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New Features in Leaderboards Software: How to get the most out of Hurrah! 4.0

Our clients spoke, and we listened. Introducing all new features and better functionality.

Hurrah! just got some shiny new updates. At Hurrah! we are proud to offer innovative and effective solutions in CRM gamification and leaderboards software. We are constantly working to improve our product to meet the needs of our clients, expand capability, and improve user experience. This time we’ve taken things a step further, and we think you’ll like what we’ve done. Our development and customer success teams joined forces to take what we learned from on-site check-ins and client feedback, and overhaul the Hurrah! platform with all new features and an improved UI.

The result is Hurrah! 4.0.

With this newest update, we’re introducing exciting new features as well as functional improvements that make using Hurrah! easier than ever. Hurrah! 4.0 presents brand new Contest slides, a new Centralized TV Management system, expanded capability in Big Events and Announcements slides, an improved Countdown slide template, streamlined user registration, plus application improvements to overall performance.

We’ve got lots to say about all our great new features. To start, here’s a short introduction to what’s new in Hurrah! 4.0. Plus, we’ve included heaps of helpful tips on how to get the most out of Hurrah!’s new capability and features!

Contests

Hurrah! now features Contests, one of the most requested new functions! Motivating your team with friendly competition just got easier and more exciting. Run contests on Bar Graph Leaderboards slides in Hurrah!

 

Specify the Key Performance Indicator you want to measure and an end time for your contest. The Contest slide will automatically isolate and display the KPI for each participant within the period that the contest is set to run. Let everyone know when the contest ends by selecting a video to go off. Set the Contest Results slide to show up to three winners and choose how long to display the winners in your slideshow.

Tip: Pair Contests with Announcement slides to publicize any incentives or prizes for contest winners.

Tip: Don’t just reward top performers, create Contests using KPI’s that allow the whole office to compete. Ex: instead of running a contest on “confirmed sales,” choose a KPI, like “customer contacts made.”

Aggregate Metrics for Big Events:

Big Events are designed to celebrate important achievements and milestones with animated slides and audio. Now, what customers have deemed Hurrah!’s #1 feature has expanded capability! You can set Big Events to trigger when something singular happens as before, like a big sale. New improvements also make it simple to set Big Events slides to go off when a specified metric overpasses a certain threshold, like when your team resolves a record number of cases in a month. Now it is even easier to celebrate your team’s progress! Just choose the metric you want to track in the Big Events slide and set a threshold amount to trigger.

Tip: Setting clear and attainable goals for your team is essential. Use the Big Events slide’s new aggregate metric function to increase positive reinforcement when your team reaches KPI targets.

Centralized TV Management System

Hurrah! now lets you register your devices and manage slideshows on different screens all from one centralized location. This is great for offices with multiple display consoles or a decentralized layout. Quickly and easily register your display devices from your admin console with a 4-digit verification code. Device registration means that after initial registration your display devices can all be managed from your admin account, and you will not have to sign in to each display console again.

Tip: Pick a time to get all your display consoles registered and your admin device set up at once. This will make transitioning to the new system quick and easy, so you can get started using Hurrah! 4.0 throughout your office.

Improved Countdown Template

Hurrah! has a new and improved Countdown slide template! A dynamic countdown clock now adjusts its display according to the amount of time remaining. The clock moves to display days, hours, minutes, and then seconds as time gets closer to the end. Plus, we’ve improved the user interface, making setting countdown slides easier than ever.

Tip: Countdowns are a great way to keep your team focused on a goal or deadline, but you can also use them to keep your office culture lively and get team members engaged. For example, use Countdown slides to generate excitement about the big office holiday party, or company retreat coming up.

Video with Audio on Announcement Slides

Now video with audio can now be added to Announcement slides! Make your announcements stand out with sound and video so the whole office notices!

Tip: Skip sending emails that get lost in the vortex of everyone’s inbox. Announcement slides are attention grabbing and perfect for updating your office on everything from employee birthdays to important meetings.

