475 High Performance Building Supply Case Study

(also available as a downloadable PDF)

Problem

Before we migrated to Salesforce, we used another CRM that had many problems, but did have a great Quickbooks integration. When we switched to Salesforce we assumed that getting a solid Quickbooks integration would be easy, but it certainly didn’t start out that way. We wasted time and money on Salesforce implementation “specialists” who knew nothing about Quickbooks, and could only recommend broad, multi-functional middleware solutions which had to be painstakingly customized and really weren’t up to the job.

Solution

That’s when we found Breadwinner, and I have to say I was relieved. I was able to implement the integration in a day, and was instantly happy with the functionality. It really works seamlessly and has avoided so many headaches with the ability to merge accounts, push updates when invoices are changed or payments are applied. I can quickly see a list of all of my overdue accounts, and even automate some A/R practices – something that QBO doesn’t allow.

The Breadwinner team was a pleasure to work with – providing quick responses and plenty of guidance to what the integration can and can’t do. The solution is still improving, and I have confidence that the Breadwinner team—who focus only on Xero and Quickbooks integration with Salesforce—will be vested
Popular Science featured the 475 High Performance Building Supply team. in helping me continue to develop and evolve the integration.

~ Craig Toohey, Business Development Director

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About 475

475 helps make more durable, resilient, ecological, and energy-efficient buildings that optimize occupant comfort and health. We enable the building improvements required to dramatically reduce our energy demand and address our climate crisis.

We are an ecommerce-based catalyst in the transformation of US construction to high-performance, low-energy and Passive House buildings.

Read more at www.foursevenfive.com.