August 2021

This month, Compass brings in a portfolio of features focusing on delivering optimal end-user experience!

The Compass August release witnesses brand new features that transform both the end-user and admin user experience benefits. These landmark changes are based on vital user feedback and in-depth discussions with hundreds of end-users. In addition to a complete and essential revamp of the home page ( the pivotal app screen in the end-user experience), we have also rolled out our Close.io integration. More on these features:

The All-New Compass App Home page

The Homepage of the Mobile App across iOS & Android has been completely revamped - making it even more relevant to our mobile app users. The new homepage helps users to learn about their programs with small, yet significant information and adapt over time to fully understand incentive programs. It bridges the information gap the sales teams face in their achievements visibility, target shortfalls and earning potential.

1. ‘Your Tasks’ Section

The ‘Your Tasks’ section works as a coach for the salesperson. It consists of a set of swipe cards that guide the salesperson on the tasks to be done for a particular program within the allocated timeline. It nudges and motivates the user to complete the maximum of their tasks within a minimum time. The cards when clicked and expanded show the rewards that the user will receive.

2. The Performance Card

These visually appealing and intuitive cards update the user on what target they have achieved out of their overall goal for the programs that they are a part of. Each card is scrollable so that the user can see the different kinds of targets they have to achieve.

If a user wants more detailed information on a particular program, they can click the card of that program. Each card when clicked can be expanded, will detail out the target achieved and target left to achieve along with rewards for a particular program. They can go to the program directly from this window as well.

3. Your Earnings

These flashcards can be swiped by the user to know their earnings for a month, quarter and a year. This section shows the earnings of the user in the form of points & comes with 3 filter options for duration in terms of month, quarter & year. Although more of a vanity metric, this “number” provides a feel good factor for the user (or motivation if earnings are ZERO) and keeps the user engaged on the screen and app.

4. Scorecard - Active Programs

This scorecard provides a summary of all the key metrics which the user has to focus on in each of the active programs. This ensures that the sales team members focus on all the significant aspects of the KPIs that the user has to deliver.

The scorecard generally will display the % achieved and absolute achievements against the target for each metric.

4a. Scratch card

As an interesting user interaction with the app, users now can scratch a scratch card to know what can be earned next, as per the milestone upper limit set by the program admin. Displaying this metric helps motivate the user by showing a ceiling that he can aspire for.

4b. Badges earned

This section shows the 3 most recent Badges earned by the user from Day 1. This is another vanity metric to keep the user motivated & has an emotional value attached to it.

5. Empty State Screen

This feature update ensures that there is always a minimal amount of information on the Homepage whether or not an end-user has made achievements. Home page sections would not be shown if there is no data (achievements) of the user.

6. New Skins in the Program screen

The milestone map on the Program screen serves an important purpose of guiding the user through a well laid out path to achieve his/her target. It also helps breaking down the larger problem into individual slabs and conquering them along the way. It becomes essential to capturing the attention of the user and retaining it - to help them engage with the programs.

We have an all-new set of 4 skins that visualize the growth in the life of a salesperson as they achieve more and more targets leading to better and bigger rewards! The skins are Hiking, Mansion, Car Collector and Salesman. Hiking skin suits a program that incrementally gets tougher - where the challenges, as well as the rewards, become more and more inspiring. The Mansion skin and the Car collector skin shows how lucrative achievements can be and how with increasing their performances, could improve their standards of living. These are ideal for programs with big targets and equally big incentives. The Salesman skin shows ‘the career progression' of a successful salesman and gives a visual nudge to the fruits of achieving targets. All these skins show increasing levels of progress made as per the skin used as a psychological nudge to keep the salesperson motivated to keep on achieving their targets

As more and more milestones are completed, the user moves further down the skin, witnessing better and bigger cars, lifestyles, mansions, hiking summits, etc as per the set skin. These act as psychological nudges to motivate the user to persevere and perform better.

7. Target setting for metrics

Our admins generally do not set the upper limit of a Program and it is left as an expression that would yield a dynamic value. But since there is a definitive budget for every program, defining a program achievement ceiling is essential. Compass prompts the admin user to set the program ceiling at the time of Program creation by asking the admin to put in the target value for the metrics involved in the program.

