We've been hinting at this for the past few months, but the wait is over! Over the holiday weekend, we launched some big features which lay the groundwork for our expansion toward performance-based CRM. First up is the goals system.

![goal-tracking-software](https://f.hubspotusercontent20.net/hubfs/9307172/goal-tracking-software.png)

### The New Goals Tracking Section

The new Goals section lives in the Outfield web app within the Performance dropdown in the side nav. You can use goals to set quotas, provide incentives, add custom levels of competition for your team, and more. Goals can be set per individual or as a combined goal aggregated from a group of team members. While goals are set up by one of your team admins on the Outfield web app, the progress is displayed on both the web and mobile apps, and notifications are sent out as progress is made. 

An obvious example of goal setting is a monthly sales quota for one of your sales reps. This is easily accomplished by creating a new individual goal for a team member, as shown in the following screenshot.

![add-goals](https://f.hubspotusercontent20.net/hubfs/9307172/add-goals.png)

Goals can be set up on a recurring basis (e.g., daily, weekly, monthly, yearly) or on a one-time basis to be completed by any date. Goals can be tied to many different things such as sales, touchpoints, forms, tasks, calendar events, or any other item in your performance system, which brings us to the next big feature we released.

### The New Performance System

One of the leading feature requests we've received was the ability to customize the point system in League Play. Inspired by such requests, we have built a customizable performance system to allow you to do that and more. The new Performance System section also lives in the Outfield web app within the Performance dropdown in the side nav area.

![performance-system-settings-section](https://f.hubspotusercontent20.net/hubfs/9307172/performance-system-settings-section.png)

First, you can create a performance role for each type of team member you have, for example, SDRs, account executives, field marking reps, etc. We recommend making this role distinction for team members with differing performance criteria; for example, field marketing reps primarily visit accounts whereas account executives primarily close deals. However, oftentimes teams just have a single role and the default All Reps role will do the trick.

Next, you can weigh your performance system for each role to match up with their minimum cadence, KPIs, and other important workflows. In other words, actions that are more important should be set to get more performance points. Then over time, you will be able to see who is succeeding within your strategy, which brings us to the final big feature we released.

### Goals Analytics

At Outfield, we have always put a lot of effort into allowing you to easily gain insight from your team's data, particularly in our Analytics section of the Outfield web app. Here you will now find a new tab for Goals.

![goals-analytics](https://f.hubspotusercontent20.net/hubfs/9307172/goals-analytics.png)

You'll see two sub-tabs within Goals analytics: Minimum Cadence and Goals. Minimum Cadence can be used as a check to see if your team is adopting your system, i.e. who is at least showing up and giving it a go. On the other hand, goals can be used to see who on your team is performing at a high level and dominating. 

The chart at the top of each of these sections shows this data at a team level as percentage achieved and the table below each chart can be used to dive into the details. For example, you can click any table cell with a positive number in the far right two columns to see exactly who achieved or fell short each period. You can also click any table cell with a goal name to see performance data for any particular goal as shown in the following screenshot.

![goal-history-tracking](https://f.hubspotusercontent20.net/hubfs/9307172/goal-history-tracking.jpg)

Reach out to our [support team](https://www.outfieldapp.com/support) any time if you would like to learn more about these new features or have any other questions. As mentioned at the beginning of this post, these features are just the beginning for big upcoming enhancements to [League Play™️](https://www.outfieldapp.com/sales_gamification_app), performance-based CRM, and more in the coming months. "Getcha popcorn ready!" － T.O.

Oh, and here are a few highlights from other recent enhancements & fixes:

-   Deals advanced search has been enhanced on the Outfield web app to include restricting by deal created on date, close date, or added to stage on date.
-   Account search on the Outfield iOS app now includes postal code in the results, so you can effectively search by postal code. 
-   Team Activity filtering on the Outfield iOS app had a few edge case bugs that have been resolved.

Outfield just launched goals and a customizable performance system. Set quotas, provide incentives, add custom levels of competition, and more.

