Importance of CRM Data
for Finance Teams
CRM + accounting data only
+ CRM + accounting data
Fully integrate Hubspot and accounting data
Ensure marketing teams can access and understand campaign spend
Ensure all invoices are issued on time
In limited cases
Automatically track contract renewals
In limited cases
Understand data using AI powered dashboards across integrated datasets
Understand the highest growth customers, their channel, sector and geography
Automate business critical KPIs by fully integrated data sets
Cue Technology uses ScaleXP to automate revenue recognition and all their SaaS reporting, saving 5 days each month, reducing routine reporting and empowering finance teams with data driven insights.
saved each month
Invoices processed
Revenue rec fully automated
Use technology to automate deferred revenue and prepayments, finishing these tasks in just a few clicks.
Eliminate inevitable spreadsheet errors. Ensure your calculations always reflect the latest numbers.
Create compelling business insights. Easily build and share ai-powered dashboards and impressive presentations.
Getting started with ScaleXP is easy! Try it for yourself with a 7 day free trial and get set up in minutes. Or, if you’d like to take a deeper dive, book a demo at a time that suits you.
