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OKR template to increase overall sales productivity for our offshore IT services team

public-lib · Published 3 months ago

Your OKR template

The OKR titled "Increase overall sales productivity for our offshore IT services team" primarily focuses on sales growth in offshore IT services. The main objective is to increase sales productivity by achieving a 20% rise in quarterly revenue. This entails upselling enhanced IT services to current clients, implementing targeted marketing strategies, and refining the service delivery process.

An additional aim is streamlining operations to reduce the sales cycle length for offshore IT services by 15%. This will require enhanced communication systems, advanced negotiation training for the sales team and effective management of project deals.

The OKR also sets a goal to seal 5 new strategic B2B deals in the offshore IT services sector. To achieve this, potential B2B partners need to be identified and contacted, deals need to be negotiated and closed, and custom presentations on offshore IT services must be prepared and presented.

The achievement of the said objectives is gauged on a scale of 0.0 to 100.0, with the score format being "_number_%". The interfaces intended to accomplish these outcomes are included under each objective, outlining the course of action to be taken.
  • ObjectiveObjectiveIncrease overall sales productivity for our offshore IT services team
  • Key ResultKRAchieve a 20% increase in quarterly revenue from offshore IT services
  • TaskUpsell enhanced IT services to existing offshore clients
  • TaskImplement targeted marketing strategies in offshore jurisdictions
  • TaskStreamline delivery process to boost operational efficiency
  • Key ResultKRReduce the sales cycle duration by 15% for offshore IT services
  • TaskImplement streamlined communication systems for improved efficiency
  • TaskProvide sales team advanced negotiation training
  • TaskClose deal gaps with efficient project management strategies
  • Key ResultKRClose 5 new strategic B2B deals specifically for offshore IT services
  • TaskIdentify and contact 10 potential B2B partners for offshore IT services
  • TaskFollow-up with potential partners to negotiate and close deals
  • TaskPrepare and deliver tailored presentations on our offshore IT services
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.

Tability Import Options

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.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

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.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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