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Goals & Customizable Performance System - Nov 29 Feature Update

CRM seems like the new buzzword for small and large companies. They advocate that it helps them capitalize on their most valuable assets, customer, and potential leads.

Well, it is a business software solution that helps companies track and nurture their relationships with prospects and customers. But companies have been managing customer relationships before the software existed, so why are they so excited to spend their money on a CRM? 

Gartner's Vice President, Joanne Correia, [noted](https://www.gartner.com/en/newsroom/press-releases/2014-02-12-gartner-says-crm-will-be-at-the-heart-of-digital-initiatives-for-years-to-come), "CRM will be at the heart of digital initiatives in the coming years. This is one technology area that will get funding because digital business is critical for companies to remain competitive."

No worries, no one here will twist your arm and make you jump on the digital bandwagon. There are tons of articles on the importance of a CRM, but we wanted to provide you with a fresh perspective for you to weigh the pros and the cons. Here are seven reasons you should be against getting a CRM.

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### **Business growth should be slow and steady.**

If you are okay with staying the same size, that's cool, but for those who want steady business growth, utilizing a CRM would benefit you in ways you couldn't even imagine. CRMs help your business remain competitive by automating and integrating processes like email, accounting, data organization, and more. It seems like it would make the most sense for you to use a CRM in your business strategy if you would like to expand your ROI.

### Not having Pipeline Visibility isn't a deal-breaker

It's truly not a deal-breaker, but who doesn't like being able to see the future? Well, kind of, anyway. Having a clear vision of the pipeline allows you and your business to see a possible uptick in leads and chances that you all will have at new conversions, which can save you time and money. Keeping you more informed on your current and future productivity, how products and services are performing, and assist in lead generation and conversions.

### Tracking Conversions is Overrated

Do you like conversions? I think we all do! Managing the contact information of those who are interested in your business is critical. Keeping consumers educated and engaged is one of the best ways to maintain your number of conversions and continue to grow them. Seeing your potential consumers' habits, behaviors, and interests is integral to converting them from simple leads to repeat customers. Without a CRM, you are likely to not keep up with potential consumer contact information and lose out on tons of revenue.

### Automations are irrelevant

Time is money, and money is time. Saving both of those is crucial for almost any business. If you prefer to waste a lot of those, you can stop reading, but if not, we're here to inform you that you need automation for your business. Using a CRM will speed up sending follow-up messages, organizing data, and email campaigns. These are just a few of the ways that automation can help you. If you're interested to find out more, check out this [post](https://explore.outfieldapp.com/crm-integration) for more details. 

### Lack of Communication is not an issue. 

Communication is key in life and business. Reaching out to leads and customers is a must to grow business, and having that process integrated into one platform will only make it easier for you to succeed. People forget things all the time, so dropping the ball on communication is something most businesses cannot afford to do. 

If you expect your business to grow, you do not want your team to spend unnecessary time getting the most recent and accurate information on their leads. Implementing a CRM will help your team connect with their coworkers and get timely updates and reminders on essential daily tasks.

### Being Data Driven is just not your thing.

Analytics! Fun for some and not so much for others; it can look like a blur of raw data if you don't know what you're looking at. It's so necessary, though! Outfield does its best to provide an understandable, user-friendly look at your analytics. This CRM analyzes market trends and the behavior of those you're selling and want to sell to. With this data in hand, you can make decisions based on how your potential and current customers behave and what steps you should take to market to them.

### You enjoy having unmotivated and underperforming reps.

Having unmotivated reps can lead to poor performance. A CRM can be the sale coaching software you need to turn your low-performing sales reps into selling machines. This feature doesn't come with all CRMs. You ensure you are choosing a performance-based CRM. One that will be intelligent and intuitive enough to instill friendly competition and intrinsic motivator to progress them to their goals. 

