Method:CRM vs. Oracle Siebel Enterprise Marketing Suite (discontinued)

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

If you need a hosted rather than cloud based CRM, Siebel is a consideration. It's best suited to organizations with a large customer database. Given the complexity involved you need at least two full time marketing analysts.The email marketing functionality isn't core to the offering and most organizations would be much better served by cloud based email systems. Siebel offers a very comprehensive feature set and is powerful in the hands of a super user. However, given the costs involved in upgrading a hosted solution I would put serious effort into convincing your decision makers to go for a cloud based CRM instead.

Incentivized

• 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

• Siebel EMS offered useful customer insight and more effective dialogue with recipients by delivering the right message to the right customer at the right time.
• Siebel EMS was very effective for loyalty lifecycle and retention by seamlessly integrating with marketing and CRM platforms.
• Siebel EMS was instrumental in aligning marketing, sales and analytics divisions.

Incentivized

• It would be great if we could attach files to a lead or account in general and not just in an activity or opportunity.
• All custom fields do not show up as options for a view when searching for leads or customers within certain parameters.

• Oracle Siebel Marketing Suite's processing time is not as fast as I would expect it to be. This is the major improvement I would like to see in it.
• It requires a very high level of training being given to the employees for configuring and implementing it in the business needs.
• Expert employees are needed in order to understand the functionality of Oracle Siebel Enterprise Marketing Suite, which is not easy to find.

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

A very conservative data security policy limits the organization to a hosted solution. At particular issue is the tendency of cloud based CRMs to have data centres based in the US, a major issue for Canadian consumers. Once you have integrated a system of this size and complexity, and have the staff resources to utilize it effectively, it's hard to justify a move to an alternative. Consider Siebel if you are a conservatively run organization with a large database of customers and a big marketing team

Incentivized

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 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.

Incentivized

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.

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.

Salesforce is easier to use and more open source and available for external integrations.

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

• It has increased the business tactics as we have added more clients who wish to use this technology.

Incentivized