What Missions Accomplish in an Open Source CRM

A Mission is a new gamification concept that allows co-workers to challenge one another in exchange for a reward. Much of CRM is about unifying all customer facing interactions. Missions encourage people to collaborate across multiple departments in a creative way.

An example workflow for how Missions work is the following:

1)    Gillian, a Senior Vice President of Sales at a wind farm solutions company, would like the Customer Support team to come up with a better initiative for ensuring clients are completely satisfied before their annul service contracts renew.

2)    Gillian creates a Mission in Zurmo CRM, detailing the proposal she would like to see and the problems it should accomplish. The Mission is open to anyone in the Customer Support department. The reward is the full use of Gillian’s beach house over Labor Day Weekend.

3)    Spencer, a Customer Support Representative, accepts Gillian’s Mission. He has believed for some time that a better system should be put in place for gauging and ensuring customer satisfaction throughout the lifespan of service contracts. He also likes the idea of taking his family to the beach house.

4)    Part of Spencer’s proposal includes social media outreach, email marketing, and online surveys. Spencer does not have much experience with these technologies and could use help. He creates a mission of his own requesting assistance with planning the marketing automation components of his proposal. The reward is one of his famous flourless chocolate cakes.

5)    Raquel, a summer intern in the Marketing Department is passionate about chocolate and social media (in that order). She also has a useful understanding of email marketing solutions and online surveys. Raquel accepts Spencer’s mission and helps him with his proposal.

6)    Spencer puts together his proposal for Gillian. It consists of a drip campaign beginning six months before contract renewals expire. The campaign includes a brief survey checking in with existing customers to gauge their level of satisfaction. A plan is in place for Customer Support to have additional touch points with each client while foreseeing any needs well in advance of contract renewal.

7)    The end result: Customers are happy. Gillian is more confident that her accounts are taken care of and no longer needs to enter into contract renewal negotiations wearing blindfolds. Spencer has proven himself as an initiative rep and rewards himself with his family at the beach. Raquel locks herself in her bedroom with the chocolate flourless cake and emerges three days later using the social media and marketing automation technology that she loves.

As demonstrated in the example above, Zurmo Missions encourage users to step outside of their daily routine in order to better company processes and keep customers happy.

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  • Ryan Snowden

    How do we create missions?

    • http://www.facebook.com/people/Ray-Stoeckicht/100001473956853 Ray Stoeckicht

      Go to the “User” area (Jim) in the top right hand corner. You will see a drop down menu. Click “My Missions” and “Create” a Mission. See image.

  • Amit Handa

    Is there a way to generate reports around user activity? E.g. i use Zurmo to manage a community of consumers and generate missions for them every week. Can i generate a report at the end of the year that tells me:

    - Who participated in which mission
    - How many points were awarded to who (i can build the point system myself)
    - Badges to individual users etc.

    • Ray Stoeckicht

      Great questions. We do not have reports tied to Missions or Gamification, but we can add that in a future release. That is a solid requirement that would benefit the system. I’ll bring it up with my developers. We also plan to allow Admins to create their own point system and make gamification more configurable.

      • Asit

        Ray,
        1. Any plans to address amit’s suggestion/request ie reports tied to users responses to missions
        2. Is a mobile app planned or the mobile web version is working well so far?

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  • http://www.novologic.com/ Burke Allen

    would love to see this flushed out a little more

    1. would be great to add custom fields to missions in designer, just like other models.
    2. I think Missions deserve their own place on the left Navigation along with companies, leads, etc.
    3. would like to see a “name” field on the mission form so portlet display is more user friendly
    4. would be great to be able to tie missions into “coins” and make it a part of the overall gamification engine/process
    5. need ability to approve and rate effectiveness of performance on the mission