Axy OKR  4 reasons why you need and OKRs

Salesforce’s solution is helping businesses reopen safely, and while that is truly significant, the fact is that the command center and contact tracing tabs are just the tips of the iceberg of a much larger solution. In this post, we’ll show you the real capabilities of and how your business can achieve better performance measures and results with some additional help from Axy OKR, which is completely integrated with

Axy OKR and

You might be interested in: This is how Axy OKR is integrated with 

The new reality/normality?

The COVID 19 pandemic became a top priority for the entire world. No country, business, or person was left unchanged with the appearance of this virus. In a very short period of time, entire companies were faced with the challenge of working remotely. Now daily meetings, one on ones, and even forecasts take place in Zoom, Meet, or even via Whatsapp.


Remote work has been around for a while now, and some large companies prior to the pandemic already had teams working from home, but now that everyone is at home even C-level executives are faced with big challenges such as making sure everyone understands how the organization will work, how internal processes and customers requests will work and most importantly manage performance effectively to ensure corporate goals are achieved.

This is the new reality businesses all over the world are facing.  Not a simple task for anyone. So the question is how are leaders ensuring that their teams are performing at their best? That alignment is ensured throughout the organization? Well, the answer has two parts to it: OKRs and Salesforce.

OKR’s to the rescue!

Honestly, I’m not going to surprise you with a brand new theory that is groundbreaking and has everyone on their toes. Objectives and Key Results (OKR’s) are the results of the work of a brilliant mind such as Andy Grove’s, based on the work of business expert Peter Drucker, and later refined by John Doerr.

A good definition of what OKR’s are is given by “It is a collaborative goal-setting tool used by teams and individuals to set challenging, ambitious goals with measurable results. With them, you track progress, create alignment, and encourage engagement around measurable goals. An Objective is simply what is to be achieved, no more and no less. By definition, objectives are significant, concrete, action-oriented, and (ideally) inspirational. Key Results benchmark and monitor how we get to the objective. Effective key results are specific and time-bound, aggressive yet realistic. Most of all, they are measurable and verifiable. You either meet a key result’s requirements or you don’t; there is no gray area, no room for doubt”. 

Now let’s take OKR’s into the new reality. With all your employees at home, some having to take care of their children, others struggling to get out of bed and some just missing in action; as a leader, you need help to bring the best out of everyone. OKRs are here to help. Firstly, they give people focus. They know exactly what the most important thing is and what they need to do to achieve it. They also help align everyone with the company goal and the daily activities performed aim to achieve a larger goal. OKRs promote transparency and commitment by having everyone compromise on doing everything in their power to achieve what has been agreed; and by having cristal clear established metrics, that are measured usually on a weekly basis to have a reference point of individual performance. 

There you have it. OKR is a simple, yet powerful way to ensure that everyone is focused, aligned, and committed while having the capabilities to track results that promote high performance and help organizations reach what might have seemed impossible. The next step is to have the right tool to make all this a reality.

The real iceberg

At the beginning of this post, I mentioned that the advertised functionalities are the tip of the iceberg and it is true. is based on Rypple, a company acquired by Salesforce almost a decade ago, that focused on human resource management. allows companies to manage the performance of their employees via goals (objective to be achieved) and metrics (how it is achieved), it is a solution that supports various methodologies including OKRs. It has been built with a bottom-up perspective that focuses on the employee defining objectives, inviting peers and others to collaborate on achieving an objective, which is later aligned to the objectives of his/her boss. One of the strongest characteristics of, that is based on Rypple’s original solution is making performance management more social. This is achieved thanks to Chatter, where feedback can be requested and obtained faster, badges obtained by completing training or challenges are made public, conversations around particular goals are enriched by C-level participation. Essentially, it is a social network approach to performance management.

Having said that, if you are using just because you want to keep your employees safe and reopen faster or if you haven’t used it because it’s just Salesforces’ way to make a buck with the pandemic, you need to realize that is a game-changer if used to its full potential.

OKRs in

With your employees will have the capacity of creating goals, establishing metrics (that can be measured by reports created in salesforce) but there are some important parts of the performance management process that are missing. The planning process, where the leaders of the company evaluate the results obtained, lessons learned, and define the new strategic direction cannot be completed just with Once the planning is done, your employees can create goals and metrics; however you won’t be able to ensure that alignment is properly done; even more, you won’t be able to know if your employees have a rational number of goals and metrics. Once the period is done, a wrap up needs to be done. You´ll need global reports on the performance of individuals, teams, and the organization as a whole. The thing is that doesn’t support that final part of performance management.

Fortunately for you, Axy OKR has the capacity to integrate quickly with In case you don’t know it Axy OKR is IN Salesforce, which makes it really easy to use by your team and decreases the time you need to start using OKRs in your organization. You’ll be able to successfully plan your strategy and communicate it easily with everyone. Ensure that alignment is adequately done, with our Treeview. This will allow you to see in a single page Org Chart how every person is performing, which is great because you can deploy resources where and when needed and achieve the goals that are at risk. 

Make your One on Ones really valuable to your employees. With Axy OKR you’ll be able to have significant conversations, with meaningful feedback while keeping track of everything you agree with your employees. Additionally, our reports connect directly with the reports you already have in Salesforce, allowing you to have the information about performance that doesn’t provide to improve how you approach a One on One and the wrap up of your fiscal year. An important skill a leader must have is to help every employee know what they should be focusing on. Axy OKR My Focus does exactly that. It gives a 360 summary view that simply tells your employees what they need to focus on and the activities they must strive to close.

Need more information? Download this document with five tips to manage remote teams effectively.


Axy OKR integrated with Work.con can help your business achieve what seemed very difficult in a harsh context like the one the world is facing. If you need to make your newly remote employees high performers, while keeping them safe, Axy OKR and are the answer you are looking for. The next step is to make the game changer move with Axy OKR and Salesforce’s Help your employees understand what matters, where to focus, get valuable feedback at the right time and measure performance like you have never done before to get unseen results. The world has changed. It is time to rethink your organization.

Finally, remember that our app is free for 30 days. Give it a try on appexchange
Axy Team