Case Study: Digital Signage Resolutions achieves one-click purchase order automation with Method:CRM

How a Creative Service Business Creates Purchase Orders in One Click With a QuickBooks CRM

Digital Signage Resolutions, a Las Vegas–based creative services company, was struggling to manage production on more than 40 concurrent digital ads because its tools didn’t integrate with accounting, forcing Laura Gray into inefficient, error-prone workflows and repeated data entry when creating purchase orders from estimates. To address this, she turned to Method:CRM, a QuickBooks CRM, for its QuickBooks integration and agency-specific customization.

Method:CRM customized Digital Signage Resolutions’ account to associate line items with designers/vendors, add a “Create POs” button that converts accepted estimates into purchase orders, provide an “Update Purchase Order” email workflow, and build a project dashboard with guest portals for real-time status updates. The Method:CRM solution enabled one-click PO creation, eliminated double/triple data entry, improved visibility across projects, and paid for its customization in time saved — allowing the team to focus on product development and growth.

Digital Signage Resolutions

Laura Gray

President