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App of the Month - Survey Force

For November our consultants have nominated SURVEY FORCE as our app of the month. Survey Force is a free...

5 Reasons Every Business Needs Cloud Accounting

More business operations are moving to the cloud, from CRM to Marketing to Accounts. One of the main benefits...

New Vacancy to Join Our Team - Sage Live

Sage Live CRM Consultant & Junior Consultant Xenogenix are currently recruiting a Finance specialist looking for a new challenge....

App of the Month - Sage Live

We have made Sage Live our App of the Month for October for one key reason. Sage Live makes Salesforce...

Salesforce Winter '18 Release

The latest Salesforce release, Winter ‘18 has landed and a host of great new features across the Salesforce platform...

8 Benefits of Cloud Accounting

Many businesses today are moving away from traditional accounting software and towards remotely hosted cloud accounting. In cloud accounting,...

Company Announcement - Sage

Xenogenix are pleased to announce we have recently become a Sage Authorised Reseller. We are one of the first Salesforce...

What is Marketing Automation?

According to Google's search trend tools, search traffic for the term "Marketing Automation" has risen nearly 40% since October...

What is GDPR?

The GDPR is coming. You may have heard the term GDPR and wondered what it means. On May 25,...

Join Us for Quote-to-Cash Seminar

Join us for a complimentary briefing from Salesforce, Sage Live and Xenogenix, to hear about how Salesforce CPQ (Configure,...

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Customer Stories

Energy Automation, Fidelity Energy

Company Overview: Fidelity Energy are a thriving B2B energy procurement company who service end user gas and electricity needs...

Cloud Technology Solutions

Company Overview: Cloud Technology Solutions is one of Europe's leading Google Enterprise Partners. They have helped over a million users...

Credit Call Payment Gateway

Company Overview: Credit call offers payment gateway (credit card processing) services to public and private sector customers in Europe...

Maleon adopt Salesforce

Company Overview: Maleon is a successful firm of consulting engineers specialising in innovative design and management solutions for modern...

Fieldwork Education

Replacing Sugar CRM for Salesforce.com Company Overview: Fieldwork Education are creates and providers of what is proving to be,...

Wildgoose Events Ltd

Company Overview: Wildgoose Events Ltd are a leading Events company specializing in tablet and smart phone based challenges. Their...

Shared Access - Mobile Telecoms Site Management

Company Overview: Shared Access are an independent owner and operator of wireless communications infrastructure, leasing space on their sites...

Software company brings it all together with Salesforce.com

HealthNetConnections are a growing software company offering IT integration and support for Maternity units in hospitals and clinics throughout...

Salesforce Training

Cascade transforms referrals with Salesforce.com

Cascade Care operates eleven care homes in London and Essex. They provide high-end residential care for adults with a...

Deployment of Salesforce.com for the Newspaper Marketing Association

Challenge The Newspaper Marketing Agency was set up in 2003 with the remit to make advertisers, agencies and media...

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Knowledge 2017-05-26T11:44:33+00:00

Xenogenix immediately got to grips with the business, what different people did and took the time to understand what their needs are.

Specialist Experiential Marketing Agency

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Whitepapers

App of the Month - Survey Force

For November our consultants have nominated SURVEY FORCE as our app of the month.

Survey Force is a free app developed by the Salesforce LABs team to bring your survey responses directly into your CRM. The tool uses native Salesforce functionality to allow you to Survey both your CRM contacts and Internal Users.

Do you have a Quarterly survey to gather feedback directly from your employees? or Do you need to send Customers a survey when you close out support tickets? No Problem, Survey force gives you a free way to send those surveys and gather the data directly back to your CRM for reporting.

Survey Force means you can:

  • Easily Create and Order Questions via Drag and Drop
  • Distribute Surveys Via Email and Sites
  • Capture Results from Contacts and/or Cases, use Reports and Dashboards to Analyse
  • Automate surveys to customers and users with workflow based on actions within the platform (ie. Closed support ticket..Survey sends immediately without user interaction)
  • Users can take Anonymous surveys for more sensitive feedback collection

The survey designer is easy to use and understand but the really great aspect is that the survey page provides you with the backend wireframe to make sure your data goes to the right place without the need for heavy coding.

To customise the look and feel of the page itself you can very easily add standard HTML/CSS tags to make it look as you desire.

We like this app because it offers you the flexibility you need, the performance and functionality without the need to invest in a 3rd party. The application 100% native on the Force.com platform.

If you are looking for a way of creating surveys quickly and for free, this is the app for you!

To find out more about Appexchange apps and difference they can make to your business call our expert consultants on 08456 525 625 or fill in the form here and we will get in touch.

5 Reasons Every Business Needs Cloud Accounting

More business operations are moving to the cloud, from CRM to Marketing to Accounts. One of the main benefits of switching your account system over to a cloud based system is the ability to access your information anywhere, and at anytime. In addition to this there are many other benefits that B2B companies can realise from moving their accounting function to the cloud.

Our cloud accounting specialist, David Ryles, shares his reasons every business should move to cloud accounting.

