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OKR template to boost Odoo CRM utilization and proficiency company-wide

public-lib · Published 6 months ago

Your OKR template

This OKR aims to enhance the utilization and proficiency of the Odoo CRM platform throughout the company. By reducing data input errors by 40%, it envisages automating data validation, auditing data entries routinely, and comprehensive data input training for all CRM users to help achieve this goal.

The OKR also proposes achieving 80% attendance in Odoo CRM training sessions. To do this, the firm will schedule convenient training sessions for most employees, deploy company-wide incentives for attending the sessions, and send regular reminders about upcoming sessions.

Increasing the frequency of Odoo CRM user logins by 30% is another objective of this OKR. This enhancement can be brought about through several initiatives like introducing an incentive program for frequent users, improving the user interface for better accessibility, and scheduling regular user training sessions.

In sum, this OKR strives for a sweeping improvement in the use and familiarity of the ODoo CRM across the company. By reducing errors, encouraging training attendance, and boosting login frequency, the listed initiatives make this a comprehensive plan to increase operational efficiency.
  • ObjectiveObjectiveBoost Odoo CRM utilization and proficiency company-wide
  • Key ResultKRDecrease data input errors in Odoo CRM by 40%
  • TaskRegularly audit data entries for errors and inaccuracies
  • TaskIntegrate automated data validation tools in Odoo CRM
  • TaskImplement comprehensive data input training for all CRM users
  • Key ResultKRAccomplish 80% attendance in Odoo CRM training sessions
  • TaskSchedule training times that are suitable for majority of employees
  • TaskImplement company-wide incentives for attending the training
  • TaskSend regular reminders about upcoming Odoo CRM sessions
  • Key ResultKRIncrease Odoo CRM user login frequency by 30%
  • TaskImplement incentive program for frequent login users
  • TaskImprove user interface for enhanced accessibility
  • TaskImplement regular user training sessions
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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