Embed Size (px)
Citation preview
Getting Started with Zoho Motivator
September 2017
• What is Zoho Motivator?• Basic Features
• Plans & Pricing / Zoho CRM Plus• Contacts
Outline
1. Starting a Trial2. Home & Demo Mode3. Settings
• Users, Teams, CRM Sync4. Dashboards
• Add / View / Adjust Tiles• Manage & Share
5. Targets• Set Targets• Scorecards & Personal
6. Contests7. Motivator TV8. Mobile Applications
1
What is Zoho Motivator?
2
Based on the data already in your CRM,
Motivator provides
Real-time visibility into sales activities
plus
Tools to motivate winning behaviors
3
CRM(Customer Relationship Management)
(Sales Performance Management)
• Accounts, leads, contacts information• Opportunities and sales activities, etc.
• Real-time and in-depth analysis of CRM data• Set targets and contests based on KPIs, etc.
Motivator
4
Basic Features
5
To start a trial of Motivator, create an account or log in, using your Zoho account, at https://motivator.zoho.com/. You must be an administrator of Zoho CRM to be able to start the trial. Otherwise, you’ll need to contact your CRM admin.
1. Starting Trial of Motivator
6
The first page you see when you login is the Home dashboard. It has tiles with demo account’s primary KPIs (Key Performance Indicators). While you’re in the demo account, you can click on various areas to check out Motivator’s features. You can always return to Home dashboard by clicking the logo at the top left corner of any page.
2. Home & Demo Mode
7
The demo account shows information based on sample CRM data and can’t be edited. To show information based on your actual CRM data, select “Click here to switch back to your own account” in the yellow banner. You can also switch between the demo and your account from the ▼ dropdown in the top-right corner.
2. Home & Demo Mode
8
Motivator will automatically synchronize with CRM in the background. To double-check that your CRM data is synchronized, click ▼ in the top right corner and select Settings.You’ll see a list of users synced from CRM to Motivator. Activate users in Motivator for in-depth analysis, and so that they can participate in contests and set targets.
3. Settings - Users
9
Teams can be formed based on active Motivator users. Click SETTINGS button at the top left and select Teams to manage your teams and their members.
3. Settings - Team
10
If you don’t think that the CRM data is not reflected correctly on Motivator, click SETTINGS button at the top left and select CRM Sync. Select a re-sync option to trigger synchronization.
3. Settings - CRM Sync
11
At Home and any other custom dashboards, you can add KPI, targets, and contests as tiles. Click + KPI / + TARGET / + CONTEST buttons at the top of the dashboard to add the tiles that you feel are important to your sales process.
4. Dashboards – Add Tiles
12
Click any tile to show details or interactive charts.
4. Dashboards – View Tiles
13
To adjust the tiles, click Action Menu […] on the top right corner of each tile to show available options. Drag the tiles to reorder them in the dashboard. The FILTER button allows you to filter tiles and the MORE button displays additional options, such as rename, share or duplicate dashboard.
4. Dashboards – Adjust Tiles
14
Paid subscribers can add custom dashboards. Click ▼ by DASHBOARDS at the top and select Manage. You can create or delete custom dashboards, rename, reorder or define people to share that dashboard with.
4. Dashboards – Manage & Share
15
Targets can be set for company, teams, and/or individuals from any available KPI. You can also set personal targets for just you to see. To add a target, click the ACTION MENU […] in the right corner of the KPI and select Set Targets for this KPI.
5. Targets – Set Targets
16
When the targets are set, personalized scorecards will be created to track the progress visually. Click ▼ by TARGETS at the top and select Scorecard to see scorecards that involve you. Personal targets can be checked under Personal.
5. Targets – Scorecards & Personal
17
Create contests on KPIs or targets to further motivate your team towards the goal. Click the ACTION MENU […] in the right corner of any KPI or target and select Create Contest from this KPI/Target. Details are pre-defined but you can easily customize by clicking on the item or selecting from CONTEST button at the top.
6. Contests
18
To boost visibility and increase competition, share the status of KPIs, targets, and contests on large screen TV. Click ▼ by TV CHANNELS at the top and select a channel. Paid users can customize items to be shown on TV, while free users can only view the Contests Channel with currently running contests.
7. Motivator TV
19
Zoho Motivator is also available on mobile applications for iOS and Android. Get real-time access to KPIs, targets, and contests at any time from your mobile device.
8. Mobile Applications
20
Gain Real-TimeVisibility Into
Sales Activities
Gain Real-TimeVisibility Into
Sales Activities
MotivateWinning Sales
Behaviors
MotivateWinning Sales
Behaviors
BroadcastEverything on TV to Energize the Team
BroadcastEverything on TV to Energize the Team
Dashboards + Charts Contests TVScorecards
More Sales + CRM adoption, teamwork, engagement
21
Plans & Pricing / Zoho CRM Plus
22
Zoho Motivator - Plans & Pricing
$12/user/month $10/user/month $8/user/month
23
Part of Zoho CRM Plus
https://crmplus.zoho.com/
24
