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User review of Method:CRM

MethodCRM analysis

- by Galen Dean

USER SATISFACTION

RECOMMENDATION
6 out of 7
Very likely
COST EFFICENCY
6out of 7
Very good
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

If you are working with QB, this is the product to use. The integration was seamless and my client was up and using it very quickly.

What aspects are problematic or could work better?

I've noticed that when the sync engine is operating, there is a slow-down of QB. To be fair, my client us using QBE on a server, which is not the optimum environment for MethodCRM

What features/services would you like to see in future versions of this product?

Unknown at this time. I will gather feedback from the client's sales team after they have used it for some time.

What specific problems in your company were solved by this product?

My client needed a sales focused CRM that sync'd with QB. We tried one that was presented as compatible with QBE, but it was not. So far, the sales team seems quite happy.
The similar functions that QB offers is very limited.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I advised the company to purchase it

How long have you been using this product?

Less than 1 month

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Automotive

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Prosperworks

Why did you decide to change it?

it did not sync with Quick Books Enterprise

Are you satisfied with the change?

Yes

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 hour

How many people in your company actively use this product?

several employees

What is the primary use of this product in your company?

mostly B2B

EFFECT ON BUSINESS GOALS:

How did using this product affect your business goals?

  • It allows us to store and organize information about our customers in a more efficient way
  • It allows us to synchronize customer data between departments and teams
  • It allows us to automate out sales and marketing related processes

PRICING & COSTS

What was the cost of implementing this product?

zero

What is your total annual cost for using this product?

$2,400

How long is your contract with the vendor?

1 month

Did you get any discount for this product? How much?

No

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
4
very good
Customer Management
4
very good
Task Management
4
very good
Email Marketing
4
very good
Order Management
4
very good
Campaign Management
4
very good

Analytics

ROI Analytics
4
very good

Integrations

API
5
amazing
Calendar & Contacts Sync
4
very good
Export & Import of Data
5
amazing
Available Integrations
4
very good

General Features

Collaboration Features
4
very good
Dashboard
3
ok
Overall Performance
4
very good
Access & Role Management
4
very good
Customization
4
very good
File Management
4
very good
Security
4
very good