Keeping your customers in the game


If you’re like me, and you suffer from client-amnesia (that might not be the scientific term), it is often difficult to determine which Leads or Contacts are getting cold. Perhaps you have a feeling you have been a bit neglectful to a bunch of Leads, especially the guys you met last month at the trade show. You had a wild time at the Brighton and Hove Chamber of Commerce, but you are so behind after being out of the office that you have not had a chance to reach out. If this sounds like your world, Zurmo’s new ‘Latest Activity’ feature will make life so much better.

In the details view of a record, you will notice a ‘Latest Activity’ date stamp:

latest activity

This date stamp is updated anytime a task, note, email, or meeting is completed:


Since all of these activities are touch points, ‘Latest Activity’ allows you to easily track which Leads or Contacts are getting colder. Instead of relying on gut feels, run a report to see who has not been reached out to in the longest time and might be slipping away:


No more loose ends!

About the author 

Pete Baikins

Pete Baikins is an international authority on gamification, a lifelong gamer, successful entrepreneur and a lecturer. As CEO of Gamification+ Ltd he mentors and trains companies world-wide on the use of gamification to solve business challenges. Gamification+ won the Board of Trade Award from the UK's Department of International Trade in January 2019.

Pete is co-host of the health gamification podcast Health Points and is also Chair of Gamification Europe, the annual conference for Gamification practitioners.

Pete is an Honorary Ambassador for GamFed (International Gamification Confederation), having previously been the Chair from 2014 to February 2019, whose aim is to spread best practices within and support the gamification industry.

After 15 years as a Lecturer on gamification and entrepreneurship at the University of Brighton he now guest lectures on Gamification at King’s College London and at ESCP Europe at post-graduate and under-graduate levels.

Over the past 20 years Pete has built and sold two businesses. One was in security software and the more recent one was a telecoms and internet connectivity business. He is also an Ambassador for Brighton & Hove Chamber of Commerce in the UK.

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