Keep your inventory up to date by synchronising your stock levels.
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.
Bank transactions are all automatically imported and coded. Online bill pay helps keep track of spending and stay on top of bills due, improving relationships with the vendors by providing critical business materials.
Synchron offers a accounting to accounting solutions, with Wave or Quickbooks, but Xero offers user support and integration with a larger variety of systems, including ADP, Bill.com and Vend.
Tips to integrate Xero and SalesForce easily
Xero is a web-based accounting system designed for small and growing businesses. Xero connects small businesses with their trusted advisors and provides business owners with instant visibility of their financial position.
SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.