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POOR ADOPTION & ENGAGEMENT WILL COST YOU

This is what’s been on my mind lately, as I speak with existing and potential clients about the issues they face getting employees to work in CRM.

 
1. Importance of an Adoption Plan
Along with an Implementation Plan, an Adoption Plan – that is a plan to make sure employees use what has been bought and paid for- is essential, no matter whether you are starting fresh or upgrading.  Many organizations simply put everything on hold while they focus on the upgrade process.  However, I’ve learned from highly productive Dynamic CRM clients, both plans should be crafted with End Users in mind.  By doing so, the project remains focused on how the CRM will support employees in their work and achieve overall company goals.  Many times we get lost in the “technology for technology’s sake” weeds.

If you look into the elements of a good Adoption Plan, you will read much about end user motivation and “What’s in it for me?”.  Explaining the Good News of CRM may not be enough and it is considered a best practice to explore and incorporate other motivations that may work within the culture of your organization.  Some motivations to consider as part of your Adoption Plan are:

 

• Appreciation from leadership
• Public Recognition before peers
• Rewards
• Peer pressure
• Competition
• Accountability

 

Finally, as with any plan, milestones, measurement and ability to adapt quickly will increase the chances of success.  Transparency and timeliness of data as spoken about by Satya Nadella at Convergence is everything.  Up to the minute reports – pictured below from CRMGamified’s Motivation Engine – easily accessed by all, will allow for decisions to be made immediately. Managers can see what is working, employees can see their progress and improve. Implementing an adoption plan with a motivation engine that measures and shares data as employees work in CRM should add to success for all!

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2.  More next time on Employee Engagement and what it means to the bottom line.  You may consider reading this NYTIMES article “When Employee Engagement turns into Employee Burnout”  about how high employee engagement, as it has been traditionally defined, is no longer sufficient to fuel the highest levels of performance

 

Debbie Rea

What do Sales Managers hope to find when implementing a CRM platform?

Implementing a CRM system in an organization has two clear purposes: One: increased actionable data, and Two: insight into successful business processes. With CRM, managers are able to measure and evaluate actions that take place in the sales process and then do something about those actions to increase sales and motivate key behaviors. Here are some changes Sales Managers hope to find when they implement a CRM System:

Stronger Alignment with overall Sales Strategy

When sales, marketing and customer service share a common CRM platform, Sales Managers hope they’ll speak the same language. Departments across the organization would be able to work towards the common sales goals. Having a common CRM platform should improve the successful cohesion between all these groups.

Improved Customer Interactions

Customers respond positively to a personalized experience. CRM platforms have to allow you to quickly find customer information, recall their needs and provide them excellent and efficient service. With improved customer interactions new and repeat sales become easier.

Fast Response to change because of actionable data

Sales Managers gain access to accurate and timely data, and can make changes quickly, except the data isn’t always uploaded correctly, CRM platforms must have an easy and friendly way to enter data, but that’s not always the case.

So, what next?

These purposes are not always easily achieved. Sales Managers face a big challenge when they don’t find or can’t get what they expected from their new implemented CRM platform.

So, how do they really get the most out of their CRM platform? Why are these goals not achieved? Usually Sales Managers come across a wall, and that’s the fact their team is not adapting to the system, it is not entering data regularly, still uses spreadsheets and therefore data in CRM is outdated, departments don’t seem to speak the same language as expected, repeat sales are still hard to achieve, and Managers are still wondering if their CRM platform will have a fast and effective ROI.

The answer is yes! it will. This is where gamification add-ons will help Sales Managers like you finally get the most out of your CRM. The simple fact of adding some Gamification key elements will radically change the way users see CRM, your team will not see it like something that is dull and, at an individual level, pointless, anymore. Rewards and recognition will be key at aligning the goals you have as a Sales Manager to the individual goals of team members and global goals of the organization.

With proper design, gamification can tackle business process challenges such as creating a culture of continuous improvement, sharing best practices and having process visibility. Furthermore, gamification provides continuous public measurements for process activities which in turn provides timely feedback for both employees and management. Last but not least, gamification can stand as a comprehensive strategy to achieve desired business outcomes.”

