Sales Performance Management Customer Deals | Implementation & Best Practices

Plecto and Aircall helped The Insurance Surgery boost daily calls by 50%. The company moved from paper-based systems to real-time... dashboards and gamification. With Plecto's integration, sales and support teams tracked live call data and performance. Gamification features increased motivation and sales. The transition was fast and easy, with no disruption to business. Now, over 200 calls per rep per day is the new standard.
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Funifier helped Wiz Soluções boost outbound insurance sales. Over 1,500 agents used Salesforce CRM to manage more than 1 million... leads. Lead handling jumped 1013% from 31,671 to 352,550 in one year. Sales rose 155%, from 25,103 to 64,109. Planning execution improved by 80%. Funifier's gamification tools drove engagement and results.
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FC Bayern used SAP Business Suite to connect and streamline its business operations. The club replaced manual HR and expense... processes with cloud-based tools, improving employee experience and speeding reimbursements. SAP integrated 52 systems and over 9.5 million fan records, enabling personalized marketing and unified fan engagement. SAP Sports One helped manage player performance and scouting. FC Bayern now delivers better HR, finance, and fan experiences, supporting success on and off the field.
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FC Bayern used SAP Business Suite to connect and streamline its business operations. The club replaced manual HR and expense... processes with cloud-based tools, improving employee experience and speeding reimbursements. SAP integrated 52 systems and over 9.5 million fan records, enabling personalized marketing and unified fan engagement. SAP Sports One helped manage player performance and scouting. FC Bayern now delivers better HR, finance, and fan experiences, supporting success on and off the field.
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Optymyze helped a value added reseller manage 250 SPIF programs at once. The finance team struggled with manual, paper-based processes... and lacked clear reporting. Using Optymyze’s no-code platform, they built an app to automate SPIF management. Product managers now enter program details in a standard form. Sales teams see real-time rankings and payouts. The new system improved efficiency, accuracy, and sales motivation.
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Hurrah! by CRMGamified helped OSEG boost sales team performance by 61% in just one month. The gamification software increased sales... metric visibility and created a more engaging team environment. OSEG achieved $2 million more in campaign sales compared to previous seasons. The solution made outbound sales efforts more effective. Sales gamification and performance tracking were key benefits.
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Observe. AI helped Verida manage 3 million annual calls for Medicaid and Medicare trips. The platform reduced average handle time...and improved agent onboarding with real-time guidance. Verida used AI to ensure HIPAA compliance and automate routine calls. Managers gained insights to update scripts and policies. Verida plans to expand automation for better service and efficiency.
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Octiv helped Motley Crew CrossFit simplify gym management. The platform combined training tracking and booking in one place. Motley Crew... saved the cost of an extra staff member by using Octiv for bookings, member management, and payments. The injury tracker feature let coaches personalize workouts for safety. Octiv also improved member growth and retention by tracking leads and engagement. Motley Crew values Octiv's personal support and modern, user-friendly interface.
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BlueGrace used Ambition to boost sales team performance. They launched a new competition during their slowest sales quarter. Activity and... loads moved increased by 40%. Output rose by 80%. Scorecards tracked seven levels of seniority. The team saw new efficiency metrics and upward trends. Ambition helped remote reps feel connected and motivated.
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Anaplan helped London Gatwick Airport save £1 million in operational costs. The airport improved forecast accuracy from 89% to 95%... and cut forecasting time in half. Teams now build operational forecasts, capital plans, and P&L statements faster. Anaplan enables real-time adjustments to passenger flow and resource allocation. The airport uses Anaplan to plan for growth and manage disruptions quickly.
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NiCE CXone platform helped Hyatt replace a fragmented knowledge system. Hyatt migrated hundreds of legacy articles and launched Expert and... Copilot for over 250 agents. Agents now find answers faster with AI-enhanced search and tagging. First contact resolution and service consistency are improving. Change management became a success model, driving global expansion and higher agent confidence.
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Snowfly provided a gamified employee engagement and incentives program for a 600-person call center at a major hotel brand. The solution let... managers and peers reward achievements using a common reward currency. Employees could earn tokens for meeting performance metrics, passing quizzes, and peer recognition. The program increased engagement and improved key metrics like quality scores, loyalty club enrollments, and credit card transfers. The flexible system allowed recognition for both objective and subjective achievements, boosting motivation and reducing program fatigue.
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IActionable's gamification platform helped a Fortune 100 manufacturer boost sales team motivation and performance. The sales team lacked energy and... real-time performance visibility. IActionable provided immediate feedback and increased data visibility for managers and sales reps. The tool made sales targets and progress clear, encouraging competition and engagement. Status meetings became more frequent, and the team saw better communication and faster deal targeting. The company improved data visibility, performance reporting, and employee engagement.
