Connect the full picture
The single biggest lever. With only your store connected, Vivacity sees what happened. Add ads, CRM and accounting and it sees why - and can connect cause to effect.Revenue + Ads
Spend against results, so wasted budget is obvious.
Revenue + CRM
Which leads and customers actually drive sales.
Revenue + Finance
Sales against cash, overdue invoices and margin.
Everything + Inbox
Turn insight into a drafted message in one step.
Check the briefing daily
Five minutes each morning beats a deep-dive once a month. The briefing is ordered by what matters, so even a quick scan keeps you ahead of problems.Act on recommendations
Approving (or dismissing) recommendations teaches Vivacity your judgement and priorities. The more you engage, the more the suggestions sound like you.Keep your source data tidy
Vivacity is only as good as what it reads. Consistent product names, tagged campaigns, and up-to-date CRM stages all make its answers sharper. See Keeping your data useful below.Ask better questions
Specific questions get specific answers. See Writing good questions.Keeping your data useful
- Name things consistently in your store and CRM (one product, one name).
- Tag your campaigns so ad performance maps to outcomes.
- Keep pipeline stages current so “who to chase” is accurate.
- Reconnect promptly if a tool shows Reconnect required - gaps weaken the picture.