Pipedrive Makes Faster Data-Driven Decisions with Plecto

The Challenge

Pipedrive is great at capturing data—using their own Pipedrive CRM for managing their sales funnel, and Zendesk for collecting customer feedback and tracking customer support ratings.

However, with their data locked away in separate systems, it was challenging to deliver critical performance information to guide their teams' decision-making in a timely manner. In this way, Pipedrive wished to become more data-driven, where decisions were based on KPIs and tracked data.

With this in mind, Pipedrive started looking for an easy way to visualize employee and team KPIs on dashboards that could be displayed on TV screens throughout the office.

The Solution

It was critical that Pipedrive was able to display visual, actionable data from Zendesk and Pipedrive CRM for their sales and support teams. The seamless integrations that Plecto offers between the sales and CS systems made it the perfect solution for Pipedrive.

Here's how Plecto helped Pipedrive achieve the integration, visualization, and transparency they sought to enact:

• Centralized data using one-click integrations
• Plecto real-time dashboards for data visualization
• Plecto instant notifications to celebrate achievements

Live KPI Dashboards on TV Across Pipedrive’s Offices

Upon integrating their existing business systems with Plecto, the teams at Pipedrive were able to get started building dashboards and streaming them to TVs around the office in just a few clicks.

Pipedrive's customer support team is able to stay on top of their tickets with their real-time activity dashboard. Whenever a support ticket is submitted or reopened, the whole team is able to see the quantity and status of tickets on the Plecto dashboards displayed on TVs around the office.

Meanwhile, the sales team gets an impeccable live overview of their sales pipeline, so no one is working on outdated data and opportunities are easily identified.

Instant Notifications for Instant Celebrations

Pipedrive also leverages automated notifications that trigger whenever a customer service agent completes a positively-rated support call or a sales rep wins a deal. Openly recognizing accomplishments has boosted employees' engagement and connectivity as they share knowledge and experiences with each other, bringing departments closer together. The recognition also gives individuals a sense of pride that motivates them to continue their great work, ultimately enhancing both individual and team performance.

“If you are a Pipedrive user, I would definitely say go for it. Because Plecto and Pipedrive is indeed a very powerful combination!”

The Results

Since implementing Plecto, Pipedrive displays its team targets and results on TV screens throughout the office in a transparent and motivating way. Employees can make easier, data-driven decisions, as they are provided with the perfect overview of sales and customer service performance to make fast decisions in real time. Additionally, reps and managers alike are able to identify hindrances and obstacles before these land on their desks as a result of better data transparency.

Motivated and Engaged Employees

Pipedrive has seen a significant improvement in team motivation by providing employees with a foundation to engage with their colleagues–making performance and achievements the new everyday conversations at the coffee machine. With Plecto dashboards accessible to all and notifications alerting when important milestones are achieved, celebrating success is something that is now done company-wide. The healthily competitive nature of the sales team, and appreciation for recognition within customer support, means employees are far more motivated to outperform.

Smash Your Business Goals with Plecto!

Looking to centralize your data, motivate your agents, and incorporate gamification into your workflow like Pipedrive?

Book a personalized demo, and start boosting your sales team's efficiency today.

Here are your quick links to the resources of Pipedrive's winning formula:

• Plecto for Sales
• Real-Time KPI Dashboards

*Disclaimer: We are committed to data privacy. All dashboard images in this blog post have been provided by our customer, Pipedrive. Names, identification photos, and some data have been altered for security. Plecto does not access customer dashboards without written consent.