Case Study: Pipedrive achieves real-time KPI visibility and faster data-driven decisions with Plecto

Pipedrive - Customer Case Study

Pipedrive needed a way to visualize KPIs across its office so teams could make faster, data-driven decisions. Although Pipedrive captured data in Pipedrive CRM and Zendesk, those insights were locked in systems and not easily shared; the company sought a vendor to display employee and team KPIs transparently on TV screens. Plecto was chosen for its dashboard solution and native integrations with Pipedrive CRM and Zendesk.

Plecto integrated with Pipedrive and Zendesk to deliver live dashboards on TV screens and automated notifications for sales and support teams, giving staff a real-time overview of tickets, deals, goals and achievements. As a result, Pipedrive now displays goals and results across the office, boosts team engagement through public recognition, and enables faster, more informed decision-making by surfacing performance and obstacles before they become bigger issues.

Pipedrive

Daniel Figueiredo

Support and Sales Project Analyst