Are you finding your ‘one-size-fits-all’ CRM isn’t a good fit?

There are a lot of CRM solutions out there. So, when tasked with choosing one for your company, you may be tempted to go with the first one you find. However, the chance of a random CRM fitting your business’s needs perfectly is slim — picture trying to fit a square peg into a round hole. That’s why a custom CRM solution is the way to go.

The idea of a customizable CRM may seem intimidating, especially if it’s your first time implementing a CRM solution. But, in reality, being able to tailor the system to your needs right from the get-go will save you time and money in the long run. Here are some of the benefits you can expect from a customized solution like Method:CRM.

Cut the fat — get only what your business needs

It goes without saying that different businesses have different needs. The tools that help a consulting firm thrive may be of little use to a manufacturing company. So why should both companies be forced to pay for all of the same features in a CRM?

With Method:CRM, you decide which features are essential to your business, then remove the unnecessary bells and whistles. Not only does this save you money, but it streamlines the CRM interface and makes it easier for your team to adopt the system.

One-size-fits-all: not true for clothing, not true for CRMs

You know that skeptical feeling you get when an item of clothing is described as “one size fits all?” That’s how you should feel about out-of-the-box CRM solutions.

Customizable CRM Solution

Each business has its own unique workflow, so it’s impossible for one CRM model to accommodate all of them. The beauty of a custom CRM solution is that it can be designed specifically to bridge the gaps where your current systems fall short. This streamlines your operations and helps you work more effectively.

Before trying Method, Laura Gray of Digital Signage Resolutions was struggling with inefficient processes and double data entry while managing projects. After working with one of Method’s Business Solutions Specialists to customize her account, she was thrilled with the outcome.

With Method acting as a project management tool, it means that I now have project management, CRM, and accounting all connected and talking to one another. No more double data entry.  It’s just great. I’m so happy and amazed at how it came together.”

Click here to learn more about Laura’s story.

Highlight your brand identity

Your brand’s image is important, so you should be able to incorporate it into your customized CRM. Method comes with a free report designer that lets you create custom templates for your quotes, invoices and other transactions. Include your company’s logo, colors, fonts and messaging to ensure you’re putting your best face forward to customers.

On that note, your employees should also see the company’s identity reflected in the CRM. All Method screens can be customized as you see fit – add new fields, change captions and colours, and move objects around.

“We settled on Method in part cause of the tight integrations to QuickBooks Online, and in part because it was so configurable to our workflow and needs. We record a lot of custom data in the sales process and I loved that we could easily set up custom fields and custom stages in the sales process and so on.”

rileyadamvoth, via Intuit QuickBooks Apps

Analytics that answer YOUR questions

Remember how we said it’s difficult for one CRM model to work with a wide range of workflows? The same rule applies to analytics and reporting needs.

Your business has unique goals, which means you have unique questions about your data. A custom CRM solution should be built to answer those questions and help you reach your goals.

Method’s built-in report designer allows you to create custom reports, charts and graphs that show you exactly how well your business is operating. And once they’re created, you can generate these reports with the click of a button, so you get insights exactly when you need them.

A custom CRM with no programming experience required

What’s the best part about Method:CRM’s fully customizable interface (other than all the great stuff we just mentioned)? You don’t have to be a software engineer to use it. All of Method’s screens are built using the same code-free, drag-and-drop tools available to you, so you can jump right in. You can also work with one of our Business Solutions Specialists to bring your vision to life.

Ready to reap the benefits of a CRM that’s made just for you? Sign up for a free 30-day trial of Method:CRM today. Your trial will include 1 free hour of customization services to help you get started!

“The light really went on and Method’s value really sunk in during my free consulting session – Method could accommodate my ideas on how to simplify the process for my both me and my customer. ” 

– Bryan Dutton, owner of Allegro Design Co. Click here to learn more about Bryan’s story.


Ready to start streamlining your operations?

Sign up for a free 30-day trial of Method:CRM, the #1 rated CRM by QuickBooks users on apps.com. 

Free Trial Button

Includes a free demo and 1 free hour of customization

Photo credit

Posted by Alanna Smith

Alanna is a Content Writer at Method. With several friends who are pursuing entrepreneurial dreams, she loves learning about the inner workings of small businesses. When she isn't scoping out tricks and tools to help Method users thrive, you can find her at a barre class or at home with her cat Leo.

Leave a reply