Daffodil enables a leading financial institution leverage gamification in CRM system to increase employee engagement and collaboration

A cross-platform CRM application was developed and further integrated with gamification features to ensure employee engagement and increased usability. To strategically plan the gamification process, well-defined goals were identified for the sales representatives and corresponding rewards were set to award the goal-achievements. Our developers integrated a feature of awarding points to the sales representatives for every action performed and badges for accomplishing specific milestones such as sales closures. The accomplishment of specific tasks was to be rewarded with bonus points or higher levels of awards. Clear metrics were identified to track their progress.

Numerous gamification features such as real-time contests, badges, points, prizes, real-time leaderboards, etc were intuitively blended with the overall UI/UX of the application which not only made it more user-friendly but also motivated the sales representative to improve their performance. Two separate applications were developed for Android as well as iOS devices for the sales representatives to use on the go.

PhoneGap application framework was used to partially build native-like apps faster for Android and iOS as it makes them easily compatible with all platforms. The remaining code was written for the individual Android and iOS applications separately. This process of dividing the coding process through two different platforms reduced the time and cost of development by 30% without compromising on the code quality or performance of both the applications.

The solution was also integrated with a performance tracking module that simplified the process of assigning accounts to sales representatives resulting in easy management of accounts. It also provided the ability to plan calls and visits and their frequencies in addition to the feature of tracking and reviewing their sales pipeline and targets achieved. This helped the client make better decisions after thoroughly analyzing the various reports, KPIs and forecasts generated.

To deal with the challenges related to security our developers came up with yet another innovative solution. The CRM system offered granular, role-based permissions for security and access purposes. These roles could be set by the CRM administrator to ensure only specific parties can access certain pieces of information. Permissions could be applied to individuals or entire teams. Encrypted transmissions, data center backups, and session timeouts were few of the ways the CRM system ensured the security of data.

Agile methodology was used as a project management approach, resulting in better development and faster deployment. The applications were built to be seamless, scalable and fast-processing as our experienced developers ensured a clean code and use of modern technology. Our expert technical specialists leveraged the benefit of custom development of the CRM solution and seamlessly integrated the CRM solution with the organization’s existing complex ERP application. This was done by meticulously examining the latter’s code and building the CRM system in such a way that it can be easily integrated into the existing application.

A few additional features that were integrated into the application were:

Custom Leaderboards: The clients could monitor how each sales representative is performing with leaderboard stats updated in real-time. Each representative could add a custom leaderboard to their CRM dashboard and customize it to display actionable insights about each representative’s closures, actions, calls, and targets.

Real-Time Data Updates: The representatives could set up custom alerts based on contact actions, lead scores, emails opened, links clicked, deal milestones and new appointments. This helped them reach out to their hottest leads at just the right time, and close more deals.

Advanced Reporting: The clients could mine their sales gamification process for actionable insights with advanced analytics, metrics, and reports. They could track revenue over time, compare sales tactics, conversion metrics, deal funnels, and customer lifecycles. Advanced reporting made it easy to get an insight into how gamification strategies and sales representative’s performance affect their bottom line.