Implementation

Connecting Salesforce to Xero with Breadwinner

We've just finished two implementations of Breadwinner, which connects Salesforce to Xero. Given how much Xero and Salesforce dominate the Australian cloud eco-system, I wanted to blog about our experience with Breadwinner.

One implementation was for a client with a highly complex situation, and the other was a fairly typical installation for ourselves.

We chose Breadwinner both times because they have the most robust data flow from Xero to Salesforce. There are competing apps on the market, like Zapier, One SaaS, and Workato, and all of them will do a good job getting data out of Salesforce into Xero. 

Where Breadwinner is different is that it ensures an accurate and complete flow of data from Xero to SF. Within minutes of installing Breadwinner in our client's org, they had a live copy of every single Xero Invoice, Bill and Purchase Order, as well as respective Line Items and Payments, and even a copy of every Xero Contact, Customer, & Supplier.

It's Breadwinner's job to keep that data up to date, and they check Xero several times an hour for updates and new Invoices or other records. As a Salesforce Consultant, we like apps that take on this type of responsibility!

What made this client's implementation particularly tricky was the multiple ways they needed to create Xero Purchase Orders. Sometimes they needed to create Purchase Orders from Opportunity Products, while other times from their custom objects. Breadwinner was able to handle everything.

Our own implementation of Breadwinner went smoothly, and we now have a live feed of Xero Invoices in Salesforce, with handy mini-dashboards on each Salesforce Account showing what a client owes and has paid. Here's what that mini-dashboard looks like:

 

While we were impressed with Breadwinner from a product level, there are a couple things they need to improve on. The Support Site is sufficient, but the main website needs more information, videos, and demos. I would have liked to see a user manual, and in-app contextual help, all of which is lacking.

Breadwinner is also making the bold suggestion that they are an alternative to FinancialForce, and I think they need a few more features before they can claim this. For instance, I would have liked to see the ability to defer and schedule revenue through Xero Journal Entries. It would be great to have the ability to create an Invoice with an Invoice date, but at the same time created deferred revenue milestones, something we have to do on a long consulting project.

Finally! A Better way to pay for Salesforce!

Hands up if you've heard the term "Cashflow is King!". The reality is that for all businesses this is a very true statement.

What if you have said or thought "I want Salesforce but cannot afford the initial outlay for licenses and implementation costs". This is a certainly a common comment we hear when talking to customers - and it affects everyone regardless of their size.

Surely there must be a better way... why should businesses pay all the implementation and license costs upfront? Why can't you finance your licenses and implementation costs like other assets in your business? 

Well that problem has now been resolved!

Parvero, in conjunction with Stratton Finance (our Finance Partner), have launched a facility that allows customers to pay their Salesforce license and Implementation cost by the month!

Indicative pricing, based on our bundles and one Salesforce license, are as follows:

Get up and Going!

$587.17 per month

Upgrade me!

$683.75 per month

Manufacturing Essentials

$876.89 per month

(Note: terms based on a 24 month period. A doc fee of $220, inc GST, is payable at settlement)

Finance can be arranged for your individual implementation and license needs. As your business grows you can obtain further finance for any additional licenses and/or implementation costs.

Want to know more? Drop us a line or give us call on 02 8090 1478 and we can get you started.