Debbie Rea, Global Account Manager from her Whitepaper Gamification for Executives, you can download it here.

The solutions we offer at CRMGamified: Hurrah! Leaderboard and our Motivation Engine will help you in applying these key elements from gamification to get what you expected from your CRM, increase and speed ROI and improve CRM user adoption:

  • Hurrah! delivers performance data in near real time and displays results in your preferred format: leaderboards, dashboards or dynamic values. You can choose to trigger key events and showcase them. More information on why others have chosen Hurrah! in our “Top 9 reasons to choose Hurrah! Leaderboard
  • Our Motivation Engine is an easy to install add-on designed especially for Microsoft Dynamics CRM, aimed at inspiring the key behaviors that drive more sales, generating actual business results, better CRM data quality and CRM user engagement. Learn more about CRMGamified Motivation Engine.

What challenges do you think Sales Managers face when adopting a CRM platform? Leave your comments below.

Top 9 reasons for choosing Hurrah! Leaderboard.

When faced with the decision to buy a modern leaderboard or problems like CRM adoption and engagement, you may wonder, why others have chosen Hurrah! Leaderboard for their organization? Here are the top 9 reasons to choose Hurrah! for your company:

 

  • Increase Public Recognition

    This is a great way to motivate employees, a fundamental strategy to increase individual and organizational success.

  • Achieve Company Goals

    Employees get a full picture of the company goals and how their actions are going to help achieve those goals, when they see the data displayed on Hurrah!, allowing them to feel the value they bring, increasing engagement and aligning personal goals with the company’s.

  • Increase CRM Adoption

    People are going to want to see their faces up in that screen, to do this, they’ll need to enter information in CRM.

  • Increased speed of sharing data

    You don’t have to use that whiteboard or spreadsheet anymore, Hurrah! will do it for you. Make your KPIs visible, you can see why this is a great advantage from our Whitepaper “Visible KPIs advantages: why make them part of your team?

  • Improved Data Quality and Quantity

    Employees, striving to improve their ranking on the leaderboard will increase the amount and quality of the data entered in CRM. It’s human nature to try to improve.

  • Boost both, competitive and collaborative spirit

    When employees view the changing statistics on the leaderboard, they naturally work to improve their standings, or the standing of their team by competing or collaborating.

  • Improve communication

    Beyond important metrics, Hurrah! can help you communicate important events, deadlines with countdowns, congratulations and more!

  • Gain valuable time

    Hurrah! is extremely easy to use! The Administration Console is simple. You can easily set-up and display data rather than re-enter information manually in Excel, create reports and email.

  • Hurrah provides ROI quickly

    Because it’s highly customizable, easy to install and setup, you see results within days!

 

See what our clients are saying and why they chose Hurrah! Leaderboards for their organization.

why customers chose hurrah

what customers are saying

CRMGamified® is happy to announce New Partnership

Here at CRMGamified® headquarters the air smells like fresh good news!

The CRMGamified® team is happy to announce its new partnership with goERPcloud!

 

When you think of reducing operating costs and solutions that motivate, drive effectiveness and improve productivity think of goERPcloud cloud and CRMGamified combination.

 

About goERPcloud

goERPcloud is the first on-demand Microsoft Dynamics Cloud Marketplace that allows you to test drive different flavors of Microsoft Dynamics AX, GP, NAV and CRM with preconfigured 3rd party applications. goERPcloud boasts a robust ecosystem of Microsoft Dynamics Partners, helping businesses find the cloud-based software solutions that best fit their current and future business needs. Since 2000 RoseASP.com, the power behind goERPcloud, has provided hosted Microsoft Dynamics ERP and CRM applications to businesses around the world. For more information visit www.goERPcloud.com

 

About CRMGamified®

CRMGamified® is global leader in delivering business solutions with a strong emphasis on user adoption and productivity. Through our Award winning CRMGamified® technology products, our customers are able to get more out of their Microsoft Dynamics CRM technology thereby improving user performance and productivity while achieving the organization business objectives and goals.

 

For Additional Information:

Karel Tamchyna – 716 240 2496 – karel@crmgamified.com

Jeffrey DeMaria   – 855 377 2568 – jeff@goerpcloud.com

 

 

CRMGamified® 2013 is here!

