Case Study: Explorate achieves simple, effective KPI tracking in Salesforce with OKRify

Explorate - Customer Case Study

Explorate, a digital freight forwarding company, faced a challenge in setting and tracking quarterly and annual sales targets directly within their Salesforce platform. Their existing system was effective at capturing sales activities but lacked a native solution for managing these key performance indicators (KPIs), leading them to search the AppExchange for a suitable application. They selected OKRify to address this specific need.

The solution involved implementing OKRify to seamlessly set and monitor sales team KPIs like forecasted ROI, customer wins, and commissions directly in Salesforce. According to the National Sales Operations Manager, the OKRify team provided fantastic support during the straightforward implementation. The sales team adopted the tool easily, as it automatically tracks most KPIs from their activities, allowing each member to effortlessly monitor their progress against targets.

Explorate

Jaye Coley

National Sales Operation Manager