Tip: Customize your announcements with video and sound effects. Improve communication by picking a format that instantly lets people know what’s going on. For example, include the same video and audio every time you announce office seminars and educational events.

Fixes and Refactorings

We are always working to improve our product, even in little ways. Slideshows take up less memory on your devices and run more smoothly overall. We’ve also streamlined user registration. Now new users can register on their devices right in the Hurrah! system, and administrators can assign them proper roles and grant them permission to access to the admin site. Plus we’ve added some other enhancements to promote overall performance.

Hurrah! 4.0 has lots new to offer, and knowing how to get the most out of it is the first step to a more productive, engaged, and energetic workplace.

If you aren’t already investing in your team with Hurrah!, and want to learn why so many companies love it, contact us for a free consultation and demo!

Cheers!

The Hurrah! Team

How to Manage CRM Data effectively: 3 Tips for Sales Ops Teams

Sales operations is a critical piece of many sales organizations. In recent years, the responsibilities of sales ops teams have evolved beyond simply facilitating efficiency in sales teams. Sales ops now encompasses management of an organization’s technology stack and overall sales productivity.

CSO Insights conducted a recent study that defines sales ops as, “a strategic function, designed to provide a platform for sales productivity and performance by providing integrated methods, processes, tools, technologies and analytics for the entire sales force and senior executives.”

In this post we’d like to share a few tips for sales ops teams to manage CRM data effectively:


Define and Implement a Formal Sales Process

A sales process consists of a series of steps that your sales team takes to convert prospects into customers. A recent survey made by Vantage Point Performance and the Sales Management Association shows that companies that implemented a formal sales process experienced 18% more revenue growth than companies that did not. By defining the stages and related activities in your team’s sales process, you will be better able to identify and track indicators at each phase of a sale. This can help you determine where sales are most often delayed or lost and what improvements can be made.

Your CRM data is a powerful tool, but it is important to understand what is going on behind the numbers. Ttake the first step in generating an effective sales procedure for your team: gain a full understanding of the current process. Try to define the sequence of actions your sales team goes through to connect to potential buyers, identify and qualify leads, and ultimately convert leads into sales.

Think about breaking the elements of a sale down into a series of steps that might be categorized into one of three “stages” in the sales process. 1. Prospecting, or lead generation 2. Initial contact and lead qualification 3. Follow-up and personalized sales pitch. Recognize that there are many steps involved in each stage, and that any given step may require various iterations before it is successful.

Now focus on the data. Measure the activities related to each of these steps and consider the data in context. This will help you to identify the strengths and weaknesses in the current system.

There is always room for improvement, and good data management should inform changes to your sales process. What’s important is to focus how your team actually functions and to do your homework. Don’t forget that your team members are also valuable sources of information.

Consider these questions when developing revisions to your sales process:

  1. What strategies have reps found to be most successful? Are these strategies being applied universally?
  2. What steps are most commonly overlooked or neglected?
  3. What activities take the most time? Is this time productive towards closing a sale?
  4. At what stage are the most leads being lost? Why?
  5. How are leads classified? How does the sales process vary depending on a lead’s qualifications?

This kind of structural work in sales ops may take time, but you will ultimately gain a much more complete understanding of your data. This will give you valuable insight into your sales process and how to improve it.


Redefine Key Performance Indicators

Sales ops teams rely on all kinds of measurable metrics, but which are the most important ones to measure and track? You know these metrics as key performance indicators, and likely there are a handful that you constantly have your eye on. These standard KPI’s like sales closed, revenue generated, etc. are very important. However, do not make the mistake of thinking a handfull of metrics provides the complete picture of your team’s performance.Sales ops: gauge performance with KPI's tailored to your team's goals.Try reviewing your key performance indicators periodically. Keep in mind the specific goals your team has now and consider focusing more attention on indicators directly related to these goals.  For example, when implementing a new sales tool or strategy define KPI’s to track adoption. Is your company making a push to expand your product into a new market? Recognize the hurdles of initial entry and instead of focusing on the number of closed sales, give more attention to prospecting, or initial contact metrics. You can also define KPI’s to focus on problem areas in the sales process. Carefully track metrics related to a step in the sales process with a high loss rate to help determine what changes need to be made and measure improvement.

