It is well-suited for mid-sized companies. And the pricing is relatively better. I don't think it will work well well with companies handling bleeding-edge tech. But if u are looking for a typical CRM which does what it's supposed to do, then go for it. And it works well with your ERP software too.
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.
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
Firstly, it's relatively cheaper than the other products in this segment but offers more features. For mid-Sized companies, this CRM is the best choice. If the company is already using Lotus Notes, the integration becomes easier. And finally, this is IBM-based.
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.
Oracle CRM on-demand is better for a huge company; it doesn't offer the level of customization this CRM offers. It provides less scope for 3rd party integrations. The analytics are far better with Ardexus CRM. Oracle CRM has not changed in 10 years, whereas Ardexus CRM gets constant Updates.
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.
