Method CRM vs D&B Hoovers

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Our analysts compared Method CRM vs D&B Hoovers based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Method CRM Software Tool

Product Basics

Method CRM is a web-based customer relationship management software designed to assist businesses of all sizes in enhancing their customer relationships. The software offers a range of features, including contact management, email marketing, lead management, and sales pipeline management, all aimed at streamlining customer interactions and driving sales growth. Method CRM provides businesses with tools to efficiently manage customer data, track sales activities, and gain valuable insights into customer behavior.

Users particularly appreciate its user-friendly interface and customization options, allowing businesses to tailor the software to their specific needs. The pricing structure is based on a monthly or annual subscription model, making it accessible to businesses with varying budgets. Keep in mind that pricing and features can change over time, so it's recommended to check the official website for the latest information.

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D&B Hoovers offers sales intelligence to help convert prospects by leveraging data and analytics. It enables faster communication between users and customers that helps businesses grow. It accelerates sales and combines comprehensive business data directly through Dun & Bradstreet Data Cloud along with analytics to deliver insight-driven outcomes.

Users can leverage it to plan sales calls to have more informed conversations, increase productivity and receive actionable data within their CRM dashboard for easy access. Real-time business intelligence, robust search capabilities and in-depth company profiles make targeting opportunities easier. The ability to reach people at the right time with the right message helps close business deals faster.
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$25/User, Monthly
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Tailored to your specific needs
$49 Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Integrate With QuickBooks: Two-way sync with QuickBooks Online (QBO) and QuickBooks Desktop provides instant access to data such as contacts, sales and vendor transactions, payments, lists and time tracking (Desktop version only). 
  • Customize Without Coding: The no-code platform is 100% customizable. Build fields, tables, apps, workflows, lead generation forms, transaction templates and reports using a drag-and-drop tool. Create a portal to support customer self-service and customize the system according to changing needs of the company. 
  • Work More Efficiently: Manage leads with tools for tracking opportunities, creating estimates and converting leads to customers that are transferred into QuickBooks in a single click. Automate lead capture and workflows, eliminate double data entry, streamline purchase order creation, speed up the payment process and cut down on manual admin tasks. 
  • Personalize Interactions: See all customer information in a single, central database that provides a 360-degree view of each customer. Personalize services by viewing history of interactions, purchases and more. 
  • Win More Customers: Attract and convert leads with email campaigns and lead capture forms, along with tracking the activity for each contact. Store an unlimited number of contacts, and view the status and stage of each lead. 
  • Connect With Popular Apps: Supports native integrations with third-party tools such as Gmail, Outlook, Mailchimp and Google Calendar. Connects through Zapier to more than 1,000 apps for e-commerce, marketing and payment processing. Also integrates with payment gateways such as PayPal Payflow, Intuit QuickBooks Payments (U.S. QBO only) and Authorize.NET. 
  • Access Full-Service Customization: Take advantage of customization services through a consultant who will build apps and screens based on unique needs. Includes a free hour with a consultant (in conjunction with a free trial) for whatever’s needed — customization projects, basic training, consultation and more. 
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  • Informed Conversations: Hold informed conversations by accessing intelligence and insights in consideration of selling and marketing efforts. 
  • Extensive Insight and Analysis: Leverage the world's largest commercial data cloud with over 170 million business records and analytics to gain sales intelligence. 
  • Global Business Growth: Increase campaign performance by focusing on the most relevant opportunities that direct marketing and sales leads directly to a CRM or marketing automation platform. 
  • Suite Applications: Employ a range of products such as Email IQ, Buyer Intent, Risk Analytics and more to deliver greater efficiency and functionality and increase business performance. 
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  • Lead Management: Email integrations help save data directly from users’ inboxes. Embed lead capture forms on websites and upload a spreadsheet of leads. In addition, create estimates based on QuickBooks items, track sales details and add custom fields. 
  • Customer Management: Manage all aspects of customer relationships. Generate invoices, payments and receipts without using QuickBooks. Follow up with customers to keep them engaged, and build email campaigns or send contact lists to Mailchimp to drive additional interactions. Identify top products and customers to increase sales through custom reports. 
  • Mobile Apps: Available on iOS and Android, access both QuickBooks and CRM data from anywhere, at any time. 
  • Customer Portals: This built-in feature enables customers to pay via a secure online gateway. This also provides access to self-service options that let them track support requests, edit contact info and view purchase history. You can use it out-of-the-box or customize any component to fit the portals to your needs. Customizations allow customers to order items, request info and approve documents. 
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  • Strategic Targeting: Provides powerful search and lead list building capabilities to help with leads in the pipeline. Dynamic lists assist in monitoring the market 24/7 and help ensure the maximum number of prospects in a list. 
  • Improved Sales Prospecting: Personalize sales pitches with in-depth sales intelligence on target accounts for better outcomes. Filter according to company profiles, industry analysis, technology and financial reports, buyer intent data and more. 
  • Enhanced Sales Productivity: Offers real-time trigger alerts, predictive indicators, industry-based analysis, market research reports and more to accelerate the sales process. 
  • Economic Integration: Increase alignment of sales and marketing inputs for better engagement by connecting internal tools and integrations. 
  • Prospecting Suite: Provides insight into an organization’s financial transactions and can help target companies based on those activities. 
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Product Ranking

#38

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CRM Software

#93

among all
CRM Software

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User Sentiment Summary

Great User Sentiment 158 reviews
Excellent User Sentiment 7 reviews
84%
of users recommend this product

Method CRM has a 'great' User Satisfaction Rating of 84% when considering 158 user reviews from 4 recognized software review sites.

