There are many ways one can start a new year – our way is to do what we love most: Provide our customers the power to get the most out their CRM investment!
How do we do that? By constantly innovating and building cool new products and releases based on real experiences. That has been our mantra since the first introduction of our CRM Motivation Engine for Dynamics CRM, to the release of our recent new beauty, Hurrah! in mid-2014. Already, several call centers have incorporated Hurrah! into their CRM and have witnessed great results, not only in sales and customer service teams’ performance improvements but also in the valuable business information garnered from their CRM in real-time!
Today we are writing a new page in the history of CRM world-class gamification tools.
CRMGamified® Motivation Engine (ME) 3.0 is here with a completely new re-imagined user interface, engaging user experience, administration simplicity and architecture. Best of all? It’s fully compatible with Dynamics CRM 2011 (since UR12), 2013, 2015 and Online.
Let’s take a sneak peak at it…
The new, re-imagined user interface
Users will be able to see their accomplishments and progress in a new visually appealing format.
How many points have I earned? How close am I to reaching a new level? Which rewards am I most proud to showcase? It’s all there in the new User Profile page.
Figure 1 – The new User Profile page
See a detailed record of all your rewarded activity, including comments and congratulations from your peers and leaders as they celebrate your progress, as well as your updated ranking on the leaderboards…
Figure 2 – The new Motivation Engine user activity feed
Which team or teams am I a member of? What accomplishments have we accumulated together?
Figure 3 – The new Team Profile page
The new Team Profile page lets users quickly see that, as well as all the activity feed for the team, its members and where the team stands in the rankings.
The most engaging CRM experience ever
Qualified your first lead? Here is your first achievement! Congratulations!
Figure 4 – The new Motivation Engine encourages users’ good behavior from the very beginning.
Tried hard calling customers today? You deserve some points, of course!
Figure 5 – Recognizing performance in real time, providing positive reinforcement to users.
With the addition of CRMGamified® ME 3.0 to your Dynamics CRM, your users will now be thrilled to adopt CRM and receive frequent positive reinforcement for good habits, ultimately leading to motivated teams, better sales results and improved customer service performance.
Different types of leaderboards for different time periods give all users the chance to be at the top and share in the excitement of their winning stats:
Figure 6 – Multiple leaderboards by different time periods
And your mission is…
Call 10 leads from your last campaing. Register them as new contacts, capture valuable information from them and arrange meetings to deliver a demo of the new product. Congratulations! You’re a Client Chaser.
Figure 7 – Define targeted missions aligned with business goals in the new CRMGamified® ME 3.0
Your next mission: generate 5 new opportunities, move them ahead in the sales pipeline, and finally close your first deal. Mission completed? Congratulations! You have graduated to Sales Initiator.
Missions let you, as a manager or administrator, define steps that will help users stay focused on accomplishing their (and your) business goals. No matter if those goals are related to sales, customer service, marketing or custom entities. You will be able to design exciting missions for them!
Figure 8 – Easily design your missions, steps and rules based on any of your CRM entities.
Simple to setup and administer…
As in previous versions, CRMGamified® ME 3.0 is a managed solution that you can easily import into your Dynamics CRM system.
Once imported, you will not believe the power and flexibility you now have in your hands to model games that target your business goals and CRM entities.
Multiple games support
We know different areas within your organization pursue different business goals and in turn, use different elements in CRM.
We have managed to handle those scenarios since v2, and the good news is that it is now easier than ever and you can natively design and tailor different games for different audiences, with of course, different reward rules, achievements, badges, missions and levels.
Here is how the Games Administration page looks like in the new CRMGamified® ME 3.0:
Figure 9 – The new Games Administration page. Easily add or import new games and administer existing ones.
Easily manage who is taking part in the game and who isn’t …
Quickly add or remove people or teams from the game. Easily search and visualize which game that user (well, now player!) is active in.
Figure 10 – The new Players Administration page will let you easily add users and teams to your game.
The new Rules Editor
Your business is unique and so are your processes, entities and fields in Dynamics CRM.
Our new Rules Editor is designed to make it easier for you to setup the simplest to the most complex reward rules, based on your customizations.
Give 10 points for each new opportunity users create. Give 10 extra points if that opportunity is related to your new product line. Reward with a special badge after winning first 5 opportunities for that product line. For your customer service team, do things like rewarding 10 points for resolving cases on the first call and giving extra points for consistently meeting SLAs that particular week.
Figure 11 – The new Rules Editor makes it easier than ever to define the simplest to the most complex reward rules that meet your business criteria.
Figure 12 – Define multiple conditions per achievement.
The new Badge Designer
YES! You asked for it, you got it.
CRMGamified® ME 3.0 lets you visually create and design your own badges. Indicate a title and description to define it, then select from the included and extensive variety of out of the box icons, colors, stars, difficulty levels and your badge is ready to be used!
Figure 13 – The new Badge Designer lets you visually create and design your custom badges.
Want to learn more?
See it working live!
We welcome you to join us in any of our 30 minute on-line presentations where I will be accompanied by Iang Yim, our CTO & gamification expert in charge of the design and development of this new beauty.
Can’t wait? Request a demo now!
I’m so excited about achieving this milestone, and I cannot wait to show you all the exceptional power you can now have in your hands to ignite your CRM, motivate your users, and reach your business goals while getting exceptional CRM adoption rates.
Microsoft Dynamics CRM MVP
Co-founder & Product Manager