XD HAX 2017 is Xero’s first virtual developer challenge. Sponsored by AWS, the challenge was to create innovative apps and enhancements using cloud technology to benefit small business. With no limit on creativity or what we could build, we were encouraged to think outside the square. Continue reading
Do you know when your team last spoke to your Customers?
Do you want to improve client retention by at least 30%?
I bet the answer to the first question is “maybe” at best. This is a common problem in most businesses that rely on repeat business to survive and thrive. This Harvard Business Review article says that it costs 5-25 times more to acquire new customers than it does to retain existing ones. Continue reading
What is Lead Scoring?
Lead scoring is the process of auto assigning values based on interactions that you have with a lead or prospect. The lead score is an assessment of the quality of a lead and provides an indication of the likelihood of the lead becoming new business.
How many sales managers have asked the question? What leads are going to close this month? And then have the sales rep spout off about all of the leads that they’ve nearly got over the line and are going to close in the imminent future. This is called “The rose tinted glasses phenomenon” (RTGP). Continue reading
3 New Integration Features
Today we’re excited to tell you about the latest improvements to our Xero integration. Click the links below to view the videos or read the full blog post to learn more.
- Create invoices in Exsalerate ready for approval in Xero.
- Quotes sent from Xero appear in your pipeline and we automatically create a follow-up activity.
- Make sure your customers are getting enough LOVE with our Account Management Dashboard!
WorkflowMax Quotes in Exsalerate
We’ve upgraded our WorkflowMax integration so now when a quote is created in WorkflowMax an opportunity will be added to your Exsalerate pipeline and we’ll automatically assign a follow-up activity to the Account Manager. Continue reading
I thought it might be useful to list the data integration points between Exsalerate, Xero and WorkflowMax. Continue reading