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Tag : voip

Method CRM vs Zoho CRM Review

method crm vs zoho crm reviewmethod crm vs zoho crm review

Good method, or just madness?

This CRM face-off of Method CRM vs Zoho CRM is a little different than most.  Whereas most CRM software systems have a specific use that’s geared toward the size of your business, Method CRM is a little different.  Method CRM is designed purposefully, specifically, to integrate with QuickBooks.  Ostensibly, this (and by proxy its backing by Intuit themselves) is its biggest selling point.

However, Zoho CRM too has the ability to sync data with QuickBooks via QuickBooks CRM integration.  Does that mean it’s as good as or better than Method CRM, though?  Not necessarily.  There’s only one way to settle this…

Round One: The cost (of integration and more)

method crm vs zoho crm review

As one of Method CRM’s claims to fame is its seamless QuickBooks integration, one would expect the program to be quite expensive.  It certainly isn’t free, but, compared to other CRMs on the market, it doesn’t seem so bad.  Zoho CRM, with all its customizable features, clocks in at only a little cheaper:

  • It costs $44 per month to board one user on Method CRM Pro.  To board ten users for a year, you’d pay $5280
  • It costs $35 per month* to board one user on Zoho CRM Professional Edition (PE).  To board ten users for a year, you’d pay $4200

*Pricing updated June 2021

As we see, an extra $1080 in either direction probably isn’t going to make or break your businesses for the convenience of boarding ten users.  And, if you have any doubts, you can go back and see you’re only paying or saving an extra $9 per month per user.

However, the real price difference comes when talking about the integration itself.  Method CRM’s QuickBooks integration comes at no additional cost, whereas Zoho’s QuickBooks integration, while customized to fit the program exactly, costs an additional one-time fee of between $495 and $1295 depending on how many modules you need synchronized, plus a monthly fee of between $49 and $129 depending on the same.

That makes the winner of this round Method CRM by a healthy margin.

Round Two: Tracking your Sales

method crm vs zoho crm review

Keeping track of sales and where customers are in your pipeline(s) are the most important aspects of any CRM system.  Method CRM comes into the game with standard abilities to track calls, services performed, associated appointments, and services performed on individual records.  Method software also boasts self-professed unlimited contacts per company, alleviating a common problem of only having one or two contacts possible per record.  It also comes with standard data importing ability, custom record views, custom reporting, and team selling options.

Zoho CRM comes with many of the same options as Method CRM in this regard: Call and email tracking, appointment and service records, custom data views, importing ability, customized reporting, and team selling options alike.  Rather than infinite contacts per record, Zoho allows a fairly sizable 50 custom fields per module, likely enough to satisfy anyone’s multi-contact cravings (and also add a few useful fields to your standard modules).

One area where Zoho sets itself apart is in its feeds feature.  Feeds turns your CRM into a social network of sorts, allowing for individual record or event tracking (“following”) as well as commenting, for a much more collaborative, project-like CRM experience.  One notable benefit of this feature is that all comments are recorded and easily searchable, making it much easier to find conversations associated with particular records than it would be, say, scanning through your emails.

Aside from feeds, Zoho also features a competitor tracking ability, sales forecast reports, and sales quota tracking.

For these extra features, the sales tracking round goes to Zoho CRM.

Round Three: Any Other Integrations?

method crm vs zoho crm review

By now we know all about Method CRM’s and Zoho CRM’s respective abilities to integrate with QuickBooks, but, surely they can work well with other programs… right?

Well, of course.

Method CRM integrates with Gmail or Outlook giving its users a solution for the arguably most popular email clients.  Method also boasts an integration to SmartVault, numerous VOIP options (for an extra charge), as well as custom apps.

Zoho CRM features integrations with all three email clients as well, plus VOIP and custom apps.  (As with Method CRM, integrated VOIP comes at an extra cost.)  While Zoho CRM doesn’t integrate to SmartVault, it does integrate to Dropbox, which achieves the same effect.

That said, there doesn’t seem to be a clear winner of the integration round of Method CRM vs Zoho CRM.  It’s a tie.

Round Four: To Market Socially or Not to Market Socially…

method crm vs zoho crm review

This round combined social media and marketing integrations and abilities, if only to highlight one interesting aspect of Method CRM: it doesn’t seem to contain any of these.

Zoho CRM, on the other hand, contains out-of-the-box software integration capabilities for both Facebook and Twitter, as well as a built-in CRM tab and a way to monitor social mentions.  On the marketing side, Zoho CRM features web-to-lead capturing ability, plus email templates, a campaign manager, mass emailing ability, and autoresponders.  This is likely enough to get a marketing campaign off the ground, and probably enough to monitor your social networks adequately.

