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Exsalerate Offer A CRM System That Is Simple, Effective And Easy To Use

Monday 31 August 2015, 1:15PM

By Beckie Wright

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Today people are looking for a CRM system that will integrate with their favourite apps and one that is simple, effective and easy to use which is exactly what Exsalerate is. Exsalerate integrates with Xero, Workflow MAX, Mail Chimp and more, connecting businesses so people can share data, automate tasks, save time and increase productivity with just a few clicks.

For example, Exsalerate make it simple to connect to Xero and people can download all their contacts to Exsalerate, sync their Sales Revenue so it’s automatically displayed on their Client Dashboard and add leads back to Xero once they become paying customers, with a single click. They can connect to WorkflowMax in the same way and download all of their clients and leads to Exsalerate, create Jobs and Quotes right from their Client Dashboard and view work in progress and completed jobs right from Exsalerate. Similarly, they can monitor their campaigns with Exsalerate’ s MailChimp integration, where people can see all of the key campaign information right from  their Client Dashboard. Users can also send emails to contacts from within Exsalerate which automatically save as activities against the contact.

First time users often ask how long does it take to set up their Exsalerate site, and the answer to that is it depends on the size of their organisation. Exsalerate estimate that for a medium size business the setup will take about three hours. They recommend an expert sets up the site to ensure the customer is getting the most out of Exsalerate and they offer setup packages to assist with implementation.

Another frequently asked question is from people wanting to know how to connect to Xero and import all their sales data. Exsalerate have a great video that explains the process which can be accessed on their website at http://www.exsalerate.co.nz . If users add or update a contact to Xero they only need to click on ‘Import Xero Customers’ to update their customer list and only new customers will be added to their Exsalerate account. Similarly, to connect to WorkFlow Max, they will need to contact the WorkFlow Max support centre first and request their Account Code, and Exsalerate have a video on their website which explains the process in more detail and outlines the features of the integration..