Compare Salesforce vs Method CRM

Summary

Salesforce is a futuristic Customer Relationship Management Software bringing companies and their customers together. The integrated software helps departments like commerce, marketing, sales and service to get a unified view of each client. Moreover, companies can also leverage on the particular to deliver amazing shopping experiences to individual buyers, automate time-consuming jobs, assure quick resolution to queries raised from the customers front and strategise personalised marketing schemes. The solution serves organisations scattered across industries like retail, automotive, higher education, public sector, media, communication, hospitality and transportation, nonprofit and more. With Salesforce, organisations get the advantage of joining the 150,000+ like-minded companies where they can find a massive community of experts ready to help in their company’s growth, besides offering an estimate of their Return on Investment (ROI). Lastly, AI technology equipped chatbot (Einstein) within the software helps companies reassess past interactions with individual clients and better understand raised queries. ..show more

Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists admins in saving time by simplified contact management, activity tracking, and accurate estimating. The software ensures that all management systems are properly synchronised, while its two-way integration with QuickBooks offers businesses the edge they need. Method CRM offers customisable built-in solutions to manage leads and invoicing as well. Additionally, its direct connection to apps like Gmail, Mailchimp and other integrations via Zapier enables users to focus more on the growth of business and less on mechanical data entry. The software’s simplified lead tracking feature can be used to record interactions, schedule follow-ups and assign tasks to teammates at the same time. Moreover, real-time status view functionality offered by Method, helps businesses look into ongoing deals while managing the entire sales process by organising sales data in a centralised system. The software also provides personalised service with the customer's history of interactions, purchases etc., keeping customers engaged with timely follow-ups. ..show more

Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build lasting relationships with their customers. The software lets you personalize your platform and work-station the way you want so that your employees can adapt to it easily. Make informed decisions with Act! by using its interactive visual dashboard which displays snapshots of real-time metrics. You can also customize these reports in your unique way to get a better understanding of it. With Act! CRM, you get a number of powerful marketing and sales features that help you fuel your business growth. You can also send mobile-friendly campaigns that can drive sales to your contacts and groups. ..show more

A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to customise software, Pipedrive CRM serves you the way you want to, according to your needs. The software is built around sales pipeline monitoring methodology, which offers a quality visual interface prompting users you to take appropriate action, stay organised and monitor challenging sales process. The email integration feature connects automatically to the contacts and displays everything that’s happening with a particular prospect at one place. ..show more

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking Track and manage your referred customers.

• Salesforce Marketing Cloud Account Engagement (formerly Pardot)
• Freshdesk
• Dropbox Business
• ActiveCampaign
• Slack
• Quickbooks
• MuleSoft Anypoint Platform
• Zendesk Sell
• MailChimp
• DocuSign
• Jira

• Authorize.Net
• Gmail
• PayPal
• Quickbooks
• Zapier
• MailChimp
• Xero

• Gmail
• Google Calendar
• DocuSign
• Zoom

• Intercom
• Gmail
• Microsoft Teams
• Asana
• Slack
• Trello
• Google Drive
• HubSpot CRM
• Google Meet
• PandaDoc
• Quickbooks
• Zapier
• Zoom

Top alternatives to Salesforce

Pega Marketing

HubSpot CRM

Zoho Books

AWS Cloud9

SAP S/4HANA Finance (SAP Simple Finance)

Top alternatives to Method CRM

Salesforce

Jobber

Zoho CRM

SugarCRM

Pipedrive