This Compass screen also prompts the need for the admin to enter the Target value, talk about the possibility of not defining a Target & the corresponding consequences. While setting a target is not mandatory, setting a target is strongly recommended. Having a target to aim for motivates participants and helps them improve their output. We also use the ‘Target Value’ to create periodic nudges and celebrations to gamify the experience for the end-users as well.

8. Advance Skin Selection in the Admin module

To provide the admin the ability to retain an end-user’s attention on the various programs that the user is a part of by providing the most relevant representation of the milestone game for each of the applicable programs.

All available skins are displayed with dynamic animations for the admin to choose from when they create a program. The tutorial to make the admin understand the idea of these skins is displayed as well.

For a program with multiple milestones, the skins are dynamic, they change when the new milestone begins so as to keep the user engaged.

9. Close CRM Integration

Close is one of the top inside-sales CRM that caters majorly to start-ups and SMBs. The Compass admin, thanks to our latest integration, can now directly get a data dump onto Compass from the Close CRM on-premise and get straight onto Program Creation, focusing on incentivizing and motivating his sales teams.

The Compass team has accomplished a data source integration with the Close CRM. Now Compass seamlessly fetches data in real-time from Close to Compass thus offering dynamic gamified incentivization and improved engagement for your sales teams.

This integration removes the need for Compass admins to manually upload End User data (both user data as well as achievement data) via an Excel/CSV to create Programs. It even removes the need to create data connections as well as performance variables, since even these (if configured in Close CRM) are imported into Compass via the integration.

​Key impacts of the Close.io integration:

i. Straight to Program Creation

Users can go straight onto Program Creation for their sales teams and leave the data transfer work to the Compass integration

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ii. Real-time Programs

Admins now have the ability to run programs on real-time data as the performance metrics of end-users are available immediately to them.

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iii. Auto-Pilot Through Compass Administration

Creating spreadsheets to record or extract data of your sales teams from your current CRM generally gives rise to data transfer issues such as manual entries, error management or mapping and solving structural changes in the data, etc. Instead of losing focus over all these complexities, the admin user can now get self-started with what’s most important - program creation, management and tracking.

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iv. Uniformity across your systems

The CRM’s data structure that has been setup as per business will now get replicated onto Compass seamlessly. In other words, you get your data onto Compass in the same form that it is present on your CRM. This incredibly reduces the efforts that generally are required to ensure data standardization and compliance.

v. One source of truth

Standard Use Cases in CRM Migration are built-in and are activated by default. Structure changes made on CRM will be reflected onto Compass in real-time, ensuring that there is only one source of truth for the data. For custom use cases, there are options available to make the customization simple and straightforward.

Read the complete Close.io<> Compass integration document here.

10. Reward specific to participant type

Compass Admins can now create different groups of participants and unique rewards to each - right inside the same program. This reduces the efforts of the admin having to create different programs to different organisational roles. The same program could be run across regions or other organisational segments, but with different point rewards.

11. Transaction details against incentive

To further offer details of incentive transactions for the admin - every record now opens into a tab displaying every single detail of the record. This help admins quickly validate a transaction and check its details during a check or an audit.

12. Dashboard enhancement to view incentives

The dashboard now offers an insightful and intuitive view of the incentives - helping to view an overall snapshot as well as drill down into all its details and instantly process the incentive approval. The Admin can - right from the dashboard - not only view the total and individual incentive values, but also zoom into its record level details and approve them.

13. Partner code becomes key

After evaluating scores of use cases - we have finalled on ‘Partner code’ as the key field to user data. While phone number, email addresses, etc become mandatory fields - partner code will be used to uniquely identify the user. This removes all issues that pertain to users having multiple or changed contact numbers and allows to open the editing acces of these fields to the admin.

14. Save mapping for the data source upload

From this release, uploading a new data source schema needn’t start from scratch. These mapping can now be saved and reused with edits for a new data upload. The requirement to frequently upload new data sources is inherent to the incentive and achievement data - and with this new feature, this process is further shortened.