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Sales team gamification for the pipeline you forecast from.

Novigem scores the work your reps already save in Salesforce: the next step on the deal, the close date moved forward, the stage that advanced, the meeting logged with notes. Points land when the record saves, on leaderboards that reset every week.

01 · The problem

The forecast is only as true as the last time someone opened the deal.

In a pipeline sales team the deal takes weeks, and the record gets updated when someone asks. Here is where that shows up in an ordinary week.

  1. Monday

    The forecast call starts with chasing

    Half the call goes on asking which deals are still real. Deals with a close date in the past are still in the number.

  2. Wednesday

    The real pipeline is in a spreadsheet

    Reps keep their own list with the notes that matter. The opportunity has no next step, and the go-live dashboard goes unopened.

  3. Friday, 16:00

    A week of activity, typed from memory

    Calls and meetings go in as one batch before the weekend. The notes get shorter with every record, and some meetings never make it.

  4. Month end

    Deals jump straight to Closed Won

    A deal sits in Discovery for weeks, then closes in one save. The stage probabilities behind the forecast stop meaning anything.

And the leaderboard

The board everyone already has ranks closed revenue. It rewards whoever had the best pipeline coming in, and changes nothing about Wednesday afternoon.

02 · What changes

Pipeline hygiene that scores when the record saves.

Novigem runs inside Salesforce and scores the opportunity each time a rep saves it. A next step written, a close date moved to a date that is still ahead, a stage that actually advanced: each one earns points on the day it happens, so the pipeline is current before Monday instead of during it.

What “current” means here

The close date has not passed, and Next Step is filled. Two fields on the record, both easy to report on.

Illustration of one account executive's six open opportunities over one week. On Monday 2 of 6 are current: the others have a close date that has passed or no next step. Six saves from Monday to Wednesday write next steps, move close dates forward and move one deal to Proposal, earning 50 points in total. By the next forecast call all six deals are current.

Illustration of three rules on one AE's six open deals: next step written, 10 points; close date moved to a date after today, 5 points; moved to Proposal, 15 points. Deal names and dates are invented.

03 · What you get

Rules on the objects a sales team saves all day.

The four objects a pipeline sales team lives in are built-in triggers. Install the package, switch a rule on, and the next save scores.

Opportunity
Next steps, close dates, stages
Lead
Status changes and qualification
Task
Calls and follow-ups
Event
Meetings and their notes

Built-in: no Flow and no Apex for these four.

Weighted points: a discovery meeting is worth more than a voicemail

Example rules
  • Opportunity
    Next step written
    Next Step is changedNext Step is not blankNext Step character count at least 15
    +10
  • Opportunity
    Close date moved forward
    Close Date is changedClose Date greater than Today
    +5
  • Opportunity
    Moved to Proposal
    Stage is changedStage equals Proposal
    +15
  • Event
    Discovery meeting with notes
    Type equals DiscoveryDescription word count at least 20
    +20
  • Event
    First meeting booked
    Points to Created By, so the SDR who booked it scores
    Type equals First meeting
    +15
  • Lead
    Lead qualified
    Status is changedStatus equals Qualified
    +10
  • Task
    Voicemail left
    Type equals CallSubject contains Voicemail
    +2

Field names and picklist values follow your org. Points go to the Record Owner, Created By or Last Modified By, chosen per rule.

01

Leaderboards split by role

Scope a rule, challenge or leaderboard to one team, so AEs are ranked against AEs and SDRs against SDRs. Each board resets on the period you choose.

02

Team Pulse instead of the Monday chase

Engagement, goal pace and last activity per rep on one screen, with the people who need attention at the top. The manager walks into the forecast call knowing.

03

Challenges with a pace

Run a weekly next-step challenge or a one-time clean-up before quarter end. Each rep sees whether they are on pace, and the Challenge Library has starter templates for Opportunities and Leads.

04

A Rule Simulator for RevOps

Pick a record and see exactly why it did or did not score, condition by condition. Read-only, so testing a rule never changes the data.

Everything runs inside your org, on the records your team already saves. For the detail of how rules evaluate, see how the native scoring engine works.

04 · For the reps

A sales team leaderboard anyone can win this week.

A revenue board is decided by last quarter's pipeline. A board that scores this week's next steps, meetings and stage moves resets on Monday, so the rep with the thinnest pipeline has the same shot as everyone else.

