Simplified Integrations

Simplified Integrations

When a new Integration is enabled and authenticated, RESULTS will automatically pull in 3-4 metrics based on the integration provider. These metrics would be in line with our best practice for the respective integration provider. After creating and authenticating an integration, you will see a popup with a confirmation message. For instance I have authenticated a Salesforce integration and you will see the following message appear on the popup. "Now you've created a Salesforce.com connection, would you like us to pull in 3 metric(s) from your Salesforce?". Yes or No

Clicking on Yes will launch another popup listing the names of the 3 KPI's that will be created and ask you to choose a team to which you want the goals to appear in. Click on the dropdown and select the team. "We have created the following metrics: Sales Won MTD , Sales Won YTD and Total Pipeline Value. Which team would you like them to appear in?"

After you select a team and click proceed, you will now be directed to the team you have selected and you can see the best practice KPI's which are created.

Below are the integration providers supported and the best practice KPI's created after successful authentication for the respective integration provider.

• Salesforce
  • Closed Opportunities
    • YTD
    • MTD
  • Pipleline Value
• Xero
  • Aged Receivables
  • P&L Sales

• Asknicely
  • NPS Score

• Quickbooks
  • Aged: Accounts Receivable
  • Profit and Loss: Total Income

• Officevibe
  • Engagement Score By Date

• Zendesk
  • Ticket Count Solved
  • Satisfaction Rating
  • Ticket Count by Status