Okay, okay, okay…I think you get the point. Well, at least I hope you know going without a CRM is probably the worst idea ever. Your need for a CRM is, without a doubt, based on your ability to effectively manage your leads and customers with relevant information at the right time. 

CRM usage can increase productivity and revenue, but if yours isn't working for you or your team simply hates the idea of one, then it is time for you to consider a performance-based CRM.

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### A PERFORMANCE-BASED CRM?

YES! [Outfield's](https://outfieldapp.com) performance-based CRM motivates your team to perform at their best and progress them beyond industry standards. 

This CRM offers a suite of features to benefit your entire company. In addition to performance boosters, you can enjoy features such as route planners, customizable forms, territory mapping, inventory and order management, live chat, 3000+ integrations, and more, all on a gamified platform.

Ready to gamify your team? Check out {{cta('b3100284-5afd-4d0d-9cb8-475522f7a567')}}, TODAY.

Discusses seven reasons businesses choose to have CRM solutions to capitalize on their most valuable assets, customer, and potential leads. 

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7 Reasons You Don’t Really Need A CRM

Over the last month or so, we have launched a number of quality of life enhancements while we continue to make progress building the first set of larger features toward our transition to a performance-based CRM. More run-on sentences on that topic in future posts. For now, here are the highlights of what went live recently:

-   The Outfield iOS and Android apps now both support showing custom fields when viewing products as well as multiple product images with full screen + zooming functionality. Additionally, one-off line items from orders will be aggregated and included in the products view of a deal stage.
-   The performance of the account and routing maps has been improved when you have a very large number of accounts on the Outfield Android app. We also fixed an issue when adding new stops to a route so they are always in the correct order afterward.
-   Admins can now edit the assigned team member for tasks on the Outfield web app.
-   We laid the groundwork for guided tours during onboarding and help sessions. The first spot these were applied is after adding sample data for the first time to show you around.
-   Data imports have been improved behind the scenes and a number of edge case bugs have been resolved. We have also simplified product imports so they can be completed in one go rather than first importing products and then importing their variations, e.g. for sizes, colors, etc. 
-   We added downloadable CSV templates for each import type to complement the existing template popups.
-   Image upload performance has been improved on the Outfield web app with auto image optimization for faster load times afterward. This functionality on the mobile apps has been live for some time.

Our regular feature update report this month includes improvements to the route planner, product importer, task manager, and order management system.

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Route Planner, Product Imports, & More - Sep 25 Feature Update

The Playbook by [Outfield](https://www.outfieldapp.com/) is the best place to check out the latest stories, updates, and tips on managing sales and marketing teams. The purpose of this blog is to provide a community for professionals to grow their businesses quickly. Hence why, we publish insight on the latest strategies to enhance sales, motivate teams, and get the best ROI from CRM software.

Got any advice, thoughts on the latest trends, or a bomb idea you want to share? We are looking for authors that will bring our readers a fresh perspective on topics that will move their industry forward.

Our blog might not bring you instant stardom or lead to automatic success, but if you are interested in exploring guest blogging, review this entire page for details, including why you should be guest blogging. We will walk you through the process to better understand what content we are interested in and how to submit it.

### **Why should I blog for Outfield?**

The lingering question...“why should I blog for Outfield?”. There could be many reasons you would want to, but let us assume you just want to know the most important ones. 

As a digital marketer, I can tell you it is a valuable tool for your brand and company to enhance SEO juice. Writing for third-party sites allows you to create backlinks to your site. Building up backlinks tells Google you have the digital nod of approval to be worthy of ranking well on the SERPs. 

Okay, so the less nerdy reasons:

-   **Did someone say, thought leader?** - If you are looking to increase your personal brand visibility or expand your network, this is a chance to connect with other professionals in your field and be seen as a thought leader
-   **Expand your outreach** – Time for expansion? Consider this an opportunity for your company to reach into markets that previously seemed impossible to tap into.
-   **More and more traffic** - Well, who doesn’t like leads. Your post could easily be a lead magnet. You provide us with quality content, and in return, our readers could become your website visitors.

