2025 Demo Jam Spotlight: Breadwinner
Breadwinner is stepping into the spotlight! As a silver sponsor and one of just six elite Demo Jam contenders, they’re ready to deliver a lightning-fast, no-fluff 3‑minute demo at Irish Dreamin' 2025. Get set for live voting, high stakes, and a whole lot of demo dynamite. Ready to rumble? Let's go!
Optimizing Sales and Financial Workflows in Salesforce: Introducing Breadwinner
Why Breadwinner Exists
A common challenge for Salesforce clients is the lack of simple integration between CRM, finance and operational systems. Sales teams manage customer relationships in Salesforce, finance teams work in accounting platforms, and operations rely on ERP systems like NetSuite to handle everything from inventory management to order fulfillment. But when these systems don’t communicate, the result is data silos, inefficiencies, and manual processes that slow down business operations.
Breadwinner was designed to address this challenge. By natively integrating Salesforce with leading financial or ERP platforms like NetSuite, QuickBooks, Xero, and Stripe, Breadwinner enables organizations to streamline their sales-to-finance processes, improve cash flow, and enhance collaboration across teams.
Meet the Breadwinner Team at Irish Dreamin'
Breadwinner's team will be available for one-on-one conversations throughout the day. If you’re interested in learning how Breadwinner can help your business, we encourage you to book a time to meet:
Jo Milton, Co-Founder and CEO, Breadwinner
Jo has years of experience in finance, operations, and business strategy. With a background in accounting and venture capital, she has spent her career evaluating, financing, and scaling companies.
Rory Mahony, Enterprise Account Executive, Breadwinner
Rory is a Salesforce Partnerships Expert with over a decade of experience in the Salesforce ecosystem, spanning both SI and ISV partnerships at a global level. At Breadwinner, he focuses on building and strengthening alliances that drive value for Salesforce AEs, SI partners, and enterprise clients.
What Breadwinner Does
Breadwinner eliminates the friction between sales and finance by enabling real-time visibility, automation, and control within Salesforce. Organizations using Breadwinner can benefit from:
1. Instant Invoicing & Payments – Sales teams can generate invoices and track payments directly within Salesforce, reducing administrative delays and ensuring faster revenue collection.
2. ERP-Level Visibility & Control – Breadwinner syncs NetSuite data with Salesforce, allowing sales and operations teams to access critical information, including inventory levels, order statuses, procurement details, and fulfillment updates—all in real time.
3. Sync in Real-Time – Breadwinner ensures that finance data from NetSuite, QuickBooks, Xero, or Stripe is instantly updated in Salesforce, giving sales teams live visibility into revenue, outstanding invoices, and customer payment behavior.
4. Accelerated Order-to-Cash Cycles – From initial sales order to final payment, Breadwinner ensures a streamlined, automated process that reduces delays and optimizes cash flow.
5. Stronger Collaboration Between Sales & Finance – Sales, finance, and operations now have access to the same real-time data inside Salesforce, improving decision-making, forecasting, and customer service.
Why Breadwinner Matters
Breadwinner provides a scalable, enterprise-grade solution that simplifies complex business workflows. Customers gain a fully integrated business platform that connects CRM with finance and operations without the need for custom-built integrations. This leads to improved user engagement, retention, and potential upsell opportunities.
Whether your clients need to integrate NetSuite for ERP functionality or streamline financial processes with QuickBooks, Xero, or Stripe, Breadwinner delivers a solution that drives operational efficiency and business growth.
Why This Matters More Than Ever
We’re in a tough economic climate, and businesses are focused on efficiency, automation, and financial control. CFOs and operational leaders are evaluating their tech stacks to ensure every investment delivers measurable ROI. Breadwinner provides the following value proposition by:
1. Bridging the Gap Between Sales, Finance, and Operations – Real-time integration ensures that sales teams have visibility into inventory, procurement, and fulfillment, allowing for smarter deal structuring and accurate forecasting.
2. Automating Workflows to Reduce Manual Effort – Manual data entry and disconnected processes slow businesses down. Breadwinner automates finance and ERP data syncing, improving operational efficiency.
3. Expansion & Retention Require Smarter Systems – Customers expect seamless experiences. A disconnected sales and finance system is a friction point—Breadwinner removes that friction, making Salesforce even stickier for your clients.
Connect With Us at Irish Dreamin'
Breadwinner is dedicated to helping organizations streamline their sales, finance, and operational workflows within Salesforce. We look forward to discussing how our solutions can support your business. Contact Jo or Rory to explore how Breadwinner can drive measurable value for your clients.
Don't miss the chance to connect with Breadwinner in-person.