106 lines
3.5 KiB
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106 lines
3.5 KiB
ReStructuredText
==========================================
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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
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rewards is an excellent way to reinforce good habits and improve your
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salespeople productivity. The **Gamification** app of Odoo gives you simple
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and creative ways to motivate and evaluate your employees with real-time
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recognition and badges inspired by game mechanics.
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Configuration
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=============
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From the **Apps** menu, search and install the **Gamification** module.
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You can also install the **CRM gamification** app, which will add some
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useful data (goals and challenges) that can be used related to the
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usage of the **CRM/Sale** modules.
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.. image:: media/reward01.png
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:align: center
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Create a challenge
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==================
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You will now be able to create your first challenge from the menu
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:menuselection:`Settings --> Gamification Tools --> Challenges`.
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.. note::
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As the gamification tool is a one-time technical setup,
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you will need to activate the technical features in order
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to access the configuration. In order to do so, click on
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the interrogation mark available from any app (upper-right)
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and click on **About** and then **Activate the developer mode**.
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.. image:: media/reward02.png
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:align: center
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A challenge is a mission that you will send to your salespeople. It can
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include one or several goals and is set up for a specific period of
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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
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at the end of a running period (eg: end of the month for a
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monthly challenge), at the end date of a challenge
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(if no periodicity is set) or when the challenge is manually closed.
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For example, on the screenshot below, I have challenged 2 employees with
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a **Monthly Sales Target**. The challenge will be based on 2 goals: the
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total amount invoiced and the number of new leads generated. At the end
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of the month, the winner will be granted with a badge.
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.. image:: media/reward03.png
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:align: center
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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
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reach. **Goals** are assigned through **challenges** to evaluate (see
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here above) and compare members of a team with each others and through
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time.
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You can create a new goal on the fly from a **Challenge**, by clicking on
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**Add new item** under **Goals**. You can select any
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business object as a goal, according to your company's needs, such as :
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- number of new leads,
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- time to qualify a lead or
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- total amount invoiced in a specific week, month or any other time
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frame based on your management preferences.
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.. image:: media/reward04.png
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:align: center
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.. note::
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Goals may include your database setup as well (e.g. set your
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company data and a timezone, 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.
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From a simple *thank you* to an exceptional achievement, a badge is an
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easy way to exprimate gratitude to a user for their good work.
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You can easily create a grant badges to your employees based on their
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performance under :menuselection:`Gamification Tools --> Badges`.
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.. image:: media/reward05.png
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:align: center
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.. seealso::
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* :doc:`../../reporting/analysis` |