Axy OKR FEATURES
Let your team be creative and innovative, recognize their achievements and watch how this increases your business results.
With Axy OKR for Salesforce you can do this, and more.
For more information, download the features documentation.
Product Overview
Create the best strategy for your Salesforce CRM and align it with Axy OKR.
Management
Company Goal
Alignment Views
OKRs Supported Types
Objective Statuses
Forecast
Wizard to start
Tasks
Weekly Tasks
Kanban
Weight by Task
List Views
Employees
Gamification
Recognition
Team/Hierarchy Management
Objective Statuses
Pulse
1-on-1
My Focus
Perfomance
Reviews Cycles
360 Reviews Management
Template Queries for Review
Employee Global Score
Reviews Dashboard
Peer Feedback
OKR MANAGEMENT
OKRs Management module helps to ensure the company focuses efforts on the same important issues throughout the organization.
This module contains all necessary features to ensure the right adoption and use of OKRs in your Salesforce organization delivering Alignment, Tracking and Focus.
AVAILABLE FEATURES | VALUE |
|
| Company Goal | Strategic Company Level | Strategic Alignment: A unique way to share a common yearly Goal |
| Alignment View | Tree View List View | Best way to understand your team collaboration and alignment |
| OKRs Supported Types | Company Team Individual | Set OKRs for each organization level |
| Objective Statuses | Achievement Time General | Track Achievement, Time progress and General Status |
| Forecast | Forecast Achievement | Unique automatic way to forecast achievement |
| Objective Owner | Person Team & Collaborators | Clear ownership means clear responsibility |
| Teams Support | Collaboration Team Name | Flexible way to share ownership on an Objective |
| Progress Tracking | Automatic | Objective progress measure by Key Results metrics |
| Progress Automatic | Report Binding | Unique Feature for base progress on real result |
| Progress overdue | Notifications | Keep on eye on due date |
| Closing Objective | Close Score Self Assessment | Get feedback and Learn by scoring your OKRs each cycle |
| Cloning Objectives | Clone | Save time |
| Wizard to start | Company Goal & Periods & CEO OKRs | Setup your year strategy in less than 1 minute |
| Quick KR creation | Quick KR | Adapt your OKRs at glance without losing time. |
| Convert KR to Child Objective | Convert KR | Push for alignment in the Tree view by converting your manager KR into your own OKR |
| KR Supported Types | Number Currency Activities/Milestone | Measure Results or Activities |
| KR Reduce Type | Inverse Type KR | Measure inverse progress |
| Visibility | Private(Collaborator) Public | OKR are public by default but private Objectives are supported |
| Check in frequency | Weekly - customize | Easy weekly recap |
| Check In wizard | Check In wizard | Mobile first experience for recap your week |
| Check in remainder | Notifications | Push notifications and Email |
| Check In Tracking Report | Employee engagements tracking | Understand who is engaged |
| Following OKRs | Follow Chatter | Following is key to correct ontime any change. |
| Analytics | Execution Dashboard Planning Dashboard Wrap-up Dashboard | The power of data to understand your organization's progress towards a Goal from many perspectives. Data to ensure alignment on time. Data to push for learning. |
| Custom Analytics | Custom OKR Reports | |
| Planning Cycles | Period | |
| Export Reports | CSV and Excel | Share your reports with useful file extensions |
| My Focus | Strategic-Tactic and execution module | Strategic Alignment: A unique way to share a common yearly Goal |
COMING SOON FEATURES | VALUE |
|
| Objectives Unlinked | Person Team & Collaborators | Best way to understand your team collaboration and alignment |
| Wizard for creation OKR | Company OKRs | Setup your Objectives in less than 1 minute |
| Wizard for creation KR | Team OKRs | Setup your Key Results in less than 1 minute |
TASK MANAGEMENT
With OKRS the company staff has a clear understanding of their tasks and responsibilities. A simple and clear visualization mixed with priority settings let the users navigate through their tasks, solve them or ask for assistance. In an OKR system, the staff can look at everyone’s goals and seed collaboration.
