Gamification+ deployed Aardvark Sales for Microsoft Teams to manage their sales pipeline with a familiar Kanban board, secure data storage, and custom fields -- all within their existing Microsoft 365 tenancy.
"I got Aardvark Sales for Teams up and running in less than an hour! I then used the customisation features to fit our unique requirements and had the solution delivered to my sales team by the end of that day." -- Pete Jenkins, CEO, Gamification Plus
The Challenge
Gamification+ wanted more control over its sales process without dealing with unnecessarily complicated software. Additionally, providing services globally, they use many unknown access points, so they had to ensure data safety. Finally, many projects require the attention of more than one person, so collaboration capability would be nice to have.
The Solution: A Sales Pipeline Tool
Aardvark Sales for Gamification+ was built for Microsoft Teams addressing all requirements. It resurfaces the data from SharePoint into a familiar Kanban board living in chosen Teams channel. Aardvark leverages all Teams functionalities like chat, video calls, collaboration, calendar and file repository, and full integration with other Microsoft 365 products. JFDI collaborated with Gamification+ to implement additional productivity-enhancing gamification features, such as a progress bar.
Key Benefits
Secure
Data stored in the organisation's own Microsoft 365 tenancy. Nothing leaves your control. Your data is yours, held independently from Aardvark.
Customisable
Add custom columns and Aardvark's interface adapts. Use data anywhere including Power Platform, Flows, and Power BI.
Collaboration-Driven
Manage documents and conversations in a dedicated channel. Add Aardvark to a Channel or Team multiple times with familiar Kanban-style views.
Client Overview
Company: Gamification Plus
Country or Region: United Kingdom
Industries: Full-service strategic communications
Company Profile: GAMIFICATION+ are globally recognised leaders in gamification consultancy and training. Members of the team have collectively spoken at more than 150 events and trained more than 10,000 people in the use of gamification.
JFDI Services Provided
Services used:
Software and platforms:
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