If you're curious if the integration of Xero-to-Salesforce is feasible or not the short answer is that it is. But when looked at in-depth, the degree to which these two structures can be linked together is rather amazing. We'll discuss the advantages of linking Salesforce to Xero in this post and how the procedure could save you money and time.
Salesforce, what is it?
Salesforce is one of the first tools that entered the market for Customer Relationship Management (CRM). A CRM is a tool or suite of software that enables you to monitor clients, leads, follow-ups, transactions, revenue, essentially everything relevant to the relationship of your business with your clients or potential clients.
Why is Salesforce incorporated into Xero?
Much like Salesforce was groundbreaking in terms of accounting for the software itself, online accounting systems were creative. The days of "Excel Shoebox" are gone where each and every receipt is logged into a big spreadsheet at the end of the year just to confuse us.
The advantage of automation of accounting
There are such advanced business accounting tools in apps such as Xero, QuickBooks, FreeAgent, and others that even the smallest companies can boast professional accounting without paying exorbitant fees for it. What makes Xero such an excellent choice for Salesforce users is that it integrates so deeply into the Salesforce CRM.
The benefit of accounting automation
Money is time. That is the first reason why accounting-automation software for any organisation, of any scale, is an absolute must. Compared to the early days when the only resources accountants in London had were Excel or any other spreadsheet software, the automation of accounting processes has come a tremendously long way.
Automation in finance and accounting is ubiquitous these days: everything from automated bookkeeping to automated applications for invoicing and payment automation.
There are so many good tech options out there that the notion of not automating your processes for accounting and bookkeeping has become outdated.
A word of caution regarding Xero reporting It is our experience that there are even better ones out there while Xero's reporting features are robust. If you want a high-level, in-depth overview of your business, then we would suggest merging all your systems and applications together into one real-time data dashboard that should include qualitative and quantitative values (such as certain KPIs, etc.).
What about connecting up to other online accounting tools?
It is possible to connect Salesforce, using something like Zapier, to a multitude of online accounting software, as well as to other online tools. For a long time, Salesforce has been around and they are the pioneers of the "world without technology" campaign. They are constantly adding functionality to ensure that Salesforce continues to work and coexist well with other cloud tools.
And if you are using a software that is currently unable to integrate with Salesforce, it is highly likely that the feature will be added (or facilitated by a third-party solution such as Zapier) sometime in the near future.
Incorporation is the name of the game. The more you can automate manual data entry processes in your business, the more time you will have for important tasks such as marketing and promotion.
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