OKR Board for Salesforce logo

OKR Board for Salesforce

by Oboard · Since 2018
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorOboard
Year launched2018
StatusActive
LocationШтаб-квартира Berlin, DE
Countries servedGlobal
Languages9
Integrations
Free tier
Free trial
Contact salesYES

About OKR Board for Salesforce

OKR Board for Salesforce is a goal management software from Oboard that helps organizations implement Objectives and Key Results (OKRs). It provides features like customizable goal tracking, real-time progress updates, and integration with Salesforce so teams can align objectives with performance metrics effectively. This platform supports collaborative goal setting and encourages transparent communication among team members. With reporting tools, users can gain insights into progress and adjust strategies as needed. Key capabilities: customizable goal tracking real-time progress updates integration with Salesforce collaborative goal setting reporting tools Best for: enterprises and teams that need to manage and align their goals within Salesforce.

OKR Board for Salesforce by Gtmhub is a powerful OKR (Objectives and Key Results) software designed to help businesses align their teams and drive performance towards common goals. Standout features of this software include its seamless integration with Salesforce, allowing users to set and track OKRs directly within the Salesforce platform. The user interface of OKR Board for Salesforce is intuitive and user-friendly, making it easy for users to navigate and customize their OKRs. The design elements are clean and modern, enhancing the overall user experience. Users can easily create, update, and monitor their OKRs, as well as view progress and performance at a glance. One of the core functionalities that distinguishes OKR Board for Salesforce from its competitors is its ability to leverage Salesforce data to drive OKR progress. This innovative aspect enables users to make data-driven decisions and measure the impact of their objectives in real-time. Additionally, the software offers advanced analytics capabilities that provide valuable insights into performance trends and areas for improvement.

Pros & Cons

What users like
  • +Integration with Salesforce: Seamlessly integrates with your existing Salesforce platform, allowing for easy access and management of OKRs within your workflow.
  • +Complete Solution: Offers a comprehensive solution for OKR implementation, including linking key results to tasks, progress tracking, and reduced management time.
  • +Advanced Features: Provides features like private workspaces, roadmaps, and analytics for a more robust OKR experience.
  • +Easy to Use: Offers a user-friendly experience with good onboarding resources.
What users flag
  • Limited customizability in terms of visual design and layout
  • Steep learning curve for beginners without prior experience with OKR methodology
  • Integration with Salesforce can be glitchy at times, leading to data syncing errors
  • Lack of advanced analytics tools for in-depth performance tracking and analysis

Features

Key features

1. Salesforce Integration
Manages OKRs entirely within the Salesforce ecosystem, eliminating the need for external tools.
2. Streamlined Tracking
Tracks, manages, and reports on OKRs with ease and efficiency.
3. Data-Driven Decisions
Connects reports directly to key results, enabling data-driven decision-making.

Additional features

1. Salesforce Integration
No need for spreadsheets, templates, or external tools.
All OKR-related data is accessible within Salesforce.
2. OKR Management
Salesforce - Home of your OKRs: Visualizes all strategic targets and key metrics.
3. OKR Breakdown
Structures and defines clear objectives and key results.
4. Roadmap for OKRs
Plans and tracks progress towards OKR achievement.
5. Custom OKR Weights
Assigns priorities and focuses efforts on the most important objectives.
6. Custom OKR Structure
Adapts the OKR framework to specific organizational needs.
7. Public and Private Workspaces
Controls visibility and access to OKR information.
8. Reporting & Analytics
Gains insights into OKR performance and progress.
9. Enterprise Features
Dedicated Account Manager: Provides personalized support and guidance.
10. Onboarding Assistance
Facilitates smooth implementation and adoption.
11. Custom Security Review
Ensures data security and compliance.
12. Roles and Permissions
Controls user access and data visibility.
13. Public API
Enables integration with other Salesforce applications and systems.

Pricing

Free trial
Free version
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Countries & Languages

Global
Countries served
9
Interface languages
12
Billing currencies

Interface languages

EnglishSpanishFrenchGermanPortugueseItalianDutchRussianJapanese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL🇸🇬SGD🇭🇰HKD

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