OKR template to improve efficiency and success rate of the technical sales support team
Your OKR template
The second outcome focuses on a 15% reduction in response and resolution times for customer queries. In order to achieve this, automated responses for frequently raised issues will be implemented, urgent cases would be assigned to experienced team members and regular team performance evaluations would be conducted.
The third item reflects their intent to increase the success rate of their upselling by 10%. It includes initiatives such as monitoring and rewarding sales team members who successfully upsell product, identifying and promoting top selling products and implementing training programs centered around upselling techniques.
Lastly, this OKR will involve both the sales and customer support teams, as it touches on elements of customer service, product development and sales strategies. A collaborative approach between these teams is necessary to ensure its successful completion.
ObjectiveImprove efficiency and success rate of the technical sales support team
KRIncrease customer satisfaction rate by 20%
Implement a comprehensive customer service training program- Regularly update product or service based on customer feedback
- Launch a customer loyalty and rewards program
- KRAchieve a 15% reduction in response and resolution times
- Implement automated responses for commonly raised issues
- Assign urgent cases to seasoned team members
- Conduct regular team performance evaluations and feedback
- KRBoost upselling success rate by 10%
- Monitor and reward sales team members who successfully upsell products
- Identify top-selling products and strategically promote them
- Implement training programs focusing on upselling techniques for sales staff
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale