Motivator
Why is my profile’s photo not shown on the TV channel?
Your profile’s photo has to be shared with the other users to be visible on the shared TV channel. You can configure the photo permission as follows. Go to https://accounts.zoho.com/ and click Preferences Choose Everyone from the Photo View ...
How to add new TV channel
You can add any dashboard as TV channel. 1. Click DASHBOARDS on the top bar 2. Choose a dashboard which you want to add as a TV channel 3. Click MORE on the top right of the screen 4. Choose Enable TV view
What is Motivator TV?
Motivator TV increases visibility, recognition, and fun. Show Motivator TV on large screen TVs in your sales offices to drive CRM adoption, sales team engagement, and improved performance, while having fun!
How to change the TV channel configurations
1. Choose TV CHANNELS on the top bar 2. Choose Manage from the drop down menu 3. Click Manage link beside the channel you want to update. 4. Click Edit Settings
Do I need to offer prizes?
No. Prizes can help make things interesting, but Motivator's scorecards, leaderboards, and notifications will keep your team engaged and motivated even without prizes. Show Motivator TV on large-screen TVs in your sales offices and watch your team ...
Can I run multiple contests at the same time?
Yes. You can create contests customized for different people, teams, and company goals, and run them all at the same time. However, the free plan supports only one contest at a time.
How to add/remove users for the contest
On creating or editing the Contests, 1. Choose Participants from the drop down menu on the top left 2. Choose COMPANY or INDIVIDUALS or TEAMS 3. Click ADD/REMOVE button for each team/users Notes: Initially, Everyone in COMPANY is chosen for your ...
Contest Status
The status of contests in your organization are divided into the following categories in the Contest Filter. Select Running to view all contests that are currently running. Select Starting Soon to view all contests that will start in the future. ...
Behavioral Rules
Behaviors define the CRM activities you'd like to track or motivate. For example, you can define a behavior to motivate your team to "create more lead records with telephone numbers", and award one point per record to the record owner. Add behavior ...
Create Contests
Start a new contest with just few simple steps. Motivator lets you create pre-defined contests in just a few seconds. Create a new contest from existing KPIs Click Action Menu icon [...] of the KPI or target and select Create Contest from this ...
Contests - An Introduction
Contests can help energize salespeople and boost performance. Use them to increase engagement among your teams. In the Contests page, administrators can view, add, delete, and edit all contests while anyone else can only view contests in which they ...
Manage Targets
Edit a target Click Action Menu icon [...] of the target you want to edit. Select Edit Target. Make the necessary changes in the Set Target screen and click NEXT. Review the changes made and click SAVE. Filter targets (in the All Targets page) You ...
Set Targets
Administrators can set all types of targets (company, teams, and individual) for the active Motivator users. Other users can only view their scorecards and create personal targets. The free plan (including trial) only supports company targets. Target ...
Check Scorecards
Scorecards provide an overview of target status at a glance and make it easy to identify targets in need of attention. At the top navigation bar, click TARGETS to check the following: Scorecard: Targets/scorecards which are assigned to you. Personal: ...
Targets/Scorecards - An Introduction
The Targets page shows targets set for the company, teams, and individuals. Administrators can view all targets, targets they're managing, their scorecard, and their personal targets. Non-administrators can view their scorecard and personal targets. ...
KPIs
A Key Performance Indicator (KPI) is a business metric to help an organization define and measure progress towards organizational goals. KPIs and charts help managers: Gain real-time insight into the vital signs of the sales organization Make timely ...
Pipeline Stages
This dashboard shows your win rate, average sales cycle length, and stage conversion rates for potentials closed in the selected period. This provides additional visibility into how potentials are moving through your pipeline toward becoming Closed ...
Pipeline Velocity
Pipeline Velocity indicates how quickly opportunities are moving through your sales pipeline on their way to becoming Closed Won deals. What is displayed in this dashboard depends on the settings of Pipeline Configuration where the definition of ...
Manage Dashboards
Dashboards provide a unified view of selected KPIs, targets, and contests, plus real-time indicators to highlight areas of interest. Various types of tiles can be placed in a dashboard. Types of tiles KPI (Key Performance Indicator) KPIs are ...
Dashboards - An Introduction
Dashboards in Zoho Motivator provide an overview of your sales activities to help you track and improve your sales performance. Dashboards provide a unified view of selected KPIs (Key Performance Indicators), targets, and contests, with real-time ...
Privacy
Configure privacy settings to make Zoho Motivator GDPR compliant. View activity logs Track activities related to KPIs, targets, contents, dashboards, and teams in Zoho Motivator by displaying activity logs. To display activity logs: Click your name ...
Configure Pipeline
Motivator uses data from CRM to show pipeline velocity and pipeline stages on dashboards. You can define how you would like the pipeline reports to be presented. Set definition of potential stages Click your name in the top-right corner of the ...
Set Week, Fiscal Year, and Time Zone
Match the work week and fiscal year in Motivator to those used in your company and ensure that Zoho Motivator tracks and reports weekly and yearly KPIs and targets as expected. Set week, fiscal year, bi-weekly settings, and time zone Click your name ...
Customize Logo
Customize Motivator UI and Motivator TV by adding your company logo. You can either upload the image from your computer or use an image from your website. Logo size should be at least 200x50px, and may not be larger than 150KB. Upload an image from ...
Manage Teams
Create teams Click your name in the top-right corner of the screen. Select Settings from the dropdown menu. Click SETTINGS button on the top-left and select Teams. Select Add New Team. Enter a Team Name into the textbox, then switch the toggle ...
Manage Users
Activate or deactivate users in Zoho Motivator CRM users who have been activated in Motivator can participate in contests, set targets, and be visible using a KPI’s By Employee filter. To activate/deactivate Motivator users: Click your name in the ...
Synchronize with Zoho CRM Account
Zoho CRM and Zoho Motivator are automatically synchronized on a regular basis. However, you can use the following options to manually sync with CRM as well. Sync options Update CRM Sync Token This updates the security token used by Motivator to ...
Settings - An Introduction
We recommend that you configure your organization within Motivator before you start using it. The Settings page gives you quick access to the tools you need to manage Zoho Motivator. From here, you can activate or deactivate users, manage your teams, ...
Getting Started
Before you start using Zoho Motivator, we recommend configuring your account settings and exploring the interface a bit. Be sure to check out Dashboards , Targets , Contests , TV Channels , and Live Dashboards to get a better understanding of the ...
Configuring Zoho Motivator's features in Zoho CRM
Zoho Motivator was created to encourage positive sales behaviors in a fun way. Sales behaviors are activities which influence your sales, such as making more calls or attending more meetings. Zoho Motivator helps identify these behaviors using ...