Fullcast Performance integrations expand your visibility into your reps’ and teams’ performance. An ideal Fullcast Performance setup integrates the CRM, email, call, and notification systems already in use.
This guide outlines the integrations currently available with Fullcast Performance and how to successfully set up each one.
Salesforce
Salesforce is the required CRM for Fullcast Performance, and many Fullcast Performance metrics rely on or are made more powerful by Fullcast Performance’s access to data from the “Account” and “Opportunity” objects in Salesforce. It's worth noting that Fullcast Performance does not adjust or alter any data in any way, the CRM data is simply mirrored.
Fullcast Performance connects to Salesforce via a read-only OAuth connection. Fullcast Performance is not a managed package, nor can it write to Salesforce.
Integrations steps -
Login to the correct Salesforce account that will be used for the integration.
Login to the Fullcast Performance account that has the corresponding email address with the integration user. If an Fullcast Performance account with the email necessary has not been set up, please contact the Fullcast Performance Support team at support@atriumhq.com.
Click the following link - http://app.atriumhq.com/auth/sfdc-login
A prompt should appear that confirms the SFDC integration was successful!
If the confirmation does not appear, chat or email Fullcast Performance Support at support@atriumhq.com for confirmation.
Email Domain/Calendar Activity
Email and calendar activity data help to enhance Fullcast Performance metrics with quantifiable rep activity. The email domain being integrated will also be used to login to Fullcast Performance.
There are 3 ways Fullcast Performance can pull email and calendar data: G Suite, Microsoft, and Salesforce. Please follow the steps below for your preferred method.
G Suite
Integration steps -
Install Fullcast Performance through the G Suite Marketplace -
Follow this link to the Google Marketplace, or search for and select Fullcast Performance from the Google Marketplace.
Click INSTALL in the top right to start installing Fullcast Performance.
Click CONTINUE to authorize installing Fullcast Performance on your domain.
(Optional) If G Suite organizations were created, select the appropriate sub-organization from the dropdown menu.
Click ACCEPT to install Fullcast Performance.
A prompt should appear that confirms the G Suite integration was successful!
If the confirmation does not appear, chat or email Fullcast Performance Support at for confirmation!
(Optional): For larger companies it is recommended to set up G Suite organizations in order to limit domain access to the specific subset of users in Fullcast Performance.Instructions can be found here.
**Microsoft
**
Integration steps -
Complete the below steps as a Microsoft admin. If you are not a Microsoft admin, connect with the internal Product or Engineering teams at your company to complete these steps-
Log into Fullcast Performance.
Click the following link -https://app.atriumhq.com/auth/msft-consent
A prompt should appear, check the box CONSENT ON BEHALF OF YOUR ORGANIZATION, and then click ACCEPT.
Another prompt should appear that asks for admin access, click ACCEPT.
Salesforce
Integrations steps -
Determine which field on the “Task” object in Salesforce is used to identify emails.
Based on the above, determine which “Type” values represent emails.
If a third-party platform such as Outreach or Salesloft is used to send emails that are then auto-generated as tasks in Salesforce, take note of the integration being used.
Send an email to the Fullcast Performance Support team at support@atriumhq.com with all of the above information. Salesforce email integration requires Fullcast Performance Support to process internally, but once an email is sent expect a swift response with confirmation and when data should be reflected! Here's an example email -
Gong
Companies that use Gong to record external calls can integrate Fullcast Performance and Gong directly to enhance understanding of key rep calling behaviors. Some examples of metrics pulled in from Gong are Talk Ratio, Longest Monologue, and Call Interactivity.
Integrations steps -
Log into Fullcast Performance.
Navigate to theIntegrations Settings in the top-right menu of the homepage under Customization.
To the right of the Gong logo, click the Authorize button.
A prompt should appear, complete the Gong Oauth process by clicking the Allow button_._
It will take 3-4 hours for the data to propagate, but once complete then the Gong cards will become visible by searching Gong in the top-right search bar.
Slack
With the Slack integration enabled, Fullcast Performance can automatically send alerts and dashboards directly to anyone in the company at the preferred schedule for the group or individual.
Integrations steps -
Log into Fullcast Performance.
Navigate to theIntegrations Settings in the top-right menu of the homepage under Customization.
To the right of the Slack logo, click the Authorize button.
A prompt should appear, complete the Slack Oauth process by clicking the Allow button_._
Once complete, a quick way to verify the connection is active is by navigating to any dashboard then clicking the paper airplane symbol in the top right to see distribution preferences. If the connection is active then a dropdown showing Slack channels will be visible.
Finally, the Integrations page for Salesforce, G Suite, Microsoft, and Gong can be found here, and the Sntegrations and Settings page for Slack can be found here -
