Method:CRM
21 Case Studies
A Method:CRM Case Study
Breaking the Barrier, a publisher of language-learning textbooks serving schools worldwide, struggled with slow, manual processes and poor customer service because their previous system (Infusionsoft) didn’t integrate with QuickBooks. That disconnect made it hard to see customer history, manage long sales cycles, and run segmented email campaigns — so they looked for an Education CRM such as Method:CRM.
Breaking the Barrier implemented Method:CRM, syncing decades of historical data and enabling real-time two-way QuickBooks integration, Mailchimp connectivity, Opportunities/Activities for long sales cycles, and a Gmail Gadget to view orders without leaving email. As a result, Method:CRM eliminated time-consuming manual exports, gave admins instant access to up-to-date customer and transaction data, improved follow-up scheduling months in advance, and helped maintain a healthier sales funnel and targeted email campaigns.
James
Breaking the Barrier