Pepperi Integration with Xero
Give your sales a boost!
Pepperi for Xero is a mobile sales solution that integrates fully with Xero through a
certified plugin. It’s easy to use and set up, and scales as your business grows.
Pepperi for Xero Mobile Sales delivers catalog order-taking, merchandising, CRM, and B2B e-commerce via simple and intuitive mobile apps.
Pepperi for Xero Mobile Sales uses an out-of-the-box certified plugin to integrate Xero with Pepperi. You can configure the plugin in a few minutes to export customer data, invoices, debts, items and inventory from your Xero system into Pepperi; and set Pepperi to automatically update Xero with sales orders taken by your field reps or entered by your customers. Without a single line of code.
Sales Reps
Sales reps use Pepperi’s eye-catching e-catalog to show products with all pertinent information, upsell, cross-sell, and process sales orders. Pepperi for Xero runs natively on any iOS, Android or Windows tablet and can operate in offline mode when a connection is unavailable.
B2B customers
Your B2B customers can easily order products directly from a fully branded e-commerce site or mobile app using a familiar B2C-like shopping cart experience, enabling you to stay open for business around the clock.
Sales management
Managers have full control of the sales process. They can set and track targets for customers, reps, and products; schedule visits and sales activities, identify best/least selling products, customers, and sales modify workflows, pricing, and more.
Solution snapshot
Benefits
Improved sales rep productivity
Increased average sales order size
Reduced order-to-cash cycle
Improved brand image
Key capabilities
All-in-one mobile sales suite with catalog order taking, merchandising, CRM, and B2B e-commerce.
Customer and product data is fed from Xero into Pepperi; Xero is updated with sales orders
Native apps for iOS, Android and Windows 10
Easily adapted to grow with your business.
Solution Modules
e-Catalog
Chic
Impress your customers with stunning catalogs that practically sell for you.
Customizable
Easily modify how your e-catalog is organized and how your products are displayed.
Xero integration
Reps access real-time data about products, inventory and customers, enabling them to quickly and confidently close sales.
Mobile Order Taking
Smart ordering
Instant access to product availability, client terms and payment history allows reps to close sales quickly on the spot.
Cross-sell and up-sell
Mobile sales reps promote relevant special offers to increase average order size while engaging with customers.
Xero integration
Orders taken in the field with Pepperi for Mobile Sales are integrated in real-time to Xero for financial processing, speeding up order-to-cash.
Mobile merchandising
Activity planning
Plan for your reps which customers to visit and when, and which in-store retail activities to perform while onsite.
In-store execution
Easily configure any data entry form for your field reps to use to report their in-store activities, including geo-tagged photos.
Real-time visibility
Management see what reps see in the field to take action on compliance, pricing, competition, and new product introduction issues.
B2B e-Commerce
Self-Service storefront
Publish your catalogs on a fully branded e-commerce app or web shop and stay open for business 24x7.
Online shopping
Intuitive B2C-like shopping lets your B2B customers easily browse your digital catalog and place orders when needed.
Fully customizable
Configure your online storefront with your brand look and feel, specific pricing and catalogs per customers, order approval workflows and more.
Mobile CRM
Sales planning
Visualize customers on a map, use business filters to determine whom to visit, then drag & drop your customers onto a calendar schedule.
Single view of the customer at your fingertips
Use Pepperi for Xero Mobile Sales 360-degree customer view to understand past purchases, top selling items, cross-sell and upsell recommendations, and outstanding customer service issues.
Sales intelligence
Discover top performing products and clients, order fulfillment issues and buying trends; assess customer performance against targets.
