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Average Ratings 0 Ratings
Description
This software streamlines the data migration process among Salesforce organizations while ensuring all object relationships are preserved. It encompasses management, optimization, and upkeep of Salesforce Orgs. As these Orgs grow increasingly intricate and chaotic, Snapshot serves as a reliable tool to restore order. Monarch simplifies the challenges associated with complex data migration. Users can choose from prebuilt templates, align destination objects with multiple fields, keep object relationships intact, assess differences in datasets, import CSV files, and collaborate on datasets with their teams. This desktop application facilitates direct communication between your computer and Salesforce, ensuring utmost security and data confidentiality. You maintain full control over your data, and there is no need for package installation. Monarch leverages the bulk data API for extensive migration tasks, making it compatible with various platforms like Salesforce CPQ, Field Service Lightning, FinancialForce, and ServiceMax. Additionally, Monarch's user-friendly interface ensures that even those with minimal technical expertise can efficiently navigate the migration process.
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
Yes
API Access
Has API
Yes
Integrations
Salesforce
Yes
Certinia Financial Management Cloud
Yes
Salesforce Agentforce Field Service
Yes
Salesforce CPQ
Yes
Integrations
Salesforce
Yes
Certinia Financial Management Cloud
No
Salesforce Agentforce Field Service
No
Salesforce CPQ
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
Yes
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
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Metazoa
Country
United States
Website
www.metazoa.com/monarch/
Vendor Details
Company Name
Oboard
Founded
2018
Country
Germany
Website
oboard.io
Product Features
Product Features
OKR
Benchmarking
No
Feedback Management
Yes
Goal Management
Yes
KPIs
Yes
Prioritization
Yes
Progress Tracking
Yes
Strategic Planning
Yes