The team at Perigeon Software has integrated Salesforce with Xero using Breadwinner, which is designed to boost productivity, create invoices and increase accuracy.
An USA based Client wants us to simplify invoicing by automating data transfer between Salesforce and Xero. They seek an efficient solution to streamline invoice creation, ensuring accuracy and eliminating manual processes.
The client envisions a streamlined invoicing process that eliminates the challenges associated with manual data transfer from Salesforce to Xero for invoice creation. They aspire to implement an automated solution that seamlessly synchronizes data between these platforms, ensuring accuracy and efficiency in generating invoices.
Streamlining the invoicing process was a priority for the client, who encountered difficulties manually transferring data from Salesforce to Xero for invoice creation. They sought an automated solution to seamlessly transfer data and generate invoices.
To streamline the invoicing process, we propose implementing Breadwinner, a robust integration solution designed specifically for synchronizing data between Salesforce and Xero