Tag: engagedly’s goals 2.0

Unlock the Power of Productivity with Salesforce + Engagedly

“People with goals succeed because they know where they are going.”

These insightful words from renowned author and speaker Earl Nightingale underscore the profound significance of goal-setting and management in fostering both individual and organizational growth. Goal setting serves as a cornerstone for employees’ career development and job satisfaction, directing their focus towards clear objectives and delineating the path to achieving them, ultimately benefiting the organization.

Numerous analyses support the positive impact of goal-setting on employee productivity. Furthermore, extensive research highlights the substantial influence of goal-setting and management on employee satisfaction and performance.

The evidence is compelling: motivated employees striving toward specific goals become more productive contributors to the organization’s success. The art of effective goal-setting not only inspires and encourages but also propels personnel toward greater accomplishments, thereby driving overall organizational performance.

Boost Productivity with Salesforce + Engagedly Goals 2.0

The process of goal-setting needs thoughtful analysis. Employees are always keen to know how their contribution adds value to organizational objectives and personal growth. Hence, setting up the right employee goals enables managers to define this connection between employees and the organization clearly.

However, even when goals are set and developed, challenges often arise due to a lack of proper communication and an inability to adapt to changing circumstances. This is precisely where a robust goal-setting tool becomes essential.

To address these challenges effectively, leverage the power of Salesforce and Engagedly. This dynamic combination allows you to concurrently run multiple goal allocation processes. Furthermore, you can access a highly configurable workflow that can be tailored to meet the evolving needs of your company. By integrating these powerful tools, you enhance the overall flow of the goal-setting process, ensuring alignment with organizational goals and fostering individual growth.

Engagedly with Salesforce: Fuel Business Performance with Efficient Goal-Setting 

The integration of Engagedly with Salesforce enables users to seamlessly link their Salesforce reports to Engagedly’s Goals 2.0. This method saves time and eliminates the risk of errors associated with manual goal updating.

Integration of Salesforce and Engagedly can help businesses set goals to boost their team’s performance. It allows team members and managers to stay on top of any updates or changes in the Salesforce report, as it will automatically reflect on Goals 2.0. By integrating Salesforce reports into Engagedly’s Goals 2.0, managers can dive deep into the productivity of every employee. This synergy between data and action sets a new efficiency standard, boosting individual and organizational performance.

With features like timelines, calendars, and progress views, team members can easily track the status of tasks and projects, promoting transparent communication. Additionally, the platform enables goal management by allowing users to set objectives and Key Results (OKRs) at both team and individual levels.

Goal settings and OKRs

Engagedly Goals 2.0 + Salesforce Integration: Key Features and Benefits

  • Effective Goal Alignment

Everyone in an organization must be on the same page to effectively align goals across teams and departments. Constant communication between the managers and the employees is key to succeeding in this area. Engagedly with Salesforce facilitates efficient goal tracking and reporting capabilities. It enables businesses to measure their team’s progress in real time and adjust strategies as needed, ensuring goals are consistently met.

The integration of Salesforce and Engagedly allows managers to align goals through the following three steps:

  • Set OKRs and monitor progress in real-time
  • Give feedback on goals
  • Gamification of accomplished goals with rewards and recognition programs                                                                                                                                                    

  • Seamless Integration

Enagedly’s Goals and Salesforce integration allow effortless management of goals on a single platform. Businesses can easily link Salesforce reports to Engagedly’s Goals 2.0. Any updates or changes in the Salesforce report will directly reflect on Goals 2.0.

  • Deep Insights into the Team’s Productivity

Businesses can better understand employees’ productivity data by integrating Salesforce reports into Engagedly’s Goals 2.0. The integrated platform allows businesses to collect big data, derive valuable insights, and put it to work for the organization. The advanced data analytics capabilities of the platform help businesses make informed decisions about employee goal orientation, significant roadblocks in attaining individual goals, specific training programs to offer to employees, etc.

  • Increased Employee Engagement

Businesses integrating Engagedly with Salesforce boost employee engagement by offering employees a tailored experience. The robust platform helps businesses build a 360-degree view of employees to track their goals, progress, milestones, etc. This information helps businesses create relevant career advancement programs for each employee to ensure maximum engagement.

  • Streamlined Communication

Within every business, diverse departments like IT, sales, operations, and customer support operate independently. By leveraging Salesforce and Engagedly’s Goals 2.0, businesses can seamlessly enhance communication and collaboration, effectively bridging the gap between these various departments. Moreover, the integration of real-time analytics empowers businesses to monitor the progress of cross-functional teams, enabling the identification of areas for improvement and ultimately boosting the overall productivity and efficiency of these teams.

  • Intuitive UI for a Seamless User Experience

Goals 2.0 showcases one of the most interactive and intuitive interfaces, incorporating detailed graphics and visuals that provide a quick and insightful analysis of data. Whether on laptops or mobile phones, the platform ensures ease of use, allowing users to effortlessly navigate through core information and functions.