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Salesforce helped Green Team Group move from spreadsheets to a modern CRM. They had no CRM and struggled with reporting... and planning. ARPEDIO implemented Salesforce and integrated it with their ERP system. Now Green Team can plan, track, and report sales activities in one place. The company is more agile and commercially focused. Data now flows automatically from Salesforce to ERP, saving time and reducing manual work.
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Homeless Link used Conga to quickly distribute over £6 million in emergency COVID-19 funding to homelessness charities in England. With Conga Composer,... Batch, and Sign on Salesforce, they processed 300 applications and awarded 133 grants in just four weeks. The solution automated grant assessments, document creation, and e-signatures, ensuring compliance and audit readiness. Homeless Link received an additional £5.5 million for a second funding round, supporting more frontline services. Conga streamlined the grant process and helped charities continue vital work during the pandemic.
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Arcade helped Long & Foster Property Services boost sales by 20%. The company used Arcade to keep remote insurance reps... and property managers engaged. Gamification made work fun and improved team communication. The team saved 10% on sales incentives. Arcade helped build a strong remote-first culture and kept employees motivated during the COVID-19 crisis.
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LogicMonitor helped Cengage Learning, a global education company, manage data from over 1,200 engineers across 60 products. The platform made... it easier for teams to see the same data in one place. Cengage Learning spent less time setting up monitoring and received fewer alerts. This improved team efficiency and streamlined IT operations. The solution supported Cengage Learning's digital transformation and technology management.
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Goalplan helps Macforum track sales and performance data in real time. Macforum replaced manual spreadsheets with Goalplan's platform. Staff at... all levels can now see their progress toward goals on any device. This boosts engagement, transparency, and a sense of belonging. Macforum uses Goalplan to coach employees and improve sales KPIs across stores.
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Centrical helped a leading regional bank in the Midwest reduce contact center attrition by 8%. The bank used Centrical’s gamified... learning activities to engage staff and close knowledge gaps. Employees earned coins for completing challenges, redeemable for branded rewards. Voice of Customer survey scores rose by 7%, reaching their highest levels. The platform made learning fun and improved customer service performance.
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Spinify helps Employsure boost sales team motivation and engagement. The sales team uses Spinify’s gamified competitions, like the Race competition,... to drive performance. Leaderboards and interactive cues spark laughter and friendly rivalry. Staff energy rises as they move up tiers. Employsure values Spinify’s fast customer support and fun features.
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Aza Fashion used CREST ERP to replace manual Excel tracking for inventory, costing, and production orders. Before, they struggled with... production tracking, inventory management, and supplier delivery estimates. CREST ERP centralized all data, improved financial tracking, and added audit logs for accountability. Real-time production tracking and better supply chain management helped streamline their workflow. The solution connected sales, production, and dispatch for smoother operations.
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Salestrail helped KONE Philippines improve sales data quality and transparency. Before, sales managers struggled with outdated Salesforce data due to... manual logging. With Salestrail, sales activities are logged automatically, making data more accurate. The app enabled real-time visibility and healthy competition among remote sales reps. Managers now spend less time tracking pipelines, and reps get data-driven coaching. Weekly recognition of top performers boosts motivation.
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JVCKENWOOD used Oracle Cloud ERP and Cloud EPM to modernize its accounting and business processes. The company automated manual tasks... and improved data accuracy. Management now makes better decisions with consolidated data. Sales and inventory forecasts are linked to a central system. JVCKENWOOD reduced costs and removed inefficiencies with Oracle's cloud solutions.
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Validity Sender Certification helped Shutterfly boost inbox placement rates by 20%. Shutterfly faced major email deliverability challenges as a high-volume... sender. Validity provided insights to improve email performance. The partnership ensured more emails reached customers. Shutterfly's CRM manager credits Validity for their deliverability success.
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ZS used generative AI to automate document review for a large national Medicare Advantage plan. The AI-powered tool reduced manual... review time for EOC and ANOC documents by 60%-70%. Reviewers now spend less time on repetitive checks and more on complex issues. The solution improved compliance, accuracy, and scalability. This was the client's first business-facing use of generative AI in compliance workflows.
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TeamViewer helped Henkel support 60,000 devices worldwide with one solution. Before, Henkel's IT team used three tools, which slowed support... and caused confusion. TeamViewer integrated with ServiceNow, Microsoft Azure, and Jamf, making IT support faster and easier. Security improved with strict access controls. Employee satisfaction with IT support went up, and mobile device issues dropped out of the top 10 support tickets.
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