Welcome, today we’ll be looking at Zurmo, a software company that develops simple and
affordable web based CRM (Customer Relationship Management) software for small business...
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This video review is for Zurmo, a provider of specialized gamified Customer Relation
Management (CRM) applications to businesses.
The Challenge for Zurmo is to convince users of more traditional CRM systems or small businesses
to switch to a system that implements elements of gamification to motivate sales teams in
the hopes they will enjoy contact management more.
Zurmo’s CRM platform allows businesses to manage all aspects of customer relations.
The software is open source so users have access to the code but still have to pay for
the license.
This flexibility allows businesses to pick and choose which management features they
want to use.
This is the Zurmo homescreen where users can take note of various tasks and activities
that demand their attention.
There’s also a calendar, helpful graphs, and several other dashboards that can be added
to inform and advise users.
At the top is a search bar that gives users access to any and all information stored within
Zurmo.
At the top right there’s also the “create” tab which lets users add various contacts
and more to the CRM.
The first tab on the left hand side that users have access to is the inbox.
It compiles conversations, missions, and notifications into one location so users can stay informed
about their goals and recent updates.
With a mission, users can see the goal and reward for completing a task.
Users can also comment and add files to the mission.
Conversations are very similar but have the added option of having a status set to either
opened or closed.
Accounts are made up of potential customers, prospects, or vendors and have a variety of
information within their individual account page.
Calendars, tasks, contacts, opportunities, and more are all readily accessible.
Although there is quite a bit of information within the account page and can seem a tad
overwhelming, it’s also nice to know that if there’s information you’re looking
for, you will know where to find it.
The next tab down is leads which is composed of various contact’s that have teh ability
to create opportunities.
This page is structured very similarly to both accounts and contacts; however, leads
have a status that is either new, in progress, recycled, or dead.
Moving down to the contacts tab, users can see
a similar amount of information to an account.
It’s possible to jump in and out of tasks, activities, and opportunities.
Here you can also see how Zurmo has gamified CRM by giving users various badges and awards.
By looking at a users leaderboard, you get an indication of how users can stay motivated
to interact and update contacts as frequently as possible.
Various awards and prizes can be given out to users who achieve certain badges or rankings.
Lastly, since Zurmo is open source the possibilities are pretty limtiless.
THere are also tabs for opportunities, marketing, projects, products, and reports to give users
an even more in-depth understanding of their contacts and their marketing strategy.
Made for medium-sized companies to enterprises, Zurmo is available for a medium-price point.
A few limitation we noticed and confirmed from reviews on our website is a lack of social
media integration and quote/order management.
Also aesthetically it was a little frustrating to not easily upload a user or account’s
picture.
In summary, Zurmo helps businesses: 1) Reward employees for engaging with its
system 2) Collaborate with its customers through
gamification 3) Easily update and stay informed about contacts
To find out more about Zurmo or other CRM software, check out our website where we can
help you find technology that will fit the needs of your work.
Thanks for watching!