diff --git a/crm/salesteam/manage.rst b/crm/salesteam/manage.rst index 27fc9a0af..5e35ebfba 100644 --- a/crm/salesteam/manage.rst +++ b/crm/salesteam/manage.rst @@ -6,3 +6,4 @@ Manage salespeople :titlesonly: manage/create_salesperson + manage/reward \ No newline at end of file diff --git a/crm/salesteam/manage/media/reward01.png b/crm/salesteam/manage/media/reward01.png new file mode 100644 index 000000000..19b84baa6 Binary files /dev/null and b/crm/salesteam/manage/media/reward01.png differ diff --git a/crm/salesteam/manage/media/reward02.png b/crm/salesteam/manage/media/reward02.png new file mode 100644 index 000000000..e6c7eccb5 Binary files /dev/null and b/crm/salesteam/manage/media/reward02.png differ diff --git a/crm/salesteam/manage/media/reward03.png b/crm/salesteam/manage/media/reward03.png new file mode 100644 index 000000000..1af8f53e2 Binary files /dev/null and b/crm/salesteam/manage/media/reward03.png differ diff --git a/crm/salesteam/manage/media/reward04.png b/crm/salesteam/manage/media/reward04.png new file mode 100644 index 000000000..ecd84869f Binary files /dev/null and b/crm/salesteam/manage/media/reward04.png differ diff --git a/crm/salesteam/manage/media/reward05.png b/crm/salesteam/manage/media/reward05.png new file mode 100644 index 000000000..16eb54390 Binary files /dev/null and b/crm/salesteam/manage/media/reward05.png differ diff --git a/crm/salesteam/manage/reward.rst b/crm/salesteam/manage/reward.rst new file mode 100644 index 000000000..d63038641 --- /dev/null +++ b/crm/salesteam/manage/reward.rst @@ -0,0 +1,106 @@ +========================================== +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** app of Odoo gives you simple +and creative ways to motivate and evaluate your employees with real-time +recognition and badges inspired by game mechanics. + +Configuration +============= + +From the **Apps** menu, search and install the **Gamification** module. +You can also install the **CRM gamification** app, which will add some +useful data (goals and challenges) that can be used related to the +usage of the **CRM/Sale** modules. + +.. image:: media/reward01.png + :align: center + +Create a challenge +================== + +You will now be able to create your first challenge from the menu +:menuselection:`Settings --> Gamification Tools --> Challenges`. + +.. note:: + As the gamification tool is a one-time technical setup, + you will need to activate the technical features in order + to access the configuration. In order to do so, click on + the interrogation mark available from any app (upper-right) + and click on **About** and then **Activate the developer mode**. + +.. image:: media/reward02.png + :align: center + +A challenge is a mission that you will send to your salespeople. It can +include one or several goals and is set up for a specific period of +time. Configure your challenge as follows: + +- Assign the salespeople to be challenged + +- Assign a responsible + +- Set up the periodicity along with the start and the end date + +- Select your goals + +- Set up your rewards (badges) + +.. 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. + +For example, on the screenshot below, I have challenged 2 employees with +a **Monthly Sales Target**. The challenge will be based on 2 goals: the +total amount invoiced and the number of new leads generated. At the end +of the month, the winner will be granted with a badge. + +.. image:: media/reward03.png + :align: center + +Set up goals +------------ + +The users can be evaluated using goals and numerical objectives to +reach. **Goals** are assigned through **challenges** to evaluate (see +here above) and compare members of a team with each others and through +time. + +You can create a new goal on the fly from a **Challenge**, by clicking on +**Add new item** under **Goals**. You can select any +business object as a goal, according to your company's needs, such as : + +- number of new leads, + +- time to qualify a lead or + +- total amount invoiced in a specific week, month or any other time + frame based on your management preferences. + +.. image:: media/reward04.png + :align: center + +.. note:: + Goals may include your database setup as well (e.g. set your + company data and a timezone, create new users, etc.). + +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 exprimate gratitude to a user for their good work. + +You can easily create a grant badges to your employees based on their +performance under :menuselection:`Gamification Tools --> Badges`. + +.. image:: media/reward05.png + :align: center + +.. seealso:: + * :doc:`../../reporting/analysis` \ No newline at end of file