Challenge: Increase sales performance with motivation
Relatel needed a tool to generate an easily-accessible overview that could accurately visualize each sales agent's call performance.
They wanted to take their performance data out of an internal system and bring it into their office to promote transparency, and make decision-making easier for each salesperson.
As Relatel started their search for an interactive sales dashboard to track and display KPIs, they found Plecto.
Solution: Gamification and data visualization dashboards
When Relatel established their KPIs within Plecto’s dashboard software, they not only visualized progress, but also made it possible for all employees to track sales metrics and compare themselves with their colleagues.
Relatel's sales team particularly enjoys the ability to share success stories, visualize daily progress data, and receive notifications triggered by team members reaching their individual targets.
"Plecto provides us with an outstanding overview of each employee’s daily progress."
With Plecto, Relatel can now track and report the time each salesperson spends talking to potential customers. The sales team can easily get an overview of their daily progress, and motivate each other to get better results.
Plecto allows Relatel to make sale successes visible and share these with the rest of the company. It creates an atmosphere where colleagues increasingly interact with each other based on achievements, sharing their knowledge and experience on how they reached their targets.
Plecto's real-time dashboards transformed the sales culture at G4S, boosting motivation, enhancing customer service, and improving global team alignment during the pandemic--and beyond.
Matt Vickers, Operations Manager at The Insurance Surgery shares how integrating the specialist insurance giant's Aircall call data and sales performance into Plecto helped to boost lead generation calls by 50% and skyrocket sales!