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

• 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.

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

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

Incentivized

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.

Incentivized

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 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.

• 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