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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
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$10.00
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification
Product Features
OKR
Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning