Zurmo Open Source CRM Gamification – User Adoption

After giving much thought as to how we will implement gamification into our open source CRM application, we’ve decided to begin with User Adoption. Our reasoning behind this approach is quite simple. Ask anyone who works with CRM what the biggest challenge is with CRM today, and they will all likely give you the same answer: “People simply do not use CRM”. We believe through gamification, we can motivate users to log in and utilize their CRM. For example (one of many), rather than reaching for a pen and paper when a sales rep gets a call, we want to reward her for taking notes directly in the record associated with the person she has on the phone. Along those same lines, we believe users should be given points for taking the time to fill out not just the required fields, but all fields that are often left blank. We’re developing a system now that tracks when users have entered in new information, logged into the system, and done a number of other tasks that indicate usage. Stay tuned for more details!

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  • Sacha Telgenhof

    Fully agree with this! In my company I see the same answers, in fact our executive management even made the use of the CRM system partly defining the annual compensation of our sales persons :) It made the level of data completeness jump from about 50% to 90% in just a years time.

    Anything that can help to increase adoption.

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

      Yes, tying compensation to CRM usage will always increase user adoption. With gamification, we hope that more instrinsic motivators will surface rather than strictly extrinsic. The reality is that human behavior is hinged on a combination of intrinsic and extrinsic motivators, and we hope to find that balance with our gaming mechanics

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