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User Spotlight: realityhouse eliminates double entry using Method CRM for QuickBooks!

Today I’ll be shining the spotlight on another one of our overseas friends in the United Kingdom.  This spotlight features a real Method CRM user in the digital marketing services industry, in Bath, UK.  realityhouse builds websites and delivers digital marketing such as search engine optimization, email marketing and social media promotion to business-to-business and professional services clients, such as lawyers and accountants.  They’re a multi-national company, so even if you’re not in the UK, you can still take advantage of their services, and everyone can benefit from reading this spotlight to gain insight into realityhouse’s Method experience.  Without any further ado, I present to you - realityhouse.

realityhouse logo
 
I had the pleasure of speaking with Mike Fieldhouse, Managing Director at realityhouse, who was kind enough to share his company background and Method experience with me (thanks again!).  realityhouse has been around for 8 years and has 12 employees and contractors who work remotely throughout the UK, including 1 who works from Spain.  Clients of realityhouse are located across the UK, as well as in Europe and even North America.  After plenty of searching for, and performing trials of web based CRM systems that lacked QuickBooks integration, realityhouse was thrilled to discover Method Integration CRM Edition on the Intuit Marketplace website.  Out of all of the solutions, including well-known, more expensive products, Method was the only web based CRM system that provided real-time synchronization with QuickBooks.  Method’s end-user customization abilities also struck a big chord with realityhouse, as it would give them the ability to customize fields to match UK lingo and currency. 

realityhouse custom estimate

As you can see from the above screenshot of a beautifully customized Method screen, default dollar signs now appear as pounds.  Of course, this is quite important to a service provider like realityhouse, as it would be awkward to track data and generate invoices for clients, like the largest employer in Europe, with the American dollar sign showing!  Customizations to screens to reduce clutter and make them more intuitive were also made, so that project management would be an easier task for employees.  In the next screenshot, you’ll see that vendors are now labelled “suppliers”, since that is how vendors are referred to in the UK, and most of the buttons have been removed to focus on purchase order creation. 

realityhouse customized screen

In only two months, realityhouse had completed its first round of customizations and already had 7 users working in Method!  They instantly noticed increased productivity, since everyone was accessing shared data with ease.  Currently, realityhouse is creating a wish list of customizations they’d like to make in the future, and eventually plans to smooth out processes in Method even further, as well as increase their number of Method licenses.  New changes will focus on sales and project management within Method, refining what they currently have in place. 

Evidently, realityhouse has been working diligently towards increased efficiency for employees.  Not only are they using a streamlined solution that they’ve customized to make even more intuitive, but they’re using Skype to chat via the web, dimdim for screen sharing, as well as Google Apps to share access to spreadsheets and documents.  Pretty much everything is cloud-based, so all representatives can access data from anywhere, at any time.

If you, or anyone you know, are interested in learning more about realityhouse, or you’d like to inquire about their digital marketing services, please utilize the contact information below.  Please note that realityhouse is about to re-launch their website in the next couple of months, so you’ll want to check back soon for updates and new additions to their site, such as Twitter integration and an excellent blog you’ll want to subscribe to!

 

realityhouse

Mike Fieldhouse, Managing Director

t. +44 (0) 845 643 9625
f. +44 (0) 845 643 9626
e. mike@realityhouse.co.uk

w. www.realityhouse.co.uk

a. 6-8 Cotterell Court, Monmouth Place, Bath BA1 2NP

Twitter:  http://www.twitter.com/realityhouse

LinkedIn: http://uk.linkedin.com/in/realityhouse

 

As they say in the UK – cheers!

Katie

 

Comments

 

paulette said:

It becomes more evident everyday that geographical boundaries limiting where we can conduct business are rapidly disappearing.  Method is perfectly positioned and offers QuickBooks users a seamless solution for remote collaboration & worldwide commerce.  

realityhouse's story highlights not only the possibilities but also the efficiencies that can be realized.

February 17, 2011 2:44 PM
 

Method_Danny said:

Thanks for taking the time and sharing your thoughts with us Paulette.  Yes

February 18, 2011 2:01 PM

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