bob marsh - using crm to drive salesforce engagement

19
Using Gamification to Drive Salesforce Engagement Bob Marsh CEO, LevelEleven

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Companies like Comcast and the Detroit Pistons have leveraged gamification and CRM (Salesforce) to drive increased engagement and sales. Hear from loyalty and engagement expert Bob Marsh describe how these organizations were able to deliver the goods using game concepts.

TRANSCRIPT

Page 1: Bob Marsh - Using CRM to drive salesforce engagement

Using Gamification to Drive Salesforce Engagement

Bob Marsh

CEO, LevelEleven

Page 2: Bob Marsh - Using CRM to drive salesforce engagement

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• Live in metro-Detroit

• Married with three kids: 6, 3,

and 4-months!

• Grew up in Orchard Park, NY

– was a big Bills fan!

• College at John Carroll

University outside Cleveland

– played on college golf team

Background

Page 3: Bob Marsh - Using CRM to drive salesforce engagement

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Background

• 18-years in sales

• Launched beta version of

sales competition app in

September 2011

• Founded LevelEleven in

October 2012

• VC backed, based in Detroit

Page 4: Bob Marsh - Using CRM to drive salesforce engagement

Clients Gamifying Sales Teams

4

Page 5: Bob Marsh - Using CRM to drive salesforce engagement

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Sales managers

struggle to get their

teams focused on the

right things.

• Comp plan rewards sales

• Management and coaching

focused on activities

The Sales Manager Challenge

Page 6: Bob Marsh - Using CRM to drive salesforce engagement

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The Sales Manager Challenge

Make Calls

Pitch New Products

Find New Opportunities

Close Deals

Follow-Up On Leads

Meet with Clients Advance

Opportunities

Page 7: Bob Marsh - Using CRM to drive salesforce engagement

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The Vision of CRM

• Perfect visibility into sales

organization

• Stop just tracking orders

• Monitor leading indicators

• If you can measure it, you

can motivate it

Challenges remain with…

• Day-to-day usage

• Motivating the right thing

• Creating energy and

excitement

Page 8: Bob Marsh - Using CRM to drive salesforce engagement

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What Motivates a Salesperson

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Case Study: ePrize

The Challenge

• Seeks to increase sales leads

• Industry specific success stories

• Less than 50% of Accounts have

Industry defined

• Tried encouragement for months

Jen GrayVP Marketing

Page 10: Bob Marsh - Using CRM to drive salesforce engagement

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Case Study: ePrize

Industry Quest!

• Complete industry field and get 1

point

• Most points wins

• Daily email leaderboard

Jen GrayVP Marketing

Page 11: Bob Marsh - Using CRM to drive salesforce engagement

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Case Study: ePrize

Industry Quest

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Case Study: ePrize

The Results

• 60 updated in 2-hours

• 300+ updated end of day 2

• 1400+ updated in 10 days

• 87% of accounts with industry

Page 13: Bob Marsh - Using CRM to drive salesforce engagement

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Case Study: ePrize

The Grand Prize!

$10 Starbucks Gift Card

Page 14: Bob Marsh - Using CRM to drive salesforce engagement

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Case Study: Detroit Pistons

Scott HowlandManager, Sales Analytics

The Challenge

• Massive investment in arena

• New product: single game suites

• Available for several months

• Sales team not pitching

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Case Study: Detroit Pistons

Scott HowlandManager, Sales Analytics

Results

• From almost nothing for months

• $500,000 in product sales

• 6-month goal in 6-weeks

Page 17: Bob Marsh - Using CRM to drive salesforce engagement

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Case Study: Comcast

Todd GoodbinderVP Sales & Sales Operations

The Challenge

• Multi-million investment in Salesforce

• Being used as order tracking tool

• Managers need to use & learn

• Contests run centrally

• Not useful for field managers

Page 18: Bob Marsh - Using CRM to drive salesforce engagement

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Case Study: Comcast

Todd GoodbinderVP Sales & Sales Operations

Impact

• Put gamification tool in hands of

managers

• Tailor competitions to their teams

• 127% increase in appointments set

per day

• Massive adoption improvements

• Reduced staff turnover

Page 19: Bob Marsh - Using CRM to drive salesforce engagement

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Bob Marsh

CEO, LevelEleven

(313) 373-5542

[email protected]

Twitter: @bobmarsh5

LinkedIn: linkedin.com/in/bobmarsh5

Thank you!