1. Instant Reporting On Demand
Financial reporting can still be highly labour-intensive. Turnaround times have improved over the years, but are your teams still spending too much time compiling month-, quarter-, and year-end reports? The most agile businesses are moving away from reporting cycles—focusing instead on instant reports with real-time business metrics. Cloud accounting gives you complete control over your financial reports, with the ability to quickly view and customise, as well as create side-by-side multi-dimensional reports.

2. Improve Accuracy and Avoid Mistakes
Ensuring data is accurate is essential in financial management. Manual processes can lead to duplication, errors and a lot of wasted time. Cloud accounting can automate all of the manual processes within a business, eliminating the potential human and system errors. This can also be an added protection from fraud.

3. Future Proof your Investment
By investing in cloud accounting software you are ensuring your platform can grow with your business and that you have access to the latest technology. Cloud accounting is scalable, allowing your accounting system to grow as your business does. If your strategy is to expand into new markets or geographies you can with multi-company, multi-currency, multi-language capabilities. What’s more, the companies behind cloud accounting are investing in the future technology and passing these benefits on to their customers.

4. Full Integration with Other Systems
Most cloud accounting systems can integrate with other cloud based operations. This enables business to connect the front and back offices for collaboration across digital platforms in new and efficient ways. Cloud accounting enables sales, accounting, banking, invoicing, and payments to all be integrated into one platform. There are also thousands of add on apps that may suit your business and open the door to endless possibilities.

5. Improve in Efficiency and Productivity
Cloud-based accounting can be far more straightforward, giving everyone in the business access to centralised data as and when needed – regardless of where they happen to be located. Streamlined workflows and improved collaboration boost productivity so you have time to focus on what you do best.
At Xenogneix we work with our customers to implement cloud based solutions to benefit their businesses. Sage Live is the world’s first real-time accounting solution built on Salesforce.

By unifying your data in one hub with Sage Live, you no longer have to deal with the time-waste of departmental blockades (such as outdated technology, red tape, collating reports from disconnected sources, or digging for customer information that’s nestled away in other departments or applications), all of which obstructs the flow of critical information.

To find out more about Sage Live and the difference it can make to your business call our expert consultants on 08456 525 625 or fill in the form here and we will get in touch.

New Vacancy to Join Our Team - Sage Live

Sage Live CRM Consultant & Junior Consultant

Xenogenix are currently recruiting a Finance specialist looking for a new challenge. You will be working with Sage Live, an exciting collaboration between Sage, global champion of growing businesses and Salesforce, the world’s leading mobile cloud platform.

Have you got experience with Finance or Accountancy, working knowledge of Accounting Software and an interest in System Implementations?

We are looking for someone with financial acumen to join our expanding team in an exciting new business area, working on implementation projects using Sage Live and Salesforce. A benefit of this position is the opportunity for homeworking.

Responsibilities:

  • Finance subject matter expert around Sage Live client engagements
  • Run pre sales scoping workshops
  • Sales Negotiation & Closure
  • Contract Negotiation; in conjunction with other departments
  • Deliver implementation projects, around both Sage Live and Salesforce.com, including process analysis, requirements capture, solution design and validation, configuration, project management, data migration, training course development and delivery
  • Provide post implementation support and maintain customer contact

Skills, Knowledge and Experience:

  • Finance background
  • Experience of Cost Accounting
  • Detailed knowledge of charts of accounts
  • Confidence to present and negotiate successfully at Director level
  • Ideally exposure to selling services
  • Computer and Internet Literate
  • In-depth understanding of the capabilities and constraints of Sage or other accounting packages
  • Experience of implementing accounting packages, such as Sage, at small or medium sized companies

Behaviours:

  • Methodical and lateral thinking problem solver
  • Able to work independently and be managed remotely while working towards common goals
  • Self-motivated and have the ability to handle multiple tasks
  • Prioritises consideration for customer requirements and needs while remaining commercially focused
  • You must have excellent communication and interpersonal skills and be able to effectively communicate with the clients on all levels

Qualifications:
Essential

  • Full UK Driving License

Desirable

  • Degree level or equivalent education
  • Qualified or Part Qualified Accountant
  • Holding a current Salesforce Certification – All required training will be provided

Xenogenix is an accredited and experienced Salesforce Partner. Our Salesforce consultants have completed over 250 successful projects – implementing, developing and supporting a wide range of solutions based on Salesforce and Force.com platforms.

Sage Live is a powerful, easy and mobile tool which allows real time integrated accounting in the palm of your hands. It combines finance, sales, CRM and operational data into business dashboards.

This is a brand new opportunity and a great time to join the journey at the beginning of a new phase for cloud accounting.

If you are interested in hearing more about our current vacancies contact us here or call 08456 525 625:

App of the Month - Sage Live

We have made Sage Live our App of the Month for October for one key reason. Sage Live makes Salesforce even stronger! It allows you to transform your CRM into a complete business management solution. Salesforce and Sage Live working together provides a complete business management & accounting solution—one that gives you a single, unified, real-time view of all your data. Sage Live is a cloud accounting solution that unifies and connects all of your business data sources—and integrates with the Salesforce tools you use every day.

