Case Study: Vertimax streamlines invoicing and payment tracking with Breadwinner

Vertimax - Customer Case Study

Vertimax, a company that designs and sells athletic training systems, faced challenges with its previous software for syncing closed sales opportunities from Salesforce to QuickBooks Online. The process was unreliable and did not allow for two-way communication between the systems, leading to operational inefficiencies. They implemented Breadwinner to solve this integration problem.

With Breadwinner, Vertimax's team now enters data once in Salesforce, and it is seamlessly created in QuickBooks, eliminating delays, data entry errors, and duplication. This allows them to issue invoices immediately, which is critical for collections and inventory monitoring. Breadwinner also enables the business development team to track payment status and send invoices directly from Salesforce without needing access to QuickBooks.

Vertimax

Maureen H. O’Rourke

Certified Public Accountant