Salesforce & ScaleXP integration

ScaleXP & Salesforce

Seamlessly integrate Salesforce & financial data, creating a single source of truth

Salesforce & ScaleXP integration

ScaleXP & Salesforce

Seamlessly integrate Salesforce & financial data, creating a single source of truth

Generate

Combine data from Salesforce with these systems

Salesforce and other systems - compressed

Generate

Combine data from Salesforcewith these systems

Salesforce and other systems - compressed
Salesforce & Xero integration

Salesforce + Xero Integration

Use Xero & Salesforce data to create a single view of the customer.  Automatically track upgrades, downgrades and renewals. Get a single view of customer spend across all of your systems.

Salesforce & QuickBooks integration

Salesforce + QuickBooks Integration

Combine actual customer revenue data with information from Salesforce to understand your highest growth customers. Get a single view of customer spend across all of your systems.

Salesforce & Xero integration

Salesforce + Xero Integration

Use Xero & Salesforce data to create a single view of the customer.  Automatically track upgrades, downgrades and renewals. Get a single view of customer spend across all of your systems.

Salesforce & QuickBooks integration

Salesforce + QuickBooks Integration

Combine actual customer revenue data with information from Salesforce to understand your highest growth customers. Get a single view of customer spend across all of your systems.

Automate

Revenue recognition with Salesforce

Revenue recognition with Salesforce

Salesforce deferred revenue

Each invoice and credit note is imported into ScaleXP. Revenue per customer per month is visible and easy to share. Journals are updated, ready for your review.

Salesforce deferred revenue

Each invoice and credit note is imported into ScaleXP. Revenue per customer per month is visible and easy to share. Journals are updated, ready for your review.

Salesforce revenue recognition

The system reads all of the data on each invoice, determining the relevant period by month and by data. Which fully automates revenue recognition, with no manual entry.

Salesforce revenue recognition

The system reads all of the data on each invoice, determining the relevant period by month and by data. Which fully automates revenue recognition, with no manual entry.

Salesforce automated invoices

Calculate your most critical business metrics, using data from Salesforce and your accounting system to easily see trends across the company. Get in touch for details. 

Salesforce automated invoices

Calculate your most critical business metrics, using data from Salesforce and your accounting system to easily see trends across the company. Get in touch for details. 

Evaluate

Understand all of your business metrics

ScaleXP provides a full suite of KPIs and metrics – specifically targeted to your sector and stage of growth. Each metric is predefined, with the ability to customise to your business requirements.

For subscription companies, the system automates metrics such as MRR, ARR, customer acquisition costs, lifetime value, net dollar retention, all metrics which can be derived from Salesforce and financial data.

This ensures that finance and commercial teams can provide more insights faster and with greater accuracy.

Read our case study here ->

KPI and single source of truth

Streamline

Track sales performance v. targets – in a click

Tracking actual performance v. sales targets is simple in ScaleXP, even if you have multiple sets of forecasts.

The system allows you to load and track a comprehensive range of targets including deals closed won, deal win rate, even conversion through the sales pipeline.

Multiple targets can be integrated into a single report, making it easy to compare forecasts, presenting the correct numbers for each audience.  Moving between different sets of targets is as simple as a click, dramatically simplifying your reporting, even when there is a seemingly endless number of forecasts.

Performance vs. targets

Evaluate

Understand all of your business metrics

KPI and single source of truth

ScaleXP provides a full suite of KPIs and metrics – specifically targeted to your sector and stage of growth.  Each metric is predefined, with the ability to customise to your business requirements.

For subscription companies, the system automates metrics such as MRR, ARR, customer acquisition costs, lifetime value, net dollar retention, all metrics which can be derived from Salesforce and financial data.

This ensures that finance and commercial teams can provide more insights faster and with greater accuracy.

Read our case study here ->

Streamline

Track sales performance v. targets – in a click

Performance vs. targets

Tracking actual performance v. sales targets is simple in ScaleXP, even if you have multiple sets of forecasts.

The system allows you to load and track a comprehensive range of targets including deals closed won, deal win rate, even conversion through the sales pipeline.

Multiple targets can be integrated into a single report, making it easy to compare forecasts, presenting the correct numbers for each audience.  Moving between different sets of targets is as simple as a click, dramatically simplifying your reporting, even when there is a seemingly endless number of forecasts.