Connecting SugarCRM and Xero gives you one place for all the information you need to have conversations with clients. Review accounts history with fast access to sales history information, respond to customer questions quickly, send invoices and get paid faster.
Use one central source of truth for both your CRM and accounting data and improve inefficient double handling of data. Save the precious time of your sales, customer service, and finance teams so they can keep doing what they do best.
Imagine your sales staff could see the full 360 view of everycustomer in your CRM by including invoice and sales history in SugarCRM. Thismeans your sales team can see what clients have previously purchased, what theypaid, how recently they ordered and if they owe anything to your business. Thiscan all be done from inside SugarCRM without access to Xero.
• Customer lifetime value – understand the true value of your clients.
• Outstanding amount – make sure your team follow up those late invoices.
• Days since last transaction – keep on top of customers that become inactive.
• Terms of trade – enable your staff to setexpectations on when invoices will be due.
Fully detailed invoice record view that includes:
• All invoice line items – see exactly what products were invoiced and how they were priced.
• Direct link to the Xero online invoice – send templated invoice emails and record that against the client history.
• All other important invoice fields such as ‘date fully paid’.
Hourly updates sync your client’s full invoice history from Xero into SugarCRM. The invoice history sub-panel exposes all details of your clients’ invoices, including: reference invoice number, amount, date of invoice and payment status so your team have all the details they need to respond quickly to client needs.
Improve your customers’ experiences with better workflowsfrom quoting to invoicing and account relationship management.
SugarCRM’s flexible workflow engine enables you to use pre-designed email alerts or design your own.
• Alert your team within the hour of an invoice being paid for their accounts.
• Alert account managers to overdue invoices.
• Notify account managers about changes in terms of trade.
Use SugarCRM’s powerful and flexible quoting tool with product catalogue items in Xero to deliver accurate, professional quotes.
Visualise your combined financial and customer data for better business intelligence with SugarCRM’s versatile and easy to use dashboard & reporting platform.
Give your management, sales, customer service and account management teams full visibility into the key financial metrics they need with personalised dashboards.
User dashboards can include:
• List of Accounts with overdue invoices
• Top 10 products invoiced
• Top 10 customers by invoiced revenue
• Plus much more
Let us show you how integrating the SugarCRM and Xero platforms can produce zero-touch efficiencies. This 30 minute demo will help you make better decisions on how to connect you sales and finance teams.
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