Gamifying an ERP & CRM platform for direct door-to-door sales

Our client is a US-based company that provides software to improve the performance of sales departments. MapMan is a resource planning and customer relationship management system with a gamification engine. Its aim is to engage employees, improve their productivity, and therefore increase sales.

Our client wanted to find ways to gamify the sales process and design a motivating and intuitive system around it. As every sale involved a lot of paperwork, which limited the efficiency of salespeople. We had to simplify the procedure. We also needed to make the agent assignment easier and give the admins a way to divide the map into individual territories. Finally, the company owners wanted to monitor the performance of an entire company in a real-time and instantly boost sales if needed.

To get started, our business analyst investigated the domain and gamification approaches. He then came up with a list of approaches that would cover the majority of our client’s needs. Once that was done, we studied the routines of salespeople, learned which behaviors needed to be encouraged, and built a game system around them. We put together a team that consisted of a project manager, designer, iOS developer, four back-end developers, two front-end developers, and two quality assurance specialists. They built a highly capable gamified ERP and CRM SaaS platform with an intuitive web UI and an iOS app to monitor and manage personnel. There are 4 roles: Super admin that adds clients to the system, admin of the company, local managers and salesman. Each of them has own interface.