OKR template to secure the best CRM for our company's needs

public-lib · Published 10 days ago

Your OKR template

The stated OKR aims to secure the best Customer Relationship Management (CRM) system for the company. The core objective involves efficient implementation of the chosen CRM across all departments. This involves data migration into the new system, training sessions for all departments, and the establishment of a dedicated team for implementation.

Additionally, this OKR involves testing the top three CRM systems selected. This step requires sophisticated user tests with a diverse group of users, analysis and tracking of feedback from each session, and formulation of standardized test scripts for each system. The test results will help the company select the most suitable CRM system.

There is also the evaluation of ten potential CRM systems. Each system is to be scrutinized for its individual functionality, as well as its capacity to meet business needs. Research and list-making form part of the initiatives under this outcome.

Ultimately, this OKR is focused on procuring the best CRM for the company. It requires a systematic evaluation process of potential systems and successful implementation of the chosen CRM.

ObjectiveSecure the best CRM for our company's needs
KRImplement the chosen CRM across all departments smoothly and efficiently
Ensure smooth data migration into the new CRM
Conduct training sessions about the CRM for all departments
Identify a dedicated team to handle CRM implementation
KRConduct user-testing on the top 3 selected CRM systems
Analyze and record the feedback from each test session
Create a standardized test script for each CRM
Select a diverse group of users for system testing
KREvaluate 10 potential CRM systems by their suitability and functionality
Analyze each CRM system for functionality
Research and list 10 potential CRM systems
Assess each system's suitability for business needs

Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

Use AI to draft a complete set of OKRs in seconds
Connect your OKRs and team goals to your project
Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Now, just click on Import from text and let the magic happen.

Once your example is in the plan editor, you will be able to:

Edit the objectives, key results, and tasks
Click on the target 0 → 100% to set better target
Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

10+ built-in dashboards to visualise progress on your goals
Weekly reminders, data connectors, and smart notifications
9 views to map OKRs to strategic projects
Strategy map to align teams at scale