The Benefit of Accounting Automation with Xero & Salesforce Integration

 If you're curious if the integration of Xero-to-Salesforce is feasible or not the short answer is that it is. But when looked at in-depth, the degree to which these two structures can be linked together is rather amazing. We'll discuss the advantages of linking Salesforce to Xero in this post and how the procedure could save you money and time.

Salesforce, what is it?

Salesforce is one of the first tools that entered the market for Customer Relationship Management (CRM). A CRM is a tool or suite of software that enables you to monitor clients, leads, follow-ups, transactions, revenue, essentially everything relevant to the relationship of your business with your clients or potential clients. 



In the CRM area, Salesforce is one of the big hitters, and as of2019, the business had over 19 percent of the CRM market share. In the "End of Software" mentality, it was a leader and vanguard and was decades ahead of its time in promoting the idea that resources could be run on the internet, in a browser, rather than installed on a local device. 

To improve its productivity and unique product for your particular company, there are a range of modules that can be added to Salesforce.

Why is Salesforce incorporated into Xero?

Just like Salesforce was innovative for the software itself for the topic of accounting, online accounting systems were revolutionary. The "Excel Shoebox" days are gone where each and every receipt is logged into a huge spreadsheet, just to confuse us at the end of the year.

The advantage of automation of accounting

Apps like Xero, QuickBooks, FreeAgent, and others have such advanced business accounting resources that even the smallest organizations can boast competent accounting without paying exorbitant fees for it. For Salesforce users, what makes Xero such an outstanding option is that it integrates so deeply into the Salesforce CRM.

The benefit of accounting automation

Money is time. That is the first reason why accounting-automation software for any organisation, of any scale, is an absolute must. Compared to the early days when the only resources accountants in London had were Excel or any other spreadsheet software, the automation of accounting processes has come a tremendously long way. 
Automation in finance and accounting is ubiquitous these days: everything from automated bookkeeping to automated applications for invoicing and payment automation.
There are so many good tech options out there that the notion of not automating your processes for accounting and bookkeeping has become outdated.

A word of caution regarding Xero reporting

It is our experience that there are even better ones out there while Xero's reporting features are robust.  If you want a high-level, in-depth overview of your business, then we would suggest merging all your systems and applications together into one real-time data dashboard that should include qualitative and quantitative values (such as certain KPIs, etc.).
What about linking to other tools for online accounting?
It is possible to connect Salesforce to a multitude of online accounting tools, as well as to other online tools, using something like Zapier. Salesforce has been around for a long time, and they are leaders of the "world without technology" initiative. To ensure that Salesforce continues to perform and coexist well with other cloud tools, they are continuously adding features.
And if you are using a product that is currently unable to incorporate into Salesforce, it is highly likely that sometime in the near future the functionality will be added (or facilitated by a third-party solution such as Zapier).
The name of the game is Incorporation. The more manual data entry processes you can automate in your business, the more time you'll have for essential tasks such as marketing and promotion.

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