Connecting SugarCRM and Xero via SalesRoller gives you one place for all the information you need to have conversations with clients.
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not yet reviewedListed for
3 years
July 2021Key functions
CRM
Overview
- 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.
- 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
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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
CRMIndustries
AccountingProfessional servicesApp details
By Evolution Marketing Services
Added in 2021Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughIntegration walkthroughsupport@evolutionmarketing.com.auContact
61734233551Follow
LinkedInGet started with SalesRoller
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