Case Study: Upsellit accelerates billings and invoices 3x faster with Breadwinner

UpSellit Accelerate Their Billings Process With Breadwinner

UpSellit needed a simpler way for its team to monitor client billings in Salesforce. Its finance team was exporting data from QuickBooks into Excel, calculating billing averages, and manually entering the information into Salesforce, which delayed access to updated financial data and left sales reps waiting for monthly reviews.

Breadwinner provided an integration between QuickBooks and Salesforce that was easy to install and configure, with permissions and read-only modes to support access control. With Breadwinner, UpSellit’s sales team can see billing data in real time, identify and address billing discrepancies faster, and invoices are now paid 3x faster, improving cash flow and reducing the need for a custom-built integration.

Upsellit

Byran Gudmundson

Chief Operating Officer