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Xero and Salesforce

Allow your sales team to create and track invoices with ease, resulting to fewer delays and accelerated payment times.

Streamline your processes to improve accuracy, eliminate double data entry, and save on valuable staff time.

Empower your team with valuable insight and broader reporting using vital information on the customer’s current financial health.

Management can regulate Standard and Read-Only Permission sets, enabling staff to access information at the appropriate level.