Overview
See how the integration of Salesforce with Xero significantly enhanced Challenger Smallgoods’ ability to manage their growing business efficiently.
What You Need To Know
Challenger Smallgoods found itself at a critical juncture- poised for growth but hindered by disconnected systems that couldn’t keep pace with their expanding operations. The company needed a solution that could bridge the gap between its financial management and customer relationship processes.
Why It Matters
For small to medium-sized businesses in the food industry, the ability to seamlessly manage orders, inventory, and finances can be the difference between thriving and merely surviving. In a market where consumers increasingly demand transparency and quality, having a unified system that provides real-time insights is a necessity.
What HIC Global Solutions Did
HIC Global Solutions implemented a comprehensive integration between Salesforce and Xero, creating a unified platform for invoice generation, order management, and inventory control tailored to Challenger Smallgoods’ unique needs.
Overview
See how the integration of Salesforce with Xero significantly enhanced Challenger Smallgoods’ ability to manage their growing business efficiently.
What You Need To Know
Challenger Smallgoods found itself at a critical juncture- poised for growth but hindered by disconnected systems that couldn’t keep pace with their expanding operations. The company needed a solution that could bridge the gap between its financial management and customer relationship processes.
Why It Matters
For small to medium-sized businesses in the food industry, the ability to seamlessly manage orders, inventory, and finances can be the difference between thriving and merely surviving. In a market where consumers increasingly demand transparency and quality, having a unified system that provides real-time insights is a necessity.
What HIC Global Solutions Did
HIC Global Solutions implemented a comprehensive integration between Salesforce and Xero, creating a unified platform for invoice generation, order management, and inventory control tailored to Challenger Smallgoods’ unique needs.
About Company
Challenger Smallgoods is a Sydney-based, American-recipe small meat goods producer for pre-packed retail, besides wholesaling to national retailers, eateries, and farmer’s markets.
The delicatessen uses only locally-reared, grass-fed livestock, hardwood smoke, and the choicest curing condiments for its terrene flavor tones.
With 13 years of meat charcuterie experience behind them, the establishment supplies an assortment of smoked and rested deli items like sausages, briskets, and steaks to farmer’s markets and eateries throughout the nation.
About Company
Challenger Smallgoods is a Sydney-based, American-recipe small meat goods producer for pre-packed retail, besides wholesaling to national retailers, eateries, and farmer’s markets.
The delicatessen uses only locally-reared, grass-fed livestock, hardwood smoke, and the choicest curing condiments for its terrene flavor tones.
With 13 years of meat charcuterie experience behind them, the establishment supplies an assortment of smoked and rested deli items like sausages, briskets, and steaks to farmer’s markets and eateries throughout the nation.
Challenges Faced
Disconnected Invoicing
The need to mirror invoice items from Xero as order line items in Salesforce in real-time to maintain accurate financial records.
Limited Visibility
Difficulty in viewing all order items under relevant product categories, hampering their ability to track expenditure patterns effectively.
Inconsistent Documentation
The requirement for both individual and consolidated PDFs of selected orders with a custom design that reflected their brand identity.
Manual Inventory Management
Lack of an automated system to prevent stockouts and manage inventory efficiently.
Challenges Faced
Disconnected Invoicing
The need to mirror invoice items from Xero as order line items in Salesforce in real-time to maintain accurate financial records.
Limited Visibility
Difficulty in viewing all order items under relevant product categories, hampering their ability to track expenditure patterns effectively.
Inconsistent Documentation
The requirement for both individual and consolidated PDFs of selected orders with a custom design that reflected their brand identity.
Manual Inventory Management
Lack of an automated system to prevent stockouts and manage inventory efficiently.
Challenges Faced
As Challenger Smallgoods prepared to adopt Salesforce, they encountered several challenges in aligning their systems
- Disconnected Invoicing
- Limited Visibility
- Inconsistent Documentation
- Manual Inventory Management
The need to mirror invoice items from Xero as order line items in Salesforce in real-time to maintain accurate financial records.
Difficulty in viewing all order items under relevant product categories, hampering their ability to track expenditure patterns effectively.
The requirement for both individual and consolidated PDFs of selected orders with a custom design that reflected their brand identity.
Lack of an automated system to prevent stockouts and manage inventory efficiently.
Solutions Offered
Understanding the requirements of Challeger Small goods, HIC Global Solutions developed a comprehensive integration strategy:
API Integration
Implemented a REST API callout to synchronize Products, Accounts, and Contacts between Xero and Salesforce, ensuring consistent data across platforms.
Custom VisualForce Pages
- Deployed VisualForce PDF renders to list Orders, Product Variant details, and Shipping information as row entries on the Org’s standard List view page.
- Created a selection mechanism using radio buttons to generate consolidated PDFs of selected records for easier inspection.
- Developed a separate VisualForce page to display details of individual Orders.
Real time sync for Inventory Management
Integrated pre-emptive inventory measures to prevent stockouts by leveraging real-time data from both Salesforce and Xero.
Dashboard Customization
Implemented options for viewing singular as well as appended records to cater to different user preferences and use cases
Solutions Offered
Understanding the requirements of Challeger Small goods, HIC Global Solutions developed a comprehensive integration strategy:
API Integration
Implemented a REST API callout to synchronize Products, Accounts, and Contacts between Xero and Salesforce, ensuring consistent data across platforms.
Custom VisualForce Pages
- Deployed VisualForce PDF renders to list Orders, Product Variant details, and Shipping information as row entries on the Org’s standard List view page.
- Created a selection mechanism using radio buttons to generate consolidated PDFs of selected records for easier inspection.
- Developed a separate VisualForce page to display details of individual Orders.
Real time sync for Inventory Management
Integrated pre-emptive inventory measures to prevent stockouts by leveraging real-time data from both Salesforce and Xero.
Dashboard Customization
Implemented options for viewing singular as well as appended records to cater to different user preferences and use cases
Solutions Offered
Understanding the requirements of Challeger Small goods, HIC Global Solutions developed a comprehensive integration strategy:
The solutions which we offered to them
- API Integration
- Custom VisualForce Pages
- Deployed VisualForce PDF renders to list Orders, Product Variant details, and Shipping information as row entries on the Org’s standard List view page.
- Created a selection mechanism using radio buttons to generate consolidated PDFs of selected records for easier inspection.
- Developed a separate VisualForce page to display details of individual Orders.
- Real time sync for Inventory Management
- Dashboard Customization
Implemented a REST API callout to synchronize Products, Accounts, and Contacts between Xero and Salesforce, ensuring consistent data across platforms.
Integrated pre-emptive inventory measures to prevent stockouts by leveraging real-time data from both Salesforce and Xero.
Implemented options for viewing singular as well as appended records to cater to different user preferences and use cases
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