My company works with a client who offers a SaaS solution to the beauty sector. We had been using Salesforce for three years but needed a system with lead nurturing, workflow automation, and user-friendliness that Salesforce lacked without a hefty monthly price tag.
We are taking use of LeadMaster's eMarketing, automation, and workflow management capabilities as well as the streamlined nature of the Professional Edition. We've been able to better regulate the sales process and boost our conversion rate as a result.
We have been very pleased with LeadMaster's customer service and would suggest their product without reservation.
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.
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
My ability to more effectively manage the workflow in our office has been greatly enhanced by LeadMaster. Each member of my team is aware of the students they are responsible for recruiting and the specific process that should be followed with each and every one of them. The system also enables us to practically eliminate the use of paper in our process, which helps to reduce the number of different types of office errors.
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.
The reason to give this rating because of the following.
1. Assessing the efficiency of campaigns involving several agencies and points of contact
2. True close loop reporting
3. The capacity to manage a channel through the use of features for updating leads and pipelines.
4. Ensuring that no leads were lost and that they were always assigned to someone for follow-up, whether the lead originated through e-marketing, the filling out of a form on a website, or even a lead from a trade fair
5. Creating a seamless connection between marketing and lead generating
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.
My client has been using Salesforce for the past two years, but they were looking for a system that would provide lead nurturing, workflow automation, and overall ease of use – functionality that was just not available within Salesforce without incurring a large, monthly fee. I'm using one of my clients who has been using Salesforce for the past two years.
Because of LeadMaster's user-friendliness, robust automation and workflow management, and eMarketing capabilities, we have decided to employ the Professional Edition. As a result, we are able to better regulate the sales process and achieve a higher closure rate.
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