### **Type of guest posts are we publishing:**

We are looking to publish content that relates to aspiring startups, entrepreneurs, and growing businesses alike. The posts should cover strategies for growing your business or career and be thought-provoking, comprehensive, and data-driven. These topics could include hiring, team development, job hunting, revenue generation, digital trends, and so much more. 

You can also check out [Blogging Wizard](https://bloggingwizard.com/blog-post-ideas-for-businesses/) for content ideas. [](https://bloggingwizard.com/blog-post-ideas-for-businesses/)

### **What will we not accept:**

Well, yes, you cannot just come here to post whatever you want. Outfield’s marketing team is pretty particular about their...our brand. All content must meet quality standards to be published. 

Here are a few items that we absolutely will not accept: 

-   Copy-paste...come on, Bro, Google hates it, and we are not getting in trouble for you.
-   Nothing that is too promotional or seems like a link-building scheme.
-   No smack talk–let us keep everything friendly and accurate.

And this is a list of things we look for in everything we publish:

-   The content must have an original, compelling argument.
-   We aim to be fun, casual, resourceful, and relatable. Your writing style should be a reflection of this.
-   The post cannot have more than two links to your company's website.
-   The body must have at least 1000 words broken into digestible paragraphs.
-   A bio/byline to explain your expertise in the subject matter

### **How to submit a pitch:**

Now you have all the knowledge you need and are excited to write a guest post for [The Playbook](https://explore.outfieldapp.com/). 

At this time, all submissions must be sent via email marketing \[@\] outfieldapp \[dot\] com with the following:

-   Formatted subject line: "Guest Post: \[Title of Post\] - YOUR FULL NAME"
-   Google Docs link to your completed post or pitch. Be sure to change the editing permissions to **_anyone with the link_**.
-   If you want to include images, compress them using [Tinypng.com](https://tinypng.com/) and add the attribution below each (e.g., Image source).
-   A short bio, headshot, and a link to your LinkedIn account.

If your article meets editorial standards and aligns with our content strategy, we will respond to confirm when the blog will be published. This process may take more than two weeks, and the publish date fluctuates based on our editorial calendar.

Thanks in advance for entrusting us with your content. We appreciate it!

Are you interested in guest blogging about sales and marketing tactics, tools, or strategies for success? Do you want to know how to submit a guest post to The PlayBook? Here is what you need to know.

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Guest Blogging Guidelines

Hope all is well with you!

It has possibly been a long time since you have heard from me or, perhaps, this is the first time... To say the least, I have been focused on some next-level enhancements to boost your CRM experience. This brings me to why I am reaching out, I want to share some great news with you… 

Outfield has been around for over 6 years and many of you have been here with us to experience the success we have accomplished together. Moreover, I am grateful to have the growing team that we have. So much so that Outfield recently decided to roll out shares of the company to all of its employees, and now we want to extend that same opportunity to you!

Next month we’re launching a Start Engine campaign meant to provide you an even better experience with us. We are transitioning Outfield to become the world’s first performance-based CRM company. This move will not only ensure that your reps are performing at their best, but it allows us to strategically align with your KPIs to help your team achieve company goals. 

What does all this mean for you? 

That means we will be introducing a new way to think about your CRM partner. One where a win/win scenario is the desired outcome. We have a stake in your success and you have a stake in ours. Our first move in that direction is allowing you the opportunity to become owners in the very company you’ve invested your dollars in.

Finally, here’s how you can begin to help bring about the improved Outfield:

You can start by joining our pre-launch team. We will hold you on our reserves subscription list. You get to stay in the know about the new Outfield before the launch as well as access to exclusive giveaways and product discounts.  

If you are interested in what we are planning and want to join in, simply click the link below to join our mailing list. So, if you can get on board, let’s get this thing poppin’! 

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Hope to hear from you soon,

Austin Rolling, CEO and Co-Founder  
Outfield Corp.

