OKR template to boost CRM channel revenue-streams
Your OKR template
The second objective is to increase sales conversions through the CRM channel by 15%. This is targeted to be achieved by implementing personalized email marketing strategies to engage customers, launching promotions and incentives which target certain customer clusters and enhancing the CRM channel's User Interface for a more customer-friendly experience.
The third objective focuses on enhancing the scope of customer engagement on CRM by 20%. The strategies to achieve this include conducting more training sessions for staff to increase CRM utilization and customer engagement, developing personalized user experiences based on customer profiles in the CRM, and implementing a focused email marketing campaign for existing CRM customers.
Each of these objectives serves the main OKR of increasing CRM channel revenue-streams. It combines the use of data quality management, focused marketing initiatives, and staff training to engage with customers more effectively and increase conversions.
ObjectiveBoost CRM channel revenue-streams
KRImprove existing CRM data quality by 10%
Conduct an audit of current CRM data for inaccuracies- Implement data quality management tools to track inaccuracies
- Provide training on data entry and updating practices to staff
- KRAchieve 15% increase in CRM channel sales conversions
- Implement personalized email marketing strategies for customer engagement
- Launch target-based promotions and incentives to boost conversions
- Improve CRM channel's user interface for better customer experience
- KREnhance CRM customer engagement rate by 20%
- Increase training sessions for staff to improve CRM utilization and customer engagement
- Develop personalized user experiences based on customer profiles in CRM
- Implement a targeted email marketing campaign for existing CRM customers
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