Powered by
Astab Online Accounting Xero Gold Partner
Call Us at  6240 6868
  • Home
  • About Xero
  • Pricing
  • Services
  • Add-Ons
  • Learn
  • About
  • Blog
  • Contact

Basic CRM with Xero Smart List

22/6/2014

 
Today, Xero Accounting rolled out some exciting new features that the Xero community has been asking for.

Xero Smart List

First on the roll out is Smart List, an advanced search over your existing customer base, using the accounting platform as the search engine. This search lets you generate highly targeted lists that you can then use to sell to, chase for payment, gather information about, or basically anything else you want!

Many small businesses don’t have Customer Relationship Management (CRM) software. With Smart Lists, you’re able to communicate with organisations that are already your customers, using the data you’re updating everyday – it’s far less hit and miss.

You can use Smart Lists to create a targeted list for a campaign by filtering by people who have bought a certain product, or who have been invoiced for a certain amount.

Here are some ideas:

  • Identify customers who have purchased a product from you, who may be interested in a new product you now have available.
  • Find all those customers who haven’t paid an invoice in the past few months, so you can follow-up with them and improve your cash flow.
  • See how many customers you have in a particular city or region, helping you understand your customer base and use as the basis of a targeted marketing or sales effort.
Once you have created a list of customers you can export it to a CSV file (at which point you can do whatever they want with it, such as sending the customers an email from your email system), or directly push it to a third party email engine.


This new function will bring Xero Online Accounting to a new level featuring a basic integrated CRM function which few Online Accounting and solutions includes. 

4 Decimal Place Unit Price

Second on the roll out is the support for 4 decimal place unit pricing. This will allow you to create invoices with items priced to 4 decimal place, providing more precision for pricing.

For most of you it will just work – however, if you use DOCX invoice templates you need to make a small update.


Comments are closed.

    Archives

    August 2017
    August 2016
    June 2014
    May 2014
    February 2014
    November 2013
    October 2013
    September 2013
    August 2013
    July 2013
    May 2013
    April 2013

    Categories

    All
    ACCA
    Accounting
    CA Singapore
    Cloud Accounting
    CPA
    CRM
    Customer Relationship Management
    Online Accounting
    Productivity And Innovation Credit
    Uob Bank Feeds
    Vend POS
    Xero
    Xero Bank Feeds

    RSS Feed

Astab Online Accounting | Pricing | Xero Accounting | About
Privacy Policy | © Copyright 2014 Astab Pte Ltd | All Rights Reserved
Xero Gold Partner Singapore TradeGecko Inventory Management Singapore Vend POS Singapore
Unleashed Inventory Management Singapore Shopify Ecommerce Singapore
Powered by Create your own unique website with customizable templates.