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User review of Method:CRM

Perfect companion to Quickbooks

- by Aaron Kerr

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?

Easy and functional integration with QuickBooks, along with a simple and efficient display of information.

What aspects are problematic or could work better?

Being unable to easily link emails from our inbox to activities, opportunities or contacts is a pressing need. The G-guite / Outlook app is ok, but what we need is for this information to be more readily visible inside of Method.

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

As above, the integration of emails into opportunities, etc. Have a look at Nutshell for an example of this in action.

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

Poor communication between QB and our CRM, leading to extra data entry and poor record access.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Railroad Manufacture

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Salesforce

Why did you decide to change it?

Lack of functionality with QB.

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 day

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 solve our customers problems faster and in a more efficient way
  • It allows us to synchronize customer data between departments and teams
  • It offers us detailed analytics that lets us plan our future strategies more efficiently

PRICING & COSTS

What was the cost of implementing this product?

N/A

What is your total annual cost for using this product?

N/A

How long is your contract with the vendor?

Less than 1 year

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

N/A

FEATURE DETAILS

No information provided by the reviewer.