Case Study: Greater New Haven Chamber of Commerce achieves real-time invoice visibility in Salesforce with Breadwinner

Greater New Haven Chamber of Commerce eliminates QuickBooks mismatches for 5 years with Breadwinner

The Greater New Haven Chamber of Commerce, a nonprofit organization, faced a challenge where its account managers could not view member invoice history or payment status without accessing QuickBooks. This created workflow friction and risked data mismatches between their Salesforce CRM and QuickBooks. They turned to Breadwinner for a Salesforce QuickBooks integration solution.

Breadwinner implemented its integration to connect the two systems natively. Invoices created in Salesforce are simultaneously created in QuickBooks with zero delay, giving every team member live financial visibility directly within Salesforce. The result is that the Chamber has experienced no data mismatches in five years of use, and the CEO gets 99% of the answers he needs directly from the Salesforce account record without requiring a QuickBooks login.

Greater New Haven Chamber of Commerce

Garrett Sheehan

President & CEO