Method:CRM
21 Case Studies
A Method:CRM Case Study
Consolidated Products Company (CPC), a specialty print house in Linwood, NJ, was struggling to manage a rapidly expanding product catalog, multiple suppliers, and order fulfillment while remaining tied to QuickBooks for accounting. After trying several CRMs that were incompatible, discontinued, or too expensive, CPC turned to Method:CRM to find a solution that would integrate directly with QuickBooks and handle their complex product/pricing needs.
Method:CRM delivered a fully customized QuickBooks-integrated system that tracks customer data, thousands of custom items, materials, logistics, and costs, and can automatically generate estimates, sales orders, and invoices or populate transactions from product data. The implementation reduced repetitive admin work, sped up deployment at a lower cost than other CRM vendors, and let CPC redeploy fulfillment staff into sales—delivering a measurable improvement in efficiency and faster order-to-invoice processing.
Doug Nagle
Chief Executive Officer