Finding order management software that could integrate with cloud-based accounting software Xero.
Orders can be easily written in Handshake and then processed in Xero, eliminating the need for manual order entry.
Stephanie Dyment sends out branded order confirmations with product codes and images that let customers know exactly what they’ve purchased.
The new company has a solid technical foundation to help grow their business.
Working with brands like Hartley & Marks, U.K.-based Ashley Leatherland is an independent sales representative for some of the top stationery and gift companies in the world. As an independent rep, he began utilizing Handshake’s mobile sales order management software to replace paper order forms and streamline his own sales process across multiple manufacturers.
“Since I’ve had Handshake, taking an order is so quick. Customers are really impressed by the fact that it’s all electronic and that they get an email confirmation right away. I’ll be standing in the shop, and they can’t believe that the order is already there in their inbox,” says Leatherland.
So when he and his wife founded their own stationery brand and needed a simple, easy-to-use order management solution that would integrate with their Xero accounting software, they knew where to turn.
Handshake now helps Leatherland run his own independent rep business, as well as Stephanie Dyment, the greeting card publishing house he and his wife started.
To run Stephanie Dyment, the Leatherlands use Xero, cloud-based accounting software used by small and medium businesses around the world. For Leatherland, the cloud-based approach was critical. “We can be anywhere and still use Xero. Even if we’re away from the office, we can still carry on working,” he says. “So when we found out that Handshake could integrate with Xero, we thought it was too good to be true.”
Leatherland was quick to begin the Xero integration process, working with Handshake Implementations Architect Cristina Flaschen to configure how orders would transfer from Handshake to Xero. Leatherland could specify, for instance, how and when new customer contact information in Handshake would be synced with their Xero database and what status a Handshake order had to be in (confirmed, processing, completed, etc.) before syncing with Xero.
According to Leatherland, “I’ve spoken to many IT companies who’ve said that integration projects like this can take up to a year, but the entire process has just been brilliant and seamless.”
As Stephanie Dyment continues to grow, Leatherland has already seen the positive impact the Handshake-Xero integration has had on the business. “We put every single order through Handshake, and that order goes straight into Xero––and out to the warehouse for shipping. No one has to waste time keying in the order,” says Leatherland.
Leatherland has also found Handshake especially useful at trade shows like Top Drawer in London. “When we’d go to a show, my wife––who’d never used Handshake before––could put orders in and found the app very simple to use.”
The company can then send out branded order confirmations––with product codes and images that let customers know exactly what they’ve purchased. Poised to expand the Stephanie Dyment brand into more retail stores across the country, the Leatherlands have the solid technical foundation they need to scale their business into the future.