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Salesforce With Xero

Salesforce Xero Integration

Streamline your accounting activities and keep a track of all your bills, income, and expenses by integrating Xero with Salesforce.

Gone are the days when organizations used to hire dedicated employees to carry out accounting processes manually. Over time, all major accounting and bookkeeping processes have found digital

alternatives to provide users with increased speed and efficiency. By integrating Xero and Salesforce, we help you obtain a platform that provides you with an ideal mix of CRM and accounting features. While the CRM tools would help you keep a track of all your leads and customers/clients, the seamless accounting tools would allow you to match your accounting and billing processes with specific Salesforce contacts.

The Salesforce Xero integration prevents your team members from switching between the two platforms by providing them with a centralized UI and a unified platform. Salesforce with Xero Integration: Salesforce CRM with Xero Cloud accounting, creating a powerful and agile system that turbo-charges your business. Sales teams work faster, invoices are paid quicker, finance departments increase efficiency, and management has vital information at their fingertips.

Xero with Salesforce integration provides different functionality such as accounts payable, fixed assets depreciation, comprehensive business reporting, invoice feature, expense claims, accounts payable and the purchase orders, etc. It helps the small business owners with different CRM tools that eventually helps you to get paid quickly. Xero enables you to manage your debt collection with ease. With our Xero services, we also provide free API that enables to integrate with the external applications. The integration services also help in removing any duplicate efforts because data copied on a single system gets automatically upgraded with another data. It also helps to secure data syncing facility.

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Features Ideal For Small Businesses

The Salesforce Xero integration is ideal for small businesses willing to handle their accounts and manage their expenses on time. Right from paying the office rent to clearing invoices, the integration allows small businesses to streamline a range of accounting activities and organize their processes to obtain the best results. Also, integrating Xero and Salesforce provides small businesses with a scope for expansion as process automation increases the efficiency and accuracy of the work done. When you are able to leverage your accounting processes, you can work towards the expansion of your business by attracting more clients.

Creating Invoices From Salesforce Objects

Your employees no longer need to switch between Salesforce and a dedicated accounting platform to create invoices for your Salesforce objects. The Salesforce Xero integration helps you in creating invoices for your Contacts, Accounts, Opportunities, and a range of other standard and custom objects.

This allows you to sync your accounting data with your CRM database to obtain all relevant information on a centralized platform. When your employees can access all the data on a single dashboard, it naturally increases the speed and efficiency of their work.

Pre-populating Line Items

The Salesforce Xero integration allows you to pre-populate the line items within your Salesforce org with relevant accounting records. This prevents the time and effort your team members would otherwise have to put in to reconcile data and enter the same into your CRM records for tracking purposes.

Pre-populating of line items helps you automate the process of making entries and syncing data between the two platforms with ease and efficiency.

Seamless Linking To E-commerce Platforms

If you run an e-commerce platform, it often becomes difficult to transfer data pertaining to your sales and inventory to an accounting platform. Integrating Salesforce and Xero allows you to automatically link your CRM records pertaining to your e-commerce sales to your accounting platform. Whenever your customers place an order on your e-commerce platform, the integration would send the information to your Xero account in real-time, creating a record automatically. Moreover, you can integrate Xero with the payment gateways you use on Salesforce to keep a track of incomes, expenses, returns, etc.

Streamlined Invoice Processing

Invoice processing often takes a considerable amount of time if carried out manually. By integrating Xero and Salesforce, you can automate the process by syncing all invoices to the respective contacts in real-time. As soon as an invoice is received in Xero, the details of the same are recorded in your CRM, helping you confirm the credentials and clear the invoice as soon and effectively as possible. Faster and more accurate clearing of invoices helps you in building healthy and lasting relations with suppliers. Also, the Salesforce Xero integration helps you in availing exclusive discounts from suppliers who appreciate early payment of dues.

Getting Rid Of Silos And Promoting Collaboration

Data silos is the last thing you would want while handling your accounts. The Salesforce Xero integration helps you in eliminating unwanted silos and encourages seamless collaboration across your organization. The integrated platform helps you work in a way that incorporates organized sharing of information and knowledge.

