User review
of Method:CRM
MethodCRM analysis
-
by Galen Dean
USER SATISFACTION
RECOMMENDATION Very likely
6 out of 7
COST EFFICENCY Very good
6out of 7
OVERALL IMPRESSION very good
4out of 5
EASE OF USE very good
4out of 5
CUSTOMER SUPPORT very good
4out of 5
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 very good
4
Customer Management very good
4
Task Management very good
4
Email Marketing very good
4
Order Management very good
4
Campaign Management very good
4
Analytics
ROI Analytics very good
4
Integrations
API amazing
5
Calendar & Contacts Sync very good
4
Export & Import of Data amazing
5
Available Integrations very good
4
General Features
Collaboration Features very good
4
Dashboard ok
3
Overall Performance very good
4
Access & Role Management very good
4
Customization very good
4
File Management very good
4
Security very good
4
