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10 OKR examples for SaaS

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What are SaaS OKRs?

The Objective and Key Results (OKR) framework is a simple goal-setting methodology that was introduced at Intel by Andy Grove in the 70s. It became popular after John Doerr introduced it to Google in the 90s, and it's now used by teams of all sizes to set and track ambitious goals at scale.

How you write your OKRs can make a huge difference on the impact that your team will have at the end of the quarter. But, it's not always easy to write a quarterly plan that focuses on outcomes instead of projects.

That's why we have created a list of OKRs examples for SaaS to help. You can use any of the templates below as a starting point to write your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

The best tools for writing perfect SaaS OKRs

Here are 2 tools that can help you draft your OKRs in no time.

Tability AI: to generate OKRs based on a prompt

Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.

Watch the video below to see it in action 👇

Tability Feedback: to improve existing OKRs

You can use Tability's AI feedback to improve your OKRs if you already have existing goals.

AI feedback for OKRs in Tability

Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.

SaaS OKRs examples

You'll find below a list of Objectives and Key Results templates for SaaS. We also included strategic projects for each template to make it easier to understand the difference between key results and projects.

Hope you'll find this helpful!

OKRs to successfully integrate and deploy Productiv SaaS for IT management

  • ObjectiveSuccessfully integrate and deploy Productiv SaaS for IT management
  • KRTrain 90% of the IT team on Productiv SaaS application management functionalities
  • TaskIdentify members of IT team needing Productiv SaaS training
  • TaskSecure trainings for Productiv SaaS application management
  • TaskSchedule and ensure employees attend the training sessions
  • KRComplete Productiv SaaS integration with existing systems by 75% in the first month
  • TaskDevelop a comprehensive integration plan for Productiv SaaS
  • TaskInitiate the integration of Productiv SaaS with existing systems
  • TaskMonitor and evaluate the progress of the integration
  • KRIdentify and manage 70% of shadow IT instances using Productiv SaaS
  • TaskDeploy Productiv SaaS tool across all company systems
  • TaskConduct a thorough inventory to identify shadow IT instances
  • TaskLeverage Productiv reporting to manage identified shadow IT elements

OKRs to boost operational efficiency on SaaS platforms

  • ObjectiveBoost operational efficiency on SaaS platforms
  • KRImprove customer response time by 15% through automation of support processes
  • TaskAutomate routine customer inquiries with scripts
  • TaskImplement AI chatbots for instant initial customer response
  • TaskTrain staff on navigating new automation tools
  • KRIncrease user engagement by 20% via enhancing User Interface and User Experience
  • TaskDevelop updates improving usability and interface aesthetics
  • TaskConduct user testing to identify interface and experience shortcomings
  • TaskAnalyze data post-update to assess effectiveness
  • KRAchieve a 10% reduction in service disruptions by improving system reliability
  • TaskIncrease staff training on system operations
  • TaskDevelop a robust troubleshooting guide
  • TaskImplement regular system maintenance and updates

OKRs to deploy Productiv SaaS for optimal application management

  • ObjectiveDeploy Productiv SaaS for optimal application management
  • KRTrain 90% of IT staff efficiently on Productiv SaaS application management tools
  • TaskDevelop comprehensive, effective training program
  • TaskSchedule and conduct training sessions for IT staff
  • TaskIdentify key features of Productiv SaaS for training material
  • KRIdentify and onboard 100% of necessary applications into Productiv SaaS within a quarter
  • TaskImplement gradual onboarding phase for each application
  • TaskCatalog all necessary applications for full Productiv SaaS integration
  • TaskTrain team on Productiv SaaS onboarding process
  • KRReduce shadow IT instances by 50% using Productiv management tools
  • TaskMonitor and evaluate reduction in shadow IT instances
  • TaskImplement Productiv management tools across all IT systems
  • TaskConduct training on Productiv for all IT staff

