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Use Cases and Deployment Scope
We use Method:CRM to manage our leads and accounts. It is a great tool to record information and tasks, connect tasks to opportunities, and it allows team members to see where an opportunity is in the pipeline. We are also able to create different types of activities and track certain events such as shipping errors or product issues.
Pros
- Method:CRM shows us all activities associated with an account or lead.
- Method:CRM allows us to view all opportunities in the pipeline.
- Method:CRM allows users to synch with QuickBooks.
- Method:CRM shows our accounts that are past due.
Cons
- 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.
Return on Investment
- By tracking our metrics, we are able to see recurring issues that were overlooked in the past.
- We are able to track interactions of all sales team members with accounts and leads - provided that tasks are logged by each member.
- We can schedule tasks for team members directly in Method:CRM without having to reach out to them in another manner.
Usability
Alternatives Considered
Act CRM by Xperience, Open Systems SASE+ and Salesforce Sales Cloud
Other Software Used
QuickBooks Online, Microsoft 365 Business Premium
