Since it was founded in 2012, the Ageras Group has become the leading provider of banking, accounting, and administrative software for small businesses across Europe and the US. With over 350 employees and 5,000+ expert partners providing customized accounting solutions to their 200,000 monthly users worldwide, it's no surprise the Investcorp-backed company has been recognized as EY Entrepreneur of the Year Startup (2016) and received E-Handelprisen’s 2017 Best B2B Business award.
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Jesper Sebastian Larsen
Director of Nordic Sales, Ageras
Challenge
Ageras needed a way to simultaneously improve employee motivation and data accuracy to ultimately increase sales performance.
Jesper Larsen, Director of Nordic Sales at Ageras, took responsibility for finding a sales performance tool that would “increase performance by visualizing data dashboards and using gamification.” It was particularly important that the system could be connected seamlessly with Pipedrive, which is used profusely throughout the digital accounting firm.
Solution
“The good thing about Plecto, other than being extremely UX friendly, is also that it drives so much value for the salespeople we have at Ageras," Jesper says.
"Plecto is great for getting the quick and easy understanding of our performance. It looks good. The ‘bling-bling’ (of the gamification) is super great. And the price is comparable.”
As far as integrating important data from other systems goes, “we easily integrated our Pipedrive data with Plecto. It was basically plug-and-play, and then it was live!”
Here’s how Plecto helped Ageras achieve the visualization, motivation, and globalization of their performance data that they needed amongst their inbound, outbound, and field sales, as well as for management, too.
With real-time dashboards, the entire team stays updated on key metrics such as meetings booked, meetings held, and revenue. Rotating dashboards display crucial KPIs, ensuring transparency and alignment across all locations. Additionally, the "Wall of Fame" feature spotlights top performers, fostering a culture of recognition and competition.
To drive engagement, Ageras utilized Plecto’s instant notifications, which played a sound and displayed an on-screen alert whenever a sales rep hit a milestone—especially during their internal World Cup contest. This real-time recognition kept the energy high and motivated reps to push for even greater achievements.
On the go, the Plecto mobile app provided live widgets for inbound, outbound, and field sales teams, ensuring everyone stayed connected to their performance, no matter where they were.
Results
In Ageras Nordic, Plecto has been one of the leading factors in the company’s incredible success during 2022. “In the Nordics, having Plecto has for sure affected our revenue," Jesper says.
"During 2022, we have, in the Nordic countries, achieved the best results we have ever achieved in our entire history. Of course, the people are a huge factor in this, but visualization of sales certainly improved the numbers, too."
Jesper Sebastian Larsen
Head of Sales Nordic, Ageras
The access to and simplification of performance data through visualization has simultaneously saved Ageras significant time that would otherwise have been spent manually sorting through data: “If we didn’t have a tool like Plecto…it takes so much time to find results and information that we may not even look for it in the end.”
This means that Jesper has so much more time to accomplish the cool ideas and plans he wants to initiate within Ageras’ sales teams.
The simple and motivating solution for all sorts of salespeople
Jesper knows that “salespeople are super different.” There are those who have the perfect overview of their pipeline, and then there is the more unstructured type of salesperson who don’t want the hassle of administration and just want to sell.
“Plecto shows results in a visual and motivating way that is great for all kinds of people, including the unstructured salesperson who doesn’t know anything about how other people are performing, and can now actually see all their colleagues’ results," Jesper says.
"The visualization of all our performance at Ageras is really great with Plecto. And since salespeople are typically extremely competitive, being able to see their colleagues' performance, gives them a huge lift in their own performance."
Jesper Sebastian Larsen
Reproducing peers’ top performance
Being able to see how other teams are performing across locations, has helped to bolster company alignment and performance even more.
“We have eight screens showing not only the Danish markets, but also other markets handled outside of the Copenhagen office, which includes the German, the Dutch, and the American market. So Plecto helps us get a better understanding of how the performance is in these countries,” Jesper says.
“Not only to see the performance, but also to learn from each other. That is if the American market is performing well… why is that? And then we can replicate that.”
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Wanting others to share in the same success, Jesper offers, “I actually already have recommended Plecto. And they’re planning on using it!”
When it comes to the implementation, Jesper adds that you should not shy away from reaching out to customer support: “During the first six months when I had a ton of questions, Plecto’s support team was a huge, huge help!”
"I love Plecto’s customer support. I love the UX–it’s super user-friendly. And I love all the visualizations and notifications on the screen. I love Plecto."
Jesper Sebastian Larsen
Smash your business goals with Plecto
Looking to centralize your data, motivate your agents, and experience major growth like Ageras Nordic?
*Disclaimer: We are committed to data privacy. All dashboard images in this blog post have been provided by our customer, Ageras. Names and identification photos have been blurred out or altered for security. Plecto does not access customer dashboards without written consent.
Jesper Sebastian Larsen
Director of Nordic Sales, Ageras
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