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Features

How Plecto helps improve
telemarketing performance

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All your campaigns in one place

Centralize your KPIs onto dashboards so you can see all your call quotas, campaigns, and sales update live.

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Your team takes control

Show your team their call numbers and conversion rates on real-time dashboards that update automatically.

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Happy clients, more conversions.

Easily share your great campaign results with your clients, so you get more commission or contract extensions!

Dashboard example

Telemarketing dashboard examples.

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Matt Vickers

Operations Manager at The Insurance Surgery

"We went from 150 calls a day per rep on one of our teams to 213 yesterday. So it's obviously helping a lot. Most of the team are making over 200 calls... where previously 200 calls meant you'd had an incredible day."

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Cort Ouzts

POS Nation CEO

"With data visualization, I can address performance problems in real-time. If a sales rep has only completed 10 calls by lunch, I can speak to them immediately instead of waiting several days to review their performance report at the weekly sales meeting."

Read the POS Nation case study
Gamification use case

How can I use gamification
in our telemarketing team?

What is gamification?
Gamification means turning your team's everyday telemarketing activities into tasks that include
points, badges, and other game-like elements. Why? Ultimately, to make everyday tasks more fun.

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Competitions to call more prospects

Whether it's working as a team or everyone for themselves, you could run other contests like fastest average call duration, most calls made, or campaign target achieved.

These fun contests take just 3 steps to set up and are the ultimate way to tap into your team's competitive nature and make completing everyday call center activities fun!

Send celebratory notifications for calls, conversions, or sales

Send a notification to show up on your screens when someone books a meeting. Or let someone "spin the wheel" when they hit their quota 3x in a row

Choose from some of our notification options:

  • Personalized video plays on screen
  • Send a notification to Slack/Microsoft Teams
  • Award virtual coins to spend in the Reward Store
  • Chance to "spin the wheel" and win a prize
  • Sounds play on Sonos speaker
  • Flashing Philips Hue lights

Learn more

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A gold star to your team rock star

It's a bit awkward wearing a gold star at work; award virtual achievement badges instead that show up as icons next to the names of your employees on dashboards.

Give your highest achieving rep a virtual "Top performer badge" or "Best office mood spreader" for the telemarketing talker of the month.

Learn more

The best ROI starts with a small reward

A little prize goes a long way; offer your employees the chance to win a dinner out, movie tickets, coffee delivered by the CEO, or anything else you think of.

With our Reward Store, employees earn virtual coins that can be redeemed for the real-world prizes you choose. Tie it to your contest and you're employees will be even more motivated to close those tickets!

Discover more

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The 3 telemarketing dashboards to get the most out of your team, your calls, and your campaigns.

Whether it’s getting an overview of all your campaigns, reporting high-level metrics to your client, or deep-diving into your team’s detailed call statistics, get inspired by these dashboard examples that simplify and centralize your telemarketing team's performance.

Discover more telemarketing dashboards

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Integrations

All your team's KPIs.
All in one place.

Take your CRM, helpdesk, and telephony systems' KPIs and show your team how they're doing in one simple dashboard view in just seconds.

Features

More features for telemarketing teams

Effortlessly switch between individual and team view.

Managing a big call center team? With Dynamic Dashboards, you can create one dashboard that you can filter to see an overall team performance view or filter by employee.

Learn more
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What are performance agreements?

Think of these as agreeing upon a certain KPI and a certain target to reach for each individual employee. You can choose different KPIs for different employees and different targets, too.

Why are they great?

Your longest-standing employee may have years of experience as your junior rep. Keep targets realistic and achievable for everyone by creating custom targets based on experience, expectations, and ease of achievement.

Learn more
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Why One-on-Ones?

You're probably already doing some sort of one-on-ones, or at least you should be. Get to the heart of each employee's performance and build personalized long-term plans together.

How Plecto's digitalized One-on-Ones make your life easier:

  • Centralized in the same place as their KPIs. No searching through 7+ systems.
  • Save hours on all your employees' 1:1s. No planning/printing useless sheets of paper only to be thrown away and forgotten.
  • Sook back on previous conversations and make sure your employees are actually improving over time!
Explore more
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Save your time and resources by automating reports and presentations

Here's what's great about Plecto reports:

  • Re-use the same formulas you’ve used on dashboards
  • Customize with up to 20 KPIs in 8 different formats
  • Drill downs by specific metrics (e.g., data source fields, teams, employees)
  • No limit on the number of reports you can create
  • Schedule reports to be sent to you or your colleagues inbox
  • Export your reports as presentations whenever you need
  • Combine KPIs from your CRM, telephony system, prospecting tool, or any other of your everyday apps to get a holistic view of your team’s performance

Plus, instantly export your reports as ready-to-present in the following formats:

  • PowerPoint
  • PowerPoint as images
  • Excel spreadsheet
Read more
Get started

Start building your
telemarketing dashboard now.

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Dashboard builder

Select your system. Select your KPIs. Connect your own actual data. Done in under 15 mins!

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Drag-and-drop formula templates

Use building blocks by selecting from pre-made formulas and widgets made for teams like yours.

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Dashboard examples

Check out our telemarketing team lead overview, campaign-specific, and personalized BDR dashboard examples.

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Telemarketing team hits daily call quota and lands longer campaigns with Plecto

"Our project managers have become more responsible because they can now invest more time in other tasks and see everything at a glance - no more constantly switching back and forth between different CRMs. This has really improved the quality. The efficiency is almost 100 percent!"

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