CRM Gamified

Hold on to your seat, this is an IMPORTANT announcement by CRMGamified®…

Today, we are publicly announcing the release of the new version of our leading gamification add-on for Microsoft® Dynamics CRM, CRMGamified® 2013.

It has been an exciting time for our company, also filled with many sleepless nights since our first CRMGamified® release at Convergence 2013 in New Orleans, where we introduced a new paradigm, a solution for assisting with CRM user adoption, leaving many customers, MVPs, Microsoft team members and partners  absolutely dazzled when stopping by our booth.

CRMGamified main screenshot

The new CRMGamified 2013!

Big THANKS goes to the 120+ companies in 25+ countries around the globe that have taken a chance with CRMGamified® to help them to address their CRM user adoption problems, and also helped us to build a better product.

I am so excited about all the new stuff in the CRMGamified® 2013 that I can’t wait to show you all in the series of upcoming webinars scheduled for this month. We will hold these on-line presentations on June 20th  and June 27th.

If you cannot wait until then, we encourage you to request a demo!

Excited and curious about what we have been hiding under the lid for last several months? Let’s take a sneak peak about what is new….

Enriched user interface (UI): clear, fresh and social!

Some of you pointed to us that the News page looked great but a bit overwhelming due to the amount of information displayed.

We listened to your comments and as a result, we are coming back with many improvements! To list a few:

  • Revamped Leaderboard. It will show positions and names but it will allow you to quickly expand to see further details (like level (NEW!), points, number of badges and number of trophies for each player).
  • Clear position. In CRMGamified® 2013 your position now appears in one place, the new leaderboard,  that automatically expands allowing you to easy compare you results with your peers’.
CRMGamified New Leaderboard and Position indicator

CRMGamified New Leaderboard and Position indicator

  • Improved social features. You will be able to keep up to date on the CRMGamified® news in a clear fashion. We introduced several improvements like:
    • Like / Unlike expression
    • Last two comments are expanded by default for each post
    • Only relevant posts are highlighted (when earning badges, trophies or leveling up)
    • New date and time formats (in more social oriented way, like ’10 mins ago’ , ‘yesterday at ..’)
    • Many other fine adjustments to size of comment areas and fonts
CRMGamified - Improved social features

CRMGamified – Improved social features

…and you will also find many more improvements in other areas like User page, Team Profile, Configuration, Resources and more.

CRMGamified® native mobile applications for Android & iOS!

YES, you read it well. We are also introducing our new tool for mobile users. Now, your sales people will be happier than ever to use Dynamics CRM to track their activity while on the road. They will be now able to earn points for visiting customers, registering their phone calls, text messages, e-mails and appointments while on the go.

No other application on the market will provide such power as a quick navigation of your frequently used entities [Accounts, Contacts, Leads, Opportunities, Quotes, Orders, Invoices] + keeping up to date with CRMGamified® news, leaderboard + direct text messaging/emails/call tracking + map location + calendar synchronization + offline work, among other cool features.

CRMGamified Leaderboard in the new native mobile apps!

CRMGamified Leaderboard in the new native mobile apps!

Based on the feedback from our early adopters, CRMGamified® mobile application has more than 85% of the most common features that other mobile vendors offer, but with the unique and incredible advantages of having CRMGamified® on the go (for no additional cost).

 

CRMGamified Dynamics CRM Mobile client

CRMGamified Dynamics CRM Mobile client

If you would like to learn more about this new, innovative interface or try a demo, just follow this link [click here].

Levels

Now it will be possible to set different levels of mastership based on number of accumulated points. Each level will be clear reflection of progress, reputation and status of every player.

CRMGamified - levels of mastership

CRMGamified – levels of mastership

Default levels are introduced as:

  1. Novice
  2. Problem Solver
  3. Expert
  4. Master
  5. Visionary

…but of course, you will be able to completely customize these titles and minimum number of points required for each level.

Unsurpassed flexibility, reward by any action and any criteria in your business process

This is one of my favorite features that will provide you with the greatest gamification configuration flexibility ever seen in Microsoft® Dynamics CRM. It will allow rewarding users by any criteria and any action defined by your business process (reflected in CRM workflows and dialogs).