The simplicity of the user interface in Goals 2.0 makes the creation and viewing of various goals a straightforward process. By actively monitoring and tracking progress, both individuals and teams can enhance their productivity levels.

  • All the Major Metrics in One Place

Salesforce + Engagedly presents an extensive dashboard consolidating crucial metrics into one convenient location. The Goals 2.0 dashboard ensures swift access to project data, facilitating effective management and organization of project objectives and activities. Project managers gain the flexibility to customize processes, aligning them precisely with project goals.

Furthermore, the integration of Salesforce with Engagedly centralizes employee data, enhancing decision-making efficiency for businesses.

Additionally, the milestone propagation feature in Goals 2.0 simplifies goal management complexities across diverse business units, departments, team members, and individuals. This holistic perspective fosters clarity and purpose, elevating organizational efforts.

  • Accurate Forecasting

As a leading performance management and employee engagement solution provider, Engagedly realizes the importance of driving greater long-term revenue and sustainable growth. Hence, integrating Salesforce with Engagedly Goals 2.0 offers an ideal solution to facilitate comprehensive and scalable forecasting powered by automation and predictive AI. The integrated platform allows businesses to drive goals, track real-time progress, and develop flexible forecasts for an agile business environment.

Conclusion

By seamlessly integrating Engagedly with Salesforce, businesses can streamline their goal management processes, automate tasks, and consolidate crucial data, gaining access to real-time information. This integration facilitates swift intervention by alerting relevant team members to any delays or issues hindering the accomplishment of individual goals.

Through the power of automation and insightful analysis, businesses can effortlessly oversee and optimize all facets of performance management. The synergy of Salesforce and Engagedly ensures that businesses prioritize high-quality work, fostering sustainable growth and enabling the achievement of their objectives.

Talent Management

Frequently Asked Questions

  • How does Salesforce integration enhance the efficiency of a goal management process?

Through the integration of Goals 2.0 with Salesforce, businesses can establish a seamless system for defining objectives, monitoring performance, and enhancing communication between managers and employees. This integration empowers managers to deliver consistent feedback to employees while gaining access to analytics specifically tailored to meet the organization’s performance management requirements.

  • How does a goal management tool improve business productivity?

Leveraging the synergy between Salesforce and Engagedly Goals 2.0 can significantly streamline labor-intensive business operations, enabling employees to channel their efforts towards revenue generation. This dynamic collaboration empowers businesses by providing comprehensive insights into individual employee performance. It identifies areas requiring attention and strategically determines training initiatives that can enhance staff capabilities, ultimately contributing to overall business success.

  • What are some other tools to improve the productivity of an organization?

Automation tools, like Engagedly’s MarissaAI, leverage contextual AI to boost communication and leadership. Marissa facilitates constructive feedback, recognition, and insights, enhancing employee engagement and retention for thriving businesses.

Stay on Top of Your Goals with the Flow of Work

Goal setting is crucial for clarifying direction and assessing organizational progress. Organizations that set clear and realistic goals can more effectively guide their performance and evaluate their outcomes. Goal management is important for organizational growth. However, it is equally vital to establish these goals and actively strive to achieve them.

Research supports that when specific, attainable, measurable, and time-sensitive goals (SMART goals) are set with clearly defined expected outcomes, the overall performance of an organization goes up several notches. Additionally, setting clear goals helps employees work toward fulfilling management expectations and reaping the results, leading to higher employee satisfaction and retention.

Goal Management in the Flow of Work

Navigating the process of setting and pursuing goals can prove to be exceptionally challenging, especially in the face of evolving circumstances. Market conditions may undergo fluctuations, customer expectations might shift, and unforeseen opportunities may emerge, rendering initially established goals obsolete. However, falling short of a goal doesn’t equate to failure in your overall work.

In such instances, it becomes crucial to reassess the feasibility of your goals and make necessary adjustments, realigning your plans and processes with a more relevant direction. According to research by Gartner, aligning employee goals with organizational objectives can elevate performance by nearly 22%.

Regardless of the size or structure of an enterprise, goal setting demands dedicated time and meticulous planning. Moreover, even with well-defined goals, a lack of effective communication and an inability to adapt to changing circumstances often derail the entire process. Hence, leveraging robust goal management software that facilitates efficient goal management within the workflow becomes imperative, aiding businesses and individuals in maintaining direction and avoiding goal misalignments.

Research from May 2021 underscores that employees with clearly defined goals are 14.2 times more likely to be engaged at work. Establishing clear, measurable, and quantifiable goals and consistently monitoring their progress empowers organizations to motivate and inspire their workforce. This, in turn, propels personal development within the team and contributes significantly to the overall growth of the firm.

Engagedly’s Goals 2.0: Supercharge Employee Performance

Engagedly’s Goals 2.0 is an effective solution to manage employees’ goals and track performance. The software assists you in identifying your long-term goals and breaking them down into milestones, or KPIs. It also enables organizations to have a smooth flow of work. The powerful goal-setting software offers an organized method for establishing and monitoring goals.

