OKR template to boost overall sales productivity

public-lib · Published 4 months ago

Your OKR template

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
KRReduce administrative tasks for sales team by 20%
Delegate routine paperwork to administrative staff
Implement a CRM system to automate data entry procedures
Simplify sales reporting process through technology integration
KRImplement a new CRM to improve tracking and managing of customer interactions by 25%
Train staff in utilizing new CRM system effectively
Purchase selected CRM system and begin integration
Research possible CRM options tailored to company's needs
KRIncrease average deals closed per salesperson by 30%
Implement advanced sales training for all sales staff members
Provide resources for effective lead generation
Introduce performance-based incentives to boost motivation

Use in Tability

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