No more tricky business: Xero and Skynamo integration makes selling a treat

Include your outside sales team into your company’s broader organizational ecosystem through integrating Skynamo outside sales software with Xero accounting software.

Integrating finance and sales teams can be a tricky business

Accounting software tools like Xero integrate various business software systems to make accurate information readily available to both internal and external stakeholders. The ability to integrate with a variety of software systems enables simpler accounting software tools to become management platforms able to run businesses from start-up all the way through to enterprise.

These integrated platforms provide business owners and managers with an overview of all business activities and connect the organization’s various departments, helping them to work together and share information in a simple and effective manner.

It becomes tricky when your company has invested substantial resources into choosing a software system that best suits your finance team’s needs but leaves your sales team out of the loop. The return on investment and extent to which a business management platform will help you successfully build your business depends on the level of software integration that is possible.

Outside sales software and mobile CRM are often the missing links for businesses, resulting in a failure to integrate outside sales teams more closely with the finance team and the rest of the organization. Vital information gathered by field sales teams is not readily available when this is the case, while outside salespeople don’t enjoy updated information when consulting customers in the sales field.

Skynamo does the trick

Xero is a leading cloud-based accounting software that automates everyday business tasks. It helps business owners and financial managers focus on growing their business. By integrating Xero with Skynamo, businesses can extend its capabilities beyond accounting, transforming it into a comprehensive business management system. This integration connects outside sales software with Xero and other relevant business systems. This gives managers clear insights into field sales activities while equipping sales teams with the information they need to act as effective business consultants on the road.

The Skynamo API integration with Xero gives field sales staff real-time access to the latest product, pricing, customer, and stock information stored in Xero. Skynamo’s mobile-first platform ensures reps can view and update critical data while in the field using their smartphones or tablets. The all-in-one interface allows them to capture customer visit notes, process sales orders, and reference accurate customer, product, and pricing information quickly and easily.

This integration ensures customized data is available to all key stakeholders. Finance teams, sales managers, and field reps all have access exactly when they need it. Field sales activities and conversations become fully visible across the organization, enabling better collaboration and faster decision-making. With instant access to critical information, sales teams can address customer pain points more effectively. They can deliver improved service, and drive business growth.

By combining Xero’s cloud-based accounting power with Skynamo’s field sales platform, organizations gain a seamless, data-driven approach that improves efficiency, strengthens customer relationships, and empowers sales teams to perform at their best.

Three main reasons Skynamo makes selling a treat

1. Data ​accuracy

The tricky problem?​

The majority of field sales executives are still expected to manually capture data. Most of this is in the form of handwritten information in notebooks or diaries. This leads to inconsistencies in the volume and quality of data being captured into systems. ​

Skynamo solution:​

Skynamo and ERP integration means field sales executives have accurate data on pricing, stock availability, product catalogues, customer balances and other information. This enables them to place orders from the field directly into their ERP. Likewise, they are able to capture more accurate information to feed back to management. ​

2. Relationship ​friction

The tricky problem?​

There is a lack of transparency about what is happening out in the sales field. Sales managers cannot see what field sales executives are doing. Where they are, or how long they visit a customer for. This results in a lack of trust. ​

Skynamo solution:​

Skynamo creates transparency between sales managers and field sales executives. Sales managers are able to see, in real-time, what is taking place in the field. It allows sales managers to coach their team to success.

3. Time spent on admin

The tricky problem?​

In a recent survey we conducted it revealed that approximately 65% of a salesperson’s time is not spent selling.

Skynamo solution:​

Skynamo users report that face time with their customers increases 15% to 25% within three months. Conversion rates increase by more than 15%.

Sales teams enjoy access to information they need to be better sales consultants. Business managers enjoy better understanding of outside sales activities. Learn more about Skynamo’s integration with Xero here.