Let me introduce you to SFX Connector App.  SFX Connector stands for Salesforce and Xero connector.  SFX Connector saves your valuable time for both accountants and your sales team.  SFX connector can make your customer relationship management much easier and simple as it lets you fill in information to help you remember about your many customers.  While doing this it will also help you create invoices and bills, so your customers will pay you on time.  SFX Connector is a highly recommended App by salesforce partners worldwide and is an extremely powerful App.

How does SFX Connector help you to save precious time?

SFX Connector assists you by saving your time, your sales team’s time, and your accountant’s time.  Your accountants no longer have to spend days filing in information about your customers to create invoices and your sales team doesn’t have to worry about communicating or calling the accountants often.  With all the work between your salespeople and the accountants minimized, you can focus on other aspects and problems in your workplace.  Also, with SFX Connector assisting you and your team, you can get more work done in less time.

What types of membership does SFX offer? 

SFX Connector offers four types memberships, which are free, basic, advanced, and enterprise:

• Free Membership includes five free invoices per month, one way sync from salesforce to Xero and much more.
• Basic Membership costs USD39.00 and includes twenty-five invoices per month. Basic also allows you to set account codes and more.
• Advanced Membership is the most popular of them all and is USD99.00. It has one hundred transactions per month and has  much more features than the basic and free.
• Enterprise Membership is USD299.00 and it has two hundred transactions per month.

More information about SFX Memberships can be found on the front page of https://sfxconnect.com/.

Also note that the sync between Xero and Salesforce is scheduled every fifteen minutes and it is only available to SFX Advanced and SFX Enterprise memberships.  This feature is not available to Free and Basic Memberships.

What are other benefits and features?

SFX Connector creates a unified user experience and lets you have the benefits of Xero in Salesforce.  Using SFX Connector App you can tailor the functionalities to suit your business and its processes.  Every business has unique processes and using SFX Connector you can easily modify the steps to ensure your business process suits your business.  SFX Connector has lots of visibilities, every payment transaction in Xero and Salesforce including declines and refunds.

If you install SFX Connector decision-making will be improved, and it ensures Salesforce giving a complete 360-degree view including financial data.  Integration using SFX Connector boosts revenue and your ROI.  Documents such as invoices are processed and sent to the customer in time which increases your revenue.  SFX connector also solves problems instantly and reduces time on compiling data sets.  SFX Connector immediately syncs the data with Xero, Multi Org and Multi-Currency.  Finally, automation enables you to decrease human involvement in repetitive and monotonous tasks which minimizes the number of human errors in your project.

Information when installing SFX Connector 

When installing SFX Connector App, other systems that you use will not be impacted at all.  Also, you can request that a demo session be arranged if you are unfamiliar with using SFX Connector.  Usually when installing an app you will have to wait some time before using it, but with SFX Connector App after you have fully installed it and finished the setup process, you can use the App straight away.  You can also generate invoices from a custom object, multiple custom objects and from standard objects in Salesforce.  As well, you can automate invoice generation using process builder on a custom object or non-custom object.

Concluding

In summary, SFX Connector is an app which connects Xero and Salesforce.  It has many features and benefits.  SFX Connector App is a time saving solution for businesses, increase revenue and ROI, and decrease human errors in work.  SFX Connector App offers four versions, the most popular is advanced which helps you to save up to 16% on annual subscription.  In SFX App you can connect to multiple Xero orgs and you can use multiple currencies.  SFX Connector is a powerful App that will help you and your business to improve your customer relationship management and to easily handle invoices.