We’re moving forward on our mission to align all the teams toward shared strategic goals with the launch of a new Oboard OKR App for Salesforce. Sales teams are self-driven and result-oriented. But are their revenue targets always aligned with the long-term business goals?
We’ve got just the shortcut for that. With all our OKR apps connected, your sales team can seamlessly collaborate on company OKRs with every other department. Instead of pushing your teams into new and unfamiliar tools, we bring OKRs directly to where they are. With Oboard, your tech teams can already collaborate on company OKRs via Jira, the marketing teams via our Web App, and now the sales teams can join them with the new Salesforce OKR App.
From Basic to Bold
A year ago we launched the first iteration of OKR Salesforce App. It was designed as a free simplified version of our goal-setting tool for Jira. Since then, we’ve listened closely to user feedback, developed new functionality, and rebuilt the app as a comprehensive Salesforce OKR solution, fully integrated with our ecosystem of apps.
This new release brings a revamped app that provides the same intuitive and feature-rich experience that has become a hallmark of the Oboard OKR Software. Salesforce OKR App relaunch as a paid app ensures we can deliver a sustainable, high-quality experience that continually evolves to meet your needs. For example, we are already working on new features, integrations with popular tools like Slack and Monday, and other additions to streamline your OKR management further.
What’s New in Salesforce OKR App?
The new Salesforce OKR tracker by Oboard is now packed with all the features our users have loved in our other OKR apps and relied on to drive success:
- Custom OKR Dashboards let you easily build OKR reports that focus on what matters to you.
- Group Hierarchy enables you to reflect your whole company structure in OKRs and assign the right OKRs to every team across all the company levels.
- Custom Fields for OKRs enrich OKRs with relevant data specific to your team — budget, additional assignees, links, extra dates, and so on.
- Private OKRs restrict access to goals that need a limited view, allowing you to set confidential targets without sacrificing privacy.
- Bulk Actions make OKR management easier by allowing you to edit multiple OKRs simultaneously, giving you more time to focus on achieving goals.
Value for Existing vs. New Users
This relaunch offers a robust shift in capabilities for existing users who have been using our free version. We massively upgraded every aspect of our app, turning it into a powerful tool for setting, tracking, and achieving OKRs, designed with flexibility and functionality in mind.
For new users, now is the perfect time to get started. Oboard OKR App provides everything a sales team needs to set and achieve strategic goals without even leaving Salesforce. It makes OKR management easy, intuitive, and non-intrusive. And if you already have your OKRs written down, it takes only two hours to fully set up Oboard OKR App and start enjoying all the benefits it brings.
Free 1-Seat Access & Extended Free Trial
To help you get familiar with the Oboard OKR App and see how it can enhance your OKR management process, we are offering free access for 1 seat and an extended 3-month free trial. It would be activated during 48 hours after you install the app. During the trial, you can access all the features, integrations, and tools that come with a paid app version. This includes everything from goal-setting and tracking to reporting and cross-platform syncing. By the end of the trial period, we’re confident you’ll see how our app can bring structure and clarity to your organization’s objectives.
Install the Salesforce OKR App by Oboard today on the Salesforce marketplace and experience a new way to drive growth, align your team, and bring your objectives into sharper focus. Whether you’re setting goals for the first time or enhancing an existing OKR strategy, Oboard is here to support every step of your journey.
Let’s build a more successful future together, one objective at a time.
