SFX: Seamless Integration for Salesforce + Xero

Discover how SFX transforms the way you manage financial data by connecting Salesforce with Xero! In this demo, we explore:
Why you should integrate Salesforce with Xero
Gain visibility into client billing trends
Effortlessly compare accounts and resolve invoice queries
Automate invoice creation and eliminate manual, error-prone processes
SFX in Action
Demo of SFX billing in Salesforce
Two-way sync between Xero and Salesforce
⏱️ A basic setup takes as little as 15 hours, making SFX a smart investment for any business!
📊 Unlock improved productivity, accuracy, and collaboration by integrating Salesforce and Xero today.
Contact us now to explore how SFX can revolutionise your workflow!
#Salesforce #Xero #Automation #BusinessEfficiency
Table of Contents:
00:03 - Introduction to SFX Integration
00:19 - Why Integrate? Visibility!
01:04 - Why Integrate? Efficiency!
01:55 - Demo: Generating Invoices
02:49 - Demo: View of Account Record
03:11 - Demo: Sending Invoices By Email
03:30 - Summary of Key Benefits
04:15 - Implementation Process
04:46 - Close