Tip: Personalising Zurmo CRM to each user


Zurmo Custom Theme

In gamification terms one of the motivators or fun factors that people enjoy is ‘customising’. It may be as simple as changing the screensaver on your PC or changing the background photo on your phone. Whatever you’ve customised to your preferences has made you more attached to the object or software that has been changed. Indeed you will now prefer to use this personalised site over and above any alternatives.

So how do we use customisation in Zurmo CRM to encourage our users to take ownership and use the software more?

Firstly, we can create an overall custom colour theme, perhaps to match our company branding, as covered in this article http://www.e-advantagesolutions.co.uk/crm/customise-themes-zurmo/ where my colleague Ross attempts to force the whole company to support his football team.

That is a good start, but still not personal enough. So Zurmo enables each user to further customise the colour scheme and even the visual textures being used throughout the system just for them. Of course, being a gamified CRM, some of these custom options are only unlocked for you to use after you’ve played the game enough to go up a few levels. Here are some of the options available to you (click on the image to zoom in and out):

Zurmo Custom Theme

You get to the screen to edit these settings by clicking on your username in Zurmo (top right), then clicking ‘My Profile’, then hover over the ‘Configuration’ button and click ‘General’. Make your changes and click save. Voila, your CRM is now so much more you.

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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