With access to the right solution, it’s remarkably easy to connect Salesforce to your go-to

payment platform. No matter which payment processing platform you use, you can integrate

and sync your financial data with Salesforce’s CRM. This is a game-changer for organizations

trying to improve cross-team efficiency and ensure everyone is always on the same page.

Why sync payment platforms with Salesforce?

Gain complete visibility on payments

The benefits of integrating popular payment platforms (like Stripe, Square, and Braintree)

with Salesforce are undeniable. When financial data natively sits inside Salesforce, sales teams

can use the data to inform their decision-making. This can reduce cross-team communication

between sales and finance teams and allow everyone to access data from a single source.

Streamline your finance and sales data

For instance, sales teams can utilize financial data in Salesforce to see a customer’s payment

history and charge directly from within Salesforce for faster payment. Synching your payment

platform with Salesforce also prevents the need for manual data entry. A robust solution can

ensure all the financial data in Salesforce is seamlessly updated in real-time.

Code-free way to sync Salesforce with payment platforms

Supporting businesses in an ever-changing payment landscape

Breadwinner has extensive experience supporting Salesforce users in their efforts to increase

cash flow, radically reduce time-to-cash, and automate tedious administrative tasks. This is all

achieved by integrating Salesforce with accounting platforms, such as Xero, NetSuite, and

QuickBooks. Breadwinner Payments uses the same principles to deliver similar benefits.

While our Salesforce integration with accounting platforms served businesses that primarily

issue invoices to their customers, it did not address the needs of businesses that receive

payments from customers through an ever-growing range of payment processing platforms,

such as Stripe, Square, and Braintree. This is where Breadwinner Payments comes into play.

Accelerating workflows for sales and finance teams

With all financial data under one roof, you eliminate back-and-forth communication between

sales and finance teams. By syncing Salesforce to Stripe, Square, or Braintree, you can

provide sales teams with a complete view of a customer’s payment history. Team members can

leverage this real-time financial data to make accurate and informed decisions.

For instance, you can load Square data into Salesforce’s dynamic reporting system and quickly

create dashboards on your Square Accounts Receivables. Breadwinner Payments also makes it

easy for you to view Square customers inside the Salesforce user interface and associate

Square customers with Salesforce Accounts or Salesforce Contacts.

Delivering a connector solution that works out-of-the-box

Unlike iPaaS platforms or API-powered solutions utilizing a RESTlet web service, you do not

have to pour considerable time or money into syncing Salesforce with your payment platforms.

Breadwinner Payments does all the heavy lifting for you. Our Salesforce-native solution works

out-of-the-box and integrates effortlessly with all your favorite payment processors.

Are you ready to learn more about Breadwinner Payments? Request a demo today.