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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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Heroku
Salesloft

Integrations

Salesforce
Heroku
Salesloft

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

Alternatives

Alternatives

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Axy OKR

Axy7
CompassABM Reviews

CompassABM

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Spiceworks Ziff Davis (SWZD)

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