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

salesperson afraid of and hiding from shadow of a big monster claw

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 cloud-based accounting software that automates everyday business tasks, and many business owners and financial managers can testify to the critical function it fulfils as they focus on building their business. Integration with Skynamo means that Xero goes beyond being a simple accounting package. Outside sales software is integrated along with other relevant business software to expand it into a more expansive business management system. Business managers enjoy insights into outside sales activities and outside sales teams enjoy access to all the information they need to be better field sales consultants.

Skynamo API integration with Xero provides outside salespeople with access to the latest cloud-based product, pricing, customer, and stock information stored in Xero. Skynamo’s mobile first sales software allows them to access all this information while on the road via their mobile devices. The all-in-one field sales platform provides an easy-to-use mobile interface that captures customer visit notes, sales orders and allows viewing of accurate customer, product, and pricing information. ​

This collaboration allows for customized data to be at the fingertips of all key stakeholders within your organization when they need it the most: from finance teams to sales managers to sales teams out in the field. Not only are field sales activities and conversations visible to other stakeholders within the organization, but sales teams are able to address customer pain points better because of the information made available to them.


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, which 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, and this results in a lack of trust. ​

Skynamo solution:​

Skynamo creates transparency between sales managers and field sales executives because 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, and 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.