OKR template to boost overall sales productivity

public-lib · Published about 2 months ago

This OKR is aimed at enhancing overall sales productivity. The first objective is to decrease the sales team's administrative tasks by 20% through the delegation of routine paperwork to administrative staff, CRM system implementation, and sales reporting process simplification.

The second objective as part of the OKR is to adopt a Customer Relationship Management (CRM) system, aimed at improving the tracking and management of customer interactions by 25%. To attain this, strategies such as training staff to use the new CRM system, purchasing and integrating the chosen CRM system, and researching suitable CRM options will be employed.

The third objective is to increase the average number of deals closed per salesperson by 30%. Implementing advanced sales training for all team members, providing adequate resources for effective lead generation, and introducing performance-based incentives are the planned initiatives to attain this target.

Overall, the OKR zeroes in on ways to boost sales productivity, through reduced administrative duties, the effective use of technology, and targeted initiatives for sales growth.
  • ObjectiveBoost overall sales productivity
  • Key ResultReduce administrative tasks for sales team by 20%
  • TaskDelegate routine paperwork to administrative staff
  • TaskImplement a CRM system to automate data entry procedures
  • TaskSimplify sales reporting process through technology integration
  • Key ResultImplement a new CRM to improve tracking and managing of customer interactions by 25%
  • TaskTrain staff in utilizing new CRM system effectively
  • TaskPurchase selected CRM system and begin integration
  • TaskResearch possible CRM options tailored to company's needs
  • Key ResultIncrease average deals closed per salesperson by 30%
  • TaskImplement advanced sales training for all sales staff members
  • TaskProvide resources for effective lead generation
  • TaskIntroduce performance-based incentives to boost motivation
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