97%
of users recommend this product

D&B Hoovers has a 'excellent' User Satisfaction Rating of 97% when considering 7 user reviews from 2 recognized software review sites.

4.6 (42)
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4.75 (4)
4.0 (63)
5.0 (3)
4.7 (11)
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Awards

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D&B Hoovers stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Gmail Integration: Method CRM offers a seamless integration with Gmail, allowing users to manage contacts, leads, and customer interactions directly within their inbox. This eliminates the need to switch between applications, saving time and effort.
QuickBooks Sync: The software's ability to synchronize with QuickBooks ensures that financial data is always up-to-date and accurate. This streamlines accounting processes and provides a comprehensive view of customer information.
Customizable: Method CRM is highly customizable, allowing users to tailor the platform to their specific business needs. This includes creating custom fields, workflows, and reports, ensuring that the CRM system aligns with unique requirements.
Lead Management: The platform offers robust lead management capabilities, enabling users to track leads from initial contact to conversion. This includes features such as lead scoring, automated follow-ups, and pipeline management.
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Extensive Company Data: Provides access to a vast database of company profiles, including financials, executives, technologies used, and corporate family trees, enabling comprehensive research and lead generation.
Advanced Search and Filtering: Allows users to precisely target their ideal customers using various criteria such as industry, location, company size, and revenue, streamlining the process of finding relevant leads.
Integrations: Seamlessly integrates with popular CRM systems like Salesforce and Microsoft Dynamics, facilitating data synchronization and workflow optimization.
News and Trigger Events: Delivers real-time news updates and trigger events, such as leadership changes or funding rounds, helping users identify timely sales opportunities.
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Limited Customization: Users express frustration with the inability to tailor the platform to their specific workflows, particularly when it comes to automating tasks and creating custom fields. The lack of flexibility can hinder efficiency and adaptability for businesses with unique requirements.
Reporting Limitations: Generating in-depth reports and gaining comprehensive insights from data can be challenging due to the platform's reporting constraints. Users often find it difficult to extract the specific information they need to make informed decisions, leading to a lack of visibility into key performance indicators.
Mobile App Shortcomings: The mobile app's functionality falls short of expectations, with limited features and a less intuitive interface compared to the desktop version. This can impede productivity and accessibility for users who rely on mobile devices for managing customer relationships on the go.
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Cost: The platform can be expensive, especially for small businesses or those with limited budgets. The pricing structure can be complex and may involve hidden fees, making it difficult to predict the total cost of ownership.
Data Accuracy: Some users have reported issues with the accuracy and completeness of the data provided by D&B Hoovers. This can be a significant concern for businesses that rely on this data for critical decision-making.
User Interface: The user interface can be clunky and difficult to navigate, particularly for new users. This can lead to frustration and a steep learning curve.
Customer Support: Some users have expressed dissatisfaction with the level of customer support provided by D&B Hoovers. This can be a major issue for businesses that require timely assistance with technical problems or other issues.
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Method CRM receives praise for its user-friendly design and robust features, making it a popular choice among businesses of all sizes. Users appreciate its seamless integration with QuickBooks, allowing for efficient financial management and streamlined invoicing processes. The software's ability to generate custom reports with multiple filters empowers businesses to gain valuable insights into their sales pipelines, customer interactions, and overall performance. However, some users note a lack of integration with other software applications as a drawback. What truly sets Method CRM apart is its focus on providing a comprehensive solution for businesses seeking to enhance their customer relationship management and financial operations. The platform's online portal offers customers 24/7 access to invoice payment functionalities, promoting transparency and convenience. Additionally, features like contact and lead management, sales pipeline tracking, and email marketing capabilities contribute to its effectiveness in streamlining sales processes and nurturing customer relationships. Considering its strengths and limitations, Method CRM is an ideal fit for small to mid-sized businesses, particularly those that heavily rely on QuickBooks for accounting purposes. Its affordability, ease of use, and integration with QuickBooks make it a valuable tool for managing customer interactions, finances, and sales processes efficiently. However, businesses with extensive integration needs may want to explore alternative options that offer broader compatibility with other software applications.

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D&B Hoovers has been a big name in the biz for over a century, but how does it stack up in today's market? User reviews from the past year paint a picture of a platform with some serious strengths, but also a few drawbacks to consider. D&B Hoovers shines with its massive database of company info and insights. It's like having a crystal ball that helps you scope out potential customers and partners. Users rave about the platform's ease of use and the comprehensive data it provides, making market research and competitive analysis a breeze. But, there's a catch – the cost. Some users find the subscription fees a bit steep, especially smaller businesses or those with tighter budgets. Plus, while the data is generally reliable, there have been some grumbles about occasional inaccuracies or outdated info. Compared to alternatives like Apollo, users appreciate D&B Hoovers' user-friendly interface and extensive database, but Apollo might win out for those on a budget or needing more specific search capabilities. So, who should hop on the D&B Hoovers bandwagon? It's a solid choice for medium to large businesses that need a robust CRM solution with top-notch data and analytics. If you're willing to invest in a premium platform that can give you a leg up on the competition, D&B Hoovers is worth a look. However, smaller businesses or those just starting out might want to explore more budget-friendly options first. Remember, the CRM landscape is constantly evolving, so it's always a good idea to compare the latest offerings before making a decision.

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