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Customer relationship management goes beyond contacts

Posted 3 years ago in Advisors by Sid Maestre
Posted by Sid Maestre

Xero’s add-on marketplace continues to grow and it’s clear that applications in the same category can vary greatly. Customer relationship management, or CRM, software is a perfect example. Salesforce.com defined this category for the cloud with an emphasis on identifying opportunities and closing deals. In our marketplace we have add-ons who fit this definition and others who add their own spin on CRM. All of these application sync contacts from Xero, it’s the other features that is keeping this space interesting.

Solve CRM

Solve CRM’s integration with Xero positions your client facing staff to make faster, better informed decisions by displaying accounting data in-context, on contact and project records. A popular choice for businesses that needs a flexible, modern system.

Solve CRM has earned the designation as an official “Google for Work Premier Partner”, offering a unique and useful Google Apps integration that employees value.

Read how businesses like Prescient Power voice measurable improvements to revenues with Xero and Solve.

ClickDesk

Web visitor engagement is extremely critical to maximize sales and boost customer satisfaction. ClickDesk helps online businesses engage customers through a combo of Live chat and Helpdesk. Customers can chat, call or email from the widget while the agent can answer them from the online agent panel or Google Talk on desktop, tablet or mobile.

Customers enter their name and email address through ClickDesk chat window. ClickDesk then automatically checks to see if a contact exists in Xero and informs the agent. If no contact is found, the agent can create a new contact record in Xero with just a few keystrokes. For returning customers, agents can view invoice history directly from the chat window and also add notes. This helps agents answer customer questions better which in turn nurtures relationships.

Agile CRM

Agile CRM offers integrated contact management, sales tracking and marketing automation. Invoice and payment history from Xero is displayed alongside contact information. You can create invoices and send them to your contacts all from your Agile dashboard. Additionally, Agile provides easy appointment scheduling and task management for your staff.

In my opinion, marketing automation is the standout feature in Agile. Build multi-step marketing campaigns visually with an easy to use drag and drop designer. Send automatic email responses based on time like a follow up email, or when some some one signs up on your website. Score leads automatically based on user activity like clicking email links, or browsing your website.  Then segment your contacts automatically based on their actions. Most importantly, evaluate and optimize email messages with A/B testing. Send different versions of email to contacts and evaluate based on open and click rates.

Funding Gates

The Funding Gates Receivables Manager helps you manage your Accounts Receivable and customer relationships. It syncs with your Xero account, and immediately starts learning about you and your business. You or your employees can understand the health of your receivables in an instant and take actions with effective reminders. In the US, you additional can call customers with a single click or connect with a professional collection service.

Turning your receivables management process into a customer relationship building activity makes good business sense.

Conclusion

Be sure to dig a little deeper when evaluating a category of add-ons. You may be surprised by the differences you’ll discover.

2 comments

Gayle Buchanan
January 18, 2015 at 7.10 am

Thanks Sid, fabulous to hear the CRM area is alive and well, some goodies in here.

David Heron
January 20, 2015 at 3.47 am

We use Solve for our software development, customer project control and company marketing. It’s excellent. The integration with Xero is the icing on the cake.

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