Understanding a few core CRM terms can make it much easier to manage deals, buildforecasts, and use automation tools like ScaleXP. Below are the most important definitions,with a simple example to tie them all together. Pipeline A pipeline is a series of steps that a deal moves through — from initial contact to closing.Most businesses have separate ...

You can use metadata in Stripe to automate tracking in ScaleXP and your accounting system.  Just follow the steps below to map between Stripe and Xero tracking categories or Stripe and QuickBooks classes. First, make sure Xero or QuickBooks is set up to receive the metadata If you've not set up the desired categories of data in your accounting syste...

Churn is an unavoidable part of any subscription or recurring revenue business. This article outlines two options for marking a customer as 'Lost'  when they cancel mid-term, if you use ScaleXP Invoicing. If you are looking for how to mark a customer as lost at the end of their term, you can follow the process below or cancel their renewal.  Summary...