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SalesRoller

By Evolution Marketing Services
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Connecting SugarCRM and Xero via SalesRoller gives you one place for all the information you need to have conversations with clients.
Rating
None
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Reviews
0
not yet reviewed
Listed for
3 years
July 2021
Key functions
CRM

Overview

  1. Make client information easier to access: Connecting SugarCRM and Xero via SalesRoller gives you one place for all the information you need to have conversations with clients. Review accounts history with fast access to sales history information, respond to customer questions quickly, send invoices and get paid faster.
  2. Eliminate double handling: Use one central source of truth for both your CRM and accounting data and improve inefficient double handling of data.

SalesRoller + Xero

Get the Full 360 degree view of your Customers. Enable your sales staff to see the full view of your customer in CRM by including invoice and sales history on customer contact and account records in SugarCRM. This means your sales team can see what clients have previously purchased, what they paid, how recently they ordered and if they owe anything to your business. This can all be done from inside SugarCRM with no access to Xero required.

Getting started

Refer to https://help.evolutionmarketing.com.au/SalesRoller/Setup-SalesRoller.1793261574.html

Screenshot 1 for app SalesRoller

Reviews & ratings

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Additional info

Shared data

Xero
SalesRoller
Contactsshared from Xero to SalesRoller and from SalesRoller to Xero
Currenciesshared from Xero to SalesRoller
Invoicesshared from Xero to SalesRoller and from SalesRoller to Xero
Itemsshared from Xero to SalesRoller and from SalesRoller to Xero
Tax Ratesshared from Xero to SalesRoller

Functions

CRM

Industries

AccountingProfessional services

App details

By Evolution Marketing Services
Added in 2021

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughIntegration walkthroughsupport@evolutionmarketing.com.au

Contact

61734233551

Follow

LinkedIn

Get started with SalesRoller

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