UK Green Building Council

The UK Green Building Council (UKGBC) is an industry-led network with over 400 members focused on improving the sustainability of the built environment. As a membership organization, UKGBC manages a high volume of invoices for membership renewals, events, and sponsorships — all tracked in Salesforce with financials managed in QuickBooks.

UK Green Building Council
1

5 minutes saved per invoice created

2

20% of sales staff time recovered

3

70% reduction in time spent collecting due and overdue payments

4

Eliminated manual data entry between Salesforce and QuickBooks

"The biggest time-saving has to be debtor chasing, which now takes me 30% of the time it used to."

Rob Fordham, Salesforce Administrator at UKGBC

Rob Fordham, Salesforce Administrator at UKGBC

Website

ukgbc.org

Industry

Sustainability & Built Environment

Location

United Kingdom

Employees

400+ members

Finance System

QuickBooks

Channels

Salesforce & Agentforce

Challenge

UKGBC's invoice renewal process was entirely manual. Staff downloaded member lists from Salesforce, created invoices using mail merge software, then re-entered the data into QuickBooks. The process took approximately 2 days and involved significant duplication of effort across the finance and sales teams.

Solution

Breadwinner connected Salesforce directly to QuickBooks, automating invoice creation and syncing payment status back into Salesforce. Staff could now create invoices from within Salesforce and track debtor status without switching between systems.

How UKGBC Cut Debtor Chasing Time by 70% with Breadwinner

The Challenge: Two Days to Process Invoice Renewals

As a membership organization with over 400 members, UKGBC handles a constant flow of invoices for renewals, events, and sponsorships. But their billing workflow was stuck in the manual era — staff downloaded member lists from Salesforce, created invoices through mail merge software, and then re-entered everything into QuickBooks by hand.

The process took roughly two days and created duplication of effort across teams. Worse, chasing overdue payments meant toggling between systems to piece together who owed what and when.

“Using Breadwinner has simplified the lengthy process of using invoice spreadsheets raised in Salesforce, inputting that data into QuickBooks and validating it.” — Jaime Rebelo, Finance and Operations Officer, UKGBC

The Solution: Invoices Created in Salesforce, Synced to QuickBooks

Breadwinner connected Salesforce and QuickBooks so that invoices could be created directly from Salesforce records and automatically synced to QuickBooks. Payment status flowed back into Salesforce, giving every team member real-time visibility into what had been paid and what was outstanding.

No more mail merge. No more manual re-entry. No more switching between systems to chase debtors.

The Impact

The results were immediate and measurable. Each invoice now takes 5 minutes less to create, and the sales team recovered 20% of their time. But the biggest win was in collections — debtor chasing now takes just 30% of the time it used to, a 70% reduction.

“The biggest time-saving has to be debtor chasing, which now takes me 30% of the time it used to.” — Rob Fordham, Salesforce Administrator, UKGBC

With invoicing automated and payment data visible in Salesforce, UKGBC’s finance and sales teams can focus on member engagement rather than administrative busywork.