Method Community

We are looking at automated lifecycle marketing as a strategy for our new company.  There are companies that support it, but they appear to be sales/marketing oriented only.  We want a CRM that can handle both sales and support.  Building automated tasks for different types of leads, customers, etc. is critical, as well as the reporting that goes along with it.  Is anyone familiar with the concept, and have they been able to adapt Method to it?

Thanks,

Greg

HI Greg

This sounds right up Method's alley.

Hi Greg,

As Mark mentioned above, MethodCRM has the capability to meet the needs of multiple departments within an organization. 

Using our solution, thousands of users have been able to handle both sales (leads, customers, email marketing) as well as support (using cases).

Reporting is also a key component which we at Method are proud about. Reports can be built into team dashboards (such as opportunities by user) or they can be leveraged as traditional reports which can be distributed as pdfs. The possibilities are endless.

I would suggest you try the free trial available here:

30 day free trial 

One of our account managers will get in touch with you to demonstrate the functionality that Method is capable of offering your business.

For a quick overview of MethodCRM's capabilities in regards to your support needs you may find this link useful:

Contact Management

In addition to that, feel free to take a look at some of our short webinars which will appeal specifically to your needs:

Managing Communications with Clients using Activities

Managing Customers and Leads 

If you have any more questions or concerns. 

Do not hesitate to reply to this post.

Cheers,

Nelson