Visualize and gamify your Salesforce data
Salesforce user? Integrate your CRM's data with Plecto to get full insight into your sales performance while boosting team motivation along the way.
Sales
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About Salesforce
Salesforce is a customer relationship management (CRM) solution that brings companies and customers together, which will help you get a clear overview of your clients and the stages that they are in.
Additional help
Tier
Salesforce x Plecto
VISUALIZE ALL YOUR SALES PERFORMANCE IN ONE PLACE
Our state-of-the-art integration enables you to import almost anything from Salesforce, including custom objects. With Plecto, you can build unlimited, customized dashboards that refresh in real-time, it could focus on sales activities, your pipeline or something else. You decide!
YOUR SALESFORCE KPIS + PLECTO'S GAMIFICATION = A MOTIVATED TEAM
Gamify your Salesforce data to unlock your sales reps' motivation! Hold contests to create a culture of healthy competition and set up notifications that trigger every time employees reach their goals, achieve new milestones, close new deals, and more.
STATE-OF-THE-ART STREAMING FOR SALESFORCE CHAT
Using Salesforce chat for your support team? Our streaming integration pulls your Salesforce chat data in real-time, enabling you to stay on top of your Service Levels. The metrics that we support for Salesforce streaming are:
- Chats in queue
- Longest waiting time
READY-MADE DASHBOARDS, KPIS AND WIDGETS
To get you up-and-running in no time, we have dozens of prebuilt KPIs that will work directly with your Salesforce data and you can easily add to your dashboard. What's more, in our Plecto Store, we have a ready-made Salesforce dashboard for you, built on some of the most popular Salesforce KPIs.
COMBINE WITH YOUR OTHER SYSTEMS
Take your dashboard setup to the next level and combine with your other systems. Plecto has over 120 integrations with some of the biggest telephony, financial and project systems, enabling you to get more than just your Salesforce data on one screen.
What types of data can you import from Salesforce?
Custom Data Types
Import any Object from Salesforce including your own custom objects or objects from any app you installed from AppExchange. No-one can extract more data from your Salesforce instance than Plecto.
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Event
Update frequency
Every 2m
Default date field
CreatedDate
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Lead
Update frequency
Every 2m
Default date field
CreatedDate
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Task
Update frequency
Every 2m
Default date field
CreatedDate
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Opportunity
Update frequency
Every 2m
Default date field
CloseDate
Supports custom fields?
Yes
Supports automatic registration deletion?
Yes
Supports relations? (BETA)
Yes
Pre-built Salesforce KPIs
Browse our extensive library of pre-built Salesforce KPIs or customize and create your own.
The Sales Win Rate measures the percentage of successful sales from created opportunities and/or new prospects over a specific period of time.
The average length of time it takes your company to close deals with clients.
The percentage of calls abandoned by customers before they’re reached by an agent.
Customer Satisfaction (CSAT) ⭐️
The measure of how satisfied your customers are with your product or service.
The number of potential customers that have shown interest in your company or product.
Time spent talking on the phone with potential or current customers per day.
Number of Meetings Completed 🤝
Total number of meetings a team or employee has concluded in the last measured period.
Accounts Receivable and Accounts Payable 💰
Customers’ credit purchases not yet paid.
A company’s credit purchases not yet paid.
Revenue estimate derived from probabilities of closing the deals in your sales pipeline.
Average Resolution Time (ART) 💬
The average length of time for customer support to resolve customer issues.
Agent Touches per Ticket / Replies per Resolution 💬
The average number of times an agent interacts with a customer ticket before resolution.
The measure of how likely your customers are to recommend your product or service to others.
The percentage of customers who abandon their online shopping carts before making a purchase.
Customer Effort Score (CES) ⭐️
The measure of how efficiently your customers use your product, obtain needed information, and interact with your company personnel.
Don't see the KPI you are looking for?
Build your own KPIs to use for custom widgets with our easy-to-use formula editor.
Plecto Supercharges Sales by 600% at Danish IIoT Firm
By visualizing KPIs and fostering healthy competition through personalized Plecto dashboards, contests, and instant notifications, Secomea drove better sales outcomes and more easily acheived their revenue goals.
Read more
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
