Are You a Xero Partner With Clients Using Salesforce? Transform Their Billing Process in Just 14 Days!
If your clients are using Salesforce (and around 1 in 3 businesses in the UK are!) we have a game-changer for you.
By automating their billing processes and seamlessly connecting Salesforce to Xero, you can save them thousands annually AND become indispensable to their business.
Are You a Xero Partner With Clients Using Salesforce? Transform Their Billing Process in Just 14 Days!
If your clients are using Salesforce (and around 1 in 3 businesses in the UK are!) we have a game-changer for you.
By automating their billing processes and seamlessly connecting Salesforce to Xero, you can save them thousands annually AND become indispensable to their business.
Why Partner With Us?
-
Make Yourself Indispensable
As a Xero partner, embedding Xero, and your expertise, deeply into your clients’ processes ensures reliance on you for their operational success. With an optimised, automated billing solution for Xero, your clients will love you!
-
Lead the Automation Revolution
Technology is reshaping operational accounting processes faster than ever. Show your clients you’re at the forefront of innovation by guiding them through this changing landscape and helping them achieve the efficiency they need.
-
Delight Your Clients
We guarantee your clients will save time, cut costs, and strengthen their customer relationships. And they’ll see you as the trusted partner driving that change.
Why Partner With Us?
-
Make Yourself Indispensable
As a Xero partner, embedding Xero, and your expertise, deeply into your clients’ processes ensures reliance on you for their operational success. With an optimised, automated billing solution for Xero, your clients will love you!
-
Lead the Automation Revolution
Technology is reshaping operational accounting processes faster than ever. Show your clients you’re at the forefront of innovation by guiding them through this changing landscape and helping them achieve the efficiency they need.
-
Delight Your Clients
We guarantee your clients will save time, cut costs, and strengthen their customer relationships. And they’ll see you as the trusted partner driving that change.
How It Works: Present vs Future
The Present: How Your Clients Work Now
- Deals are closed in Salesforce, and Quotes or Orders are created
- Someone in their team manually enters invoices into Xero
- The sales team relies on finance to confirm payments, creating delays
- Client billing data is siloed in Xero, leaving sales with limited visibility into client spend or trends
The Future: With Integrated Billing
- Deals are closed in Salesforce, and Quotes or Orders automatically create invoices in Xero, ready for approval
- Invoice and payment statuses are synced, making them instantly visible in Salesforce
- Sales teams gain clear insights into client spending patterns, empowering them to grow and nurture client relationships
How It Works: Present vs Future
The Present: How Your Clients Work Now
- Deals are closed in Salesforce, and Quotes or Orders are created
- Someone in their team manually enters invoices into Xero
- The sales team relies on finance to confirm payments, creating delays
- Client billing data is siloed in Xero, leaving sales with limited visibility into client spend or trends
The Future: With Integrated Billing
- Deals are closed in Salesforce, and Quotes or Orders automatically create invoices in Xero, ready for approval
- Invoice and payment statuses are synced, making them instantly visible in Salesforce
- Sales teams gain clear insights into client spending patterns, empowering them to grow and nurture client relationships
Earn More with Referral Fees
As a referral partner, you’ll earn 20% referral fees on implementation costs, which can be taken as cash or passed on as a discount for your client.
Many of our partners also charge professional fees for additional support during the project, creating even more revenue opportunities for your practice.
Earn More with Referral Fees
As a referral partner, you’ll earn 20% referral fees on implementation costs, which can be taken as cash or passed on as a discount for your client.
Many of our partners also charge professional fees for additional support during the project, creating even more revenue opportunities for your practice.
More Features Your Clients Will Love
- Manage credit control directly inside Salesforce
- Send branded invoices and automated dunning emails through Salesforce
- Automate tedious tasks while maintaining full control
All this, starting from just $99/month, with typical implementation costs of £2,250. We’ll have your client up and running in 14 days; with zero disruption to existing processes.
Want to Know More? Watch Our Demo Video
See SFX Connect in action and discover how it can transform your clients’ operations.
More Features Your Clients Will Love
- Manage credit control directly inside Salesforce
- Send branded invoices and automated dunning emails through Salesforce
- Automate tedious tasks while maintaining full control
All this, starting from just $99/month, with typical implementation costs of £2,250. We’ll have your client up and running in 14 days; with zero disruption to existing processes.
Want to Know More? Watch Our Demo Video
See SFX Connect in action and discover how it can transform your clients’ operations.
Become an Appdraft Partner Today - Leave Your Details Below and We'll be in Touch!
Become an Appdraft Partner Today - Leave Your Details Below and We'll be in Touch!