IFS Field Service Management vs. Method:CRM

IFS Field Service Management is well suited for ad-hoc reporting and querying of your dataset(s). It also is great for inventory management, processing orders, and handling EDI transaction sets to third party partners and suppliers.

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

• Order Placement - IFS makes placing orders quite easy. From the simple interface down to selecting inventory, the experience is simple and clean
• Reporting - Querying database records is straightforward and easy to do. Queries can then be drilled down to individual records or exported to excel for further manipulation and analysis.
• Customer Creation - Creating new customers and managing and maintaining existing records is a simple and easily repeatable exercise

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

• Field Customization - Adding fields or inputs to particular entities is not very easy. In a world of point and click development, IFS is behind the curve
• Order Automation - for bulk order placement it would be nice to have an easy mechanism to upload orders via an Excel or csv template. We've written some custom programs to perform this, but a more user friendly, "out of box" solution would be welcomed.

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 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.

I was not part of the software selection process and cannot provide insight into any of the alternatives in this arena at this time.

Incentivized

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

• Positive - streamlined order processing has allowed our business to scale without requiring additional bodies for that specific need.
• Positive - Reporting has allowed valuable insight into historic business trends which has allowed us to be proactive instead of reactive in many areas.
• Negative - Customizations have proved costly and cumbersome when upgrading to the next version of the software.

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