475 High Performance Building Supply Success Story

Challenge

Craig Toohey, Business Development Director of 475 explains their challenge:

“Before we migrated to Salesforce, we used another CRM that had many problems but did have a great QuickBooks Online integration. When we switched to Salesforce we assumed that getting a solid QuickBooks Online 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 Online 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 will continue to develop and evolve the integration.”

Business Outcomes

– Can easily merge accounts

– Ability to see live updates to QuickBooks Online invoices changes in Salesforce

– Staff time saved

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475 Building Xero Integration Salesforce

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.