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Method:CRM -- What you really need to know
April 17, 2017

Method:CRM -- What you really need to know

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Reseller

Overall Satisfaction with Method:CRM

It is a platform where you can build very simple or complex specific solutions for any issue or anywhere you are losing out because of lack of efficiency anywhere in your process. It can be used by any department or as a whole. You can decide by choosing what you want to create.
  • Develop complex workarounds - if you can do it, the program can help.
  • Will work for industries that software is not developed for, meat packing, etc.
  • Tough questions can be answered with the help of Method's customizable platform.
  • Very hard to understand what has to happen in order to get a screen or even a button working.
  • You have to have a background in coding or web development for this to make any sense to you.
  • They say that you can be green to the industry and be able to use the program to even 1/2 its ability, but that is not the case. Went to partner program training where I learned how involved making a solution actually function could become.
  • There was no ROI we spent so long trying to learn the program we figured there is no profit.
  • Went to partner program and the material they were covering was just monstrous & very intimidating.
  • If you have no background in this type of thing you have no business.
  • Took me better part of an hour to get a functioning back button placed on a screen.
  • legrand and Aero
I was not a part of the selection process of Method:CRM but I was part of the decision to cancel the service and I was a part of the decision-making group that found the alternative solution to what Method was doing for us. The thing that set the others apart from Method was the ease of use. I did not have to spend a plethora of time teaching staff about the program. With Method, it took a very long time to get an employee up to speed within it and there was no way I could teach them how to develop solutions for clients within it.
Suited very well for someone who needs a unique customer relationship management system. Or for someone in an industry that today's software developers are slow to accommodate. You have to have the time to be set aside to get the program up and running without any issues though. There is so much you can do, just get in there and find out if you can!

Method:CRM Feature Ratings

5.8
Customer data management / contact management
9
Workflow management
3
Territory management
2
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
6.0
Call center management
6
6.0
Lead management
6
6.5
Billing and invoicing management
4
Reporting
9
CRM Reporting & Analytics ()
Not Rated
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
10.0
Marketing automation
10
Compensation management
10
4.0
Mobile access
4

Using Method:CRM

5 - All business functions. We are a small team here.
1 - You have to know how to code and have a background in web development to ensure there is even a possibility of an ROI.
  • Customer relationship management
  • Workflow management/Project management
  • Very difficult and unique