Vertimax Success Story

Background

At Vertimax, we offer high-quality strength and speed training equipment that has found a home with many NFL and NBA athletes, as well as all other sports-related teams for colleges, high schools, sports performance facilities, and individual households.

The Challenge

“Our business development team works in Salesforce and creates opportunities with the customer. Before Breadwinner, these closed/won opportunities were synced utilizing another software program, but we were constantly having issues with this not working properly. Also, it was not a ‘two-way street,’ i.e. Salesforce and Quickbooks Online didn’t share information back and forth.”

The Solution

“With Breadwinner, our business development team enters the information once in Salesforce and it gets created in QuickBooks when the accounting department selects. This helps us avoid delays, data entry errors, and data duplication and also helps us issue invoices immediately. This is extremely important to us not only from a collections standpoint but inventory monitoring as well.”

Remarks

“Moreover, Breadwinner enables our business development team to track the payment status of invoices and follow up with customers. A .pdf invoice can be generated directly from Salesforce and sent to the customer without our team having to have access to Quickbooks Online.” 

– Maureen H. O’Rourke, CPA, Vertimax

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475 High Performance Building Supply track overdue accounts and automates.

475 High Performance Building Supply was founded by architects and building scientists who wanted to make a positive change in their industry. They have a mission to develop and distribute key materials, building components, and expertise which will enable the construction industry to transform into something that contributes to protecting the environment. They focus on sustainable materials to help make the world a better place. They work with a variety of customers all over North America- architects, engineers, consultants, developers, and contractors- who share their dream. 

As 475 grew, they decided to switch from their original CRM that integrated simply with QuickBooks and assumed they would be able to easily find a solid integration that worked with Salesforce, but it certainly didn’t start out that way.

It took wasted time and money spent on painstakingly customized broad middleware solutions before they discovered an intuitive integration that worked out of the box: Breadwinner. 

Leave The Building To The Professionals

After getting frustrated spending time and money on Salesforce implementation ‘specialists’ with little knowledge about QuickBooks, 475 found Breadwinner. The implementation was done in under a day and with help from our knowledgeable Breadwinner team who provided quick responses and guidance. It was crucial that the software they chose understood both Salesforce and Quickbooks Online, with the ability to evolve as they did.

Breadwinner has given 475 the ability to merge accounts and push updates when invoices are changed or payments are applied.They are now able to quickly see a list of all of the overdue accounts and even automate some A/R practices which usually aren’t allowed by Quickbooks Online. 

475 High Performance now have an evolving solution that they can simply tailor to their needs- no building needed.

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