OKR template to implement a CRM system to efficiently track partner journey and KPIs
Your OKR template
The second objective is centred on ensuring that the CRM system is capable of accurately measuring at least five important business KPIs by week 6. This will involve identification of the key business KPIs to be tracked, implementation of requisite changes by week 6, and rigorous testing of the system's ability to measure these KPIs accurately.
The third objective targets the creation of a functional CRM model that can keep track of partner interactions effectively by week 4. To accomplish this, the organisation will design a prototype of the proposed CRM model, implement and test it for efficiency. It also aims to identify the necessary features required to effectively track partner interactions.
The entire OKR is about augmenting business relationships and improving business intelligence through the effective management and utilization of CRM systems. Training and allocating resources to ensure satisfactory usability, as well as incorporating essential business metrics are key approaches to achieving these set goals.
ObjectiveImplement a CRM system to efficiently track partner journey and KPIs
KRTrain 70% of the sales team to proficiently use the CRM system by week 8
Schedule detailed CRM training sessions by week 4- Identify 70% of the sales team for CRM training
- Accomplish proficiency testing by week 8
- KREnsure CRM system measures at least 5 essential business KPIs accurately by week 6
- Identify 5 key business KPIs important for the CRM system
- Implement changes by week 6 if required
- Test CRM's ability to accurately measure these KPIs
- KRDevelop a functional CRM model that can track partner interactions by week 4
- Design a prototype of the CRM model
- Implement and test the CRM model
- Identify necessary features to track partner interactions
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