11 Reviews and Ratings
33 Reviews and Ratings
It is ideal to expand the range of customers, to have an updated and optimized database with interested customers, and allows sales and marketing agents to work in achieving sales and not in the laborious task of finding customers. This software is very effective and delivers what it promises.Incentivized
Method[:CRM] is well suited when you have a large company that needs to keep track of customers. It also connects with Quickbooks and that has really been nice for our organization. Our company is small so this really helps us stay on track and build our data base of customers.Incentivized
Provides insights on companies to help you infer if they would be a good fit to prospect into, or notCollects data on external sites very wellIncentivized
The customization team is brilliant!The various integrations, QBO & Gmail, help me keep track of all customer interactions.The more organized I am, the more time I have to take care of my clients!I have nothing but praise for the support team and the rest of the crew at Method.Incentivized
The user interface and all the information it generates on the main screen can be cumbersome.The learning curve is quite considerable and it takes a few hours of training to understand the system.The software becomes cumbersome when information needs to be passed to Salesforce.Incentivized
I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)Incentivized
The things Method does well - QuickBooks data integration and extreme customization - it does very, very well. If you are looking for a CRM product or any business process automation software that integrates with QuickBooks, you have to look at Method CRM
Method has a great overall "usability". Once we started using the software; it did not take long before we were able to start editing our own web lead forms, email templates, etc. I think there is a learning curve however the learning curve is not bad. Anyone looking for a cloud CRM should start here Incentivized
The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.
Be available to learn! There is a huge learning curve to this program. You have to be willing to take it all in. Be available to the Method expert and be patient.
I believe that the two complement each other. Datanyze pulls off of a number of data points. Onsite it can pull technologies used (javascript based and also infrastructural), products offered, SEO ranking, and it even integrates with LinkedIn to pull names. Datanyze also has prospecting features - you can pull lists of companies based on technologies used, location, SEO (Alexa/changes with Alexa rank, SEO strategy, speed testing), SEM data points, industry, employee or revenue size, funding round dates and amounts, business segment, founding date, etc. It integrates with salesforce too so you can import leads directly into the system with the paid version. We bought for the scoring, but there is a lot that it can do.Incentivized
Method is by far the easiest of all platforms. It brings a lot of great features that Salesforce has as well as email campaign features like constant contact, all in one. The only thing I would add would be more reporting and custom report capability. Incentivized
Once adapted to the software, we have been able to get a lot out of it, as we have been able to increase sales with the leads we have found.Also, the sales department is more focused and works in a much more organized way, increasing their daily performance and productivity.Incentivized
Method:CRM has probably saved me about 6-10 hours per week over the past few years.It has likely saved our company several hundred hours in the last 10 years.It has specifically saved us countless hours with better data management vs. having separate spreadsheets for keeping track of things.Incentivized