Zurmo, a brand new gamified Open Source CRM project announces the Beta release of its application. Notable new additions to the application include the first phase of CRM gamification and a new user interface. The software is written in PHP and utilizes jQuery, the Yii Framework, and RedBeanPHP. The Open Source software is attracting new developers who are contributing to the fresh and robust CRM application.
CRM Gamification
With the intention of encouraging user adoption and making a lackluster category of software more appealing to users, the Zurmo CRM application is gamified at its core. Gamification highlights include:
Points and Badges – Points are awarded to CRM users for every action performed in the system. Point accrual is based on two overarching objectives: Rewarding system use and rewarding business best practices. Badges are awarded for accomplishing specific business related milestones such as creating a certain number of leads or winning opportunities. Other badges relate to system use and are based on user adoption metrics such as login frequency.
Levels and Categories - After acquiring points, users progress to the next level. There are both general levels and levels based on specific categories, examples of which include New Business, Sales, Account Management, Time Management, and Communication.
Challenges and Bonus Points – Users and managers have the ability to challenge one another to achieve specific tasks. Bonus points are allotted upon completion of a challenge and when a user ascends to a higher category.
Leaderboard – Friendly competition within an organization using Zurmo is encouraged through the application’s leaderboard, which displays top performing users.
“One of our key goals is making CRM fun,” states Zurmo Co-founder and Community Manager Ray Stoeckicht. “Our team of Software Engineers has a great deal of respect for the highly disciplined Test Driven Development methodology we’ve applied to every line of code. But at the same time, we’re focusing on building elements that will encourage, rather than force usage. The lack of intrinsic motivation to use CRM systems is a major failure in our industry that we intend to fix.”
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CRM Gamification
With the intention of encouraging user adoption and making a lackluster category of software more appealing to users, the Zurmo CRM application is gamified at its core. Gamification highlights include:
Points and Badges – Points are awarded to CRM users for every action performed in the system. Point accrual is based on two overarching objectives: Rewarding system use and rewarding business best practices. Badges are awarded for accomplishing specific business related milestones such as creating a certain number of leads or winning opportunities. Other badges relate to system use and are based on user adoption metrics such as login frequency.
Levels and Categories - After acquiring points, users progress to the next level. There are both general levels and levels based on specific categories, examples of which include New Business, Sales, Account Management, Time Management, and Communication.
Challenges and Bonus Points – Users and managers have the ability to challenge one another to achieve specific tasks. Bonus points are allotted upon completion of a challenge and when a user ascends to a higher category.
Leaderboard – Friendly competition within an organization using Zurmo is encouraged through the application’s leaderboard, which displays top performing users.
“One of our key goals is making CRM fun,” states Zurmo Co-founder and Community Manager Ray Stoeckicht. “Our team of Software Engineers has a great deal of respect for the highly disciplined Test Driven Development methodology we’ve applied to every line of code. But at the same time, we’re focusing on building elements that will encourage, rather than force usage. The lack of intrinsic motivation to use CRM systems is a major failure in our industry that we intend to fix.”
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