CRM Gamification Tool

Turn Microsoft CRM usage into a Game with CRM Gamification tool and get your CRM adoption increased!

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If you faced with the situation that Microsoft CRM does not work well for your organization because people do not want to use it or they use it at minimal possible level, try to leverage an approach that will motivate them.Make boring duties that your employees tried to avoid to be a part of the game!

How to have fun working with MS CRM?

First of all start a competition between all people who participate in this endeavor that is regulated by the following rules:

  1. A user gets points for each “create” or “update” operation in CRM (create a lead – get points, complete a task – get points and so on) that are immediately displayed in a special balloon in browser

  2. There is a special leaders’ board where the top 5 players are listed. This leaders’ board also displays the user’s score It also displays the closest player and the gap in points between that player and the user

  3. Ranks: Earned points bring users respect and special titles. They can progress from novices to grand masters. The titles are depicted on the leaders’ board in front of the users’ names

  4. Customizable set-up allows you to encourage and reward what you want (For example if your sales team isn't making enough phone calls you can assign a high point value to making phone calls)

  5. You can pick and choose the 'players' – the highly competitive sales team members can be in the game, and you can leave the rest out!

  6. Track results of the competing teams and users in real time and filter results by the type of activity or selected period. You can output the results as a histogram, or traditionally as a list, or combine them.

Would you like to know your customer better?

Have you ever meet a situation when you engaged a person and thought I wished I knew more about him?

Do you remember what your customers look like? Do you know their current job position? Of course, all information about your customers is already stored in CRM, but do you know this information?

Now you can learn some valuable facts about your customers when you have five minutes between calls. There is a Game that will show you pictures of your customers and will ask about them. When your answer is correct you get points.

How does it work?

The Game is the new feature of WaveAccess CRM Gamification tool that we are constantly improving and developing.

Platform: CRM 2011 on-premise and online. Intuitive, cross browser support.

Custom features and branding on demand!

If you have not found the feature you need let us know and we either will include it in the future release or will develop it specially for you. Also branding and personification can be done on demand.

Advantages of the CRM gamification tool

  • Increases involvement of your sales team in their work, because they're more interested in finishing assigned tasks.
  • An understandable system of evaluating progress – all of your sales team (and not just the 'favorites') can compete for promotions and raises, and they all know what they need to do to get it.
  • Motivates the sales team to completely fill in data and update their CRM data, which will reduce the company's dependency on one sales team member, because all of his contact information and work will stay with the company.
  • Motivates your sales team to improve the quality of their service (or to do anything else within the MS CRM)

Still not convinced?

Why would I need to get CRM adoption increased?

Better CRM adoption means more valuable data in your CRM. Very important information such as connections that exist between your customers and your users is left missed in CRM. Each sales person knows only his customers and cross selling becomes difficult. Also sales people do not create records about meetings and phone calls. It is tough for sales management to get accurate picture of the current opportunities and to provide valuable data for customers analysis. But getting all pertinent data in CRM will make it possible to better understand customers and eventually to get more deals won.

Why will CRM gamification help improve user adoption?

Usually, competitive spirit in a sales team is raised by creating a monthly sales plan. However, this method of motivation usually falls short of expectations. Beyond that, however, evaluating the value of an employee based only on the value of sales they've made in a month can, at times, not illustrate the quality of the work done that month. Gamification CRM allows you to track more metrics and will increase competition in your sales department in a meaningful way. All of which will lead to improved CRM adoption and increased sales in general.

After you motivate your sales people to enter data in CRM you will be able to analyze how many calls a sales team member makes in a week, how many meetings they go to, and how long it takes them to complete a sale since the moment of the first contact with the client. Assign a points value to all of these categories and you will get a 'rating' and all of your sales team members will have a 'score' in the game. As the scores change over the course the month, your sales team will start competing with each other to get the 'high-score'. And for all of this to happen, their work will need to be of the highest quality.

Road Map

The features that will be included in the new release will be determined in accordance with received feedback. The features listed below are expected to be included but there are no commitments yet.

  • For each standard CRM entity a special icon will be displayed in the balloon with points

Known issues:

  • If there are many actions performed at the same time such as bulk edit then the message displayed to the user will show the points for the latest operation only – while the result score for the user will be calculated correctly and will give credit for all operations.
  • In case of a workflow or a plug-in were launched by the user’s action and new records were created automatically the user will get points for these entities as well.

Are you a Microsoft Partner?

Get free trial and engage your colleagues and clients into the game, add some fun to your everyday routine operations and enhance your demo presentations with the latest trend of Gamification.

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