It is well suited when the business needs to send out communication to customers and it is fast and convenient and easy to use. It is very easy to find open tickets that the business needs to attend to. CRM and Deals for Zendesk makes it easy for day to day business communication.
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.
I would likely recommend the organization to renew my use of CRM and Deals for Zendesk because it is very user friendly; it's is easy to understand and its also makes its easy communicate with customers and to keep track of all the customer interactions. CRM and Deals for Zendesk is a great tool for communication because its also allows you to personalize interactions.
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
I am giving CRM and Deals a rating of 9 because of the benefits it has given us in terms of how they supported our customer support operations. While there are improvements that are identified and need to be worked on, overall it was a great tool for us at customer support.
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
The Customer Support of this app is fantastic. If you ever have any questions they are there to answer you or fix whatever issue that you are having. The FAQ pages are also extremely helpful when you want to learn about the more in-depth qualities this program has to offer.
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.
CRM and Deals for Zendesk have more features that can support various businesses compared to Assembled. Whilst Assembled is more suited for workforce management and forecasting, it lacks the features that are needed in addressing customer support requirements and integration, which CRM and Deals for Zendesk can definitely provide. I can say Deals and CRM are more advanced compared to Assembled.
We chose Method:CRM for the QuickBooks integration. It was important for us to have integrations that allowed us to view payments, organize our contacts, and manage our sales force. There were some learning curves, however, such as creating activities, leads, customers and making sure our payments were being logged appropriately. I do wish that payments would be added to the calendar automatically so that the sales rep could view and make a phone call letting them know their invoice is due.
