With so many tools available to automate tasks and encourage employees to work harder and more effectively (while also being happy in their work, of course!), choosing from such a vast range can be bewildering. And if you’ve already got a Close CRM system set up, you might think that’s enough.
However, with a tool that helps you visualize real-time data like Plecto, for example, you can gain a much deeper understanding of how your teams are performing. And, when Plecto is set up with professional guidance and specific Plecto training, you can boost both the motivation of your sales teams and their engagement – double whammy!
Here are 3 ways that using CRM data with the help of tools like Plecto, can help you get the most out of your employees:
1. By giving them valuable, useful insights
No employee wants to be bombarded with numbers related to their performance, or forced to read black and white reports that leave them none the wiser about how they’ve been doing. But data is important to your employees.
With the help of Plecto, you can furnish your employees with data that is 100% accurate and relevant to them; in turn, showing them their strengths, opportunities for improvement, and their distance from any goals or objectives. Armed with this real-time data and knowledge, they can easily chart their progress, and take any necessary steps to bolster their performance.
2. By importing CRM data to their dashboards
With a system such as Close CRM, you already have the tools you need to gather data, but is that enough to keep your employees motivated and striving to achieve more?
Fortunately, when you integrate Close CRM with Plecto, your daily CRM data is automatically imported into the dashboards of your employees, in real-time, helping them stay constantly updated, visualize their KPIs, and progress in a positive manner towards their goals.
3. By customizing their dashboards
Although this feature might not sound as important in a visualization tool like Plecto, especially in terms of employee motivation and engagement, giving your team members the chance to customize their dashboards, can actually work wonders for their morale. Dashboards can be personalized from scratch, right from the colors and theme, down to the widgets, and once you’ve got your Close CRM data up and running on Plecto, you can start setting customized pop-up notifications! From small victories to huge successes that the whole team was involved in, whatever you think should be celebrated, can be done so in style with small messages to personalized videos accompanied by music, you can let your imagination run wild!
CRM data that is both accurate and updated can encourage and motivate your employees to up their game, carry on performing well, or be even more engaged than they were before Plecto was integrated. Either way, integrating your CRM system with Plecto has a range of benefits just waiting to be discovered, and when you work with a Plecto partner, the sky really is the limit!