I am extremely happy to be able to offer you this feature. I witnessed how our customers are using it and the power it gives them. It is absolutely awesome. You will love this feature too!

CRMGamified Flexibility. Custom workflow activity

CRMGamified Flexibility. Custom workflow activity

CRMGamified Flexibility. Custom workflow activity

Here are a few examples how you can use this feature:

  • Rewarding by completing fields (i.e. contact information for Leads, Contacts and Accounts)
  • Rewarding by moving Opportunities forward through the pipeline phases
  • Rewarding with different number of points and badges depending on revenue of closed deals
  • Rewarding with bonus points for closing support cases (within a set time or during the first call)
  • Rewarding by levels of interest generated by a campaign (number of responses or clicks)
  • Rewarding by just following correctly the steps define by company business processes

…and the list can go on and on!

Simplified upgrade process.

We keep the CRM system administrators in mind when developing our solution. The upgrade process is as simple as just one click. After importing the new CRMGamified® 2013 solution into your Dynamics CRM, open the CRMGamified® solution configuration page and click on “Install Updates” button. This will automatically upgrade your system. That’s all!

Install CRMGamified Updates

Install CRMGamified Updates

You may want to press Ctrl + F5 and go to Settings->CRMGamified->Levels to modify and/or just publish the default Levels configuration as that is the new sitemap option in this release.

Detailed steps on how to upgrade are available in our Support & Resources page here.

Simplified licensing model

In order to simplify our customer choice of the solution we combined them all into two editions only,  for Online and for On-premises implementation, both filled with complete set of features.

So, good news for you all! You do not have to make a choice. You will GET IT ALL!. All the power and flexibility in CRMGamified® for everybody!

…and much more!

It is impossible to tell you in this post about everything we included in the CRMGamified® 2013 release. I have barely scraped the surface. Here are few more features to whet your appetite:

  • Game Reset. With just one button click on the Solution configuration page, you will be able to reset all scores and start the new game.
  • 3D Charts. All the charts we include out of the box for managers are now enhanced with rich 3D features.
  • Game progress banner. The notification banner displayed on every entity form, now talks to you in first person, congratulating you when you accomplish something.
  • Many improvements in wording and messages.
  • All bugs reported up to date by customers and early adopters have been addressed and fixed.
  • Several optimizations and performance improvements.
  • Crash report functionality was enhanced to help up to improve our product and your experience.
CRMGamified Dashboards for Managers

CRMGamified Dashboards for Managers

#1 in Features. #1 in Experience. #1 in Customer Service.

CRMGamified #1 gamification tool for Microsoft Dynamics CRM

CRMGamified® is recommended by Microsoft® MVPs (Most Valuable Professionals), by other Microsoft®  team members, CRM user groups and community sites, by the press, industry magazines and books, and by social networks.

It already offered the most complete set of features and unique flexibility based on feedback from the global market place, and now, with the CRMGamified® 2013 release reinforces our market leadership position and places our gamification solution in a completely uncharted territory.

And you will also be happy to learn that…we are not only ranked as #1 solution on the market by the Feature set but also by the Client Experience and Customer Service. Our CRMGamified® Solution Introduction Program (GSIP) is the complete package. Our gamification specialists assist you with every step in the process, from the first demo, to installation, configuration and final solution adjustments specific to your organization. In addition, our support team is always ready to assist you with any problem or to answer any question you may have. They also monitor and listen to feedback coming from the CRM or gaming community and providing invaluable feedback to our developers.

Interested in learning more?

Join us for any of our upcoming webinars scheduled for scheduled for this month (June 20th  and June 27th), or request a demo, or reach directly to me at pablo@crmgamified.com.

Not a partner yet? Do not miss the opportunity of partnering with us and gaining a unique compelling competitive advantage over your competition! Just click here to learn more about our Partner program.

Be sure to follow us on Twitter @crmgamified to keep up with our latest news, industry trends and events.

 

Greetings,

Pablo Peralta

Product Manager | Microsoft Dynamics CRM MVP

t: @pabloperalta

CRMGamified Product Manager - MVP Pablo Peralta