In this fast-paced business world, we are constantly looking for ways to reduce manual processes to work faster and smarter.  Whether it’s through our phones, social media, or even smart home devices, there’s no denying that technology has made sales services more convenient than ever before.

Many businesses rely on software platforms such as Salesforce and Xero to manage customer and financial data efficiently, which is crucial for success.   However, the challenge arises when these platforms need to communicate with each other seamlessly.

Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables businesses to manage customer data, sales operations, and marketing campaigns.  Whereas Xero is an easy-to-use online accounting software that’s designed specifically for small and medium businesses.

The SFX – Salesforce – Xero Connector App is a powerful integration tool that seamlessly connects these two popular software platforms.  SFX Connector is an App that aims to revolutionise the way we make invoices, bills, pre-payments, credit notes and much more.

With SFX – Salesforce – Xero Connector App, businesses can save time and improve accuracy by eliminating the need for manual data entry and reconciliation.

DO YOU MANUALLY CREATE INVOICES? ARE YOU TIRED OF MAKING ERRORS IN INVOICES? DO YOU USE XERO?

YOU NEED SFX!

SFX Connector App is the latest addition to this ever-evolving world of connectivity.  The App offers a unique and innovative platform for people to connect Salesforce, Xero and eWAY Payment Gateway that can help track Sales and Invoices with payments and accounting entries.  Businesses can gain valuable insights into their sales and financial data, allowing for better decision-making and forecasting.  The App eliminates the need for manual data entry and reduces the potential for errors and the need for reconciliation.

The App enables a bidirectional flow of data, ensuring that any updates made in one system are instantly reflected in the other.  It provides an all-in-one experience, allowing users to connect and access both Salesforce and Xero based on their business needs.

SFX Connector App guarantees:

• Reduced time to invoice (TTI) by 30%
• Generating invoice PDF directly from Salesforce with Xero invoice format
• Manual and Auto-Syncing from Xero, showing up-to-date data always
• Increasing process efficiency, accuracy & visibility
• A 360-degree view of your business and customers
• Tracking invoices & expiration dates
• Enhancing automation as per business needs
• Integrated eWAY Payment Gateway

By taking advantage of cutting-edge technology, SFX Connector can merge the virtual and physical worlds, allowing users to connect with others in real-time, creating meaningful data beyond the digital realm.

Let’s take a look at the features of the SFX Connector App that will help you power your business.

• Two-way-sync: Synchronizing data bi-directionally
• Create Invoice / Bills / Credit Notes and Pre-payments
• Scheduled batch invoicing
• Usage of Xero features within Salesforce and vice versa
• Highly customizable
• Custom object mapping
• Easily configurable
• Automate with flows
• Real-time Insights
• Line item level invoicing
• Record level error log
• Flexibility and adaptability to suit specific business needs and processes

The SFX Connector App allows businesses to streamline their operations by automating data transfer and synchronization between these two systems.  It generates detailed reports and analytics and provides customizable reporting templates.  It helps businesses to generate reports that align with their specific requirements.  These reports can be used for performance tracking, identifying trends, and identifying areas for improvement.  With access to real-time data, businesses can make informed decisions and stay ahead of the competition.

The App’s user-friendly interface makes it incredibly easy to navigate and use.  The SFX – Salesforce – Xero Connector App is designed to be user-friendly and intuitive, even for businesses with little technical expertise.  The app offers step-by-step setup instructions.  It also provides comprehensive documentation, ensuring that businesses can get up and running quickly.  Constant support, regular updates and improvements in SFX Connector App assist businesses to influence new features as they become available.

The support team is always available to help you get SFX up and really tries to understand your business’ needs.  Once installed, you will not be worried about any errors.  The SFX support team is always ready to answer your queries promptly and completely.  If you don’t have Xero connected to Salesforce yet, this is the team you want to talk to.

In conclusion, the SFX – Salesforce – Xero Connector App emerges as a game-changing solution for businesses seeking seamless integration between Salesforce and Xero.  By enabling bi-directional data synchronization, automating workflows, detailed reporting, user-friendly interface, and providing real-time insights, the App empowers organisations to optimise their operations, improve customer interactions, and achieve greater efficiency and accuracy in their financial management.

As businesses continue to embrace the digital transformation, the power trio of Salesforce, Xero, and the SFX Connector App paves the way for a more integrated, collaborative, and prosperous future.  By harnessing the potential of this innovative integration solution, businesses can unlock new levels of productivity and growth in the dynamic and competitive marketplace.  Whether you are a small business or a large enterprise, the SFX – Salesforce – Xero Connector App proves to be an indispensable tool in today’s data-driven business landscape.

So why wait? Install the SFX app today.  Start your free trial today and embark on a new era of Collaborative working.