With that, the winner of this round is clearly Zoho CRM, but, this raises an important question for people who are already in love with Method CRM: does a CRM really need social media and marketing integrations in order to be good?  This will be the topic of a future blog post, so, keep your eyes peeled.

(For those awaiting my answer with bated breath… I say yes, without a doubt.)

Method CRM vs Zoho CRM Champion?

method crm vs zoho crm review

This is a tough one.  On one hand, you have Method CRM, which is very straightforward and seemingly light, its main feature being a complete QuickBooks integration.  On the other, you have Zoho CRM, which also integrates to QuickBooks – for a price some may consider hefty – but, in return, packs a host of great features, including some essential ones, that simply can’t be found in Method CRM.  So, how do you decide between Method CRM vs Zoho CRM?

On the basis of needing some of these features in order to run your business properly – and, going off the assumption that eventually you’ll need to purchase some other marketing or social media monitoring service in order to adequately satisfy clients and prospects on those particular channels – this bout goes to Zoho CRM.

Bonus Round: What else do you get with Zoho?

As Zoho CRM consultants, we’re obviously a little biased, but hear us out!  One thing that separates Zoho from a platform like Method CRM, aside from everything we’ve mentioned so far, is that by choosing Zoho, you get access to Zoho’s network of Zoho partners – including us at ZBrains.  Having a Zoho partner along for your CRM deployment means you have a dedicated business partner who can help you by determining the best way to use Zoho.  And, that’s not just the CRM; that can be for many other apps like Zoho Campaigns, Projects, or Desk – anything in the Zoho One suite of apps, in fact.  We can’t personally vouch for Intuit’s support of Method CRM, but with the tools Zoho puts at your disposal, the choice of Zoho partners can be a huge advantage for anyone looking to decide between Zoho CRM and Method CRM.

Zoho VOIP Integration: Boosting Your Inside Sales Efficiency

integrated voip

When you’re running an outbound call-based inside sales business, time is everything.

In fact, the phrase “time is money” probably doesn’t ring more true in many types of businesses.  Your salespeople have a singular task of reaching as many potential customers as possible, so, every second they spend off the phones (mental health breaks notwithstanding, sure…) is a second they aren’t selling.  That’s a second your company isn’t earning!

Even with that in mind, a shocking number of these kinds of businesses don’t use an integrated calling system.  They dial numbers the old-fashioned way, manually – whether from an online list or even from a phonebook.

This wastes time needlessly.  But, many business owners simply aren’t aware of a better way of going about things: integrated VOIP.  Essentially, an integrated phone system bridges the gap between CRM and telephone, and, this saves a great deal of time with processes that were traditionally a little cumbersome, like, entering phone numbers manually and navigating through many different programs to record notes.

Integrated VOIP at a glance

integrated voip

Imagine these scenarios possible with integrated VOIP:

  • Your salespeople are able to make calls with just a push of a button on their keyboards.
  • When your salespeople make calls, special software cross-references dialed numbers with numbers inside your CRM and automatically pulls appropriate notes and call history.
  • When your team members receive incoming calls, the software pulls up the same notes and call history.
  • Your salespeople can record notes inside this special software while on the phone, and the software records those notes to your CRM.

All this is possible with existing technology: that is, an integrated VOIP program.

The chief objective of using any integrated systems, including an integrated VOIP program, is to save time.  That said, an integrated VOIP saves times in a number of ways:

  1. By pressing a single key instead of dialing an entire phone number, your sales team members can save a fraction of a minute on every single call.
  2. By having a program automatically recall notes and call history, your sales team members can save at least a minute searching for notes manually on each call.
  3. By having this same program automatically record notes into your CRM, each sales team member saves an additional minute they’d ordinarily spend navigating inside your CRM, perhaps through multiple screens.

Consider Zoho VOIP Integragtion for the time you get back every day

integrated voip

For a business that needs its sales team members to make hundreds of calls per day, this is absolutely invaluable.  In fact, if team members saved just one minute per call and only made 60 calls per day,those team members would gain an entire hour of time per day.  What could all of your sales team members do with an extra hour?

Already sold on the idea?  Try an integrated VOIP solution from Zoho

Zoho’s integrations with VOIP software pack all the features listed above, plus much more.  Let us show you a little more about it on this Zoho unified communications page.  By integrating VOIP with your Zoho CRM in particular, you get all the benefits of the integration combined with everything good about Zoho CRM.  And, there’s a lot that’s good!

For even more help with Zoho and its various other integrations, including one for Zoho CRM and QuickBooks, don’t hesitate to give us a call at (888) 207-4111.

For other Zoho concerns, including how to get CRM training, Zoho support, or Zoho consulting packages, see the links provided or contact us by clicking the button in the upper right corner of your screen.