Visualize Sales Figures in a Simple And Educative Way: Kundo Chooses Dear Lucy for Sales Reporting
Swedish customer support platform Kundo needed a simple and clear way to present sales reports from HubSpot. All the relevant data was in the CRM system but the company was struggling to create simple and pedagogical ways to visualize progress and forecast sales effectively. “Dear Lucy gives us both a quick overview for those who need it, but also the opportunity to dig deeper into our key figures,” comments Christian Petterson, Head of Sales at Kundo.
Kundo, headquartered in Stockholm, is a rapidly growing SaaS company that develops and sells a modern customer service platform. Kundo aims to become the leading provider of digital customer service solutions in the Nordic market.
Today, the company has grown to approximately 45 employees with offices in both Stockholm and Oslo, with 300 corporate customers such as SVT, Arla, Apoteket, and Schenker in the Nordics.
Kundo’s offering includes chat, email, and social media management for customer service teams and support communities to enable self-service, increased efficiency, and closer customer engagement.
"Customer service is the new marketing" is the new mantra for many organizations and that is the core of Kundo’s business.
Kundo’s clients include Nordic companies, public sector organizations, and nonprofits. The service is available in 9 languages and used by many international companies.
As a quickly growing company, Kundo needed a simple and clear way to present sales reports from HubSpot.
Kundo worked together with Dear Lucy’s Certified Partner We Strive and identified Dear Lucy’s real-time reporting solution as a perfect fit for the team.
We sat down with Christian Petterson, Head of Sales at Kundo, and had a chance to ask a few questions:
Why were you looking for a sales reporting solution?
Kundo has grown rapidly in recent years and also our sales organization has grown to include many more colleagues.
We do a lot of outbound sales, so monitoring the numbers on activities and results is a crucial part of being able to forecast our future pipeline, develop the sales processes and coach the sales team in a simple way.
Through our CRM system, we can get all the data points we need, but it is difficult and takes a lot of manual work to visualize them in a simple and educational way.
What made you choose Dear Lucy?
We looked at different standard tools but did not feel that they provided as many customization options as what we could get with Dear Lucy.
For us, it was important to be able to follow the numbers in real-time and without having to manually enter the information.
With the integration to our CRM system, we were able to get started very quickly and easily. It felt safe and we got great help from our contact person.
What do you like about Dear Lucy?
Simplicity! A couple of clicks and we were up and running. We could immediately start working with the tool and quickly get the numbers we previously spent time producing.
With clear dashboard templates, we directly got the data we previously spent a lot of time digging out, as well as some key figures we did not even think about looking for.
How do you use Dear Lucy in the company?
We use Dear-Lucy as a helpful tool for both reporting, monitoring of the current situation and as a basis for coaching at an individual level.
Dear Lucy gives us both a quick overview for those who need it, but also the opportunity to dig deeper into our key figures and see how these compare with our sales efforts.
Mattias Kindgren, the Founder of WeStrive commented:
“I’m happy to welcome Kundo as a client! It feels great to work together with an organization that has the same type of customer focus that we have.”
About Kundo
Kundo provides modern tools for digital customer service. With our tools, your company gets a better opportunity to succeed with customer service digitally, with the expectations of transparency and availability that customers have today. Our vision is that every customer dialogue should create value. At the core of our products and values, we believe that every company has a lot to gain from developing great customer relations. We do not see customer service as a necessary expense, but an investment in marketing.