Case Study: Plecto achieves increased sales productivity and streamlined Salesforce workflows with Aircall

How Plecto Sales Reps Increase Productivity By Using Aircall

Plecto, founded in 2012, provides software that consolidates data from multiple systems into customizable dashboards to help businesses track performance. As the company scaled internationally, relying on mobile phones created data gaps and productivity constraints, so Plecto sought a modern, cloud-based phone system that would integrate tightly with their existing Salesforce CRM and keep business systems interconnected.

Plecto implemented Aircall with the Salesforce integration, using features like click-to-dial, power dialer, warm transfer and automatic call/data sync. The change gave reps immediate access to prospect history, streamlined note-taking and tagging, enabled company-wide call dashboards and KPI tracking, supported remote work, and improved cross-team collaboration—resulting in faster progress with clients and measurable gains in sales productivity.

Plecto

Mortimer Smith

Sales Development Manager