Salesforce

Plecto integrates with Close.io

Customize dashboards that stream sales data from Close.io to rank top performers and visualize progress towards predetermined targets.

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Connect with Close.io

Integrating Close.io is a cinch. Authorize your account and select the metrics you want to stream.

Log activity in Close.io

Data flows into Plecto, syncing with the data that’s logged or changed in your Close.io account.

Display data with Plecto

Visualize the Close.io data you import by customizing dashboards using a growing number of widgets.

Recognize big sales “wins”

The days of an aging whiteboard are over. With Plecto, you can instantly notify your team of new Close.io opportunities, closed deals or incoming calls. You control what constitutes a “win” and how you celebrate: Play a custom sound, display the closer’s headshot, write a custom message or do all of the above.

Recognizing successful salespeople in this way creates a more engaging and collaborative work environment and keeps reps accountable for continuing to deliver. Show your team they’re contributing, and they’ll contribute more.

Maximize adoption of Close.io

Plecto makes it fun and worthwhile to keep Close.io updated. By displaying key metrics on dashboards around the office, reps are compelled to promptly update the system after each Won Deal or New Opportunity. That way, their recent “win” is broadcasted to the entire office.

Essentially, when updating Close.io means getting recognized for your recent accomplishments, it doesn’t feel tedious.

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