Sync Vtiger with Xero: Enable Passive Collaboration Between Sales, Support, and Accounting Teams
Posted: Mon Dec 23, 2024 5:17 am
Sales, customer service, and accounting organizations are all different, but for a business to run smoothly, information must flow seamlessly between them. Case in point: prospects’ attention spans are always waning, so while they have it, sales reps need instant access to current product prices to make quick, taiwan whatsapp number effective decisions. Meanwhile, overwhelmed customer service reps need access to customer purchase histories to prioritize and provide assistance. It doesn’t help that these current prices and purchase histories are stored in accounting, which requires contact information from sales and support to initiate transactions. A company is a team, and whether everyone is talking to each other or not, information needs to be shared.
Vtiger's new Xero integration helps solve this problem. By synchronising contacts, products and accounts bi-directionally or, if desired, updating in just one direction (usually from Xero to Vtiger), it enables passive collaboration and information sharing, which increases productivity, saves time and reduces errors.
synchronize results
The summary of records is synchronized
Spend less time searching for email addresses and phone numbers by updating contact information in Xero
Your accounting staff needs customer contact information to create and send invoices. Ensure they are always there as soon as a transaction is completed by automatically syncing it from the Vtiger recipient contact record to Xero. This reduces the time spent processing invoices and the potential for manual data entry errors.
Save time and maybe even score deals by having the latest products and prices at Vtiger
When you’re working on a proposal but without the information needed to complete it, a sales rep is more likely to procrastinate on completing it – unfortunately, customers’ attention spans are short. According to Bidsketch research, out of 25,000 sales proposals, the average losing proposal reaches a prospect 6 hours slower than the average winning proposal. In cases where slow proposals were the culprit, Xero’s instant product pricing sync to Vtiger allows reps to quote faster, putting them one variable closer to winning.
Shave minutes off your quote to process the invoice
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 convert that quote in Vtiger into an invoice with one click, which is sent directly to Xero for processing in accounting. No manual entry errors, no emails, no hassle.
Find new sales strategies with purchase history reports
With accurate invoices in Vtiger, sales managers can uncover new upselling and cross-selling opportunities. A hypothetical computer sales team that knows that 20% of computer purchases in a month are accompanied by the purchase of an external hard drive also knows that passing it on during the initial sale or to past customers who have not yet reached out might be a good idea.
Vtiger's new Xero integration helps solve this problem. By synchronising contacts, products and accounts bi-directionally or, if desired, updating in just one direction (usually from Xero to Vtiger), it enables passive collaboration and information sharing, which increases productivity, saves time and reduces errors.
synchronize results
The summary of records is synchronized
Spend less time searching for email addresses and phone numbers by updating contact information in Xero
Your accounting staff needs customer contact information to create and send invoices. Ensure they are always there as soon as a transaction is completed by automatically syncing it from the Vtiger recipient contact record to Xero. This reduces the time spent processing invoices and the potential for manual data entry errors.
Save time and maybe even score deals by having the latest products and prices at Vtiger
When you’re working on a proposal but without the information needed to complete it, a sales rep is more likely to procrastinate on completing it – unfortunately, customers’ attention spans are short. According to Bidsketch research, out of 25,000 sales proposals, the average losing proposal reaches a prospect 6 hours slower than the average winning proposal. In cases where slow proposals were the culprit, Xero’s instant product pricing sync to Vtiger allows reps to quote faster, putting them one variable closer to winning.
Shave minutes off your quote to process the invoice
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 convert that quote in Vtiger into an invoice with one click, which is sent directly to Xero for processing in accounting. No manual entry errors, no emails, no hassle.
Find new sales strategies with purchase history reports
With accurate invoices in Vtiger, sales managers can uncover new upselling and cross-selling opportunities. A hypothetical computer sales team that knows that 20% of computer purchases in a month are accompanied by the purchase of an external hard drive also knows that passing it on during the initial sale or to past customers who have not yet reached out might be a good idea.