Business training provider

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.

Services:

Accounting

Salesforce UI/UX

Products:

No items found.

Industry:

Education

Region:

United Kingdom

Company size

11-50

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.

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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

By automating key workflows and centralizing data, the company improved day-to-day operations while building a model that supports scale.

Increased operational efficiency

Manual tasks were reduced across daily operations, allowing teams to spend less time on repetitive work and more time on value-driven activities. Automated payment processes removed delays and manual handoffs.

Improved customer satisfaction

Faster and more reliable service improves customer experience, while the setup supports growth without adding operational strain.

Better scalability for future growth

The solution supports increasing transaction volumes, new markets, and evolving business needs without adding complexity.

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Testimonial

“

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Our solutions

The setup combines Salesforce with financial and payment tools to support secure, fast, and transparent operations.

Extended financial capabilities

Integrated Breadwinner beyond the standard package;

Salesforce extended with advanced finance functionality;

Fewer limitations in daily finance operations;

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Real-time financial visibility

Live financial data available directly in Salesforce;

Up-to-date payment and balance information;

Finance and sales teams work from the same data;

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Improved user experience

Interface refined for clearer navigation;

Faster adoption by end users;

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Secure payment flow

3DS two-factor authentication enabled;

Compliance with modern payment security standards;

Lower risk during payment processing;

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Instant in-session payments

Payments processed during active Salesforce sessions;

No need to switch between systems;

Faster transaction completion;

Faster accounting synchronization

Accelerated data sync with QuickBooks;

Reduced delays in financial reporting.

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Technologies

Process Automation

/ More of our work

ETL & Data integrations

Implementation

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Ukraine

Education, Nonprofit

Ukrainian Catholic University transformed its general management processes with the help of Salesforce, the leading CRM for education.

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Accounting

Implementation

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Professional Services

Discover how Noltic's expert implementation of Salesforce Field Service Lightning (FSL) and Accounting Seed catalyzed operational excellence for an HVAC industry leader.

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salesforce engineers working in the office

What are the benefits of cooperating with a Salesforce implementation and development partner?

When you hire Salesforce implementation services consultant, you access specialized expertise and relevant background. As a result, you get solutions customized to your requirements and hassle-free implementation with minimum to no risk.

How long does a typical Salesforce implementation take?

The time required for Salesforce tech implementation services depends on various factors, with data volume, Salesforce products implemented, and customization level being just a few of them. Simple projects typically take several weeks, while complex Salesforce mobile app development consulting services may need several months for implementation.

How much do Salesforce app development services cost?

There’s no set answer to this question, as the price depends on the project’s complexity and unique goals. Basic setups may cost around $10K, while solutions with complex integrations and customization may start at $200K. To get a precise estimate of Salesforce product development services, reach out to our experts at Noltic.

What factors influence the cost of Salesforce development?

The cost of Salesforce application development services depends on several factors: the number of users, the specific Salesforce Clouds used, the level of customization, data migration complexity, and the need for third-party integrations. Dev company’s location and team size influence the final price as well.

What happens after the Salesforce implementation is complete?

After successful deployment, Noltic, as your Salesforce implementation services remote provider, assists you with user training and system optimization. We keep improving your CRM for as long as you need it.

Facilitating payments and accounting operations with Breadwinner integration

Client & product

Business challenge

Results achieved

Business impact

Our solutions

Lets work together

FAQ

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