OKR template to implement a CRM system to efficiently track partner journey and KPIs
This OKR focuses on the implementation of a CRM system designed for the efficient tracking of both partner journey and KPIs. The first objective is geared towards training approximately 70% of the sales team to use the CRM system proficiently by the end of week 8. The team will facilitate a series of detailed CRM training sessions and proficiency testing to achieve this.
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.
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.
Implement a CRM system to efficiently track partner journey and KPIs
Train 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
- Ensure 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
- Develop 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