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