Our seamless integration with XERO provides quick and easy access to financial summaries and XERO invoices from within Legrand CRM.
Your team instantly has the full picture when dealing with customer queries.
Our XERO integration enables you to: –
Legrand CRM system is a central database of all the people you do business with — leads, customers, suppliers, contractors. Use it to manage your team’s sales activities and customer service activities. A CRM system provides business intelligence and business continuity: –
Business Intelligence, because a CRM system enables the business owner to keep his/her finger on the pulse of the business – e.g. what activities have taken place.
Business Continuity, because information about clients and client activities is stored centrally in the CRM database. When a team member leaves that data stays with the business, enabling the next person to easily pick up the thread and continue the relationship with clients.
When you view a XERO customer in Legrand CRM you’ll see the Aged Balances, recent sales summaries and the list of all their invoices. You can easily search for customers that meet certain criteria in sales or aged balances — simply click on the search icon and specify your condition; e.g. list all customers that have an outstanding balance of more than $1,000.
Legrand CRM gives you the full list of sales invoices for each customer. As you are on the phone to the customer you can immediately see which invoices are outstanding. You can also add notes and attach documents to an invoice in Legrand CRM. You may ask why, when this functionality is also available in QuickBooks? The answer is that not everyone in your team may have a QuickBooks user login. For better customer service it may therefore be more convenient to link documents to the invoice record in Legrand CRM.