Method:crm is a QuickBooks-integrated, cloud-based CRM platform.
$35
per month per user
SecureLink Enterprise Access
Score9.2 out of 10
N/A
SecureLink is a platform for remote support in regulated industries. Enterprise software vendors use SecureLink to deliver remote support and services. Hospitals, banks, casinos and other regulated entities use SecureLink to authenticate, control and audit remote access for their vendors, business associates and other 3rd parties.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It does exactly what it needs to. The only times I've had serious issues with rolling out to a vendor is when they have a "contractual agreement" to only use their solution. Almost every vendor that I've worked with and shown this product to has been skeptical for the first 5 minutes and fully converted to liking the ease of use of the product by 10 minutes
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Java based. Always an issue. I know they are working on this and it will be Javaless if we need it. I know that Java can cause issues across the board and I understand the need of it, but it does not make it any better when there are Java issues.
Stronger integration with the Active Directory. Currently its only read-only, which is good and bad.
I would love to see an App. I know they are working on this as well.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The employees at Securelink have always been responsive and seem to be invested in the success of my company. They truly understand what their product means to us so if there is a problem, they are always willing to help. In the rare event that something is found on their end, they will be proactive and reach out to someone to help and get something on calendar for a fix
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.
Securelink seems to work better than LogMein for a large enterprise group. Our company has over 10,000 different connections and securelink manages them well.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I've found that Securelink allows me to get a vendor access to an application for support purposes much faster than a provisioned VPN account and the red tape around this. I can set up a vendor to access an application suite in a half hour and it will be more secure than regular provisioning.
The ROI is yet to be seen on this, but it certainly makes Compliance, Internal Audit, and Legal very happy, which helps everybody.
Internally, there is much more push back and it has been problematic. For a tech, to have to log in to a server and navigate to a system is considered cumbersome, when before all they had to do was open up Putty or RDP to a server to get in. The only way to combat this is to force them to use Securelink by removing rights. Near impossible for the domain admins.
