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features
design
support

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Description

Say goodbye to the frustrating manual reports and spreadsheets — with the OKR Board for Salesforce by Oboard. With this Salesforce OKR plugin you can set, track, and manage all your OKRs directly within Salesforce. It's user friendly, fully customizable, and very intuitive — perfect for thought leaders implementing the OKR framework for their teams. OKR Board for Salesforce seamlessly integrates OKRs into the Salesforce ecosystem, providing an efficient way to align your company towards a common goal while monitoring everyone's progress. In addition OKR Board for Salesforce offers: ✅ Extreme customization options and advanced security features; ✅ Real-time Dashboard to monitor different intervals and teams; ✅ Customizable OKR levels, weights and breakdowns; ✅ Public API to share data with visualization software. Apart from OKR management, OKR Board also provides reporting and analytics tools with a real-time Dashboard that can be set to show any intervals or teams. This data can be easily exported into third-party visualization tools or presented as an executive report with a shareable link. The cost for OKR Board is $10 per user per month, with a 30-day trial available that requires no credit card.

Description

You can effortlessly integrate notes into Salesforce and receive AI-enhanced recommendations for organizing and overseeing tasks and events. Start jotting down notes right away on your mobile device. Our AI system analyzes your notes and suggests the creation of tasks and events with just one tap. The homepage smartly highlights accounts that need your attention, while the efficient account search allows for rapid access. Each account page is equipped with vital information to assist you in preparing for your upcoming calls. Sales Sparrow makes it easy for anyone to link their Salesforce account, allowing them to view lead details, gather insights, and seamlessly input notes into Salesforce. Additionally, it offers AI-generated recommendations based on their notes for subsequent actions, making it simpler to create and manage tasks and events, while enhancing overall productivity and organization. With these features, users can streamline their workflow and ensure nothing falls through the cracks.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
AWS Lambda No 
Amazon DynamoDB No 
Kotlin No 
OpenAI No 
Spring Boot No 
Swift No 

Integrations

Salesforce Yes 
AWS Lambda Yes 
Amazon DynamoDB Yes 
Kotlin Yes 
OpenAI Yes 
Spring Boot Yes 
Swift Yes 

Pricing Details

$10.00
OKR Board for Salesforce by Oboard offer a flat fee of $10 per user per month, billed monthly/annually. A 30-day trial is available with no credit card required.
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Oboard

Founded

2018

Country

Germany

Website

oboard.io

Vendor Details

Company Name

True Sparrow

Founded

2007

Country

India

Website

truesparrow.com/sales-sparrow

Product Features

OKR

Benchmarking No 
Feedback Management Yes 
Goal Management Yes 
KPIs Yes 
Prioritization Yes 
Progress Tracking Yes 
Strategic Planning Yes 

Alternatives

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