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How to motivate and reward my salespeople?

Challenging your employees to reach specific targets with goals and rewards is an excellent way to reinforce good habits and improve your salespeople productivity. The Gamification module gives you simple and creative ways to motivate and evaluate your employees with real-time recognition and badges inspired by game mechanics.

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Create a challenge

Now, create your first challenge by going to Settings ‣ Gamification Tools ‣ Challenges.

 

     NOTE


Badges are granted when a challenge is finished. This is either at the end of a running period (eg: end of the month for a monthly challenge), at the
end date of a challenge (if no periodicity is set), or when the challenge is manually closed.

 

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Sales Targets

In the example below, 2 employees are being challenged with a Monthly Sales Target. The challenge is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the month, the winner will be granted with a badge.

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Set up goals

The users can be evaluated using goals and numerical objectives to reach. Goals are assigned through challenges that evaluate (see image above) and compare members of a team throughout time. 
You can create a new goal on the fly from a Challenge by clicking on Add new item, under Goals. Select the business object according to your company’s needs. Examples: number of new leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time frame based on your management preferences, etc.



 


     NOTE


Goals may include your database setup as well (e.g. set your company data and a timezone, create new users, etc.).

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Set up rewards

For non-numerical achievements, Badges can be granted to users. From a simple thank you to an exceptional achievement, a badge is an easy way to express gratitude to a user for their good work. To create and grant badges to your employees based on their performance, go to Settings ‣ Gamification Tools ‣ Badges.