OKR Goal Management & Strategy Execution Application For Salesforce

With Scorecard, KPIs & Collaborative Meetings

100% native force.com application purpose built for Teams in Salesforce

Execute your strategy right in your CRM

Streamline OKRs, KPIs, Scorecard & Meetings together in Salesforce

Align Strategy & Goals

Accelerate growth by connecting individual & team goals with organizational strategy with OKRs in Salesforce

Track progress

Automatically track OKR progress accurately with Salesforce data to identify risks & opportunities early

Simple & Intuitive

Central Hub to manage, track and update OKRs and KPIs. Objective and team hierarchy to view alignment across your organization.

Performance Scorecard

Motivate teams with data driven insights

Measure what matters most by breaking down business goals into weekly or monthly activities. Assign metrics and weighted scores by roles, allowing reps and managers to track real time metrics & scores in Scorecard and Leaderboards.


Collaborative meeting agenda builder & action items

Productive team meetings and meaningful 1:1s in Salesforce. Build collaborative agenda, discuss OKRs & KPIs, record decisions and assign action items to make everyone accountable.


Track business performance with real time metrics

Set targets & track real time metrics for business units or individuals, get a complete picture of business performance with KPI board. Connect KPIs to OKRs or Scorecard to put result centre-stage.

Why it make sense to have OKRs in Salesforce CRM ?

OKR is the go-to strategy execution and goal management framework in the industry

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OKR vs KPI? Which one is critical for your organization?

Below are some of the questions we generally asked regarding
KPIs and OKRs ?

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OKR Best Practices – Simple Guide to Success

The essential list of best practices for any enterprise looking to implement OKR framework

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Maximise your Salesforce investment with OKRify