By periodically reviewing and identifying KPI’s that address specific goals, you can more easily set benchmarks for your team. This practice can also help you determine specifically where progress is being made, and where things can be improved.


Implement Sales Ops Tech Solutions

Sales ops is all about tech these days. With so many tools and technologies available for sales ops teams, look into products that can help optimize the use of your CRM data. Sales Enablement Technologies, like gamification software, leaderboards, and communication platforms can go a long way to help you manage your data and your sales team effectively.

When it comes to making the most of your CRM data with sales ops technology, visualization is key.

Consider investing in software that can help improve data transparency in your sales organization. For instance, live leaderboards are a great solution to keeping team members informed of both individual and group progress.

Tracking and displaying your sales team’s KPIs using leaderboards and data visualization technology can improve your team’s performance in the following ways. Data transparency helps team members understand their progress in relation to their peers and company goals. This increases individual and group accountability. Additionally, displaying rankings for key performance indicators can create a healthy sense of competition within your sales team that can improve engagement, motivation, and productivity. Tracking your KPI’s in real-time can also improve data quality by encouraging CRM user adoption and making it easier to spot bad data.

Check out Hurrah! Leaderboards!

Hurrah! Leaderboards software can help you manage and get the most out of your CRM data. Hurrah! is a broadcasting software solution for key performance indicators that integrates with major CRMs. The web-based application uses gamification techniques to interpret and display metrics in real-time. Designed optimally for inside sales organizations, it has proven to be particularly effective for engaging and motivating young members of the workforce.

Learn more about how leaderboards technology can improve your sales ops data management and boost your team’s engagement and productivity!

Contact us for a free demo of Hurrah!

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3 Tips to Become a Rainmaker in Sales & CRM

What are the best days and times to close sales? Why shouldn’t you drink coffee in a sales meeting? When having lunch with customers, why should you take the best seat at the table? Why should you never ‘be in a meeting’ when a customer calls? Why do breakfast meetings make rain?

These are some of the questions and rules brought up in the book ‘How to Become a Rainmaker. The Rules for Getting and Keeping Customers and Clients’ by Jeffrey J. Fox. This is a bestseller about selling and if you haven’t read it yet and you want to be above average, you should.

It was great information for me and so I wanted to share just three concrete examples where Mr. Fox’s advice + the use of a CRM platform like Microsoft Dynamics CRM and some gamification techniques, will help  you make rain!

1) Always Precall Every Sales Call

As Mr. Fox states, appointments with decision makers are relatively rare events. And yet Meeting with decision makers is crucial to getting the sale. Because of this, meetings (now very commonly held virtually) with decision makers must be carefully planned.

In his book, Mr. Fox says that “Ninety percent of all sales calls are won or lost before the salesperson sees the customer. This is because so few salespeople actually plan their calls…Rainmakers never waste a sales call: they always make a Pre call plan.”

 

What does that mean in the CRM world? Adopting, adapting and implementing a simple checklist like the book suggests into your CRM. It should be no more than adding some fields to the PhoneCall system entity to help you and your sales team make more effective sales calls and save valuable time for next phone calls.

Example:

  • Sales Call Objectives
  • Relevant questions to ask
  • What am I going to show in this call?
  • Anticipated customer concerns and objections
  • Points of differences with competitors
  • Which dollarization benefits to the customer will  I share today?
  • Expected results and next steps from the call
  • Expected surprises?

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‘A Rainmaker never calls on a decision maker without a written precall plan’, Jeffrey J. Fox.

