Sales OKR
Goals aligned to every person, progress visible every week
Sales OKR: goal setting and cascading alignment, periodic check-ins, AI coaching, linked with KPI and commission rules, with mobile check-ins.
Product Screenshots
Place here: Sales OKR AI coach (coming soon)
It solves these problems
Pain pointCompany strategy never reaches individual sales reps — everyone works in their own direction.
Zhilai CRMAn OKR goal tree cascades alignment from company to team to individual — one picture shows it all.
Pain pointNo feedback during the cycle — goals drift and it surfaces only at the end.
Zhilai CRMPeriodic check-ins plus real-time progress updates catch deviation early, so it can be corrected early.
Pain pointManagers coach by intuition and new hires grow slowly.
Zhilai CRMAn AI coach generates suggestions from real business data, making coaching targeted.
Features
- OKR tree & cascading alignment
- Quantified key results
- Periodic check-ins & progress updates
- AI coaching suggestions
- KPI linkage
- Commission rule linkage
- Mobile check-ins
- Team progress dashboard
Frequently Asked Questions
Do OKR and KPI conflict?
No. OKR drives goal alignment and process momentum; KPI measures outcomes. The two work together in Zhilai CRM — commissions can even be tied to OKR achievement rates.
What exactly does the AI coach do?
It combines real business data — deals, follow-ups, payments — to generate targeted improvement suggestions for members behind on their goals, supporting managers in coaching.
Does it work on mobile?
Yes. Mobile supports check-ins, progress updates, and dashboard viewing, so you can keep momentum while on the road.