Breadwinner
23 Case Studies
A Breadwinner Case Study
Phenom, an HR technology company providing an Intelligent Talent Experience platform, faced a significant challenge because its NetSuite and Salesforce systems were completely disconnected. This siloed data meant account managers lacked visibility into order and invoice status without switching systems, and financial analysts had to perform a manual monthly reconciliation process across NetSuite, Salesforce, and Excel. To solve this, Phenom implemented Breadwinner to integrate its financial data.
Breadwinner surfaced NetSuite financial data directly within the Salesforce environment, providing real-time visibility into order status, invoice details, and revenue figures. As a result, account managers gained immediate access to data within Salesforce, financial analysts eliminated manual reconciliation across multiple systems, and the finance team saved significant time by fielding fewer internal questions. Breadwinner provided a seamless solution that worked immediately and improved efficiency across departments.