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
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.
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
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
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
Pre-built Salesforce KPIs
Browse our extensive library of pre-built Salesforce KPIs or customize and create your own.
The amount of won deals compared to the total opportunities created during a certain period.
Amount of money your potential new client’s account is worth.
Count of the number of opportunities that have turned into clients.
Count of your pending tasks.
Count of the support calls that have already been successfully answered.
Count of the total amount of tasks that each employee has completed.
Potential customers that have shown some interest in your company or product.
Amount of emails that each employee has received in the last period.
Overview of the number of pending meetings you have in a certain period of time.
Amount of money the company is not going to earn due to a lost client.
Percentage of leads that are converting into clients during the last period.
Time spent talking on the phone with potential or current customers per day.
New subscriptions that have been added recently and that will, therefore, contribute to your MRR.
Total number of meetings a team or employee has already had in the last period measured.
Potential future customers that have shown some interest in your company or product in the last period.
Total number of new clients that your company has welcomed over the last period.
Average time spent by your entire team in their calls with clients.
Amount of money your new client’s account is worth.
Count of the number of opportunities that haven’t turned into clients.
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 Super User Supercharges Sales at Denmark’s Most Successful SaaS Companies
Secomea grew their inside sales by 600% in a year with the help of Plecto real-time sales dashboards for accurate, automated & up-to-date sales activity visualization. Read how Secomea's Global Director of Inside Sales, Alexandra Francis did it. BONUS EXTRA: How Ally scaled 3 other successful SaaS companies
Read moreHow 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.