Subcategories

• ScaleXP CRM Integration Best Practices

  This article outlines five essential tips to improve your CRM setup. Each tip is designed to build on what you...

  July 14th, 2025 73 views 0 likes
• ScaleXP CRM data flow

     ScaleXP seamlessly integrates your CRM (HubSpot, Salesforce)  and your financial system (Xero, Sage, QuickBooks, etc.) providing the best reporting...

  July 14th, 2025 42 views 0 likes
• How to create a revenue forecast graph

  This article explains how to create a graph showing your forecast revenue.  It combines invoiced revenue recognition with probability-weighted CRM...

  August 1st, 2025 51 views 0 likes
• Key CRM Terms Explained

  Understanding a few core CRM terms can make it much easier to manage deals, buildforecasts, and use automation tools like...

  August 13th, 2025 33 views 0 likes