AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

OKRify AI: OKR Goal & Performance Management with KPIs, Gamification, Scorecard

Goals, Gamification, Sales Coaching, Onboarding, Enablement, Meetings

Overview

AI-powered app seamlessly delivers ✔OKRs: Company, Team & User Objectives ✔ Balanced Scorecard ✔KPI ✔Gamification: Scorecard, Contest & Leaderboard ✔Meetings: Collaborative 1:1 or Team Meetings ✔Employee Recognition ✔Performance Review ✔Funnel Chart

1 of 15

See How OKRify AI: OKR Goal & Performance Management with KPIs, Gamification, Scorecard Works

  • Set strategic goals with Company OKRs, align team & individual objectives with strategic goals. with hierarchy view leaders can ensure alignment & teams can see the impact of their work, stay engaged, focused & achieve better greater results quickly

  • Gamification: Motivate & improve performance with performance scorecard & contests. Gamification can build healthy peer to peer competition and help motivate employees achieve better results.

  • Performance Scorecard: Customizable scorecard that motivate teams to achieve quotas & targets. Track multiple KPI for entire team easily & set daily, weekly, monthly, quarterly or annual targets. Leaderboard & separate views for team members & managers.

  • Contest: Run contest in minutes for individuals or teams. Contest can be based on 1 or more KPIs with flexible options from targets to assigning points based on Salesforce data. Ultimate gamification tool to bring competition and healthy motivation.

  • KPIs: Real-time metrics that connects goals with salesforce data. Connect OKRs, KPIs seamlessly to ensure goals or tracked accurately. Build scorecard, contest or track KPIs in meetings.

  • Employee Recognition: Motivate employees by celebrating accomplishments and milestones with peer-to-peer recognition. Award exceptional performance and build a culture of recognition.

  • Meetings: Simple, intuitive application to run productive meetings (1:1, team & cross-functional meetings). Collaborate on meeting agenda, meeting notes, OKRs & KPIs before, during & after meetings. Build accountability with action items & due dates.

  • Board: Simple & flexible task management tool for any business process. Ideal for sales coaching, onboarding, enablement, or project management. Similar to Monday.com, add fields without configuration or coding, Gantt Chart, Dependency, deadlines & more.

  • Performance Grid: Activity drives Outcomes. Sort team members into quadrants based on activity and outcome KPIs. Grid view simplifies identifying strengths & weaknesses, offering clear coaching opportunities. User history to monitor improvements.

Goal & Performance Management for Sales, Marketing, Customer Success or any team ✔OKR Goal Management ✔Sales Gamification - Scorecard, Leaderboard & Contest ✔1:1, Team Meetings ✔Board: Work Manager or Task Management ✔Employee Recognition - Badges & Awards ✔Sales Performance Grid Key Benefits ✔Set Strategy & align goals across teams ✔Motivate with Gamification ✔Sales Coaching ✔Sales Onboarding & Enablement ✔1:1 Meeting ✔Build culture with recognition ✔Run projects OKR ✔Company, Team & Individual Goals ✔Align Goals with Strategy ✔Automatic Progress ✔Hierarchical Objective view KPIs ✔Real-time Metrics for Teams & Users ✔KPI Board for complete historical view GAMIFICATION ✔Contest - Users or Team ✔Scorecard - Multiple Real-time KPIs with custom user targets ✔Leader boards ✔Performance Grid - Strength & weakness MEETINGS ✔1:1, Team Meetings ✔Build Meeting Agenda Collaboratively ✔Action Items ✔Meeting Notes & Templates ✔Automatically add Salesforce Records in Meetings BOARD ✔Manage Project or tasks ✔Simple, Flexible & Customizable ✔Gantt chart for timeline ✔Similar to Monday.com Employee Recognition ✔Motivate with Peer-to-Peer recognition/Awards ✔Celebrate Milestones

Categories

Business Needs
Sales
Sales Intelligence
Human Resources
Industries
Horizontal Product
High Tech
Manufacturing
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

More from OKRify

  • Meetings - 1:1, Team, Cross-functional Meetings with Agenda, Action Items, Notes
    by OKRify
    Manage 1:1 or Team Meetings (Sales, Marketing, Managers or any Team) Designed and natively build in Salesforce - Meeting Agenda - Action Items - Meeting Minutes/Notes - Meeting Templates - Recurring Meetings with Automatic Carry-forward Open items
    SalesProductivity

  • Recognition - Celebrate Employees' Achievements, Milestones, & Awards
    by OKRify
    No Ratings
    Recognition is designed to foster a culture of appreciation within your organization. Boost morale, motivation, and engagement by showcasing the achievements of your valued employees. Suited for Sales, Marketing or any team in Salesforce.
    SalesCollaboration