Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sale And Marketing 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 Sale And Marketing 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 Sale And Marketing 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.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
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.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
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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.
Sale And Marketing OKRs examples
We've added many examples of Sale And Marketing Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.
Hope you'll find this helpful!
OKRs to ensure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)
ObjectiveEnsure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)
KRComplete SFMC essential training modules with a score of 85% within the first month
Review and understand SFMC course materials
Aim to achieve a minimum 85% score
Complete all necessary training modules
KRSuccessfully set up 3 marketing campaigns using SFMC by the second month
Implement campaigns using Salesforce Marketing Cloud (SFMC)
Identify objectives and target audience for each marketing campaign
Create engaging content tailored to each campaign objective
KRAttain a 20% increase in marketing campaign effectiveness using SFMC by quarter-end
Implement and test new strategies in SFMC
Evaluate past SFMC campaign data to identify improvement areas
Develop new strategies based on data insights
OKRs to improve customer satisfaction and loyalty for Sales and Marketing
ObjectiveImprove customer satisfaction and loyalty for Sales and Marketing
KRAchieve a 10% reduction in customer complaints over the quarter
Provide additional training for customer service staff
Update and clarify product usage instructions
Implement customer satisfaction surveys after service interactions
KRBoost overall customer satisfaction score by 20% on our survey
Enhance product or service quality based on feedback
Implement regular staff training on customer service skills
Follow up on customer complaints efficiently
KRIncrease repeat sales volume by 15%
Launch a loyalty rewards program to incentivize repeat purchases
Implement targeted follow-up emails with personalized deals
Enhance customer service quality to boost customer satisfaction
OKRs to successfully launch and break-even via pre-sales
ObjectiveSuccessfully launch and break-even via pre-sales
KRAttain 100% of cost recovery through initial sales
Track and control operational expenses efficiently
Implement effective sales and marketing strategies
Develop a competitive pricing strategy to cover production costs
KRGenerate a minimum of 300 pre-sale orders
Collaborate with influencers to promote and pre-sell
Implement a referral discount program for pre-orders
Develop a compelling marketing campaign targeting potential customers
KRAchieve 100% completion of product testing and fixes
Execute testing plan and document all findings
Develop a comprehensive plan for product testing
Implement necessary fixes based on test results
OKRs to boost invoice value for slurry pumps and spares to $800,000
ObjectiveBoost invoice value for slurry pumps and spares to $800,000
KRImprove sales closure rate by 20% through targeted sales initiatives
Develop specific proposals tailored for each potential customer's needs
Utilize data analytics to identify and target high conversion rate customers
Implement a continuous training program to sharpen sales team's closing skills
KRIncrease average order value to $4,000 by upselling related products
Train sales team on effective upselling techniques
Develop recommendations for related, higher-priced products
Implement upselling strategies during post-sale follow-up
KRAchieve 200 customer orders for slurry pumps and spare parts
Develop a detailed marketing plan targeting potential customers
Boost online presence via SEO and social media advertising
Initiate contact with relevant industry influencers for partnerships
OKRs to increase revenue efficiency across all business units
ObjectiveIncrease revenue efficiency across all business units
KRReduce operational expenditure by 10% to maximize net revenue
Streamline processes to minimize redundant labor costs
Implement energy-saving measures to decrease utility costs
Negotiate better terms with suppliers to cut procurement expenses
KRStreamline all revenue-generating processes to increase efficiency by 20%
Train team in streamlined processes and new software
Identify current inefficiencies in revenue-generating processes
Implement technological solutions to automate manual tasks
KRIncrease average revenue per user (ARPU) by 15%
Optimize pricing based on customer buying behaviors
Improve user experience to boost customer engagement
Develop targeted upselling strategies for high-value customers
OKRs to increase company revenue and enhance the organizational environment
ObjectiveIncrease company revenue and enhance the organizational environment
KRImprove employee satisfaction score by 20% through work culture enhancement programs
Promote transparency with effective communication channels
Create a system for employee recognition and rewards
Implement weekly team-building activities or exercises
KRReduce staff turnover rate by 15% through strategic initiatives
Create an engaging and positive work environment
Increase employee compensation and benefits
Implement a comprehensive employee development program
KRBoost sales to achieve a $225k revenue increment
Implement upselling strategies to increase average order value
Implement a referral program to attract new customers
Optimize marketing campaigns for better audience targeting
OKRs to boost CRM channel revenue-streams
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
OKRs to drive Business Expansion in Saudi Arabia's school sector
ObjectiveDrive Business Expansion in Saudi Arabia's school sector
KRObtain 10 new client contracts from GCC school sector
Research potential GCC school sector clients
Develop and send proposals to identified schools
Follow-up meetings, negotiate, and finalize contracts
KRSecure 30 new successful B2B interactions with GCC schools
Follow-up with proposals to close on agreements
Send tailored partnership proposals to identified schools
Identify 50 GCC schools as potential B2B partners
KRIncrease lead generation by 40% through tailored marketing and sales outreach
Develop personalized marketing campaigns targeting potential leads
Intensify sales outreach efforts with tailored proposals
Enhance data analysis to identify and reach untapped markets
OKRs to boost sales performance of KSB pumps and spares
ObjectiveBoost sales performance of KSB pumps and spares
KRSecure 15 new contracts for KSB pumps and spares sales
Follow up and negotiate contract details to finalize sales
Identify and contact potential customers for KSB pumps and spares
Arrange and conduct product demonstrations for potential clients
KRAchieve a 20% quarterly growth in overall KSB pumps and spares sales
Develop a strategic marketing plan targeting potential clients
Implement cross-selling and upselling techniques
Enhance customer service and after-sales support
KRIncrease customer engagements by 30% to improve product visibility
Enhance social media presence and content strategy
Launch targeted email marketing campaigns
Implement a customer referral and reward program
OKRs to boost market dominance through increased Sales and Share of Voice
ObjectiveBoost market dominance through increased Sales and Share of Voice
KRAchieve a 20% increase in product sales compared to the previous period
Optimize pricing strategies to maximize profitability and attract buyers
Develop targeted marketing strategies to draw in potential customers
Train sales team on effective sales techniques and product knowledge
KRExpand market penetration by reaching 15% more new customers
Enhance online visibility through SEO optimization
Implement a targeted marketing campaign in untapped regions
Develop a customer referral incentive program
KRIncrease Share of Voice by 10% via enhanced marketing communication strategies
Implement a targeted social media campaign
Invest in SEO to boost online presence
Develop engaging content highlighting product uniqueness
Sale And Marketing 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
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the 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
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
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
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Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:
- It brings the goals back to the top of the mind
- It will highlight poorly set OKRs
- It will surface execution risks
- It improves transparency and accountability
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Sale And Marketing OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to boost sales performance across the company
OKRs to execute a systematic approach to generate varying okr timelines
OKRs to increase platform onboarding efficiency
OKRs to become Brazil's top recommended OKR Trainer and Consultant
OKRs to enhance performance of clients' paid campaigns
OKRs to decrease Mean Time to Repair (MTTR) and Mean Time to Detect (MTTTD)