Case Study: VertiMax eliminates double data entry and speeds invoicing with Breadwinner

Vertimax eliminates double data entry with Breadwinner and speeds invoicing

Vertimax, a designer and manufacturer of innovative athletic training systems, faced a challenge with a malfunctioning integration between their Salesforce CRM and QuickBooks Online finance system. This required their business development team to manually re-enter closed/won opportunity data, leading to delays, duplicated efforts, errors, and a lack of payment visibility for the sales team. They implemented Breadwinner to solve this problem.

The Breadwinner solution connected QuickBooks Online directly to Salesforce, allowing invoices to be automatically created in QuickBooks from Salesforce data. This eliminated double data entry entirely. The results included faster invoicing and collections, improved inventory management, and gave sales reps real-time visibility into customer payment status directly within Salesforce, enabling them to make more informed decisions.

Vertimax