App Spotlight: Plecto for Zoho CRM

App Spotlight: Plecto for Zoho CRM

App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. 



Plecto for Zoho CRM 


Plecto is a KPI visualization tool that helps your company view real-time business KPIs on customized dashboards while getting your employees involved with your performance. Using this extension, you can visualize your Zoho CRM data on a Plecto dashboard in real time and get a complete overview of your most important sales activities, KPIs, and business metrics. Display your Zoho CRM data on several different widgets, including graphs, speed-o-meters, and tables, and use conditional colors to easily identify any progress towards your goal.  

 

 

Business needs 

  • Companies work with data on a daily basis, but it’s usually a monotonous task reserved for just a part of the team and a large group of people in the organization don’t have a lot of insight into their performance. 
  • It's important to share individual progress and achievements with all employees for everyone to monitor growth and keep improving.  

 

Solution 

  • Connecting Zoho CRM to Plecto can help companies understand their data and performance on a real-time basis. 
  • Apart from displaying data, companies can also use Plecto's unique gamification options to keep sales teams engaged and motivated by automating alerts that trigger whenever a new KPI is reached. E.g. automating "win" notifications after successful deal closure. It can be customized to create funny alerts too.  
  • It's also customizable to engage employees in the company’s progress and celebrate their achievements.  

 

Benefits 

  • Recognize your employees’ achievements and achieved KPIs 
  • Increase employee motivation and engagement 
  • Get a complete overview of your performance 
  • Decrease the time spent on repetitive and manual tasks