In every business, “quotation” plays a vital part in the sales process and in closing business deals. It introduces your business to a new customer or lead and provides a quick reference of your prices for goods or services. However, the sales team often struggle because of the tedious steps involved in generating quotations, such as manually creating quotations in spreadsheets, converting them to PDF and then sending them to the clients. Alongside, the challenge of tracking the status of sent quotations persists too.
To ease the entire process and resolve the associated challenges, we have developed an integration between Pepper Cloud CRM and Xero accounting software! The Xero CRM integration would allow the users to sync the accounts, generate quotations, and track invoices conveniently. And additionally, the sales team can either download the quotations in PDF format or send quotations to the customers directly from the CRM system.
Powerful features and exclusive benefits of Xero CRM integration
Pepper Cloud and Xero - the CRM and accounting software integration creates seamless, complete, and data-driven experiences for the users. Additionally, the users are Here is how it does:
1. Generate quotations within the CRM
Creating and sending the quotations from the scratch every time can be time-consuming. But by integrating Xero and Pepper Cloud CRM, the users can use preset quotation formats, populate the data, and send it out to their customers in seconds.
2. Track quotations conveniently
With this CRM system integration feature, the salespeople can track and monitor the status of quotations. Ascertain if the quotations have been accepted, declined, or invoiced and follow up with the customers if required.
3. Pre-populate data
The CRM and accounting software integration between Pepper Cloud and Xero allows the users to auto-populate fields such as item details, prices, taxes, discounts, due dates in the quotations. This avoids entering inaccurate data into the entries and affecting the sales opportunities later.
4. Easy 2-way sync
The CRM system integration allows the team to save time and effort through its powerful 2-way sync feature. The bi-directional sync feature allows the changes made in your account in Pepper Cloud CRM to reflect in Xero almost instantly and vice versa.
5. Streamline workflows
The growing business may need to handle multiple entities and different currencies. The integrations between the best sales CRM, Pepper Cloud and the world’s leading accounting software, Xero, helps in easily managing these variants and streamlining the business while boosting team productivity.
How much more can you benefit from Pepper Cloud CRM and Xero accounting software integration?
The upcoming updates of this CRM and accounting software integration would provide the users with all the account-related information such as buying patterns of the customers, ageing reports, credits limits, credit terms, and statements of accounts. This helps the sales team to get a complete overview of their sales process and provides them with intelligent insights about their customers’ requirements.
Pepper Cloud CRM along with Xero accounting software can give more control over the business processes and helps in the business growth. So, go ahead and experience it for yourself.
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