Goals 2.0: Key Features and Benefits

Effective Goal Alignment

To ensure effective goal alignment across the organization, all teams must be synchronized and collaboratively working towards overarching objectives. Constant communication between managers and their teams is key. Engagedly’s Goals 2.0 is designed to facilitate seamless coordination and alignment of goals across teams, ensuring everyone is directed towards the same strategic objectives.

With Goals 2.0, managers can refine goals through multiple drafts, sharing them with stakeholders for proper alignment before publication. The platform guides managers through the alignment process with these key steps:

  • Define and Draft Overarching Goals: Clearly articulate and draft high-level organizational goals.
  • Precise KPIs or Milestones with Marissa AI: Leverage Marissa AI to create specific Key Performance Indicators (KPIs) or milestones for a more detailed and measurable approach.
  • Review and Track Progress: Monitor progress systematically, allowing for ongoing assessment and adjustments.
  • Collaborate and Provide Real-time Feedback: Foster collaboration and immediate feedback loops to enhance goal execution and adaptability.

Transparent communication is pivotal for building trust among teams and employees. Goals 2.0 ensures transparency in goals and their progress. The platform provides a space for employees to comment and pose questions within the goals module, promoting a collaborative environment and enhancing overall clarity.

Easy to Integrate

Goals 2.0 offers best-in-segment integrations to optimize efficiency. Goals 2.0 effortlessly integrates with platforms like Salesforce, JIRA, and Google Sheets. This helps manage and track progress while reducing errors and data redundancy. This enables employees to work without wasting time chasing down reports, and managers or decision-makers get instant insights at any time! 

Goal Setting Module
Also Read: 5 Ways You Can Use AI in Sales

Intuitive Interface for a Seamless User Experience

Goals 2.0 presents a highly interactive and user-friendly interface, featuring detailed graphics and visuals that efficiently convey information and insights. This design facilitates easy data analysis and understanding. The platform offers a straightforward user experience, allowing users to navigate core information and functions seamlessly across various devices, including laptops and mobile phones.

Easy Milestone Tracking

Setting and tracking milestones is pivotal to propelling an organization’s performance. A survey found that 98% of employees feel performance evaluation and milestone tracking are crucial for driving motivation. With Engagedly’s Goals 2.0, you can set and define milestones to help measure progress, align your team, and communicate the value of efforts to stakeholders.

Aligned and Contributing Goals 

Aligned goals are those directly tied to organizational objectives while contributing goals play a supportive role to another goal or a set of goals. Both aligned and contributing goals play integral roles in driving organizational success. Through Goals 2.0, these goals can be interconnected, allowing employees to collaborate on them seamlessly. This integration not only promotes synergy but also mitigates the risk of goal overlapping and duplication of work.

Enhanced Collaboration

With Goals 2.0, employees can collaborate effortlessly. They can connect with colleagues or managers anytime within the goals module and request assistance. The simple tagging feature in the goal-setting software allows employees to tag the person they need help from, facilitating direct communication and providing access to necessary guidance and resources.

Overview of Organizational Goal

In a diverse workplace with numerous employees and teams involved in various projects, monitoring each project and individual performance can be a complex task. Inefficient progress tracking may result in the misalignment of team goals and potential conflicts if not effectively managed.

The Goals 2.0 milestone propagation feature provides organizations with the capability to easily observe the goals of every business unit, department, team member, and individual in one consolidated view. This holistic perspective adds clarity and purpose to the overall efforts of the organization.

Also Read: Can AI Reduce Discrimination in the Recruitment Process?

Handling Recurring Goals

Repeating short-term goals, whether on a daily, weekly, or monthly basis, can be essential milestones that remain unchanged across goal cycles. However, manually entering these repetitive goals at the outset of each cycle can be time-consuming. Engagedly’s Goals 2.0 streamlines this process by facilitating the import and replication of goals, effectively saving time and effort.

With Goals 2.0, managers have the convenience of seamlessly transferring recurring goals stored in Excel sheets into the system, eliminating the need to start from scratch. After importing, they can make necessary modifications and publish the goals as required, allowing Goals 2.0 to manage the subsequent steps.

Unified Dashboard Experience

Goals 2.0 provides a comprehensive dashboard that consolidates insights and metrics in a single location. Gain swift access to all project data, enabling efficient management and organization of project objectives and activities. The Goals 2.0 dashboard offers a complete timeline and calendar display, providing real-time insights into project status and essential information. This tool empowers CXOs and managers to stay informed about progress and comprehend the overall organizational efforts.

Engagedly’s Goals 2.0 for All

Goals play a pivotal role in shaping the organizational workflow. By establishing employee goals, businesses can articulate expectations and enable teams to comprehend the broader impact of these objectives. Engagedly’s Goals 2.0 stands out as an all-encompassing platform service accessible to entrepreneurs, small businesses, and large enterprises alike. With its user-friendly interface, it facilitates seamless management of goal-setting, progress monitoring, and the cultivation of collaborative teamwork.

Goal settings and OKRs