OKRs to enhance our SaaS reference base

  • ObjectiveEnhance our SaaS reference base
  • KROnboard 20% more SaaS clients by end of next quarter
  • TaskImprove customer onboarding process and documentation
  • TaskImplement focused marketing campaign targeting SaaS potential clients
  • TaskDevelop personalized outreach programs for prospective customers
  • KRIncrease successful case studies by 30% featuring our new SaaS clients
  • TaskIdentify key SaaS clients with successful product experiences
  • TaskObtain testimonials and document success stories
  • TaskImplement a promotional campaign featuring these case studies
  • KRAchieve a 95% customer satisfaction level among new SaaS clients
  • TaskEstablish regular check-ins for performance feedback
  • TaskImplement comprehensive onboarding for all new SaaS clients
  • TaskResolve reported issues within 24 hours

OKRs to boost brand awareness in large enterprise SaaS market

  • ObjectiveBoost brand awareness in large enterprise SaaS market
  • KRAchieve a 20% increase in SaaS-related media mentions or features
  • TaskSponsor industry events for valuable media exposure
  • TaskIncrease SaaS-specific press releases and announcements
  • TaskDevelop relationships with key influencers in the SaaS industry
  • KRSecure ten speaking engagements at industry-specific events or conferences
  • TaskDraft and send tailored proposals to event organizers
  • TaskIdentify key industry-specific events and conferences
  • TaskFollow up with event organizers regularly
  • KRIncrease website traffic from SaaS businesses by 30%
  • TaskDevelop and implement a targeted SEO strategy for SaaS keywords
  • TaskInitiate partnerships with influential SaaS businesses for link sharing
  • TaskCreate engaging, SaaS-related content for blog posts and articles

OKRs to amplify brand visibility of our SaaS technology through an Account-Based Marketing strategy

  • ObjectiveAmplify brand visibility of our SaaS technology through an Account-Based Marketing strategy
  • KRAchieve 15% increase in website traffic via personalized email marketing campaigns
  • TaskAnalyze and adjust campaigns based on metrics
  • TaskIdentify target audience for personalized email marketing
  • TaskDevelop engaging, personalized email content
  • KRSecure at least 10 qualified leads from top-tier target accounts each month
  • TaskInitiate contact and nurture relationships with leads
  • TaskIdentify and research top-tier target accounts
  • TaskDevelop personalized outreach strategies for each account
  • KRGarner a 30% increase in social media following through targeted content promotion
  • TaskIdentify and analyze the audience's content interests
  • TaskDevelop and implement a tailored content strategy
  • TaskRegularly monitor and optimize content performance

OKRs to develop a cloud-based SAAS loyalty product

  • ObjectiveDevelop a cloud-based SAAS loyalty product
  • KRComplete backend development process meeting 95% of the defined specifications
  • TaskDevelop and test backend according to specifications
  • TaskFinalize defined specifications for backend development process
  • TaskConduct reviews and adjust code to meet 95% specification accuracy
  • KRSuccessfully launch a beta version with less than 3% defects reported
  • TaskPrioritize and swiftly address reported defects
  • TaskDevelop comprehensive testing procedures for beta version
  • TaskProvide effective channels for reporting software defects
  • KRFinalize system specifications and required features by interviewing 20 potential users
  • TaskIdentify and contact 20 potential system users for interviews
  • TaskConduct interviews to finalize system specifications
  • TaskFinalize required features based on user feedback

OKRs to achieve top position as a HR SaaS provider in South Korea

  • ObjectiveAchieve top position as a HR SaaS provider in South Korea
  • KREnhance product features, achieving 15% more unique functionalities than competitors
  • TaskTest and integrate new features into the existing product
  • TaskAnalyze competitor's products to identify their unique functionalities
  • TaskCollaborate with a development team to design new features
  • KRImprove customer satisfaction rate to 90% ensuring excellent service delivery
  • TaskImplement regular employee training for superior customer service
  • TaskEnhance product or service quality based on customer insights
  • TaskDevelop a feedback system to understand customer needs
  • KRIncrease customer base by 30% through targeted marketing strategies
  • TaskExecute targeted advertising campaigns on diverse platforms
  • TaskImplement a referral program to incentivize existing customers
  • TaskDevelop a strategic marketing plan targeting potential customers