CEO Austin Rolling Announces Prelaunch Crowdfunding Campaign for Outfield. Austin Rolling, CEO Outfield USA Houston, TX 77079 832.942.8672 investor-relations@outfieldapp.com

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OUTFIELD'S CEO ANNOUNCES CROWDFUNDING CAMPAIGN

Ever since we launched our order and inventory management suite, we have been periodically improving and expanding it as we do for all our features. The latest update on this front is that you can now breakdown revenue by product in the Analytics section of the Outfield web app. As shown in the screenshot above, simply navigate to the Analytics section in the Performance dropdown and click the By Product Variation pill on the top of the chart in the Revenue tab. 

Here are some highlights from other recent enhancements & fixes:

-   We added a new scene to manage unsynced activity when the unsynced items bar is tapped on the Outfield iOS app
-   Search speed on the Outfield web app has been increased, especially when searching through very large data sets. This applies to searching activity, accounts, deals, calendar, and anywhere else there is a search field
-   The Outfield Zapier app for integrations has a new trigger called New Or Updated Activity

Dive into your revenue data and easily breakdown revenue by product in the analytics section of the Outfield web app. 

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Breakdown Revenue By Product - Aug 2 Feature Update

Customer Relationship Management (CRM) software growth has been constantly increasing in recent years. 2020 alone saw an 18% increase in CRM usage across various industries. ([STELLAXIUS](https://stellaxius.com/knowledgecenter/news/the-crm-battlefield-salesforce-20-year-throne/)). With this continued growth, it is likely you are thinking about adding a CRM tool to your business. You're probably already aware of what a good CRM can do, but do you know how to get the most out of your CRM? Let's talk about integrations, CRMs' best companions.

**  
So, what is CRM Integration?**

CRM Integrations are automated actions that expand the functionality of your software, eliminating the need to toggle back and forth between systems. As defined by [HubSpot](https://blog.hubspot.com/sales/crm-integration), it is the seamless connectivity between your customer relationship management software and third-party applications. Simply meaning that you can combine your CRM with other essential tools you use daily such as email, calendar, social media, etc. Depending on which CRM software you’re using, the integrations can be endless.

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**Why is CRM Integration important?**

It allows you to access all of your workplace tools in one area. You'll be amazed to see how your workflow productivity and efficiency will increase. For example, integrations between multiple applications can help you save hours of time with standard tasks such as data entry. In addition to these benefits, integrations help data flow easily between departments, helping to keep people outside your department in the loop. All in all, integrating your CRM allows for a smoother and more enhanced way of working. 

**Examples of Key Integrations** 

Here are five examples of key integrations vital to any CRM:

**Email Integrations  
**As a salesperson, you probably rely on your email as your primary communication method. With CRM integration, you can seamlessly send tailored emails that are triggered by your workflow activities.

**Calendar Integrations** Stay in the know of all your meetings and calls with calendar integrations. Sync your personal and business calendars into one, as well as view your co-worker's calendars.

**Team Communication Integrations** Increase communication amongst your team by integrating instant chat software to ensure clear and effective communication between team members without ever having to leave your CRM.

**Accounting Integrations** Financial accounting integrations help you make more confident decisions by tracking ROI to your investments.

**Productivity Integrations  
**Increased productivity translates to higher profits. Syncing all of your company data and activities to your CRM  helps to manage one single workflow.

When choosing a CRM, integrations should be a priority to make your workflow simple. CRM integrations are designed to increase efficiency. So you can spend less time managing software and more time growing your business.

With over 3,000+ integrations, Outfield is sure to have what you're looking for. To learn more about our integrations, click below to register for the webinar.

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A discussion of all things related to CRM (customer relationship management) integration: What it is, why it's important, and examples of key integrations.

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Everything You Need To Know About CRM Integration

We launched a new view product scene on the mobile apps so you can see all product details at a glance. 

