AT&T Workforce Manager vs. Method:CRM

Any organization that is collecting any kind of data in the field, especially if they're using paper forms, should strongly consider switching to AT&T if only for their Wireless Forms. Wireless Forms is the most powerful tool in AT&T Workforce Manager. Combine that with Timekeeping and Intelligent Tracking to really improve efficiency and accountability.

Incentivized

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

• Wireless Forms gives users the ability to digitize any paper form. You can include text, number, camera, audio, and bar codes, among other fields.
• Intelligent tracking provides a location any time a user is moving or performs any action.
• Robust reporting provides actionable data that organizations can use to make strategic decisions regarding their fleet and workforce.

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

• It is currently not possible to create mass geofence alerts. Alerts need to be created per geofence. This can be a big undertaking for organizations with many addresses.

Incentivized

• I believe there is room for improvement with scaling down on the customizing (sometimes having too much isn't always a good thing)
• The estimate creator in Method is not as fluid as making an estimate in QB. (moving lines around, adding lines, etc.)

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

I'm fairly new to the company and have only been using Method for the last year and the ease of use has been a blessing for me. I've self trained on most of the aspects and have incorporated new operations in the company, based on what Method has to offer, that have enhanced the productivity for all associates.

Incentivized

The customer experience/service department and technical support teams work through any situations that arise. They are responsive and provide excellent service.

Incentivized

The support is great. They are on the line within minutes and share screen to figure out the problem immediately. I would highly recommend this product for that reason. I do wish the customization was a bit easier to use; however, with fewer settings that are available to the end user and an easier way to read the customization.

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 were using QuickBooks Desktop Enterprise for a very long time. However, the software is archaic and dated. Method allows us to step into the 21st century. We now have much more online / automated interactions with our customers. We like that Method also lets us customize a great deal of the software to our exact needs and wants

Incentivized

• With AT&T Workforce Manager I've helped government and private organizations save money by identifying idle time in fleets, reducing data collection time in the field, and cutting on employees padding their timesheets.

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