Case Study: HVAC Distributors improves OKR transparency and meeting management with OKRify

HVAC Distributors - Customer Case Study

HVAC Distributors, a distributor with 14 locations and 180 team members, was seeking a better method for setting and tracking organizational goals after its CEO was inspired by the book "Measure What Matters." They needed a goal-setting solution that would integrate with their existing Salesforce CRM, which led them to choose OKRify as their platform.

The solution implemented by OKRify provided much greater visibility and transparency over their previous Excel-based process. The team, from management to individual contributors, fully adopted OKRs using the software, with a particular highlight being the Meeting Hub feature that streamlined their review meetings. OKRify made the process easy to use and was well-accepted, enabling the company to effectively track progress and identify issues that needed to be addressed.

HVAC Distributors

David McIlwaine

President & Chief Executive Officer