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OKR template to build a comprehensive new customer CRM database

public-lib · Published 5 months ago

The OKR titled "Build a comprehensive new customer CRM database" involves accomplishing three key objectives. Firstly, it outlines an aim to identify, categorize and include 1000 potential leads in the CRM system. This entails categorizing leads based on industry and potential value, compiling potential leads from business directories, and entering their details into the CRM system.

Secondly, this OKR requires the database to be fully functional and error-free upon final review. Initiatives to achieve this include conducting regular system checks for database errors, validating data integrity and database security protocols, as well as performing final database functionality testing.

Thirdly, there's the objective to input detailed contact and profile information for 90% of identified leads. This is to be achieved by collecting data for 90% of these leads, gathering their detailed contact information and collating a comprehensive profile for each lead.

The ultimate goal of this OKR is to build a robust CRM database that is populated with a significant number of leads classified correctly by industry and potential value. The database is intended to be error-free and highly functional, housing detailed, comprehensive information about each lead.
  • ObjectiveObjectiveBuild a comprehensive new customer CRM database
  • Key ResultKRIdentify and categorize 1000 potential leads for inclusion in the CRM system
  • TaskCategorize leads based on industry and potential value
  • TaskCompile a list of potential leads from business directories
  • TaskInput leads information into the CRM system
  • Key ResultKREnsure the database is fully functional and free of errors upon final review
  • TaskConduct regular system checks for database errors
  • TaskValidate data integrity and database security protocols
  • TaskPerform final database functionality testing
  • Key ResultKRInput detailed contact and profile information for 90% of identified leads
  • TaskInput collected data for 90% of these leads
  • TaskGather detailed contact details for identified leads
  • TaskCollect comprehensive profile information for leads
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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