The industry standard for goal-management and strategy implementation is the OKR framework. After being made popular by Intel and Google, OKR is utilised by enterprises of all sizes from startups to Fortune 100 as the tool to support quick growth. The advantages of clarity, transparency, alignment, participation, and focus across the business that OKR offers are straightforward, simple to understand, and crucial for accelerating growth.
Implementing OKR in a company is a process of cultural transformation that affects how everyone from the CEO to the last worker perceives and performs their work. The OKR framework is about goals and how to measure them, but it's also about the organisational transformation in transparency and commitment that it brings about. Several businesses use Salesforce, the best CRM application on the market, for other aspects of their operations as well, including service, finance, human resources, etc.
For Salesforce customers, Salesforce will be the best place to manage their OKRs. OKRs in Salesforce will enable organizations to efficiently execute their strategy and engage their employees . Why have OKRs in a different application when they can be right in Salesforce where employees are spending most of their time doing critical business activities and most of the business data resides.
Given the foregoing, having OKR in the right positions is crucial for it to be effective. The OKR framework gives employees a clear grasp of their objectives, how they are measured, and how their work affects the success of the company as a whole. Employees will be more in line with the objective of the organization and be better able to focus on the things that matter without being distracted if they can easily see and keep track of their goals in the same place where they perform their work. User adoption is essential to the success of any product, including the OKR framework. OKR in Salesforce will also reduce the time and effort needed for user training as employees are already familiar with Salesforce and many of its features such as reports and dashboards, enabling a smoother adoption.
Goal tracking is an important factor of the OKR framework because it allows organisations to accurately identify risks and opportunities early on and to be agile enough to make the required adjustments to achieve the intended results.
Salesforce customers use it as a platform as well as a CRM. Customers use Salesforce applications and AppExchange products, as well as custom solutions built in the Salesforce Platform, to streamline their business processes. Salesforce technology serves as a system of record (SOR) for many business processes, including sales, service, human resources, and marketing. Furthermore, many applications are already tightly integrated with Salesforce, and data from those applications is readily available in Salesforce.
Managing OKRs in the same system as the system of records can greatly assist in tracking the objectives accurately and in a timely manner, reduce the manual effort required for employees to update the objectives with data from other systems, and eliminate the cost and complexity associated with integrating the system of records with the OKR application.
Power of Platform
Salesforce is the top cloud platform that offers the most reliable, scalable, and secure technology on the market. It also has the greatest platform features for automation, reporting, dashboards, and other features. The platform is already well-known to and understood by your business team, as are the functions it offers. Your IT employees are accustomed to using it and are skilled in managing the apps, providing support, and adding customisation as needed. Why add complexity to your already complex IT ecosystem by importing another application for OKR when it can survive and thrive in Salesforce? The amount of work required from IT support for user management, security, integration, training, customisation, etc. will be greatly reduced with OKR in Salesforce.
OKRify is a 100% native Salesforce application, is purposefully-built for Salesforce customers, and inherits all of Salesforce’s platform’s default capabilities and security features. OKRify provides the most intuitive, user-friendly application to manage OKRs and brings best-of-the-breed features for strategy execution and goal management right in Salesforce. OKRify is guaranteed to add more value for Salesforce investment. OKR in Salesforce with OKRify will provide the best opportunity for easier and faster user adoption of the OKR framework.
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