WORK[etc] Web App Blog

Xero Live! Sales Pipeline Live!

23
May
Posted by Daniel Barnett Wed, 23 May '12 @ 2:23 PM

I make a point of scheduling any meetings I need to do into a single morning every few weeks.  Last Wednesday was that morning. 

The interesting thing about last Wednesday was 4 of the 6 people I met talked, completely unprompted, about how Xero (online accounting) had transformed their business.  One management consultancy even went so far as to credit Xero with helping turn their business around; they now had real transparency into how money flowed in and out of their company.

Xero is clearly a groundswell in the making.  I've seen it from our UK customers, our USA customers and last week from our Australian customers.  Now WORKetc billing integrates directly with Xero.

Xero is Live!

Set up Xero Integration

As of yesterday you can now automagically send your WORKetc invoices directly into Xero.  No more messy CSV file export or imports, or even worse double entry.  WORKetc invoices can now flow straight into Xero.

Quickbook users -  please look to the bottom of this post for an announcement.

Sales Pipeline Live!

The other big release from yesterday is our new Sales Pipeline tool.  Here's how it looks:
Dynamic Sales Pipeline

The sales pipeline tool works by collecting all your lead information and creating a graphic representation.  The higher the dollar amount of potential business in a stage, the greater the volume.  In a typical business, this results in a pipeline or funnel shape, just like the example above.  There is a whole lot of "opportunity" out there but only a small percentage will make it through your sales process to "Sign Contracts".  And of course, WORKetc allows you to customize the number, name and color of the stages you use:

Sneak Preview:  New interface

Come July, we'll be rolling out a new interface for WORKetc.  This new interface is a move toward a more modern and easy-on-the eye design - eliminating a lot of the excess white space and focussing on consistency between modules. 
New WORKetc

See more examples and give your feedback on this feature suggestion post.

Custom Portal for your Site

Do you want to host WORKetc's customer portal, on your own web site?  Customize the look and feel?  And provide your customers with more information?  AvenirIT, Canada, is looking to make the customer portal they developed for their own use, available as a product add-on to WORKetc.

If this is of interest to your business, check out this forum post and cast your vote.

New Job Postings

We're now listing our available positions in our forums.  Currently we're looking for a senior .net engineer.

Quickbooks Beta

We've just opened the registration page to participate in the Quckbooks Desktop and Quickbooks Online integrations.

Register your interest here.

9 Comments

  • Expeditio Thursday 24, May 2012 8:55 AM

    Bravo! Can't wait new look :)

  • Tim Thursday 24, May 2012 11:30 AM

    Daniel, thanks for the release and most importantly the quick updates that I was able to provide during the Beta period.

    I've been analyzing and using the Xero Sync for what seems over 100 hours in the last 2 1/2 weeks and provided more feedback in the Beta Forum. A couple of "fixes" or "features" are needed to truly make the Xero integration for invoices seamless. Shoot me an email if you need more detail.

    Again, Thanks!!!

  • Ronnie Lennon Thursday 24, May 2012 8:34 PM

    Great news, and I'm raring to go, but I'm afraid we can't operate a product sales business without "delivery notes" to send out the orders and "purchase orders" to buy the stock from our suppliers.

  • Dan @ WORKetc Friday 25, May 2012 12:50 AM

    @ Tim - thanks and yes we do have your feedback captured. This is stage 1 of development, stage 2 will proceed once we have enough uptake.

    @Ronnie - this is likely to be completed by the end of the year, but will form part of a new "pro" product pricing level for new customers.

  • Curtis Friday 25, May 2012 3:45 PM

    Is the xero a bi directional sync? Can you push quotes and contact data to work etc?

  • Martijn Monday 28, May 2012 4:51 AM

    Great progress. I do have a hickup with the WorkETC to Xero sync not working but hey who expected it to work straight out of the box. ;-)

  • Gabriel Porras Wednesday 13, June 2012 3:26 PM

    We want the new inferface nooowww!!! hehehe!
    It seems very cool!!!
    ; )

  • Azeem Thursday 21, June 2012 3:52 AM

    wow MYOB really is poor value if any of us Jo users could draonstemte:> Xero subscription costs vs MYOB license and support as favorable> Ease of migration from MYOB> AND then all the great stuff Xero has to offerwhy wouldn't it go viral?I'm sure they will achieve the 80% or so annual growth over the next 5 years they will need to justify the 90c share offer I'm in!(assumes flat burn ~$7M yr, starting revenues of $1M, 5 year window before MYOB/Intuit respond properly and a 20% discount rate)

  • Adi Khanna Thursday 5, July 2012 4:20 PM

    Quickbooks Integration update? Waiting on the beta

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