Method CRM     Method Certified Account ManagerMethod Certified Consultant

Method CRM marries the features of world-class CRM with the extra benefits provided by real-time synchronization of your corporate QuickBooks database.

With Method, your CRM becomes much more than just tracking leads and customer interactions. CRM helps you achieve true company-wide automation.  Sales staff have instant access to estimates, billing history and customer service requests allowing them to sell more and provide the highest level of customer care.

Method Customization means that organizations don’t need separate applications to run unique business processes. In addition to what Method delivers pre-built, users can create and modify existing tables, fields, screens, buttons, and customer portals to turn Method into a full-blown custom web app.

QuickBooks Integration is seamless. Since Method was built to require QuickBooks from day 1, Method has near-zero setup time and the deepest level of bi-directional synchronization possible.

Method’s Lead Tracking functionality allows businesses to keep potential customers outside of QuickBooks until they are ready to convert them. Companies can Import leads from Excel, build a web-to-lead form for websites, or enter leads directly in Method.

Method’s Opportunities Tracking assures that no sales deals fall between the cracks.

Campaigns offers the ability to create and track the success of marketing efforts.

Cases allows seamless tracking customer service issues.

Customer Portals adds a professional look and feel. Customers prefer to log into their account to view and pay bills, change their contact information, and make new service or product requests.

Customers appreciate that staff has access to all financial transactions, orders and past conversations at their fingertips – so they don’t have to be put on hold or have their call transferred.

And staff will love being able to get more done in less time, without having to flip between multiple applications and spreadsheets.

At VarZero, we assist in all phases of Method CRM Implementation.  We assist with deployment, training, customization and on-going support.

 

Comments are closed.