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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.
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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
Streamline data entry and empower your team to edit client contact details within Salesforce, instantly reflected in Xero. Say goodbye to manual copying and pasting. Breadwinner’s integration identifies and resolves address mismatches seamlessly.
Effortlessly create Xero invoices from Salesforce, whether it's an Account, Opportunity, Order, or custom object. With our integration, streamline quoting and invoicing for your sales and finance teams. Track invoice statuses within Salesforce for improved payment collection efficiency.
Enable staff to securely access clients' real-time financial data in Salesforce, ensuring accuracy and timeliness. Customize Xero invoices directly within Salesforce, setting pre-populated fields effortlessly with Breadwinner’s integration.
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