Overview
Explore how the integration of Xero with Salesforce enabled Solair Group to streamline their invoicing process, improve cash flow, and enhance overall business operations, leading to improved efficiency and customer service.
What You Need To Know
Xero provides Solair Group with robust accounting software, while Salesforce serves as their Customer Relationship Management (CRM) system. The integration of these two platforms creates a powerful, unified system for managing client accounts and financial data.
Why It Matters
In the aviation maintenance tooling and Ground Support Equipment (GSE) industry, centralizing financial and customer data ensures a seamless business operation, driving operational efficiency and improving cash flow.
What HIC Did
HIC Global Solutions facilitated the integration of Xero with Salesforce, enabling Solair Group to synchronize financial and customer data, automate invoicing processes, and streamline workflows.
Overview
Explore how the integration of Xero with Salesforce enabled Solair Group to streamline their invoicing process, improve cash flow, and enhance overall business operations, leading to improved efficiency and customer service.
What You Need To Know
Xero provides Solair Group with robust accounting software, while Salesforce serves as their Customer Relationship Management (CRM) system. The integration of these two platforms creates a powerful, unified system for managing client accounts and financial data.
Why It Matters
In the aviation maintenance tooling and Ground Support Equipment (GSE) industry, centralizing financial and customer data ensures a seamless business operation, driving operational efficiency and improving cash flow.
What HIC Did
HIC Global Solutions facilitated the integration of Xero with Salesforce, enabling Solair Group to synchronize financial and customer data, automate invoicing processes, and streamline workflows.
About Solair Group
Strategically located in Florida, Texas, South America, Europe, Asia, and Canada, Solair Group is a full-service supplier of high-quality maintenance tooling and Ground Support Equipment (GSE) serving the commercial, corporate, regional, and military aviation maintenance market.
With many client accounts to deal with and entertain, the Solair Team needed to integrate its accounting with the CRM to ease the invoicing.
About Solair Group
Strategically located in Florida, Texas, South America, Europe, Asia, and Canada, Solair Group is a full-service supplier of high-quality maintenance tooling and Ground Support Equipment (GSE) serving the commercial, corporate, regional, and military aviation maintenance market.
With many client accounts to deal with and entertain, the Solair Team needed to integrate its accounting with the CRM to ease the invoicing.
Challenges Faced
Disconnected accounting and CRM systems
With financial data in Xero and customer information in Salesforce, getting an accurate view of client accounts and invoicing status was difficult.
Inefficient invoicing process
The manual process of creating and updating invoices was time-consuming and prone to errors.
Lack of real-time financial insights
Sales and customer service teams lacked immediate access to crucial financial information, impacting decision-making and customer interactions.
Challenges Faced
Disconnected accounting and CRM systems
With financial data in Xero and customer information in Salesforce, getting an accurate view of client accounts and invoicing status was difficult.
Inefficient invoicing process
The manual process of creating and updating invoices was time-consuming and prone to errors.
Lack of real-time financial insights
Sales and customer service teams lacked immediate access to crucial financial information, impacting decision-making and customer interactions.
Challenges Faced
Solair Group encountered significant challenges in managing their numerous client accounts
- Disconnected accounting and CRM systems
- Inefficient invoicing process
- Lack of real-time financial insights
With financial data in Xero and customer information in Salesforce, getting an accurate view of client accounts and invoicing status was difficult.
The manual process of creating and updating invoices was time-consuming and prone to errors.
Sales and customer service teams lacked immediate access to crucial financial information, impacting decision-making and customer interactions.
Solutions Offered
When Solair Group approached HIC with their need for an integrated system to streamline their invoicing and account management, the developers proposed integrating their Xero accounting software with Salesforce CRM.
Xero-Salesforce Integration
Integrated Xero with Salesforce using the Salesforce-Xero Integrator, creating a unified platform for both accounting and CRM data.
Automated Invoice Generation
Built automation to allow sales teams to raise invoices directly from Salesforce, increasing the speed of the entire sale and billing process.
Flows Creation for Data Synchronization
Created flows for automatically syncing contacts, payments, and other relevant data between Xero and Salesforce.
Exclusive Account Information Dashboard Creation
Developed a clear dashboard for each account, showing invoice payment status and overdue information.
Solutions Offered
When Solair Group approached HIC with their need for an integrated system to streamline their invoicing and account management, the developers proposed integrating their Xero accounting software with Salesforce CRM.
Xero-Salesforce Integration
Integrated Xero with Salesforce using the Salesforce-Xero Integrator, creating a unified platform for both accounting and CRM data.
Automated Invoice Generation
Built automation to allow sales teams to raise invoices directly from Salesforce, increasing the speed of the entire sale and billing process.
Flows Creation for Data Synchronization
Created flows for automatically syncing contacts, payments, and other relevant data between Xero and Salesforce.
Exclusive Account Information Dashboard Creation
Developed a clear dashboard for each account, showing invoice payment status and overdue information.
Solutions Offered
When Solair Group approached HIC with their need for an integrated system to streamline their invoicing and account management, the developers proposed integrating their Xero accounting software with Salesforce CRM.
The solutions which we offered to them
- Xero-Salesforce Integration
- Automated Invoice Generation
- Flows Creation for Data Synchronization
- Exclusive Account Information Dashboard Creation
Integrated Xero with Salesforce using the Salesforce-Xero Integrator, creating a unified platform for both accounting and CRM data.
Built automation to allow sales teams to raise invoices directly from Salesforce, increasing the speed of the entire sale and billing process.
Created flows for automatically syncing contacts, payments, and other relevant data between Xero and Salesforce.
Developed a clear dashboard for each account, showing invoice payment status and overdue information.
India 
USA
UK
Canada