Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales 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 Sales 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 Sales 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
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.
Sales OKRs examples
You will find in the next section many different Sales Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to displace Salesforce in 10 business deals
ObjectiveDisplace Salesforce in 10 business deals
KRSecure 15 qualified leads currently using Salesforce
Identify 15 potential leads currently utilizing Salesforce- Contact all identified leads and verify qualification
- Secure commitment from the qualified leads
- KRClose 10 deals with businesses currently using Salesforce
- Initiate negotiations with interested businesses
- Identify businesses using Salesforce for targeted outreach
- Develop persuasive pitch showing benefits of our solution
- KRDemonstrate our product's superior features to 20 potential clients
- Identify 20 potential clients for targeted outreach
- Prepare engaging, informative product demonstration presentations
- Schedule and conduct product demonstrations with each client
OKRs to enhance Salesforce Lead and Pipeline Management
- ObjectiveEnhance Salesforce Lead and Pipeline Management
- KRImprove lead conversion rate by 25% through effective pipeline management and follow-ups
- Implement a rigorous pipeline management system for lead tracking
- Continuously measure and optimize lead conversion rate
- Train sales team on best practices for follow-ups
- KRDecrease pipeline leakage by 15% through process optimization and better lead qualification
- Implement rigorous lead qualification criteria
- Optimize lead nurturing workflows
- Enhance sales team training on deal closing
- KRIncrease lead generation by 20% using Salesforce's advanced analytics by quarter end
- Improve segmentation and targeting in Salesforce dashboard
- Implement Salesforce's lead scoring system to prioritize leads
- Boost campaign efforts using Salesforce's predictive analytics tools
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 implement strategies to enhance sustainable revenue growth
- ObjectiveImplement strategies to enhance sustainable revenue growth
- KRSecure at least 10 new B2B partnerships for an expected sales increase of 20%
- Negotiate partnership terms and finalize agreements
- Identify and list potential B2B partnership targets
- Initiate contact and set meetings with the targets
- KRIncrease customer retention rate by 15% through customer satisfaction strategies
- KRBoost market penetration in untapped regions by 25% to grow brand presence
- Perform market research to identify potential untapped regions
- Develop tailored marketing strategies for these regions
- Implement intensive promotional campaigns in targeted regions
OKRs to enhance client relations through first art refusals' follow-up
- ObjectiveEnhance client relations through first art refusals' follow-up
- KRSuccessfully reengage 35% of clients to reconsider purchased artwork
- Send personalized letters highlighting artwork attributes
- Offer special discounts to clients on future artworks
- Conduct virtual events showcasing new artwork collections
- KRReduce the average response time to client communications by 15%
- Conduct efficient response time training for staff
- Establish a tracking system for communication response
- Implement a dedicated customer service software program
- KRIncrease contact with clients about expired artwork refusals by 20%
- Initiate weekly follow-ups with clients regarding expired artwork
- Implement automated email reminders for expired artwork refusals
- Increase the frequency of client communication regarding refusals
OKRs to boost client insurance adoption rate by 50%
- ObjectiveBoost client insurance adoption rate by 50%
- KREnhance customer service satisfaction rate by 20% to ensure client retention
- Create an effective response strategy to solve customer complaints promptly
- Conduct staff training focused on effective customer service techniques
- Implement a customer feedback system to identify improvement areas
- KRImprove sales team's closing rate to achieve 40% successful conversions
- Regularly analyze and review the sales processes
- Establish clear and attainable sales targets for staff
- Implement training sessions focusing on effective closing techniques
- KRIncrease lead generation by 30% to attract potential insurance adopters
- Implement PPC advertising on insurance-related keywords
- Enhance referral program initiatives
- Expand digital presence with insurance-focused content
OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
- ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
- KRComplete all Braze training modules and quizzes
- Identify all required Braze training modules and quizzes
- Dedicate specific time daily to study and complete modules
- Complete and pass all associated quizzes
- KRSuccessfully pitch Braze to at least 5 test prospects
- Conduct the Braze product pitch to each prospect
- Analyze Braze features and benefits for effective pitching
- Identify and contact 5 potential test prospects
- KRReceive positive feedback from internal team on Braze knowledge improvement
- Request regular feedback on Braze usage from the team
- Apply learned Braze functionalities in daily tasks
- Attend regular training sessions on Braze software
OKRs to achieve exceptional sales performance as a Hotel Sales Director
- ObjectiveAchieve exceptional sales performance as a Hotel Sales Director
- KRDevelop and conduct a sales training program to increase team's closing rate by 15%
- Create customized sales training program addressing these areas
- Identify team's weaknesses and areas for improvement in sales
- Implement sales training program and track progress regularly
- KRIncrease team's quarterly sales by 20% compared to previous quarter
- Implement weekly sales training workshops for skill development
- Motivate team with performance-based incentives
- Analyze previous sales data for improvement pointers
- KRImplement a new sales strategy leading to at least 10% more room bookings
- Design a new, targeted sales strategy to boost bookings
- Analyze current sales strategy and identify areas for improvement
- Implement new sales strategy and provide proper staff training
OKRs to upscale overall productivity of the sales team
- ObjectiveUpscale overall productivity of the sales team
- KRDecrease sales cycle length by 10% through enhanced sales strategies
- Encourage upselling and cross-selling in the sales team
- Implement effective lead qualification to prioritize high-potential customers
- Accelerate deal closure via personalized selling and effective negotiation
- KRImplement comprehensive sales training, raising team's closing rate by 15%
- Monitor adjustments and measure improvement in closing rates
- Incorporate successful closing strategies into training modules
- Develop a detailed, skill-specific sales training program
- KRIncrease sales team's monthly revenue generation by 20%
- Implement sales training to enhance team's selling skills
- Streamline sales processes for efficiency and effectiveness
- Initiate incentive programs to motivate sales team
OKRs to develop an encompassing sales program to boost teams' target attainment
- ObjectiveDevelop an encompassing sales program to boost teams' target attainment
- KRFinalize development and improvement of sales program within 15% resource budget
- Finalize edits on sales program within budget constraints
- Implement improvements to maximize resource efficiency
- Review and validate program functionality and effectiveness
- KRIncrease sales team's productivity by 20% through established sales program
- Implement regular coaching and training with sales program strategies
- Reward and recognize top performers to encourage productivity
- Monitor and analyze individual sales team's performance weekly
- KREnsure 80% of sales team meets or exceeds sales target via sales program implementation
- Implement incentive schemes for meeting targets
- Regularly monitor and adjust team's sales strategies
- Develop a results-focused sales training program
Sales 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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 Sales OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance customer interaction and support
- OKRs to broaden creative and innovative capabilities in sales reporting analytics
- OKRs to enhance Product's Cybersecurity
- OKRs to enhance product discovery for improved client engagement
- OKRs to improve mobile user experience for our ecommerce website
- OKRs to align business operations towards 2030 strategic outcomes