Our Read Only Xero to Salesforce Integration Package allows you to view your information from Xero in your Salesforce Environment.
The information can be restricted using Salesforce Permission Sets, by your Salesforce Administrator if required.
Our Developers will integrate your Xero Instance with your Salesforce Instance.
Information from your Xero Instance, is transferred to your Salesforce Instance, for your viewing.
The ability to Report on your business’ Financial information in Salesforce.Customer Financial History
Customer Financial History can now be viewed in Salesforce.Staff and Customer Experience
Staff no longer need to flip between systems to view information, or refer Customers to other Department. This improves your Staff and Customer Experience and retention of your Staff and Customers.Accurate Information can now be recorded in Salesforce
Accurate information takes the ‘guess work’ out of the equation e.g. A customer calls their Salesperson and asks if their latest invoice has been sent and the Salesperson can provide amount/invoice number without having to refer them to another department.