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Dashboard design

Step-by-Step Guide: How to Create a Fun and Engaging Contest

In this Step-by-Step Guide, you'll learn how to create fun and engaging Plecto contests for your team in no time!

All guides_1 articles

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Sales performance

10 Best Sales Targets for 2024: How to Reach Your Sales Goals

Still having doubts about sales targets for 2024? In this article, you will learn how to define and reach your sales goals using effective strategies. Discover the best sales targets for 2024 and achieve more with Plecto!

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Sales performance

4 Tips to Recession Proof Your Business Performance in 2024

Learn four key tactics to recession-proof your business so you can survive this economic downturn – and thrive in the future!

sales prospecting
Sales performance

What is Sales Prospecting? Tips and Techniques for 2024

We’ll look at what sales prospecting is, the benefits of implementing a clear process, channels and prospecting methods someone can follow to improve their process.

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Motivation

4 Tips To Get The Most Out Of Black Friday 2023

Black Friday is only a few weeks away, so make sure your team (and your data) is ready!

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Sales performance

How to Create a Winning Sales Scorecard: A Step-by-Step Guide

Find out how to create a powerful sales scorecard. Our 5-step guide will reveal the secrets to help to boost your sales!

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Sales performance

7 Strategies for Boosting your Outbound Sales Success

Is your outbound strategy stuttering? Learn the 7 tips to boost the success of your outbound sales

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Motivation

7 Steps to Improve your Organization's Performance: A Quick Guide

Discover the 7 steps to improve the organization’s performance in 2023. Use our comprehensive guide to boost efficiency, maximize potential, and achieve success.

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Sales performance

10 Open-Ended Sales Questions You Should Be Asking To Close More Deals

Discover the 10 open-ended sales questions that will uncover the insights you need to qualify leads, build rapport, and excel in value-based selling!

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Customer Service

The Ultimate Guide to Using Social Media for Customer Service

Want to use social media to answer customers’ queries and concerns? Learn how to provide exceptional customer service on social media with these tips.

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Customer Service

The Ultimate Guide to Customer Onboarding

Onboarding is often customers’ first real experience with a company. Discover 9 customer onboarding best practices to help your company get it right!

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Sales performance

Lead vs Prospect vs Opportunity Explained

Struggling with understanding different sales definitions? In this blog article, we will provide an ultimate guide, which will help to understand the differences between lead vs. prospect vs. opportunity!

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Customer Service

Automated Customer Service: Definition, Pros, Cons, & Best Practices

Customer service automation can improve customer satisfaction and reduce support staff costs. Read our full guide with the pros, cons, and best practices to use.

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Customer Service

The Role of AI in Customer Service

Find out how companies are harnessing the benefits of using AI in customer service to cut costs, improve customer satisfaction, and provide better service.

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Sales performance

Artificial Intelligence in Sales: How to Use AI to Sell More

Discover five ways to use AI in sales – and join the 57% of high-performing sales teams that are already using artificial intelligence to sell more efficiently!

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Customer Service

The Ultimate Guide to Customer Loyalty

Customer loyalty is crucial to every company’s longevity. This article offers a solid definition of customer loyalty, five reasons customers stay loyal, and five actionable strategies companies can use to increase loyalty.

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Customer Service

Step-by-Step Guide on Dealing with Churned Customers

Just received a churn request? Learn how to deal with churned customers and discover the steps for effective churn management

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Motivation

How to Make 1 to 1 Meetings More Impactful

Looking for new ways to nurture your employees? 1 to 1 meetings are a vital tool for boosting employee engagement and developing your employees' skillset. In this blog, discover our simple steps to holding impactful 1:1s that will make a big difference to your employees.

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Sales performance

The 5 Best Sales Tactics to Use in 2024

Whether it’s B2B or B2C, learn the five best sales tactics for finding warm leads, building rapport, and closing more deals in today’s ultra-competitive marketplace.

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Sales performance

Outbound vs Inbound Sales: What’s the Difference & Which One Is Best for You?

Don’t know if you should prioritize outbound or inbound sales? Discover the pros and cons of both strategies and learn how to get the best of both worlds.

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Customer Service

A Guide to Providing Great Customer Experience in the Insurance Industry

Struggling to provide a seamless customer experience? In this blog post, we will provide you with a step-by-step guide to help you provide the best insurance customer experience!

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Motivation

6 Tips to Make a Business Successful

Set up your business for success with these 6 tips and start gaining a competitive advantage now!

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Customer Service

7 Obstacles Between You and Customer Service Success

Providing outstanding customer service is critically important for a successful business. Learn how to overcome barriers to providing effective customer service!

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Customer Service

5 Ways to Provide the Best Customer Experience in the Telcom Industry

Supercharge your customer loyalty in telco with these 5 experience-enhancing methods.

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Sales performance

A Complete Guide to Increasing Sales in Insurance

Insurance selling is a complex process and requires preparation and practice. In this article, we will provide all the needed steps on boosting your insurance sales!

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Customer Service

4 Strategies to Reduce Telecom Churn

Learn 4 crucial strategies to reduce telecom churn, improve retention, and boost lifetime customer value in one of the world’s most competitive industries!

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Dashboard design

How to Analyze Data: A Beginner's Guide

Learn the basics of how to analyze data, including six foolproof steps to analyze data and make better-informed business decisions.

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Sales performance

What is Sales Analytics and Why is it Important? A Simple Guide.

Learn the basics of sales analytics, the different types of analytics in sales, and the benefits to performing sales data analysis with our simple guide

Blog - Social selling: Improve your sales performance
Sales performance

What Is Social Selling And How To Improve Your Sales Performance

Find out everything you need to know about social selling. This includes why it's important, how to do it effectively, social selling tools and tips, some real-world examples and finally, how dashboards can help you with social selling.

