#XERO INVOICING INSTALL#

You can wave “goodbye” to double data entry by saying “hello” to our workflow automation solution. While Xero is cloud-based accounting software, Salesforce is a widely-adopted CRM solution.Īre disjointed workflows creating bottlenecks across your organization? Breadwinner allows finance and sales teams to seamlessly share data across departments in real-time. Upon deploying these applications, they quickly become home to finance and sales data that teams can leverage to make more informed decisions around customer management. Xero and Salesforce are critical applications in the workflows of sales and finance teams across the globe. Workflow automation tools like Breadwinner can play a pivotal role in transforming your organization’s productivity. Improving access to financial and sales data can allow team members to make stronger and more informed decisions – which can lead to increased revenue. The mirroring of real-time data across these two critical platforms can support revenue growth. There’s nothing better than immediately unlocking the benefits and utilizing the features of integration. For this reason, we have designed a Salesforce Xero integration that works out-of-the-box.

#XERO INVOICING INSTALL#

Nobody wants to spend hours trying to install and connect an integration solution. With the support of our connector, you can integrate Xero and Salesforce with ease. This prevents sales and finance teams from navigating between multiple platforms to complete simple data entry tasks– saving significant staff time. Any changes made using our Salesforce-native application are automatically reflected in Xero. Using our Xero Salesforce integration, sales and finance teams can access and edit Xero contact details within Salesforce.

With the right workflow automation tools at your disposal, you can remove administrative tasks from workloads–enabling sales and finance teams to spend more time on high-value tasks. Organizations utilize our integration to radically streamline key business processes and break down silos across their workforce.Īre repetitive and tedious tasks consuming the time of your sales and finance teams? If this is the case, you need to invest in workflow automation solutions to enhance team productivity. Our team of Salesforce developers has created an intuitive solution designed to promote cross-departmental communication between your sales and finance teams. If you’re searching for a Xero Salesforce integration, you’ve come to the right place.

Xero invoicing