VertiMax
VertiMax designs, manufactures, and sells innovative athletic training systems used by NFL and NBA athletes, college and high school sports teams, performance facilities, and individual consumers worldwide. Their patented resistance training technology is trusted by elite athletes and trainers across the globe.
Eliminated double data entry between Salesforce and QuickBooks
Sales team tracks invoice payment status directly in Salesforce
PDFs generated and sent from Salesforce without needing QuickBooks access
Improved collections and inventory management through faster invoicing
"With Breadwinner, our business development team enters the information once in Salesforce and it gets created in QuickBooks when the accounting department selects."
VertiMax Raptor athletic training system
Website
vertimax.comIndustry
Athletic Training Equipment
Location
United States
Finance System
QuickBooks Online
Channels
Salesforce
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Challenge
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VertiMax's business development team worked in Salesforce, but closed/won opportunities had to be manually re-entered into QuickBooks Online. The previous integration frequently malfunctioned and lacked bidirectional data sharing — creating delays, duplicated data entry, and errors that impacted collections and inventory management.
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Solution
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Breadwinner connected QuickBooks Online directly to Salesforce, allowing invoices to be pushed from Salesforce to QuickBooks automatically. Sales reps gained real-time visibility into customer financial status — payment history, outstanding invoices, and account balances — all within Salesforce.
How VertiMax Eliminated Double Data Entry and Reduced Errors
The Challenge: Two Systems, No Connection
VertiMax’s business development team lived in Salesforce. When a deal closed, the opportunity data — customer details, line items, pricing — had to be manually re-entered into QuickBooks Online by the accounting department. The previous integration solution was unreliable and frequently broke down, leaving the team with no choice but to do it by hand.
This created a cascade of problems. Data was entered twice, increasing the chance of errors. Invoices were delayed because accounting had to wait for handoffs. And the sales team had zero visibility into whether customers had actually paid — critical information when managing ongoing relationships and inventory.
The Solution: Single Entry, Instant Visibility
Breadwinner connected QuickBooks Online directly to Salesforce. When the accounting department is ready, invoices are created in QuickBooks directly from Salesforce opportunity data — no re-entry required. The integration went live smoothly, and the team saw immediate benefits.
Sales reps gained something they’d never had before: real-time financial visibility. Payment status, outstanding invoices, and account balances appeared on every Account and Opportunity record in Salesforce. PDFs could be generated and sent to customers without ever logging into QuickBooks.
The Impact
The double data entry that had plagued VertiMax’s workflow was eliminated entirely. The business development team enters information once in Salesforce, and it flows to QuickBooks when accounting is ready to process it. No delays, no duplication, no errors.
“With Breadwinner, our business development team enters the information once in Salesforce and it gets created in QuickBooks when the accounting department selects.” — Hany Zaki, Finance Officer, VertiMax
For a company selling globally to elite athletes and training facilities, the operational improvement was significant. Faster invoicing meant faster collections. Real-time payment visibility meant sales reps stopped selling to accounts with overdue balances. And the finance team stopped spending hours reconciling data that should have matched in the first place.