GoldMine CRM (discontinued) vs. Method:CRM

GoldMine brings some great Sales forecasting tools to the table. By using the set analytics business can properly be forecast and adjusted as new variables are added. Trends are easy to pick out once set up and running. The whole list of customization allows most businesses to make adjustments on the fly to produce better results in the field. From small operation on up GoldMine will scale to fit your needs.

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

• Organizing trouble tickets or "cases" in customer profiles. They are associated with the customer, so you can go into any customer record and click the cases tab and sort them by any of their columns.
• The dashboard is invaluable as a support technician. It allows me to find my trouble tickets and sort them by the date they were last updated, allowing me to continuously follow up on older ones as time goes on.
• The integration of companies, contacts, and cases is essential, as it allows our departments to access the same pools of information efficiently.

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

• GoldMine itself can be a little hard to use if editing the information within the program is not enabled. This comes into play if the main information storage is another system that is migrated to GoldMine
• Third party apps or software can be complicated to be moved into GoldMine history. It is possible, but requires some upkeep and maintenance.
• GoldMine takes A LOT of expertise to set up. If set up incorrectly by a bad representative, then it can affect the overall usage of the program in significant ways. Make sure you ask the Goldmine rep several questions and get recommendations for the rep as well as the product.

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

If there were a product that would mean less on-site support/maintenance with comparable or not much more cost, I would seriously consider switching. Furthermore, going to a more mobile, paper-less application process would tip the scales in the favor of a competitor. I'd also like something that integrates web forms so that data entry is more stream-lined as is response time

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

Personally, perhaps I should give it a higher rating, but I do genuinely think it was very easy to pick up and run with, but I did have a full training session and of course was keen on using it. In my previous marketing role many years ago, I 'd tried to create an MS Access database and this has taken ages, so being introduced to the power of GoldMine really impressed. People have comments on it, but my opinion is its still fast and a great workhorse

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

For me, its always been there, no worries here about downtime or the internet being down or switched off. Having it on a laptop as well with Goldsync means I'm always able to updated my notes and then synchronise. This to me is one of the benefits of purchased on-premise software, it cant simply be turned off!.

Pretty good, Yes, there are occasions when i may think there should be an easier way to do things, but over the years, I've always found a way to get the information out that i want, sometimes just needing a bit of help from the technical team. Day to day,. it works for me very well.

Their customer support is spot on! We never feel like we're being made to wait, and when we email, they respond and offer assistance very quickly. It's the same response I'd expect from an in-house IT team down the corridor. Some support teams you know you're talking to the first line support chap who probably doesn't know how to resolve your issue, and you have to wait until they give up and pass it, but GM support people seem very knowledgable

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.

I was originally trained by the UK distributor and then subsequently trained my self and had access to GoldMine consultants. In the long run, this saved me a lot of time really since I knew the product on an advanced/administrator basis and able to perform day to day tasks. Some things, still needed the consultants. The trick was with the training, I knew when I was out of my depth

As I said earlier, to me now with all this experience, it is ensuring that you focus on two things:- 1/ Ensure core customisations only are required until you get users started and embedded in using the system. 2/ Ensuring users get some good level of dedicated training time, internal or external, but I feel this is best done in a group rather than at your own speed. Afterall, no one really customises their MS Word or MS Excel each time, they just ignore the bits they don't need or ask if they do need them

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 use this with GoldMine when placing our orders, they both have there uses with in our company. We also use Zoom for automatic emails and calls, this tool is more for searching for the right contact within the companies I work with. I think GoldMine covers a lot more of my needs and [OSAS] Traverse [ERP] is just for billing purposes.

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

GoldMine, when maintained well has always been pretty reliable and in over 10 years, I don't think we've ever lost a day or more than an hour or so when we cant use it. Occasional a 'blip' will happen and you will have to log out, the only thing to bear in mind, which I'm not good at is ensuring you keep the mailbox to less than 2000 mails in your inbound box, I hover around 1800 and need to streamline this to get rid of my junk or notifications from LinkedIn groups for example when i mean to read, but never get round to it

• Documentation and easy access to documentation regarding a particular customer or contact.
• While utilities exist to re-align territories and other assignments in Goldmine they are not always well documented so even if you are savvy and want to implement some functions yourself you will likely need a VAR support person to do the job for you -- at least the first time.
• Typically, I have found support to be responsive and prompt. More importantly, even with drive failures, we rarely suffer any downtime with Goldmine.

• 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