 

Sage Live was (literally) made for Salesforce users and connects with thousands of business apps available on Salesforce App Exchange and Sage Marketplace.

Sage Live + Salesforce =

  • Less manual data entry
  • 360-degree view of money in and money out
  • All customer touchpoints recorded in one place
  • Complete accounting history at your fingertips
  • One source of information, no duplication of effort or inconsistent numbers

Sage Live is built on Salesforce giving you complete control of your business, from sales to financials to banking.

Our consultants are currently working with many companies to ensure their Sage Live and Salesforce Orgs are correctly implemented to support their business processes. To speak to one of our experts please contact us on 08456 525 625 or simply fill in your details here.

Salesforce Winter '18 Release

The latest Salesforce release, Winter ‘18 has landed and a host of great new features across the Salesforce platform are now available to users. Among many changes to the user interface there are also other features our consultants are happy to see included in this latest release. Here are our favourites:

 

A New Look and Feel for Lightning Experience
This change means less time scrolling and scanning and more time focused on what matters most. More of the information you need is included in each screen by making use of the space better. Also:
• Improved legibility (using font size and colour) to draw attention to what’s most important.
• Better contrast between foreground and background, making it easier to scan and scroll while staying focused on what you need.

Related List Quick Links
Are your users tired of clicking View All to see all the columns in a related list? With the Related List Quick Links component, they can view multiple related lists in quick succession just by hovering over a link. And, they can complete actions right from within the hover pane.

Make Your Lightning Pages Dynamic
Now you can control when a component appears on a record page by adding filter conditions and logic to its properties. No need to add anything to your custom components. It’s all handled by the Lightning App Builder. For example, construct a filter that causes a rich text component on an opportunity page to display when the Amount is greater than £1 million.

Component visibility filters are supported for standard components, custom components, and components from AppExchange. If you don’t define a filter, the component displays on the Lightning record page as usual. When you define one or more filters and set the filter logic for a component, the component is hidden until the filter logic criteria are met.

These are among many features that will improve any Salesforce Org over the coming weeks.

If you need support implementing any of these features contact us on 08456 525 625 or simply fill in your details here.

8 Benefits of Cloud Accounting

Many businesses today are moving away from traditional accounting software and towards remotely hosted cloud accounting. In cloud accounting, users access the accounting software remotely through the Internet. Using cloud accounting software frees businesses from having to install and maintain software on individual desktop computers. It also allows employees in remote or branch offices to access the same data and the same version of the software.
So what are the main benefits of Cloud accounting and why should you consider it for your business?

1. Access your accounts in the cloud, anytime, anywhere
The office, home, at a meeting, the Golf course, you can access your accounts anywhere….all you need is an internet connection. Todays businesses and customers are always on the move and always connected. Access the real-time information you need from any location using any smart device. Are your sales or marketing teams on the road, meeting partners, vendors, or clients? Now, they can submit and approve invoices, communicate with you and more using Android and iOS apps.

2. Simple to use
A switch to cloud accounting can reduce manual data entry and other time-consuming admin – so you can get time back so to grow the business. Reducing the time you spend on paperwork means better efficiency.

3. Share information online easily
Cloud accounting means significantly increased accessibility to your businesses information. Share the information you need to share with your accountant, bookkeeper, bank, business partner – whoever, whenever.

4. Say goodbye to year-end historical data
With real-time dashboards, forecasting, automatic reports, and multi-dimensional capabilities, you can look at your business in new and insightful ways across team projects, business units, geographies, products, clients and more. With this increased access to up to the minute data your business will benefit from improved decision making.

5. Remove the need for manual and paper based systems
Get organised – free up space in your office. Ignite productivity by automating time-consuming admin and connecting your teams to the information they need in real time—no more costly delays correcting human error, waiting for information, or manually entering data.

6. Keep the tax man happy – worldwide!
100% HMRC compliant software and systems. Stay up-to-date with the latest tax regulations and legislation across multiple countries. Overcome international boundaries and stay competitive (and compliant) globally.

7. Stay safe and secure
Your files are backed up “in the cloud” = Peace of mind. The remote servers with your data on are hosted in an environment with the same security technology as a bank. Your data is protected by electronic security systems, like encrypted connections and Virtual Private Networks (VPN). This makes it very difficult for hackers and viruses to get to your information, and allows you to update and share your data safely online.

This is where Sage Live comes in: the world’s first real-time accounting solution built on Salesforce.
Sage Live is fully cloud-based, so you get all of these immediate benefits to your business. With Sage Live you and your team are always connected to what’s happening across your business.

By unifying your data in one hub with Sage Live, you no longer have to deal with the time-waste of departmental blockades (such as outdated technology, red tape, collating reports from disconnected sources, or digging for customer information that’s nestled away in other departments or applications), all of which obstructs the flow of critical information.

You also avoid the risks of disk crashes, document loss, computer theft, and cumbersome legacy stacks that hamper agility and productivity. Sage Live is about making new sense of accounting.

To find out more about Sage Live and the difference it can make to your business call our expert consultants on 08456 525 625 or fill in the form here and we will get in touch.

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