OKRs to ensure successful integration and deployment of Productiv SaaS application

  • ObjectiveEnsure successful integration and deployment of Productiv SaaS application
  • KRFully integrate Productiv SaaS with existing IT infrastructure by 100% within the defined timeline
  • TaskIdentify necessary APIs to connect Productiv SaaS to IT infrastructure
  • TaskExecute integration process following API guidelines
  • TaskMonitor and evaluate system performance post-integration
  • KRTrain 90% of relevant staff in operating and maintaining Productiv SaaS effectively
  • TaskIdentify the staff who need to use Productiv SaaS
  • TaskArrange training sessions on Productiv SaaS operation
  • TaskSupervise follow-up activities for effective maintenance training
  • KRIdentify and mitigate 100% of discovered shadow IT instances leveraging Productiv SaaS
  • TaskIdentify all instances of shadow IT using Productiv SaaS
  • TaskAnalyze potential security risks and impact
  • TaskImplement mitigation strategies for flagged risks

OKRs to enhance knowledge on marketing and branding for B2B SaaS product optimization

  • ObjectiveEnhance knowledge on marketing and branding for B2B SaaS product optimization
  • KRImprove trial-to-subscription conversion rate by 20% through marketing strategies
  • TaskImplement personalized email marketing campaigns
  • TaskRun targeted social media promotions
  • TaskEnhance product sign-up and onboarding process
  • KRIncrease brand awareness, achieving 15% growth in organic website traffic
  • TaskDevelop engaging social media campaigns
  • TaskCollaborate with influencers for product promotion
  • TaskImplement SEO strategies to improve search engine rankings
  • KRComplete three practical marketing and branding courses focused on B2B SaaS
  • TaskConsistently participate and complete the chosen courses
  • TaskEnroll in three selected marketing and branding courses
  • TaskResearch reputable online platforms offering B2B SaaS marketing courses

SaaS OKR best practices

Generally speaking, your objectives should be ambitious yet achievable, and your key results should be measurable and time-bound (using the SMART framework can be helpful). It is also recommended to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Here are a couple of best practices extracted from our OKR implementation guide 👇

Tip #1: Limit the number of key results

Focus can only be achieve by limiting the number of competing priorities. It is crucial that you take the time to identify where you need to move the needle, and avoid adding business-as-usual activities to your OKRs.

We recommend having 3-4 objectives, and 3-4 key results per objective. A platform like Tability can run audits on your data to help you identify the plans that have too many goals.

Tip #2: Commit to weekly OKR check-ins

Having good goals is only half the effort. You'll get significant more value from your OKRs if you commit to a weekly check-in process.

Being able to see trends for your key results will also keep yourself honest.

Tip #3: No more than 2 yellow statuses in a row

Yes, this is another tip for goal-tracking instead of goal-setting (but you'll get plenty of OKR examples above). But, once you have your goals defined, it will be your ability to keep the right sense of urgency that will make the difference.

As a rule of thumb, it's best to avoid having more than 2 yellow/at risk statuses in a row.

Make a call on the 3rd update. You should be either back on track, or off track. This sounds harsh but it's the best way to signal risks early enough to fix things.

Save hours with automated OKR dashboards

AI feedback for OKRs in Tability

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

Spreadsheets are enough to get started. Then, once you need to scale you can use Tability to save time with automated OKR dashboards, data connectors, and actionable insights.

How to get Tability dashboards:

That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.

More SaaS OKR templates

We have more templates to help you draft your team goals and OKRs.

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