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Legrand CRM and XERO work great together!

Our seamless integration with XERO provides quick and easy access to customer sales data from within Legrand CRM.   Your team instantly has the full picture when dealing with customer queries.

Our XERO integration enables you to:-

  • Import XERO contacts and business names into Legrand CRM and sync contacts
  • Create customers in XERO from Legrand CRM
  • Transfer sales invoices and customer payments to Legrand CRM.
    ( Note: this enables your customer service team to more quickly respond when a customer calls with a question regarding a recent purchase they made. )
  • Quickly find customers by amount spent
  • Perform targeted communications based on sales; e.g. send a Thank-You email to all customers who spent more than $1,000 with you last month.

Why a CRM system?

In essence a CRM system is a central database of all the people you do business with — prospects, customers, suppliers, contractors, partners — and all the activities that have taken place with all those people. A CRM system provides business intelligence and business continuity.

Business Intelligence, because a CRM system enables the business owner to keep his/her finger on the pulse of the business – e.g. what has been happening with clients and prospects.

Business Continuity, because information about client relationships and client activities is stored centrally in the CRM database. When a team member leaves that data stays with the business, enabling the next person to easily pick up the thread and continue the relationship with clients.

What is XERO?

Xero is easy to use online accounting software that’s designed specifically for small businesses.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free.