AE leaderboard
This week · resets Monday
Next steps, close dates, stage moves, meetings with notes
  1. 1Sanne D.185
  2. 2Jonas R.160
  3. 3Priya M.140
  4. 4Lucas B.95
SDR leaderboard
This week · resets Monday
First meetings booked, leads qualified, calls
  1. 1Noor A.120
  2. 2Felix T.110
  3. 3Mila K.85
  4. 4Daan V.60
Next best action

Nothing earned from “Next step written” in the last 28 days. 3 teammates earn about 150 from it.

Weekly streakWeeks with points earned
6 weeks · personal best 7
Badges on Sanne's profile
  • Forecast Ready
    Earned
  • First Meeting
    Earned
  • Every Stage
    To earn

Illustration: two role leaderboards for the same week, and one AE's home page card, streak and badges.

  • Leaderboards per role or per pod, reset weekly or on the period you choose
  • Head-to-head battles between two pods on the same rule, with a winner at the end date
  • Weekly streaks and personal bests, counted on every week a rep earns points
  • Badges from the Badge Builder, collected on each rep's profile and announced in Chatter
  • One next best action on each rep's home page, based on what teammates earn from
  • The leaderboard on the sales floor TV with the Novigem Wallboard, if you want it there

Planning a quarter-end push as well? The same rules can power timeboxed contests with prizes and a fixed end date.

05 · Impact

Measured on your own pipeline, in six weeks.

The pilot takes a baseline from your org before the first challenge starts and compares at week six. These are the four numbers a sales pilot usually tracks, each one a share you can rebuild in a Salesforce report.

  • Open opportunities with a next step

    Open opportunities where Next Step is filled
    All open opportunities

  • Open opportunities with a close date ahead

    Open opportunities with a Close Date of today or later
    All open opportunities

  • Meetings logged with notes

    Events with a description above your word threshold
    All Events logged by the team

  • Deals that moved through the stages

    Closed Won deals with at least one earlier stage in their stage history
    All deals closed won in the period

You only pay if you continue after week six. Start a pilot

Fit

Is Novigem right for your sales team?

Good fit if
  • Sales teams of 5 to 50, B2B or B2C, whose reps work Opportunities in Salesforce over weeks or months
  • Sales managers who spend the forecast call asking which deals are still real
  • RevOps teams who want close dates, stages and next steps they can report on
Not ideal if
  • Teams whose pipeline lives in a spreadsheet or another CRM and only reaches Salesforce at quarter end
  • High-volume quoting desks closing many small deals a day. The inside sales page fits those teams better
  • Teams looking for commission or forecasting software. Novigem rewards the work behind the forecast; it does not calculate one
FAQ

Questions from sales teams

Do we need a Flow to score Opportunities?
No. Opportunity, Lead, Task and Event are built-in triggers, so rules on them score as soon as Novigem is installed and a rule is active. Other objects, such as Quote or a custom object, need one record-triggered Flow that calls the packaged Evaluate Record with Novigem action. No Apex either way.
Will AEs and SDRs be on the same leaderboard?
Only if you want them to be. Rules, challenges and leaderboards can be scoped to one team, so AEs compete with AEs on next steps and stage moves, and SDRs compete with SDRs on first meetings and qualified leads.
Can we still reward closed revenue?
Yes. A rule can score Stage equals Closed Won, with a condition on Amount if you want one. Most teams keep that rule and add the ones that reward the work earlier in the deal, so the board moves during the week and not only at month end.
Won't reps type 'tbd' in Next Step to collect points?
Only if the rule pays for it. Add a minimum character count on Next Step or a word count on meeting notes, and a placeholder earns nothing. The Rule Simulator shows an admin exactly why a record did or did not score.
Who gets the points when an SDR books a meeting for an AE?
You choose per rule: the Record Owner, Created By or Last Modified By. Award the first meeting rule to Created By and the SDR who booked it scores, even when the AE owns the Event.
Does any of our pipeline data leave Salesforce?
No. Novigem is a managed package on AppExchange that has passed the Salesforce security review. Rules, points and leaderboards all run inside your org.
What does it cost for a sales team?
The same plans apply to every team: EUR 399/month for 5 to 15 users, EUR 699/month for 16 to 30, and a custom Enterprise plan above that. The 6-week pilot means you only pay if you continue.

Novigem for other teams

All teams