87 lines
3.5 KiB
ReStructuredText
87 lines
3.5 KiB
ReStructuredText
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==========================================
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How to motivate and reward my salespeople?
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==========================================
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Challenging your employees to reach specific targets with goals and rewards is an excellent way to
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reinforce good habits and improve your salespeople productivity. The Gamification module gives you
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simple and creative ways to motivate and evaluate your employees with real-time recognition and
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badges inspired by game mechanics.
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Configuration
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=============
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Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data
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(goals and challenges) that can be used on *CRM/Sale*.
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.. image:: media/gamification_module_install.png
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:align: center
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:alt: View of the gamification module being installed in Odoo
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Create a challenge
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==================
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Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools
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--> Challenges`.
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.. note::
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As the gamification tool is a one-time technical setup, you need to activate the technical
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features in order to access the configuration. To do so, go to *Settings* and *Activate the
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developer mode*.
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.. image:: media/gamification_tools_menu.png
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:align: center
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:alt: View if the gamification tools menu in Odoo Settings
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A challenge is a mission that you send to your sales team. It can include one or several goals, set
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for a specific period of time. Configure your challenge as follows:
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#. Assign the salespeople to be challenged;
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#. Assign a responsible;
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#. Set up the periodicity along with the start and the end date;
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#. Select your goals;
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#. Set up your rewards (badges).
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.. note::
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Badges are granted when a challenge is finished. This is either at the end of a running period
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(eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity
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is set), or when the challenge is manually closed.
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In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge
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is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the
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month, the winner will be granted with a badge.
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.. image:: media/challenges.png
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:align: center
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:alt: View of the challenge form and a challenge being created for Odoo Sales
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Set up goals
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------------
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| The users can be evaluated using goals and numerical objectives to reach.
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| **Goals** are assigned through *challenges* that evaluate (see image above) and compare members of
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a team throughout time.
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| You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under
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*Goals*. Select the business object according to your company's needs. Examples: number of new
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leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time
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frame based on your management preferences, etc.
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.. image:: media/goal_definitions.png
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:align: center
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:alt: View of the goal definition form and a goal definition being created for Odoo Sales
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.. note::
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Goals may include your database setup as well (e.g. set your company data and a timezone,
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create new users, etc.).
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Set up rewards
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--------------
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For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an
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exceptional achievement, a badge is an easy way to express gratitude to a user for their good work.
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To create and grant badges to your employees based on their performance, go to
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:menuselection:`Settings --> Gamification Tools --> Badges`.
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.. image:: media/badges.png
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:align: center
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:alt: View of the badges page in Odoo
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