2) Fish Where the Big Fish Are

It makes no sense to waste your time, money and energy chasing poorly qualified opportunities or low profit deals, aka small fish!

Making good use of CRM can substantially improve your accuracy when qualifying opportunities and best of all, decrease headaches and increase  revenue.  How can that be  accomplished? 3 very simple ideas:

  • Exploit the new Business Process Flows (BPFs) introduced with CRM 2013 (unfortunately I have seen very few customers  using it to its potential). Mandatory “Yes/No” questions aligned with Mr. Fox’s concepts i.e. ‘Current customer?’, ‘Contact is familiar with our products?’, ‘Want or need our products’,  ‘contact is decision maker?’, ‘I know about budget’, ‘We are first bidder’, ) combined with options (i.e. timeframe, purchase process) and stage may be very useful. Example:

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  • Leverage Business Rules, also introduced with CRM 2013. Visually display your rules that have been proven successful in qualifying  or disqualifying opportunities. By that, I mean proactively alert the sales rep the opportunity doesn’t fit with some proven criteria. For example, if your contact isn’t a decision maker, and you don’t know the budget then a suggested action is to diplomatically skip this one and invest the time in other opportunities.
  • Start your day with dashboards, not records! Dashboards (customized  internally ), can quickly tell you things like: your top opportunities, your top customers, # of opportunities won/lost by customer, $ in revenue by customer, # of phone calls by customer or opportunity, % quota achieved (if combined with CRM goals) besides of course, the most common charts like sales funnel. Work from dashboards and drill down to records, see the forest first, then focus on the right trees.

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  • Celebrate BIG sales! As Mr. Fox states the big sale is the trophy fish on the wall’, a phrase I couldn’t agree with more!. And I am very happy when customers tell us stories about how much their sales people love to see their picture on the widescreen through Hurrah! Leaderboards after a gong rings or a goal is scored celebrating a BIG SALE!

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3) Use the Point System Every Day!

I will re-state the author’s advice here:

‘There are four steps which are part of every sale:

  1. Getting a lead, a referral, an introduction to a decision maker.
  2. Getting an appointment to meet the decision maker.
  3. Meeting the decision maker face-to-face.
  4. Getting a commitment to a close (a purchase) or to an action that directly leads to a close.

Assign one point to Step 1, two points to Step 2, three points to Step 3, and four points to Step 4.”

 

Of course,the  number of points and everyday targets may vary from business to business but gamification of your CRM will allow you to assign points to important business processes and keep everyone focussed and on track.

We at CRMGamified offer tools to award and keep track of points and progress toward well qualified opportunities with great profit and revenue potential.  Gamification of your CRM helps you develop rainmakers and increase success for all.

 

Look how easy it is using Dynamics CRM and our Motivation Engine:

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That’s a pretty simple but common rule, including the creation of a record (in this case Lead), that meets some condition or conditions.

Very similar configuration can quickly be done for appointments, phone calls, opportunities and actually whatever system or custom entity you may be using in your Dynamics CRM to track sales data.

Oh! Who is going to make it rain this month? Visually design a badge and define a more difficult rule like generating 10 new opportunities this month with actual revenue >5.000 and closing 2 of them. You may want to include making certain number of phone calls or appointments as well.

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Moreover, if you’re in a management role, you may want to know in real time how your sales team is performing, encouraging the behaviors that drive more sales:

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While if you are in a sales position aiming to improve your stands, you will love to see how nice your trophies and your next upcoming missions look.

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There is a lot more to be done but I hope this post briefly helps to leverage Mr. Fox concepts through a real and fast way of bringing them to action.

Leave your comment below with opinions on how to improve sales performance with Dynamics CRM!

 

Cheers!

PP

@pabloperalta

MVP | Microsoft Dynamics CRM

PS:  Of course if interested, I will be happy to demo our Motivation Engine as well as our TV Leaderboards for Dynamics CRM any time for you. Just try the chat below or simply click Get a Demo link.