This helps everyone within an organization having access to CRM and accounting data to work on the same database and stay on the same page while working.

For example, if the Account Manager wants to know whether a specific invoice has been cleared or not, they can simply log in to the platform and obtain all the information they need within a matter of seconds. This allows your employees and the management to take quick and effective decisions through seamless collaboration. Without an integrated platform in place, your team would have to send specific records and documents to each other via emails whenever required. This takes up a lot of their time that could have been used for more productive purposes. By integrating Xero and Salesforce, your Finance department can get easy access to Salesforce CRM, allowing them to view all the invoices due and income accrued by viewing specific tabs in the database, making the accounting process more wholesome.

Improved Accuracy

When it comes to accounting processes, your customers and clients would always demand utmost accuracy. An organization cannot afford to mess up the figures recorded in their books of accounts as it would have lasting implications on the business. When you work on two separate platforms for handling CRM processes and managing accounting practices, there are high chances of your employees committing an error in reconciling data between the two platforms. With the Salesforce Xero integration, you eliminate the risk of low accuracy as data reconciliation is automated. This makes sure that there are no gaps in data entries and assessment of financial records by your team.

Multiple Currency Support

If you run a business that spans across different countries, we provide you with an integrated platform that supports multiple currencies. It allows you to convert different currencies and work in the currency your team wants to work with.

Complete Data Security

While dealing with financial records, it is important for your team to ensure the utmost security of your system.

The secure infrastructure of Salesforce provides layered security and privacy to your database. You can rest assured that the integrated platform would keep your data safe from threats such as unauthorized access, data breaches, and financial fraud.

Seamless Mobile Customization

To ensure high flexibility of operations, the integrated platform comes with the option of seamless mobile customization. This allows your employees without access to desktop/laptop devices and the ones on the go to perform all necessary processes through mobile devices.

All they need to do is log into the platform and undertake their respective activities. The cloud-based platform makes sure that their activities will be logged into the core database in real-time.

Streamlining Cash Flow

When you integrate Xero and Salesforce, you can leverage your cash flow by streamlining your accounting activities. By tracking your accounts receivable/payable, financial statements, and tax statements, your finance team can help you in improving your cash flow by making thorough assessments of your resources.

This way, you can rest assured that you will never be out of liquidity and will always have alternatives to keep your cash flow running.

FAQ

Frequently Asked Questions

What is Xero?

Xero is an automated accounting platform that helps users in keeping a track of expenses, income, invoices, and all aspects relevant to accounting. The platform aims at simplifying accounting processes and allowing users to undertake a range of activities with ease and efficiency.

For which industry is the Salesforce Xero integration suitable?

The Salesforce Xero integration is suitable for all major industries, including IT, real estate, retail and manufacturing, e-commerce, and many more. Any organization operating in any industry maintaining financial records can benefit from the integrated platform.

How safe will my Salesforce data be while integrating with Xero?

You can rest assured that all your Salesforce data will be completely safe and private while integrating with Xero. The integrated platform allows Salesforce Administrators to set permissions and access to specific data sets to avoid unauthorized use of data.

What is the cost of undertaking Salesforce Xero integration?

You can get in touch with our sales team to get the price of integrating Xero with Salesforce. You can rest assured that we will quote a price that is within your budget requirements.

OUR PROCESS

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Process For Business

Listen

We connect you with our experts who try to understand your business requirements and challenges that you are facing with your current implementation by asking relevant questions

Suggest

We provide the best solution to your complex business challenges by considering what is right for the business and its customers instead of what we think is right. This is a real definition of digital transformation for us.

Implement

We believe in working together rather than for anyone because we all know together we always achieve more. Hence we act as your partners who are responsible for making you and your business successful with the implementation.

Iterate

We strive for continuous improvement instead of perfection. Hence we listen to your feedback and according to that, we focus on making improvements continuously within each milestone, sprint, and release.