Sales, customer service, and accounting organizations – they’re so different, but for a business to run smoothly, information must flow uninterrupted between them. Case in point: prospect attention is always waning, so while they have it sales reps need instant access to current product prices to make quick and effective decisions. Meanwhile, inundated support reps need access to customer purchase histories to prioritize engagements and provide assistance. It doesn’t help that those current prices and purchase histories reside with accounting, which itself needs contact information, obtained by sales and support, to initiate transactions. A company is a team, and whether or not everyone talks to each other, information needs to be shared.
Vtiger’s new Xero integration helps address that need. By synchronizing contacts, products and invoices bidirectionally, or if desired, updating in only in one direction (usually from Xero to Vtiger), it enables passive collaboration and information sharing that increases productivity, saves time, and reduces mistakes.
Spend less time seeking email addresses and phone numbers by having up-to-date contact information in Xero
Your accounting staff needs a customer’s contact information to create and send invoices. Make sure they always have it as soon as a deal is done, by automatically synchronizing it from the recipient’s Vtiger contact record to Xero. This decreases the time to process invoices and the potential for mistakes in manual data entry.
Save time, and possibly even deals by having current products and prices in Vtiger
When working on a quote, but without the information needed to complete it, a sales rep is more likely to delay finishing it – unfortunately customer attention spans don’t wait. According to a Bidsketch study of 25,000 sales proposals, the average losing proposal reaches a prospect 6 hours slower than the average winning proposal. For the cases where slow proposals were the cause, instant synchronization of product prices from Xero to Vtiger lets sales reps quote faster, bringing them one variable closer to winning.
Shave minutes off your quote to invoice process
A sales rep sends a quote to a customer. The customer approves it. What happens next? With the Vtiger-Xero integration, the sales rep can, in a single click, transform that quote in Vtiger into an invoice that’s sent straight to Xero for processing by accounting. No manual-entry mistakes, no emails, no hassles.
Spot new sales strategies with purchase history reports
With accurate invoices in Vtiger, sales managers can uncover new up-sale and cross-sale opportunities. A hypothetical computer sales team that knows that 20% of computer purchases are followed up in a month by an external hard drive purchase, also knows that pitching it during the initial sale, or to past customers that haven’t yet reached out, is probably a good idea.
Synchronize in whichever direction makes sense
Synchronize records in two ways:
- Sync in one direction – only from Vtiger CRM to Xero, or Xero to Vtiger.
- Sync in both directions – using whichever record is most up-to-date.
Because businesses often keep one system as a store of truth (usually accounting software), one-way sync ensures that changes made in any others don’t affect the integrity of that store of truth.
Meanwhile, synchronizing in both directions eliminates the need to re-enter data whenever a record is updated. Whether it’s a salesperson adding new contact information in Vtiger, or an accounting staff member processing an invoice in Xero, information is becomes available in the other system when it’s needed.
Like what you see and want help integrating with Xero? Check out our documentation, email us at [email protected], or call us at 877-784-9277.
