SalesSeek is where you collaborate, market and sell to your prospects. Xero is where you manage your billing and invoicing. In a similar fashion to Yin and Yang, the SalesSeek and Xero integration maintains harmony ensuring the process from clients won, to clients paid, remains beautifully simple.
The SalesSeek + Xero integration allows you check and search invoices for companies with the same name.
If an Organization doesn’t already exist, the add-on creates the company and begins logging invoices and history automatically.
Xero will also create a draft invoice with the contact information and deal details provided in SalesSeek including currency and buckets.
Invoices display customer information, payment status and due date giving sales people the ability to spot problems before they occur.
When deals are Won we search for the contact in Xero, if the contact doesn’t exist they are automatically created.
Everything is seamless and you can navigate between the Xero invoice and the SalesSeek Deal with a single click.
Take advantage of this free integration. Follow these simple steps to connect SalesSeek to Xero:
In SalesSeek click App Settings on the lower left.
Navigate your way to Integrations.
You will see a Xero icon and ‘Connect’ button. Click the connect button. A Xero pop-up will appear.
Using your Xero username and password, securely login to your account to complete the integration.
Xero is easy to use online accounting software that’s designed specifically for small businesses. Find out more or try Xero Accounting Software for free.
SalesSeek is online sales and marketing software for growth-focussed businesses. For starters there’s Deal Management, Email Marketing & Automation, Forecasting, Task Management, Web Analytics, and Social Monitoring.