We want to ensure that getting started with ScaleXP is quick and easy. As such, all new customers are onboarded via a 1 hour Zoom.
In this time, we will:
- Connect Xero and ScaleXP
- Map your financial accounts
- Connect your CRM system: Hubspot, Salesforce (optional)
- The system will recomend KPIs based on your sector and stage of growth. We will review these and select others that might be appropriate
- Review the dashboard, metrics and KPIs and skeletal presentations.
After the onboarding process is complete, we will send you three reference emails, highlighting how to extend the functionality in the system.
- How to build your first custom report
- How to edit dashboard
- How to create a new presentation
With this, you will have everything to use the system, confident that the initial data is correct and with the power to extend the functionality