Case Study: 475 High Performance Building Supply tracks overdue accounts and automates A/R with Breadwinner

475 High Performance Building Supply track overdue accounts and automates

475 High Performance Building Supply had used a CRM with a strong QuickBooks integration before moving to Salesforce, but the new setup created problems. The company spent time and money on Salesforce implementation specialists who could not provide a QuickBooks integration that worked well.

Breadwinner provided the QuickBooks integration for Salesforce, and Craig Toohey said he was able to implement it in a day. The integration lets 475 merge accounts, see updates when invoices change or payments are applied, track overdue accounts, and automate some A/R practices, while also saving staff time.

475 High Performance Building Supply

Craig Toohey

Business Development Director