Xero to Salesforce Integration
Introduction
Industry
Telecommunication
Products
Sales Cloud & Service Cloud
Capabilities
Integration
The client is a communication technology company. They provide a range of mobile and voice-based devices and applications, internet products as well as a phone system for businesses. Their fibre-based connectivity and exceptionally well end to end fibre network is affordable and scalable to meet customer requirements.
Project Challenges
Project Challenges
The client uses Salesforce application for data coordination which is 2-route sync between its online accounting system and Salesforce. The client needs to build its own application to sync it’s organization’s data with Salesforce.
- Third party platform cost – They were relying on a third-party app for their business and it was very costly. They were worried about the security of data as they were using a third-party app.
- Manual efforts – There was a lot of manual effort using excel sheets to import the data in the Xero app.
- Customized application – Their goal was to build an in house app and not depend upon a subscription-based third party application.
- Data sync – They were facing problems in syncing the data between Xero & Salesforce.
Project Solutions
Project Solutions
We implemented the following solution to overcome the above challenges for our client
Project Results
Witness the increase in productivity and reduction in time upon successful delivery of the project.
Reduced the manual efforts by
Enhanced productivity by
Third-party application cost reduction by
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