Facilitating payments and accounting operations with Breadwinner integration
Learn how Noltic integrated Breadwinner to automate payments, set up data synchronization with QuickBooks, and improved customer satisfaction by providing real-time financial data and eliminating the hassle of two-factor authentication for automatic payments.
Client & product
Our client is a UK-based company that offers property business training and wealth education. It provides training, mentorship, and resources to help property entrepreneurs and developers succeed. Their services include various events, boot camps, and access to property portfolio strategies. The company is known for its step-by-step training, expert mentors, and community support, which aim to help individuals build significant property and business portfolios.
Business challenge
The client faced difficulties with their Salesforce setup, affecting efficiency and growth. They needed a more integrated solution to improve sales and customer service processes. The existing system lacked necessary automation and data synchronization, causing operational inefficiencies and delays. These issues created bottlenecks, reducing overall productivity and customer satisfaction.
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Results achieved
- Smoother user experience due to enhanced UI;
- Efficient and error-free payment processing with automatic payments;
- Faster data synchronization with QuickBooks improved accounting accuracy;
- Eliminated the hassle of 2FA for automatic payments, saving time.
Business impact
- Increased operational efficiency by reducing manual tasks;
- Higher productivity due to automated payment processes;
- Better decision-making with embedded financial data;
- Improved customer satisfaction through faster and more reliable service;
- Enabled better scalability for future growth.
Our solutions
- Integrated Breadwinner to enhance functionality beyond the standard package;
- Enabled real-time financial data visibility within Salesforce;
- Improved the user interface for better usability;
- Collaborated with Breadwinner to enable 3DS two-factor authentication;
- Enabled automatic in-session payments;
- Ensured faster synchronization with QuickBooks.
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