Meeting booking agency CEO sings Plecto’s praise: ‘It allows us to see challenges and react quickly’

Company Background

With 30 employees and headquarters in Helsinsgør, Denmark, Cuneo specializes in B2B meeting booking, telemarketing, data collection, and social media.

Cuneo has helped its customers grow both in Denmark and abroad since it was founded in April 2013. As a recipient of the prestigious Børsen Gazelle in 2021, 2022, and 2023, Cuneo has solidified its position as one of the fastest-growing businesses in Denmark. Its clients are primarily drawn from the IT industry and include companies operating in Europe and beyond, such as Protech-X, Hewlett Packard Enterprise, and the Copenhagen Business Hub.

The challenge: Upgrading data displays

Peter Benjaminsen, Cuneo CEO, was searching for a dashboard solution to easily visualize the team’s tasks and progress.

“We have a budget, and we needed to combine it with data about how we performed, what our business activities were, what we still needed to do, and how well we did it,” he says.

“That data was in our call system but, of course, it’s not shown the same way as Plecto shows it. And so we needed a system to show us our performance.”

The key factor was that the data needed to be presented in real time, so that progress towards business targets could be immediately identified, and that modifications could be made on the fly.

“Our setup is very dynamic; it’s small campaigns. We can’t sit and work for 10 hours if we’ve already finished the campaign,” Peter says. “So it’s very important for us that our data is updated live.”

The solution: Real-time dashboards and gamification

Live KPI insights for efficient lead-to-meeting conversions

Peter stumbled across Plecto while searching on Google, and found its customizability immediately attractive. Cuneo was able to integrate its CRM and telephony systems–Enreach (previously Herobase)–into Plecto, with Peter saying the integrations were “very easy” to do.

Peter says Plecto’s primary function for Cuneo is to identify both individual and team-level activities, and where campaigns can be improved.

“For example, we can make sure one of our customers should have 10 meetings this month, and another one should have five, and we can make sure that we are trying to reach that live target. So if there are five meeting bookers on the same team, they will instantly see if the meetings are booked, and at what time they’re booked. This is something that we wouldn’t be able to see easily in our call system.”

“The main KPIs we focus on are number of meetings booked and turnover, but of course we also look at the success rates of how many subjects we use to book one meeting,” Peter says.

“In the B2B industry there are not as many reasons to call, so we can have campaigns where we have only 200 leads to call. So it’s important for us to see how many we use for one meeting. It’s making sure your resources are being used and actually these are a crucial thing for us because they are limited.

Campaign KPIs that are celebrated

That’s not all–Plecto has revolutionized the sales culture at Cuneo by using gamification and displaying dashboards on the office TV screens.

Peter has made hitting monthly targets an achievement in and of itself, by awarding virtual “badges” for each employee who achieves their monthly target. This simple but motivating method has proved to be successful with a quick look into one of the meeting-bookers dashboards showing employees with up to 10 achievement badges at a time! That is, individuals are hitting their monthly targets more consistently, and are more motivated to do so by having their results onscreen. Plus, it’s easier for Peter to see who has (or hasn’t) met their goals.

Cuneo has adopted gamification for team-based celebrations, too. “We are mostly using notifications for team goals,” Peter says. “For example, say we have a monthly goal. And when we reach that, then something will come up onscreen. If someone books a meeting, they will get something onscreen.

Plecto has also helped unleash employee competitiveness, meaning agents reach their goals faster, and have fun doing so. “We like to do contests for the whole company. We’ve done competitions where we’re playing basketball, cricket, and other activities in-house, but are putting numbers into Plecto every day,” Peter says.

Another efficiency-boosting gamification practice Cuneo has engaged with is using what’s known as “conditional colors” to quickly highlight where employee performance is going great, OK, or needs a little work. For example, when Cuneo’s agents have booked at least seven meetings per week, the dashboard widget will reflect their progress in reaching–and exceeding–this goal. “For 27 meetings, the bars are green. But between 22 to 26, the bars are yellow,” Peter says.

The result: Scaling, self-learning, and securing campaigns

Peter proclaims that Plecto has made it possible to grow each year, taking the team from 2 employees to what it is today, where “we can see that we are performing better and better.” Of course, not all of the company’s success can be attributed to Plecto, but the CEO concedes that visualizing data has led to more empowered employees, and quicker decision-making, which in turn has played a role in his team’s significant growth.

A culture of empowerment

An unexpected result for the meeting booking agency was the extent to which Plecto helped change Cuneo’s culture. Thanks to Plecto’s data visibility, work at Cuneo has become an occasion for self-learning and personal growth.

“The great part of the process is that it allows employees to look into and work more with their performance, progress, or activities themselves,” Peter says.

“I think that's one of the more underrated things about Plecto, that it empowers your employees to think about their performance and have the desire to be able to see what they are and can do.”

A management and time-saving dream

Aside from improving morale, meetings, and a “my performance, my responsibility” mindset amongst the team, Peter is quick to note that Plecto is a terrific, time-saving solution for managers:

Uplift your telemarketing lead conversions with Plecto dashboards

Eager to incorporate data visualization and gamification into your daily business routine, develop a culture of employee empowerment, and create a customized dashboard system like Cuneo did?

Book a personalized demo, and start maximizing your sales and telemarketing team’s potential today.

Here are your quick links to resources of Cuneo’s winning formula:

• Plecto Sales Dashboards
• Custom Formulas
• Plecto Achievements
• Plecto Instant Notifications
• Plecto Contests

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