14th Jul 2019 | Accounting, e-Commerce, Finance, Salesforce
Back in 2015, I wrote a short article about Breadwinner and how this amazing product was integrating all of our Xero accounts into Salesforce. It seems to have made our lives so easy for so long. All our contacts in our accounting software match up EXACTLY with our Salesforce contacts. In that time it has been great to see Breadwinner continue to develop and add new features. At the time I said that Breadwinner was so good that it was a reason to purchase Salesforce.
If you were a Netsuite user, you had no such luck. You were left out in the cold with not proper 2-way integrations between your accounts/ERP and your Salesforce. Similarly, getting information from your Stripe account into Salesforce was ‘difficult’.
TODAY, I have heard that all that has changed.
Breadwinner is also launching integrations to connect Salesforce to Stripe, and another one to integrate Netsuite with Salesforce.
Breadwinner has brought out an integration for Netsuite. That has to be big news – your CRM and your Accounts/ERP package talking to each other. Using all the power of Salesforce reporting to give a real insight into how your business is doing.
Stripe talking with your Salesforce has to be big news, too! (But I am still more excited by the Netsuite news.)
So, what are you waiting for? I have always found Breadwinner to be super helpful, so why not find out more from the links.
Salesforce to Stripe, and integrate Netsuite with Salesforce.
27th Oct 2015 | Accounting, Consultancy, Finance, Salesforce
Salesforce has finally revealed its Lightning interface to the general population.
This is a massive upgrade to its usability. All the items that you need are on screen at the same time. It is a bit like moving from a complicated-looking remote control to a simpler-looking, but far more powerful smart phone.
The new interface still has a lot of limitations, in that it cannot deal with Custom Objects, but that is very close on the Salesforce road map. The Lightning interface presents a lot of information, very simply so that you can see the details of, for example, an opportunity and have a little road map to the right showing how it has progressed. Well done, Salesforce! (For those who like their change ‘gradual’, you can switch between the old and new interfaces and there are no plans to turn off the old interface.)
Salesforce is well-known for sticking to what it does well. Although it deals with Opportunities and Quotes and Products and Price books, it has not strayed into the accounting sector. It leaves that for experts like Xero and Quicken, so it is often frustrating not to have details to hand within Salesforce… Well, last year we let you know about Breadwinner’s amazing 2-way sync between Xero and Salesforce. Now we can let you know that they have performed the same magic for Salesforce and Quick Books Online. Look out for Quick Books Salesforce integration.
Whereas other products get your information from Salesforce into Xero, this flows against the tide and gets it from Xero to Salesforce. Awesome! And they also integrate QuickBooks Online with Salesforce too.
You heard it here first, or even if you didn’t, it is still worth checking out!
