OKR template to increase usage of D365 Sales Hub in our organization

public-lib · Published about 1 month ago

This OKR aims at increasing the usage of D365 Sales Hub within the organization by achieving a 20% increase in daily active users over the next quarter. This will be achieved through the implementation of a user referral incentive program, optimizing product features for user retention, and launching a captivating marketing campaign.

Further, the aim is to conduct 3 interactive workshops on the benefits and features of the D365 Sales Hub. This will involve identifying key benefits and features for workshop content, promoting and scheduling the workshops to target audiences, and planning the structure and activities of the workshops.

An additional objective under this OKR intends to decrease the number of support queries related to D365 Sales Hub by 30%. This will be accomplished by developing a user guide that allows users to address common issues independently and introducing a self-help portal with frequently asked questions.

Lastly, there are plans to implement comprehensive staff training on D365 Sales Hub usage aiming to increase the skill set and confidence of the internal team, thereby reducing query escalations and improving overall product usage.
  • ObjectiveIncrease usage of D365 Sales Hub in our organization
  • Key ResultAchieve a 20% increase in daily active users within the next quarter
  • TaskImplement a user referral incentive program
  • TaskOptimize product features to improve user retention
  • TaskLaunch an engaging marketing campaign to attract new users
  • Key ResultConduct 3 interactive workshops on the benefits and features of D365 Sales Hub
  • TaskIdentify key benefits and features of D365 Sales Hub for workshop content
  • TaskPromote and schedule D365 Sales Hub workshops to target audiences
  • TaskPlan structure and activities for three interactive workshops
  • Key ResultDecrease D365 Sales Hub related support queries by 30%
  • TaskDevelop a user guide to resolve common issues independently
  • TaskIntroduce a self-help portal with FAQ
  • TaskImplement comprehensive staff training on D365 Sales Hub usage
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