Also last month's improvements to the Outfield Android app are now live on the Outfield iOS app including a new scene to view your deal pipeline stages broken down by products ordered. This view allows you to gain insight into product distribution for your accounts over time. We also added a view deal scene so you can more easily scan the details of your deals & orders in an invoice-like format.

Here are the highlights of the rest of the enhancements and fixes:

-   PDF quotes are live on the iOS app
-   If you have not added or been assigned any accounts yet, there is now better explanation text on the mobile apps describing what to do next given your user permissions

Last month's improvements to the Outfield Android app are now live on the Outfield iOS app

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View Product Scene - Jul 5 Feature Update

The CRM industry is expected to grow from $40 billion in revenue to a whopping $80 billion industry by 2025. This fact alone should tell you that CRM tools are essential to businesses. Some would even argue that it is the lifeline of their success. But the hard truth is that most organizations lack a true ROI because their teams aren’t properly using the CRM.

  
On average, companies properly utilizing CRMs have seen the following results:

-   -   -   -   -   -   ROI of $8.7 for every dollar spent ([Nucleus Research](https://nucleusresearch.com/research/single/crm-pays-back-8-71-for-every-dollar-spent/)) 
                    -   Revenue increase by 41% per salesperson ([Big Contacts](https://www.bigcontacts.com/blog/9-statistics-that-will-motivate-you-to-invest-in-crm-software/))
                    -   Customer retention improving by as much as 27% ([YokelLocal](https://www.yokellocal.com/blog/how-does-a-crm-help-to-increase-customer-satisfaction#:~:text=These%20positive%20experiences%20encourage%20customer,by%20as%20much%20as%2027%25.))

Proper utilization stems from CRM user adoption, one of the biggest challenges facing sales organizations. Getting your team to adopt this new tool should be at the forefront of your sales strategy. Yes, I know with your already busy schedule, the concept seems too far-fetched. But do you really want your team relying on inaccurate data, performing below industry standards, and missing out on attainable goals?  
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You are still reading so I am convinced the answer is no, and you are interested in knowing the best solution. Well, so was Outfield. After five years in the industry, we discovered the root of the problem—behavior psychology. Sales reps are at best indifferent toward their CRM and thus adoption and usage often take a major hit. There are various methods that managers have tried to solve these issues. Our research showed the majority of teams are more likely to be motivated by a game or contest.

As a result, we partnered with Closer’s Coffee and integrated their sales gamification tool, [League Play™](https://www.outfieldapp.com/sales_gamification_app), into our CRM. We opened the platform up to conduct a study on 100 seasoned sales professionals from various industries. 90% of the sales managers were able to get a positive impact not only on their sales team but on revenue.

Sales gamification isn’t a new approach but when it is made a priority to drive performance the results are astonishing. Check out our findings in our free ebook and learn how to create a sales gamification strategy to enhance your team’s performance. 

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The guide covers:

-   -   -   -   -   A breakdown of Sales Gamification
                -   The steps to creating a gamified strategy
                -   Key factors to ensuring user adoption
                -   How to monitor and manage the impact of ROI

[“The Ultimate Guide to Gamifying Your Sales Team”](http://tryout.outfieldapp.com/the-ultimate-guide-to-gamify-your-sales-team) is for sales leaders with teams of any industry and size looking to optimize their sales strategy and drive performance. It’s best for competitive teams with millennials as their average team age. 

Download the guide today to ensure that you have proper CRM utilization at the center of your sales strategy.

* * *

  
[League Play™](https://www.outfieldapp.com/sales_gamification_app?__hstc=233546881.36d51ddbe5e8701353fc55a1e4916ee3.1623684881803.1623703313565.1623866048955.5&__hssc=233546881.1.1623866048955&__hsfp=786739945), the latest CRM tool, takes sales competition to a whole new level. Allowing outside sales organizations to compete internally through a gamified system and take advantage of a naturally competitive profession. At Outfield, we believe when you compete together...you win together!

Discover the best way to create a gamification strategy to help your team reach a positive impact on sales goals and revenue.

CRM Playbook