Method CRM Features
What are the features of Method CRM?
Platform
- Customization
- User, Role, and Access Management
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
Reporting & Analytics
- Reporting
- Dashboards
Method CRM Categories on G2
Filter for Features
Platform
Customization | Based on 122 Method CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 82% (Based on 122 reviews) | |
Workflow Capability | Based on 114 Method CRM reviews. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 84% (Based on 114 reviews) | |
User, Role, and Access Management | Based on 126 Method CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 86% (Based on 126 reviews) | |
Internationalization | As reported in 75 Method CRM reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 79% (Based on 75 reviews) | |
Sandbox / Test Environments | Based on 79 Method CRM reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 71% (Based on 79 reviews) | |
Document & Content Mgmt. | Based on 89 Method CRM reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 78% (Based on 89 reviews) | |
Performance and Reliability | Based on 121 Method CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 121 reviews) | |
Output Document Generation | Based on 99 Method CRM reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 80% (Based on 99 reviews) |
Sales Force Automation
Contact & Account Management | Based on 172 Method CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 89% (Based on 172 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 149 Method CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 85% (Based on 149 reviews) | |
Task / Activity Management | Based on 166 Method CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 85% (Based on 166 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. 102 reviewers of Method CRM have provided feedback on this feature. | 75% (Based on 102 reviews) | |
Desktop Integration | Based on 144 Method CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 83% (Based on 144 reviews) | |
Product & Price List Management | Based on 130 Method CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 83% (Based on 130 reviews) | |
Quote & Order Management | Based on 140 Method CRM reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 85% (Based on 140 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 137 reviewers of Method CRM have provided feedback on this feature. | 83% (Based on 137 reviews) |
Marketing Automation
Email Marketing | Based on 111 Method CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 77% (Based on 111 reviews) | |
Campaign Management | As reported in 107 Method CRM reviews. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 74% (Based on 107 reviews) | |
Lead Management | Based on 140 Method CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 84% (Based on 140 reviews) |
Customer Support
Case Management | See feature definition | Based on 133 Method CRM reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 84% (Based on 133 reviews) |
Customer Support Portal | Based on 140 Method CRM reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 86% (Based on 140 reviews) | |
Knowledge Base | As reported in 146 Method CRM reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 84% (Based on 146 reviews) | |
Call Center Features | Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. 113 reviewers of Method CRM have provided feedback on this feature. | 80% (Based on 113 reviews) | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 118 reviewers of Method CRM have provided feedback on this feature. | 83% (Based on 118 reviews) |
Integration
Data Import & Export Tools | Based on 121 Method CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 80% (Based on 121 reviews) | |
Integration APIs | Based on 97 Method CRM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 77% (Based on 97 reviews) | |
Breadth of Partner Applications | Based on 89 Method CRM reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 78% (Based on 89 reviews) |
Mobile & Social
Social Collaboration Features | Based on 86 Method CRM reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 75% (Based on 86 reviews) | |
Mobile User Support | Based on 118 Method CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 80% (Based on 118 reviews) |
Reporting & Analytics
Reporting | Based on 152 Method CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 80% (Based on 152 reviews) | |
Dashboards | Based on 172 Method CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 83% (Based on 172 reviews) | |
Forecasting | Based on 107 Method CRM reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 74% (Based on 107 reviews) |
