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Customer Success Story
Practice Labs’ Sales Team Raises Invoices Without Finance’s Help Thanks to Commercient’s Xero + Salesforce Integration
Practice Labs is a UK-based IT training platform on a mission to help one million users improve their digital skills, giving learners of all abilities hands-on experience with real, live IT equipment rather than traditional coursework. Based in Dartford, Kent, the company works with academic institutions, businesses, the public sector, and self-learners around the world.
Systems Connected
Xero + Salesforce Enterprise
Industry
Technology
Location
United Kingdom
Invoices, No Finance Needed
sales team raises and tracks invoices directly in Salesforce
Smarter Segmentation
marketing builds campaigns around customer spend data synced from Xero
Challenge
Practice Labs implemented Salesforce Enterprise to modernize and streamline its sales processes and better manage leads and customers, but data between Salesforce and Xero, the company's accounting and finance system, remained siloed. Without that connection, the sales team had to go through finance to raise invoices and couldn't easily check on payment status.
Solution
Practice Labs worked with Paul Barry, Commercient's UK Account Executive, to implement Commercient SYNC, the number one data integration platform for sales, connecting Xero and Salesforce Enterprise. Customer information, accounting records, billing, invoicing, orders, contacts, invoice PDFs, billing addresses, and more now sync directly from Xero into Salesforce, and Commercient's Phase 2 SYNC pushes new and updated items created in Salesforce back to Xero.
By having our billing information within Salesforce, it is going to help us to be more accurate in our reports. The sales team can raise invoices without needing finance.
Pedro Lima
Salesforce Administrator
Results
With billing information available directly in Salesforce, Practice Labs' sales team can raise invoices without going through finance and check whether invoices have been paid. The marketing team can also use that data in Salesforce to segment customers and build campaigns for those who've spent a certain amount with the company, all while the integration helps the team produce more accurate reports.
The marketing team can access the data in Salesforce, do further segmentation, and create campaigns for specific customers who have spent a certain amount of their budget with us.
Pedro Lima
Salesforce Administrator
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