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Typically, CRMs help provide better service to the customers and develop effective customer relationships and to get a 360-degree view of the customer relationship. However, it takes a significant amount of effort in making your sales team use the CRM. Sometimes it takes several quarters to enable basic adoption of CRMs because: 

  1. Changing behavior is tough 
  2. Sales is already a demanding job and salesmen feel that CRM is an additional task 
  3. No immediate incentive to use the product 

“In 2017, CIO magazine reported that around one-third of all customer relationship management (CRM) projects fail. That was actually an average of a dozen analyst reports. The numbers ranged from 18% to 69%. Those failures can mean a lot of things — over-budget, data integrity issues, technology limitations, and so forth. But in my work with clients, when I ask executives if the CRM system is helping their business to grow, the failure rate is closer to 90%.” - Scott Edinger (published in HBR in December 2018.) 

This is hard to ignore! CRMs are essential for businesses and so is their success. Here's a take on how Compass - a Gamification software - can make CRMs more powerful and interesting. 

Compass integrates with your CRM via webhooks or APIs. Check out integration methods. The software can read any event/activity that happens within your CRM as a trigger and helps you Gamify it with challenges, incentives, and analytics. 

  1. Influencing stages in the sales funnel like discovery, warm response, opportunity, negotiation, and closure. 
  2. Influencing usage-behavior like number of lead entries, correctness of lead entries, feature usage, etc. 
  3. Influencing conversion metrics like discovery to closure%, opportunity to closure%, lead to discovery%, etc. 
  4. Influencing core sales metrics such as accounts closed, revenue booked, ranking on charts, etc. 

Once you've shortlisted the event/activity that you want to influence, Compass provides you access to a dashboard to pick the event/activity and configure games yourself. It’s that simple. 

Here are a few benefits you can expect by Gamifying the CRM using Compass: 

  1. Influence sales activity, usage behaviour, and interaction with the CRMs. 
  2. Minimize efforts in publishing, broadcasting, tracking, and processing incentive plans and contests. 
  3. Nudge salesman at the right moment and influence their sales activity. 
  4. Enhance competition via leaderboards within the team as well as between teams. 
  5. Showcase earnings dashboard with history, opportunity, trends, and more. 
  6. Break the monotony in sales with interactive UX and game templates. 

 

CRM gamification can accelerate the CRM activity by more than 250%; trimmed data processing efforts by 100%; saved more than 15% on budgeted incentive payouts; and brought 100% clarity and transparency in communication, through the organization. 

CRMs are essential for businesses, but their adoption remains a challenge due to behavioral resistance, additional workload on sales teams, and lack of immediate incentives. Compass, a crm gamification tool, integrates with CRMs via webhooks or APIs, helping businesses gamify their CRM usage through challenges, incentives, and analytics. 

Several companies have successfully leveraged gamification to drive CRM engagement. One such example is a global manufacturing giant that struggled with commission visibility and incentive adoption across its 32+ sales locations. 

Despite having a well-established sales team, the company faced difficulties in managing sales commission incentives efficiently. Sales reps lacked real-time visibility into their earnings, and manual commission calculations slowed down the process, creating a bottleneck at the leadership level. 

By integrating Compass, the company automated its incentive management system using a CRM gamification tool. The platform’s commission engine streamlined payout accuracy while its gamification features—leaderboards, badges, and scorecards—boosted engagement. Sales reps could now track their performance in real-time, making the entire incentive process more transparent and motivating. 

Results and impact 

The introduction of gamification in CRM delivered tangible improvements: 
- 20% increase in quota attainment within 90 days of implementation. 
- 22% rise in sales reps qualifying for incentive programs.
- 73% improvement in platform adoption, reducing manual intervention from sales leaders. 

This case highlights how CRM gamification doesn’t just improve engagement but also drives sales performance by automating processes and making incentives more compelling. Compass continues to help businesses across industries transform their sales teams by integrating  CRM gamification seamlessly into their workflows. 

Compass integrates with all major CRMs like Salesforce, Leadsquared, Hubspot, Close.io, Pipedrive etc. 

Level Up Your Sales Game with Compass! 

Sales is tough, but gamification makes it engaging and rewarding. Run contests on key KPIs, boost commissions, and keep your reps motivated. 

Turn sales into a game worth winning!

Try Compass Now!

Conclusion 

CRM adoption is critical but often challenging. A CRM gamification tool like Compass transforms sales by making CRM usage engaging, rewarding, and automated. From driving sales activity to boosting incentive adoption, gamification helps sales teams stay motivated and productive. Ready to enhance your CRM experience? Try Compass today!  

FAQs 

What is gamification in CRM? 

Gamification in CRM is the practice of applying game-like mechanics—such as leaderboards, rewards, and challenges—to sales processes. A CRM gamification tool helps boost engagement, drive CRM adoption, and improve sales team performance by making tasks more interactive and rewarding. 

What are the four phases of gamification? 

The four key phases of gamification are: 

  1. Onboarding – Introducing users to the gamified CRM experience with tutorials, badges, and early rewards. 
  2. Engagement – Encouraging participation through leaderboards, progress tracking, and interactive challenges. 
  3. Mastery – Helping users build expertise by rewarding skill improvement and consistent performance. 
  4. Sustained Behavior – Keeping users motivated long-term with evolving goals, competitions, and personalized incentives. 

What is gamification in SaaS? 

Gamification in SaaS integrates game mechanics into software platforms to enhance user engagement, retention, and productivity. In CRM gamification, for example, sales reps can earn points for lead updates, track progress via scorecards, and compete in a CRM game that rewards activity aligned with business goals. 

What are the three pillars of gamification? 

The three pillars of gamification are: 

  1. Motivation – Using rewards, badges, and incentives to encourage participation. 
  2. Engagement – Enhancing user interaction with challenges, leaderboards, and progress tracking. 
  3. Recognition – Acknowledging achievements through ranking, peer comparisons, and performance-based rewards in a crm gamification tool. 
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