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Gamification for Salesforce

December 7, 2021

Gamification and Salesforce are both recent concepts that have greatly transformed the interaction between companies and consumers. However, for terms with so much relevance, not many people are aware of what they mean.

So, if you want to know more about gamification, Salesforce, and CRM, you’ve come to the right place. Keep reading to learn more about these concepts. 

What and how to use gamification in Salesforce

Gamification is a modern technique that companies use in order to enhance customer engagement with their products and services. This process is carried out by integrating gameplay elements into non-game settings. 

Gamification helps challenge you and promises you a reward if you succeed in a challenge. The human brain is wired to be attracted to challenges and gets stimulated by them. Therefore, the prospect of a challenge with a reward keeps a user interested.

This strategy is highly successful when it comes to engaging customers because it works on the basis of basic human psychology and emotions. Gamification helps stimulate your brain and keeps it actively engaged in the activity at hand. When you complete the challenge, you are either rewarded through a release of dopamine in your brain, game mechanics, or both.

However, gamification most commonly works by involving game mechanics. These act as psychological reinforcers which keep the customer interested and engaged in the challenge and keep them coming back for more gratification. Therefore, gamification can also be described as a set of processes and activities used to solve problems by the application of game mechanics. 

What are Game Mechanics?

Game mechanics are the rewards obtained in a gamification program once the required target is achieved. These targets are presented by the gamification strategy and can range from being educational to entertaining, depending upon their purpose. One or more game mechanics can be applied to achieve the desired results from the strategy. 

Following are some examples of game mechanics:    

1.   Rewards

Rewards are an aspect of game mechanics. They are efficient and effective because they directly acknowledge the achievements of the players. These rewards can be awarded to the players in a variety of forms, such as:

2.   Leaderboards 

Leaderboards are a very common gamification strategy. They work by presenting competitive placement on leaderboards on the basis of either points or levels. 

Most sales gamification software reward players by showing them where they stand on the leaderboard. This allows consumers to evaluate their own position and that of others in the game. This makes users feel a sense of competition and challenge. Furthermore, users feel a sense of accomplishment when they are moved further up the leader board. This competitiveness and accomplishment then serve to keep the users engaged in the game. 

3.   Points

Points serve as a confidence booster for the users and motivate them to achieve more. They are effective because they act as visual identifiers of progress. 

4.   Badges

Badges are another method of visually tracking progress and achievements made by the users. They act as an acknowledgment of the efforts made by the consumers and reward them for achieving a certain target.

5.   Goals

Participants are provided with a certain goal or task that they are required to work towards. This provides them with a target that challenges and motivates them to work towards the task at hand and successfully complete it. The consumer is rewarded with personal satisfaction once the target is achieved. 

6.   Status

Similar to goals, the consumers are provided with a target they have to achieve in this case as well. However, this time, the reward is an increase in status. This status can be leveling up in the game or securing a higher status in it. It may also come in the form of a character upgrade and the unlocking of new levels. 

What is Salesforce (CRM)?

Salesforce is a customer relationship management (CRM) platform. It helps companies and organizations keep their customers satisfied by helping them effectively streamline and manage their marketing and sales operations. It also provides organizations with easy access to web-based software, which allows their commerce, sales, marketing, service, and IT teams to work as a unit from anywhere.

However, many people fail to understand this concept because they do not know what CRM is. To put it simply, CRM is a combination of technologies, strategies ad practices that companies employ in order to analyze customer data and interactions.

CRM systems can compile customer data across a variety of points of contact or channels. These points of contact between the company and the customer can be in the form of emails, telephone calls, the company’s website, direct mail, live chat, marketing materials, and social networks. This system can also provide customer-facing staff members with detailed information on customers’ purchase history, buying preferences and concerns, and other personal information.  

Benefits of CRM to Businesses

Companies of all scales, whether big or small, can benefit from the implementation of CRM. Using this system offers companies a list of important benefits: 

CRM systems allow companies to have access to customer information such as past purchases and interaction history. Having this information can help customer support representatives provide fast and efficient service.

By collecting and accessing customer data through CRM systems, businesses can identify trends in their customer’s buying patterns. This system can give businesses more insight into their customers by means of visualization features and reporting.

Implementation of CRM helps with automation of sales funnel and customer support tasks which may appear unimportant in nature but, in reality, are very necessary.  

Difference Between Gamification and CRM

Gamification and CRM are both important tools that companies can use to get ahead. However, they both have their own benefits and serve different purposes.

·         Gamification

Gamification is a technique through which companies manage to engage consumers with their services and products. This allows the consumers to interact with the companies on a deeper level and better understand the company, its products, and its purpose. This is because when users interact with a company through gamification, they end up learning what the best way to interact with the company is. 

·         CRM

While gamification allows the consumer to interact with a company and better understand it, CRM allows the company to learn more about its consumers and gain a deeper understanding of them. The system allows companies to obtain personal information of its users like their purchase history, buying preferences, interaction history, and buying patterns, among other things. This information allows the company to interact with its customers in an efficient manner.

CRM in Microsoft Teams and Slack

In their essence, Microsoft Teams and Slack are applications that help connect people. Both these applications share a wide range of similar features, like allowing you to create your own channel for video chatting, video calling, file sharing, and conferencing. 

They are also very similar to CRM because these applications can track your activity, data, and interactions with others. Through Microsoft Teams and Slack, you can save data directly to their online storage services or even access SharePoint projects. Furthermore, you can use these applications to open up channels to outsiders such as vendors, partners, and customers. Through these channels, you can then share information with your target audience. These applications also help with customer relationship management by allowing you to quickly and efficiently search up any conversations you’ve had in the past with any customer, with the help of keywords.  

However, it is important to realize that Microsoft Teams and Slack are only similar to CRM and aren’t the same. These applications focus more on contact management by means of emails, scheduling, and notes. While CRM functions also include marketing campaigns, forecasting and opportunity management, automated workflows, and service ticket generation. 

What is Spinify?

Spinify is a web-based platform that implements gamification in order to increase workplace productivity and employee engagement. It primarily employs the leaderboard approach of gamification and motivational psychology in order to enhance workplace performance. The platform allows for management to set up goals for employees that can help evaluate individual performance.

Gamification in Microsoft Teams and Slack

Spinify can be integrated with other applications like Microsoft Teams and Slack to incorporate gamification into their system too. The tool allows admins to set the target, reward, game mechanics, and celebration criteria for different tasks. 

Furthermore, employees can track their personal progress and compare it to other people’s progress as well. Employees can also see goals, manage upcoming targets, earn rewards, and track leaderboards with help from Spinify.  

By incorporating gamification, organizations can use Microsoft Teams and Slack to be able to function as CRMs while also motivating their employees to achieve more.  


Gamification and CRM are both important tools that help establish a relationship between companies and consumers. Companies can utilize these tools to better manage their customer engagement and interaction in order to make their business progress. Different platforms like Microsoft Teams and Slack incorporate both tools into their functionality in order to give their consumers a rewarding experience and gain valuable insight from them.  

Put those insights into practice.

Set your team up for success by improving their performance through gamification.

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