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features
design
support

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Description

Concentrate Your Team. Elevate Revenue. Discover a more intelligent approach to pinpointing high-value customers, aligning team efforts, and enhancing revenue growth. Seamless solutions are integrated into Salesforce. Enable team members to recognize the highest potential for revenue and conversion. Utilize rule-based systems and machine learning to rank prospects and customers effectively. An intuitive user interface designed within Salesforce minimizes distractions and streamlines focus. Generate targeted lists using LiftIQ's prioritized analysis of accounts and opportunities. Coordinate activities between account executives and development teams for better synergy. Assemble and distribute lists to implement your Account-Based Marketing (ABM) strategies efficiently. Engage with contacts directly from Salesforce through LiftIQ's prioritized insights. Access pertinent company details and factors to engage individuals intelligently. Record engagement metrics directly within Salesforce, ensuring a comprehensive view of your interactions. This holistic approach enables your team to maximize both efficiency and revenue potential.

Description

Say goodbye to the frustrating manual reports and spreadsheets — with the OKR Board for Salesforce by Oboard. With this Salesforce OKR plugin you can set, track, and manage all your OKRs directly within Salesforce. It's user friendly, fully customizable, and very intuitive — perfect for thought leaders implementing the OKR framework for their teams. OKR Board for Salesforce seamlessly integrates OKRs into the Salesforce ecosystem, providing an efficient way to align your company towards a common goal while monitoring everyone's progress. In addition OKR Board for Salesforce offers: ✅ Extreme customization options and advanced security features; ✅ Real-time Dashboard to monitor different intervals and teams; ✅ Customizable OKR levels, weights and breakdowns; ✅ Public API to share data with visualization software. Apart from OKR management, OKR Board also provides reporting and analytics tools with a real-time Dashboard that can be set to show any intervals or teams. This data can be easily exported into third-party visualization tools or presented as an executive report with a shareable link. The cost for OKR Board is $10 per user per month, with a 30-day trial available that requires no credit card.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Heroku Yes 
Salesloft Yes 

Integrations

Salesforce Yes 
Heroku No 
Salesloft No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10.00
OKR Board for Salesforce by Oboard offer a flat fee of $10 per user per month, billed monthly/annually. A 30-day trial is available with no credit card required.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

LiftIQ

Founded

2017

Country

United States

Website

www.liftiq.com

Vendor Details

Company Name

Oboard

Founded

2018

Country

Germany

Website

oboard.io

Product Features

Account Based Marketing

Analytics No 
Campaign Personalization No 
Customer Segmentation No 
Engagement Monitoring No 
Lead Nurturing No 
Lead Scoring No 
Progress Tracking No 
Prospecting Tools No 
Target Account Identification No 

Product Features

OKR

Benchmarking No 
Feedback Management Yes 
Goal Management Yes 
KPIs Yes 
Prioritization Yes 
Progress Tracking Yes 
Strategic Planning Yes 

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