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What is OKR Board for Salesforce by Oboard?

Bid farewell to the cumbersome task of generating manual reports and managing spreadsheets with the OKR Board for Salesforce from Oboard. This innovative Salesforce OKR plugin allows you to establish, monitor, and oversee all your OKRs directly within the Salesforce platform, ensuring a user-friendly and highly customizable experience that is ideal for leaders implementing the OKR methodology with their teams. The OKR Board for Salesforce integrates OKRs effortlessly into the Salesforce environment, creating an effective means to unify your organization toward a shared objective while keeping tabs on everyone's achievements. Furthermore, this tool boasts: ✅ Extensive customization capabilities and robust security features; ✅ A real-time dashboard for tracking various teams and time frames; ✅ Adjustable OKR levels, weights, and breakdowns; ✅ A public API for sharing data with visualization platforms. In addition to OKR management, the OKR Board includes reporting and analytics tools, featuring a real-time dashboard that can be tailored to display data for any teams or time periods. This information is easily exportable to third-party visualization tools or can be formatted into an executive report with a shareable link for convenience. The pricing for the OKR Board is set at $10 per user each month, and a 30-day trial is offered that doesn't require a credit card, allowing potential users to experience its features risk-free before committing. This makes it an excellent choice for organizations looking to streamline their goal-setting processes without the usual hassles.

What is Dooly?

Dooly offers a rapid solution for updating Salesforce, taking sales notes, and managing your deals efficiently. By utilizing Dooly, you can dedicate more time to engaging with customers instead of spending it on logging and organizing your notes. The platform automatically syncs your Salesforce data, allowing you to make edits with just one click, ultimately saving you countless hours of work. You’ll always be prepared for your calls, equipped with vital talking points, content, and battlecards that appear right in your notes. Additionally, you can incorporate Salesforce fields into your notes and update them in a text format seamlessly. The setup can be configured by your admin to run automatically, ensuring that all your notes, fields, activities, and more sync with Salesforce in real time. With customizable templates that allow the inclusion of Salesforce fields, sharing them with your team can accelerate your sales process. Moreover, Dooly simplifies the process of identifying new contacts and adding them to Salesforce with just one click. You’ll also have access to upcoming steps and a complete history of notes for each deal, enabling a more organized approach to sales management. Thus, Dooly not only enhances productivity but also improves your overall sales performance.

Media

Media

Integrations Supported

Salesforce
Google Calendar
Google Chrome
Google Drive
Guru
Indent
Outreach
Salesfinity
Salesloft
Shift
Slack
Truto
Zoom

Integrations Supported

Salesforce
Google Calendar
Google Chrome
Google Drive
Guru
Indent
Outreach
Salesfinity
Salesloft
Shift
Slack
Truto
Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

$10.00
Free Trial Offered?
Free Version

Pricing Information

$25 per user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Oboard

Date Founded

2018

Company Location

Germany

Company Website

oboard.io

Company Facts

Organization Name

Dooly

Date Founded

2016

Company Location

Canada

Company Website

www.dooly.ai/

Categories and Features

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

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