OKR template to displace Salesforce in 10 business deals

public-lib · Published about 2 months ago

Your OKR template

This OKR aims to displace Salesforce in 10 business deals. The first objective is to secure 15 qualified leads who are currently using Salesforce. This will be achieved through initiatives such as identifying potential leads, contacting them for verification, and securing their commitment.

Another objective is to close 10 deals with businesses currently using Salesforce. This includes initiating negotiations with interested businesses, identifying those using Salesforce for targeted outreach, and developing persuasive pitches to communicate the advantages of our product over Salesforce.

Thirdly, our OKR also aims to demonstrate the superior features of our product to 20 potential clients. To achieve this, we will identify potential clients for outreach, prepare informative and engaging product demonstration presentations, and conduct these demonstrations with each client.

Ultimately, this OKR is focused on displacing Salesforce in the market by securing qualified leads and showcasing our product's superior features to close more business deals. These ambitious goals are aimed at boosting our market share and growing our user base.

ObjectiveDisplace Salesforce in 10 business deals
KRSecure 15 qualified leads currently using Salesforce
Identify 15 potential leads currently utilizing Salesforce
Contact all identified leads and verify qualification
Secure commitment from the qualified leads
KRClose 10 deals with businesses currently using Salesforce
Initiate negotiations with interested businesses
Identify businesses using Salesforce for targeted outreach
Develop persuasive pitch showing benefits of our solution
KRDemonstrate our product's superior features to 20 potential clients
Identify 20 potential clients for targeted outreach
Prepare engaging, informative product demonstration presentations
Schedule and conduct product demonstrations with each client

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