SEAL BEACH, CA (May 5, 2025) |
OptifiNow, a leading provider of cloud-based sales and marketing automation and CRM solutions, is excited to announce the launch of KPI onDemand, a powerful new tool designed to give sales teams real-time, personalized insights into their performance — and a reason to stay motivated.
“KPI onDemand is about giving salespeople and managers the visibility they need, without the complexity,” said John McGee, CEO/President of OptifiNow. “We’re making performance tracking smarter, more flexible, and, most importantly, more useful to the people who rely on it every day.”
Flexible KPI Tracking
What sets KPI onDemand apart is its flexibility. Instead of relying on generic, one-size-fits-all metrics, organizations can define their own custom KPIs — based on the specific activities that matter most to them. Whether it’s calls, emails, lead conversions, loan submissions, or deals closed, KPI onDemand captures it all.
Better yet, companies can also pull in data from external systems integrated with the OptifiNow CRM and assign their own weights and values to different activities. The result is a customized performance formula that reflects each organization’s goals — and automatically calculates real-time performance data for every individual.
Real-Time Results That Motivate and Drive Adoption
Salespeople don’t want to wait for reports — and with KPI onDemand, they don’t have to. The system provides real-time indicators like Progress Bars, Goal Gauges, and Leaderboards that instantly show how reps are performing based on their daily activities.
More than just dashboards, these visualizations deliver instant feedback that helps reps stay on track, recognize wins, and stay motivated. Sales managers and executives also get a clear view of team and organizational performance, making it easier to spot opportunities, provide coaching, and allocate resources effectively.
Linn Cook, VP of Sales at OptifiNow, explained: “Salespeople want to know where they stand and how they’re doing — and KPI onDemand makes that obvious. These visual tools not only make the data easier to understand, but also create a healthy sense of competition that drives performance.”
Built to Fit Every Role, Every Rep
KPI onDemand allows for individual goal-setting, so each salesperson — whether a seasoned pro or a new hire — can have goals aligned with their skill level and experience. It’s a fair, motivating approach that recognizes individual contributions while maintaining team alignment.
One of the most powerful outcomes of this feature? Increased CRM adoption.
Let’s face it: most salespeople aren’t excited about using CRMs. They see them as time-consuming or irrelevant. But when reps can see the direct impact of their activity — and how it affects their results — the value of the CRM becomes obvious. KPI onDemand bridges that gap by making CRM usage meaningful, which helps solve one of the biggest problems in sales tech today: user adoption.
More Than Metrics — Creating a Performance Culture
At its core, KPI onDemand is about driving better sales performance. But it also does something just as important — it helps salespeople feel more connected to their goals, their process, and their success. That kind of engagement can transform how teams work and how they win.
KPI onDemand is now available to all OptifiNow enterprise customers. To learn more about how this innovative feature can energize your sales team and increase CRM effectiveness, contact the OptifiNow team at sales@optifinow.com.