Custom Vitally dashboards
Our integration with Vitally enables you to create real-time dashboards that visualize your customer success data
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About Vitally
Vitally enables B2B Customer Success teams to increase revenue growth, reduce churn, and provide a proactive, world-class customer experience at scale.
Vitally pricing
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Discover the Plecto x Vitally Integration
GET ACTIONABLE INSIGHTS ON YOUR CUSTOMER SUCCESS DATA
Visualizing your Vitally data with Plecto will ensure that you are always on top of your customer data. Design customizable, real-time dashboards to display all your customer success KPIs. Our beautiful dashboard design makes large, complex datasets easy to understand.
REAL-TIME VITALLY INTEGRATIONS WITH YOUR ACCOUNTS, NPS AND TASK DATA
We integrate in real-time with your accounts, NPS responses, and task data - so any changes you make with this data on Vitally will automatically change on your Plecto dashboard. Using Vitally alongside another system? No worries. Plecto lets you use as many data sources as you need on your dashboard.
AUTOMATE AND SCHEDULE YOUR REPORTS
Say goodbye to the stress and time spent on compiling reports by using our automating and scheduling feature. Our reports display real-time data, so there is no need to constantly copy and paste data from different sources. Schedule your report so that it’s automatically emailed to you, or download it as an Excel file or Powerpoint.
GAMIFICATION TO RECOGNIZE SUCCESS
With Plecto, your data is not just for analysis! Make use of our gamification features to set up contests, achievements and notifications. Remember to visualize your Vitally KPIs on TV screens around the office or at home, and keep up to date on the go with our free app!
What types of data can you import from Vitally?
Accounts
Update frequency
Every 2m
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Tasks
Update frequency
Every 2m
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
NPS responses
Update frequency
Every 2m
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
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.
