ScaleXP Blog Best practices in managing CRM data for finance

Suezann Holmes, CEO of ScaleXP, and Hugh McNulty, HubSpot, explore best practices with CRM data for finance professionals, focusing especially on small businesses and SMEs with recurring revenue in this recent webinar. Topics covered: how to use CRM data in forecasting, practical tips to manage contracts and renewals, and best practices to eliminate revenue leakage. https://www.youtube.com/watch?v=JBBwoIZMHxM [...]The post Best practices in managing CRM data for finance appeared first on ScaleXP.