Just CRMs Are Boring. Make Them Interesting with CRM Gamification!
Los CRM son herramientas poderosas para desarrollar relaciones eficaces con los clientes. Pero hay que esforzarse mucho para que el equipo de ventas utilice el CRM. La gamificación de CRM es la clave. A continuación le mostramos cómo Compass , un software de gamificación, puede hacer que los CRM sean más potentes e interesantes.
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Normalmente, los CRM ayudan a prestar un mejor servicio a los clientes y a desarrollar relaciones eficaces con ellos, así como a obtener una visión de 360 grados de la relación con el cliente. Sin embargo, hay que hacer un gran esfuerzo para que el equipo de ventas utilice el CRM. A veces se necesitan varios trimestres para lograr la adopción básica de los CRM porque:
- Cambiar de comportamiento es difícil
- Las ventas ya son un trabajo exigente y los vendedores consideran que la gestión de las relaciones con los clientes es una tarea adicional.
- No hay un incentivo inmediato para utilizar el producto
"En 2017, la revista CIO informó que alrededor de un tercio de todos los proyectos de gestión de relaciones con los clientes (CRM) fracasan. En realidad, se trataba de una media de una docena de informes de analistas. Las cifras oscilaban entre el 18% y el 69%. Esos fracasos pueden significar muchas cosas: exceso de presupuesto, problemas de integridad de los datos, limitaciones tecnológicas, etcétera. Pero en mi trabajo con clientes, cuando pregunto a los ejecutivos si el sistema CRM está ayudando a su negocio a crecer, la tasa de fracaso se acerca al 90%". - Scott Edinger (publicado en HBR en diciembre de 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.
Here are a few popular events that have been picked up by the companies we’re currently working with:
- Influencing stages in the sales funnel like discovery, warm response, opportunity, negotiation, and closure.
- Influencing usage-behavior like number of lead entries, correctness of lead entries, feature usage, etc.
- Influencing conversion metrics like discovery to closure%, opportunity to closure%, lead to discovery%, etc.
- 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.
Estas son algunas de las ventajas que puede esperar de la gamificación del CRM mediante Compass:
- Influence sales activity, usage behaviour, and interaction with the CRMs.
- Minimize efforts in publishing, broadcasting, tracking, and processing incentive plans and contests.
- Dé un codazo al vendedor en el momento oportuno e influya en su actividad de venta.
- Enhance competition via leaderboards within the team as well as between teams.
- Showcase earnings dashboard with history, opportunity, trends, and more.
- Break the monotony in sales with interactive UX and game templates.
La gamificación de CRM puede acelerar la actividad de CRM en más de un 250%; recortar los esfuerzos de procesamiento de datos en un 100%; ahorrar más de un 15% en el pago de incentivos presupuestados; y aportar un 100% de claridad y transparencia en la comunicación, a través de la organización.
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.
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!
Conclusión
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!
Preguntas frecuentes
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:
- Onboarding – Introducing users to the gamified CRM experience with tutorials, badges, and early rewards.
- Engagement – Encouraging participation through leaderboards, progress tracking, and interactive challenges.
- Mastery – Helping users build expertise by rewarding skill improvement and consistent performance.
- 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:
- Motivation – Using rewards, badges, and incentives to encourage participation.
- Engagement – Enhancing user interaction with challenges, leaderboards, and progress tracking.
- Recognition – Acknowledging achievements through ranking, peer comparisons, and performance-based rewards in a crm gamification tool.
