OKRify for Salesforce Consulting Partners

Salesforce partner organizations are a critical part of the Salesforce ecosystem, they help Salesforce customers get the best value out of Salesforce. Salesforce has grown into the leading cloud software and has generated tremendous demand in the market, many of the Salesforce partner organizations have also grown along with Salesforce at a tremendous rate and continue to grow in the Salesforce ecosystem. As many fast growing organizations, Salesforce partners also have face many of the below challenges

Set clear strategy
Align employees to strategy
Focused execution of things that matter
Build a culture of accountability and transparency

Many organizations such as Accenture, Microsoft, IBM, Airbnb, Spotify, Walmart facing similar challenges are using the OKR Goal Setting methodology to overcome these challenges. OKR was first introduced in Intel in the 1980s and made popular when Google adopted it in 1999 when the company was less than a year old with less than 40 employees. Google now has more than 130,000 employees and still uses OKR methodology to set quarterly and annual objectives which shows the scalability of the OKR methodology. OKR is a simple, lightweight methodology that helps with improved performance resulting in business outcomes by driving focus, alignment and engagement across an organization. OKR methodology can be adopted better using a software tool that allows employees to easily manage OKRs and collaborate better across different teams in the organization.

Salesforce partner organizations are a critical part of the Salesforce ecosystem, they help Salesforce customers get the best value out of Salesforce. Salesforce has grown into the leading cloud software and has generated tremendous demand in the market, many of the Salesforce partner organizations have also grown along with Salesforce at a tremendous rate and continue to grow in the Salesforce ecosystem. As many fast growing organizations, Salesforce partners also have face many of the below challenges

Goal Management Application

OKRify, a 100% native Salesforce application can help Salesforce partner organizations implement OKR methodology in your organization. OKRify is the only application in Salesforce platform that brings together the below user-friendly tools for goal setting and strategy execution

OKR
KPI
SCORECARD
MEETING

In OKRify, we also use OKR methodology to set our own quarterly and annual objectives. OKR methodology helps us to focus on the things that matter and also helps to clearly communicate the expectations to our employees. OKRify can help leaders get a complete picture of how strategy and aligned objectives are progressing across the entire company and employees can view how they are contributing towards the organization goals.

OKRify Capabilities

Goal Alignment & Tracking

Create company, team & individual OKRs in Salesforce. Align team & individual goals with strategic company OKRs to ensure focussed execution. Automatically track progress with Salesforce data using any Salesforce Report, KPIs or Sobject features in OKRify.

KPI & Scorecard

Set targets and track real-time progress with KPIs and Scorecards. Leaderboard provides one place to track multiple KPIs for all the team members. Scorecard ideally suited for Sales, Marketing, Customer Success or Support teams.

Collaborative Meetings

Run productive 1:1, team or even cross-functional meetings in Salesforce.  Set agenda collaboratively, assign action items, manage meetings notes and view OKRs and KPIs in one place saving time and tracking things that matter all in Salesforce.

Try OKRify in AppExchange

Trial or test drive OKRify in Salesforce AppExchange. It takes minutes to set up and start using Salesforce in your organization. Please reach out to [email protected] for assistance with setup or questions. We also provide free sessions on how to implement the OKR framework in your organization.

Special Offer for Partners
We provide free licenses and discounts along with industry leading commissions for Salesforce partners(Consulting and ISV Partners) that are interested in partnering with us. Please contact us [email protected] for more information. We are looking forward to partnering with you.

Supported Salesforce Licenses
OKRify works with almost all Salesforce licenses such as

  • Platform User
  • Chatter Free License
  • Limited Access User

OKR Methodology Free Training & Consulting

Please reach out to us if you want to learn more about OKR methodology and understand how it can help your organization. We have assisted many customers across industries in adopting OKRs for achieving better business outcomes and would be happy to share our experience and best practices with you and your organization.

Service / Consulting Organization OKRs Examples

OKR (Objectives and Key Results) methodology has become the go-to goal setting and strategy execution methodology across industries for organizations of all sizes from startups to Fortune 100 organizations.

Consulting Company/Service Organization KPIs

Service organizations including consulting organizations or software services organizations such as Salesforce consulting partners need to identify KPIs that help to measure their organizations business performance.

Sample Scorecard for Service / Consulting Organization

Scorecard is an important tool to track multiple KPIs for all the team members in a team. Scorecard allows the ability to set targets per user for multiple KPIs in one place and track performance for all the team members in one place.

Meeting Template for Service / Consulting Organizations

Running efficient and productive meetings have become essential especially in consulting/service organizations in which employees can be distributed, remote or located at customer locations

See OKRify in Action

100% native force.com application purpose built for Teams in Salesforce

Watch Demo

Watch our demo video to see how to set strategy, align goals, operationalize strategic execution, build a transparent culture , and measure what matters all in one solution right in your Salesforce CRM with OKRify