OKRs for Salesforce – new Gtmhub integration
With this new integration, Gtmhub customers are able to set key results against live metrics coming from Gtmhub. The benefit for users is that OKRs using Salesforce connector don’t need to be updated, but rather Gtmhub does that automatically in real time.
Example sales OKR
Let’s imagine a small and relatively inexperienced sales team. A new VP of sales wants the team to increase their activity levels.
Objective: Increase sales activity
- Key result #1: Hit 800 closed activities
- Key result #2: Make 250 calls
- Key result #3: Attend 50 prospect meetings
We’ve written more about setting OKRs for sales team in this post.
This information is available in most Salesforce, as well as in many other CRMs. To save time, provide accurate and real-time information Gtmhub connects directly to Salesforce and gathers this data for you.
Salesforce masterplan: 42 built-in metrics
The Salesforce metrics in Gtmhub are divided in following five categories:
Won opportunities amount, average sales lifecycle…
Sales by lead source, Sales this month…
Bounced leads, Converted leads…
Active campaigns, Campaign influenced opportunities…
Closed activities, Emails, Calls…
The full list of built-in metrics can be found in our documentation.
Building custom Salesforce metrics
The 42 insights that we have just released are more than enough to get you started. But, you can always build new metrics with our powerful SQL and R language metric builders.
Demo and final words
Here is a short demonstration of how Gtmhub tracks Salesforce related key results.