AVAILABLE FEATURES | VALUE |
|
| Tasks | Complete Tasks | Organize your activities with the right context |
| Collaboration | Salesforce Chatter | Use the power of Chatter to interact with your team |
| Key Result Task Binding | KR TODO Type | Track Activities progress using To-Do typed Key results |
| List Views | List Views / Home component / My Focus | Organize your daily basic work |
| Visibility | Managed by Objectives | Manage your tasks privacy |
| Week View | List of week priorities | My focus week your attention on what matters |
| Integration | Outlook & Gmail & More | Sync your tools |
| Remainders | Events & Task Due date | Never miss a deadline |
EMPLOYEE MANAGEMENT
Axy OKR also includes tools and features to handle the Employee interaction and organization to improve based on clear goals, the communication, the transparency and the engagement.
Helping the Employee to identify clearly who and how is contributing to the company success and professional development by tracking a career path, performing recognition and rewarding the committed employees.
AVAILABLE FEATURES | VALUE |
|
| Newsfeed | Chatter Polls & Q&A | Use the power of Salesforce Chatter to interact and be connected with your team Ask for feedback using polls or questions and answers |
| Team/Hierarchy Management | Role Hierarchy | Manage your organization hierarchy in a clear and secure way |
| Employee Profile | User Profile | Share who are you |
| Pulse | Weekly Check In | Know how your employees are feeling |
| Engagement Analytics | Engagement Dashboard | Track real time the team engagement with your organization |
| Gamification | Recognition & Awards & Rewards | Track the employee satisfaction. |
| Career Path | coming soon | |
| Resource Planner | coming soon | |
| Onboarding | coming soon |
PERFOMANCE MANAGEMENT
OKR foundations are alignment, focus, tracking and learning. As part of CFRs, Performance Management helps to be clearly aligned with and keep a constant track on transparent feedback to help on learning.
One on ones and Quarters 360 Reviews are the basic manager tools to help the employee improve.
With AXY OKR the employees and managers can review cycles, scores and receive feedback. With this type of performance management solution the managers can track and focus all the employee’s work.
AVAILABLE FEATURES | VALUE |
|
| 1.1 Management | One on One module | Improve the communication by regulars and focus meetings Ask for feedback using polls or questions and answers |
| Reviews Cycles | Periods & Dashboard | Get the most from OKR by Planning, Executing and Learning iteratively |
| Review 360 | Coming soon | |
| CFR Analytics | Coming soon | |
| Custom Queries for Review | Coming soon |
Integrations
Since our application is built 100% using Salesforce native technology, we inherit most of Salesforce default capabilities such as Integrations. Each element of Axy OKR is exposed to be integrated with API’s or SDKs.
In addition to that powerful platform, there are hundreds of enterprise level applications for integrate almost anything to Salesforce and be exposed into Axy OKR.
FEATURES | VALUE |
|
| Salesforce Standard | Free Full API | Our platform is API First exposing all our functionality to integrate and extend your data |
| Rest / SOAP / Bulk | ||
| Mobile SDK | Several programming languages are supported | |
| Google / Dynamics / MS Teams | ||
| JIRA / Trello | Integrate to help all your teams work better together | |
| Mulesoft & Connectors | Use the power of standard connectors to integrate your legacy systems with Salesforce and get real-time tracking on your OKRs |
Customizations
As part of Salesforce native solution, we have power to customize Data, User interfaces and business logic to adapt our tool to each and every company workflow. That is key to implement properly OKR practice adjusted to your business.
AVAILABLE FEATURES | VALUE |
|
| UI | Layouts & Views and more | Customize the way to visualize the information for your particular needs |
| Data | Fields and Formulas | Add new fields to support particular needs for your organization on top of our platform |
| Business Logic | Flows & Custom Code | Customize your particular business logic by creating Workflows on top of Axy OKR |
| Security | Profiles and Roles | Customize the level of security you need to share properly the OKR and Employee sensitive information |
System Security
Salesforce is the most trusted customer relationship management (CRM) platform. In order to be a certified Salesforce ISV (Independent Software Vendor) company strict partnership requirements should be complied, including periodic security reviews.
Since our application “runs” within your organization we support this security and system features.
AVAILABLE FEATURES | VALUE |
|
| SSO & 2FA | Delegate and Federate authentication | Secure and simplify the access using single sign on and two factor authentication |
| Mobile Support | Salesforce Mobile IOs and Android Offline support | Access anything from anywhere anytime |
| Security | Salesforce high enterprise level Redundancy Backup Audit | For more information access our section about Security |
| Multilang | Multiple languages enabled | |
| Multicurrency | Multiple currencies enabled |
If you have a feature related question, comments or concerns please contact us.