Case Study: Reliable Trading automates 243 hours of work with Method:CRM

How Reliable Trading automated 243 hours of monthly work

Reliable Trading Inc., a wholesale and distribution logistics company in Puerto Rico, needed a better way to organize customer service, pricing, and management processes across its Caribbean operations. After evaluating CRM options, the team chose Method:CRM because it offered stronger support, deeper customization, and two-way sync with QuickBooks Desktop, which fit their needs better than Salesforce.

With Method:CRM, Reliable Trading built custom workflows and used the Method:API and QuickBooks sync to centralize pricing, customer data, and internal applications. The result was a reported 55% reduction in monthly work time, saving about 243 hours per month, which the company redirected toward sales, analytics, and other growth activities.

Reliable Trading Inc.

Eric Crescioni

Director of Information Technology