Blog - 3 easy tricks to monitor your OKRs in Plecto - OKRs in Plecto
Dashboard design

3 Easy Tricks to Track OKRs in Plecto

Just a helping hand to shed some light on how to work with OKRs in your Plecto dashboards

Blog - The 3 most asked questions about the salesperson and their KPIs
Sales performance

The 3 Most Asked Questions About the Salesperson + How to Measure Sales Performance

Find here the answer to the top 3 most asked questions about salespeople, and the 3 best KPIs to measure their performance.

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Customer Service

5 Ways to Get More Customer Reviews for Your Business

Online business reviews are critical to your company’s long-term success. Learn 5 effective tactics to get more customer reviews for your business.

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Sales performance

A Beginner’s Guide to SaaS Sales Funnels

Learn the six stages of the SaaS sales funnel – and five ways you can optimize your funnel to target the right leads and increase you company’s revenue.

Blog - Choosing the right CRM
Sales performance

Which CRM System To Choose? 3 Examples That Will Help You Decide

Choosing the right CRM system is essential when you want to grow your sales team. Learn more about it here!

Blog - 5 very useful tools for your Inbound Marketing - telephone showing a marketer's agenda
Sales performance

5 Very Useful Tools For Inbound Marketing

We have gathered together 5 very useful tools that will help you save time and boost your Inbound Marketing strategy. Want to know more?

Blog - 4 factors to analyze in your company’s sales funnel
Sales performance

4 Crucial Factors When Evaluating Your Company’s Different Sales Funnel Stages

In order for you to have an analytical look at your sales pipeline and extract relevant information for your business, we have listed the 4 main factors you want to take care of!

Blog - 3 steps to integrate email marketing into the customer journey
Sales performance

3 steps to integrate email marketing into the customer journey

Your email marketing strategy is not converting your prospects? Maybe you are not following these 3 essential steps to optimize your customer journey through email!

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Customer Service

5 SaaS Customer Retention Strategies

SaaS companies wanting to thrive in the future must get serious about SaaS customer retention. Learn 5 SaaS retention strategies that you can implement today!

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Sales performance

What, Why, and How of Sales Enablement

From email templates, brochures, software, and everything in between, there are more opportunities than ever to "enable" your sales team to sell more! Find out everything you need to know about sales enablement in this article.

Beginner's guide to SaaS sales
Sales performance

Beginner's Guide to SaaS Sales

Are you new to SaaS sales? Find out how selling SaaS is different from other types of sales, and get 10 tips to help you sell SaaS like a pro!

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Dashboard design

Step-by-Step Guide: How to create an Automatic Report

Do you still write reports manually? In this easy guide, we show you how to create them automatically in a matter of seconds.

Blog - 3 Steps to Boost Your Team's Sales Performance & How to Implement Them
Sales performance

3 Steps to Boost Your Team's Sales Performance & How to Implement Them

Discover 3 simple steps proven to improve sales performance. Understand why most successful sales organizations are data-driven, learn the 5 benefits of visualizing KPIs, and uncover 4 crucial steps to successful sales coaching!

Blog - Customer Service Phone Rapport
Customer Service

10 Best Ways Customer Service Reps Can Build Customer Rapport

Building good customer rapport is more important than ever in modern-day customer service teams. Learn 10 effective tactics for developing customer rapport over the phone.

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Sales performance

All You Need to Know About Sales Acceleration

Learn how to boost your sales with our all-encompassing guide to sales acceleration

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Sales performance

A Complete Guide to Remote Selling

Find out why remote sales are here to stay, the key benefits and challenges of remote selling, and learn 5 best practices for remote-selling success!

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Sales performance

Just What are Sales Metrics? Here's a Comprehensive Guide

Take a more data-driven approach to sales! Learn the basics of sales performance metrics and how tracking the right sales metrics can increase revenue.

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Dashboard design

How Plecto Uses Plecto: The CEO's Perspective

Welcome to our new blog series called “How Plecto Uses Plecto”! Here, we’ll be sharing how our own management team uses Plecto as a part of their daily work activities. First up, none other than our CEO and co-founder Kristian Øllegaard, who shares his insight into how he uses Plecto.

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Dashboard design

Step-by-step guide: How to Create Custom Metrics in Plecto

It's so easy to create custom metrics and formulas in Plecto, that you don't even need a guide. But, just in case, you have a pretty good one here!

Blog - Quantity vs Quality: How to Have More Meaningful Sales Interactions
Sales performance

Quantity vs Quality: How to Have More Meaningful Sales Interactions

Is more always better? Not when it comes to leads! Read our guest blog to optimize your sales contacts - also working from home!

Blog - The Salesperson's Guide to GDPR
Sales performance

The Salesperson's Guide to GDPR

Discover the impact GDPR has on sales and download our free guide on how to navigate the GDPR in sales.

Blog - Improve Employee Engagement with Motivation
Motivation

Step-by-Step: Improve Employee Engagement with Motivation

Employee engagement is the key to mastering motivation. Get your free step-by-step guide that outlines the exact method top-performing companies use to translate engagement and motivation into revenue.

Blog - 6 tips from famous blogs to increase your sales
Sales performance

6 Tips From Famous Blogs To Increase Your Sales

Improve your sales knowledge with several bloggers, recommended by Plecto.

Blog - 5 Things to Consider Before You Start Social Selling
Sales performance

5 Things to Consider Before You Start Social Selling

We have a few really good tips for you before you start selling your products online. Read more here!

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.