Zurmo CRM Adds Collaborative Project Management Functionality and Deeper Gamification Elements in Latest Release

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Additional functionality also includes Voice over IP integration and the ability for sales managers to set complex rules for lead queues.

Logo of Zurmo Open Source CRM
Zurmo encourages people to be explorers outside the comfort zone of their daily CRM grind

Developers of the Zurmo Open Source Customer Relationship Management application today announced the official release of Zurmo 2.5, which adds major features including Project Management, and deep Gamification elements such as the integration of tangible rewards into the system.

Collaborative Project Management

Project Management is now fully integrated with Zurmo CRM. Users can manage customer relationships and projects without the need to switch gears between different environments. The new feature is designed especially for cross functional collaboration, allowing teams from Marketing, Sales, and Customer Support to assign common tasks and receive shared notifications.

Kanban Visualization continues to be employed in the application, which in the case of Projects allows users to intuitively drag and drop project items in a logical progression. Learn more about Project Management: http://zurmo.org/new-releases/project-management-in-zurmo.

Gamification Phase II

Additional Gamification functionality in Zurmo further facilitates engagement, user adoption, leads users to discover different areas of the application, and now brings in the added element of tangible rewards such as gift cards determined and awarded at the individual company level.

“Imagine someone with the role of Customer Qualification Specialist, reporting to a Marketing Manager. She has not been fully trained on the more advanced stages of her company’s Sales Force Automation process, but she needs to see the entire picture and better identify qualified leads,” states Stafford McKay, Director of Marketing for Zurmo. “Zurmo encourages people to be explorers. The Customer Qualification Specialist is rewarded if she can step outside the comfort zone of her daily marketing grind and be a tourist in an unknown area, like a closed/won sales opportunities report. As a reward, she brings home a souvenir. All of her trophy souvenirs are proudly displayed to her colleagues as she completes her various collection groups that have fun categories related to sports, travel, and other hobbies. It’s pretty cool stuff. Two years ago, no one would believe this kind of thing would become part of an Enterprise CRM system,” continues McKay.

Read more about the new Gamification functionality added to Zurmo here: http://zurmo.org/features/gamification-phase-ii-is-here.

Other Zurmo 2.5 Features

Additional Zurmo functionality includes the integration of Voice over IP (VoIP) functionality directly within the application. This allows users to call leads and contacts with a single click of a button. A call log is automatically created, so that the efforts of managing a business relationship translate into real metrics and reporting. Learn more about VOIP integration here: http://zurmo.org/features/zurmo-is-now-integrated-with-voip.

With the release of Zurmo 2.5, commercial customers also have access to Lead Queues, which provide automatic distribution of leads. Sales Managers can use Zurmo to set rules such as “Round Robin”, which equalize assignments, or “Leads up for Grab”, which foster a faster, more cut-throat sales process. Learn more about Lead Queues: http://zurmo.org/features/lead-queues.

Pricing and Availability

Zurmo 2.5 is immediately available. An all inclusive Professional Edition is available for $32 per month per user. Find out more at http://zurmo.com/pricing

About Zurmo
Zurmo, Inc. is the CRM company behind the Zurmo Open Source Project. The company develops, supports, and offers CRM solutions for Zurmo Commercial customers. Zurmo, Inc. is redefining the way Customer Relationship Management is used. Our team is driven by the common goal of building and supporting a better Open Source CRM solution based on rock solid engineering and progressive user adoption methodologies. Learn more about Zurmo, Inc. by visiting http://www.zurmo.com.

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Stafford McKay
Zurmo, Inc.
(312) 235-2747
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