A Xero integration can be the perfect way to kickstart the process on top of all the other benefits of integrating your CRM and accounting software. The sales team can easily track their deals right through to payment, but everyone is (or should be) involved in the process, which ensures a team works together as a unit and not as separate departments. So marketing, sales, accounting and operations all have eyes on a deal and the payment status. With HubSpot and Xero, unpaid invoices are reflected and updated once they’ve been processed and paid. Revenue goals are an excellent way of aligning sales and marketing by breaking down walls and creating a common goal. You can use something as simple as a Xero integration to align revenue goals and create a scenario where both parties have to work together as they are now both accountable. Sales traditionally have revenue goals, but marketing doesn’t. By setting revenue goals for both marketing and sales you’re aligning efforts to upscale. What many companies are missing is a shared revenue goal.Ĭombined revenue goals are proving more and more successful in many organizations implementing this as best practice. ![]() But in reality, a deal isn’t closed until the sales invoices have been paid. ![]() In most businesses, marketing hands off to sales to close the deal and then to finance or operations to make sure the payment is processed. How Does An Integration Improve Your Business Process?
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