OKRify 3.0 (June 24 Release): Empowering Sales Success with Enhanced Tools in Salesforce

OKRify, the leading Sales Performance and OKR/Goal management application for Salesforce, has unveiled a major update packed with enhancements and powerful tools. This update offers Sales leaders even more resources to set targets, motivate, and coach their teams effectively.

The June 24 release introduces Boards to streamline work management and includes significant improvements to the OKRs, Scorecard, Contest, and Meetings functionalities.

Introducing Boards: Manage Your Work in Salesforce

Boards are simple, user-friendly, and highly flexible features that can be adapted to any use case, from sales onboarding/enablement to project management. The all-new Boards feature transforms OKRify into a comprehensive goal and project management powerhouse. Users can now:

Organize tasks into customizable groups for easy tracking and progress updates.
Leverage multiple board types, including individual, team, employee (for manager-assigned tasks), and coaching (with rating capabilities).
Set task dependencies to ensure project flow and maintain control.
Visualize tasks on a Gantt chart for clear timeline alignment.
Save frequently used boards as templates for rapid project setup.
Manage user permissions for granular control over board access.
Gamification Gets Even Better

OKRify's Sales Gamification has been further enhanced with improvements to the Scorecard and Contest features.

Scorecard: Track team performance with leaderboards across multiple KPIs. New features include:

Currency support for organizations with multiple currencies.
Annual values for monthly and quarterly scorecards for year-long progress tracking.
User history for viewing individual and team performance trends.
Manager-only setup and preview options for scorecards before user access.
Indicator for decreasing KPI values.
Background KPI updates for Opportunity field history objects.
Contest: Motivate users and teams with timed contests. The June 24 release introduces:

A dedicated Contest Hub for both users and managers.
Currency support for contests with multiple currencies.
Manager-only setup and preview options.
Customizable prize-winning colors on the leaderboard.
Restrict leaderboard visibility to top users (optional).
Configurable contest notifications for various events and custom messages.
Enhanced Collaboration and Communication

OKR Comments: Foster discussions directly within each Objective with the new comments feature. Mentions and Salesforce Bell notifications ensure everyone stays informed.

Meeting Enhancements: Automatically populate Salesforce Object sections within meetings based on filters. This ensures all relevant information is readily available for productive discussions.

Coming Soon: Performance Grid

Get ready for a visual representation of your team's performance with the upcoming Performance Grid. This native Salesforce feature leverages real-time data to categorize staff based on activities and outcomes.

Upgrade Today and Achieve More

The OKRify June 24 release empowers you to streamline workflows, boost productivity, and achieve ambitious goals with greater efficiency. Visit https://okrify.com/ to learn more or schedule a demo.

OKRify
1309 Coffeen Ave
Sheridian, WY 82806
Raj Kumar
Info@okrify.com

OKRify is the leading goal management and strategy execution application built for Salesforce. The platform empowers organizations to set clear objectives, track progress with real-time data, and achieve ambitious results. With OKRify, businesses can align individual and team goals with company-wide strategy, driving performance and fostering a culture of ownership and accountability.

This release was published on openPR.