicolamitcham5986 10 หลายเดือนก่อน

      @@CraftingClouds thanks for your reply !

  • @pablovazquez5242
    @pablovazquez5242 10 หลายเดือนก่อน

    Hello, I have a quick question for you Yousif. I implemented this functionality, and only I, as an administrator, can see this forecast panel, but the sales director and other users cannot see it. Additionally, I noticed that in your video, there is an icon at the top right for sharing, but I don't see it. Can you shed some light on this for me?

    • @CraftingClouds
      @CraftingClouds 10 หลายเดือนก่อน

      Sorry for the late reply pablo! Not sure if you figured it out, but here is what I would do. For forecasts not showing, make sure 'Allow Forecasting' is enabled on their user record, then continue to their assigned profile settings and ensure that Forecasts tab is set to 'Default On'. For forecast sharing, you need to ensure that your user that is logged in is set up as the Forecast Manager within the Forecast Hierarchy. Hope this helps!

  • @quentinriviere7128
    @quentinriviere7128 10 หลายเดือนก่อน

    I think your video saved my life! Great job

  • @acantidio
    @acantidio 11 หลายเดือนก่อน

    Hey there! That was a great video! Please keep up with these tutorials! Shout out from Brazil

  • @BasedTeeth
    @BasedTeeth 11 หลายเดือนก่อน

    Good video!

  • @BasedTeeth
    @BasedTeeth 11 หลายเดือนก่อน

    Thanks. This was explained well.

  • @exploreyourdreamlife
    @exploreyourdreamlife ปีที่แล้ว

    Now I can easily log in my Salesforce account! Thanks to the creator for their engaging content in this video. Liked and Subbed!

  • @salesforcenow
    @salesforcenow ปีที่แล้ว

    Crucial feature when testing updates for your users! Great video.

    • @CraftingClouds
      @CraftingClouds ปีที่แล้ว

      I agree! I found this option to be something that wasn't as straight forward to find. Figured I'd share the info.

  • @farazehkhalid
    @farazehkhalid ปีที่แล้ว

    Love the energy! Keep the videos coming!

  • @jmtamburro3888
    @jmtamburro3888 ปีที่แล้ว

    Very helpful! Keep the content coming