Lab5 Uses Axy OKR by Axy7 to Streamline OKR management in Salesforce

Photo credit: Markus Winkler

A Quick OKR 101

The acronym “OKR” stands for “Objectives and Key Results.” It’s a popular goal management framework that helps companies implement and execute quarterly strategy. There’s a lot that’s been written about how to set OKR, so we won’t cover it here (you can read more about them from the person who brought them to Google in the 1990s).

Building Alignment Through OKR

Goal setting frameworks such as OKR help to build alignment between your overarching company goals, the objectives of smaller teams, and the objectives of individuals. This ensures that contributors at all levels feel ownership of the company strategy and understand how their work fits into the bigger picture. It also helps your teams to block out noise or stop work on efforts that don’t directly support company objectives.

Why Managing OKR in Salesforce Makes Sense

If your company is like most, your Salesforce instance is one of the main places you track the work your team does each day. From marketing teams, to sales, to service– many of your employees spend their entire days in the CRM. Sales teams, for example, are probably already measured on pipeline goals or the activities they log, while service teams might be accountable to customer satisfaction or first-call resolution metrics.

Stay Tuned for More

In the next couple of weeks, Lab5 will be posting more about how we have implemented Axy OKR internally, how we’re pulling data into Salesforce to help us measure our key results, and how we hope to share this expertise with our clients.

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Lab5

Lab5

59 Followers

Lab5 works with companies around the world to make their CRM programs successful and their employees’ jobs easier.