15 customisable OKR examples for Sales & Marketing Team
What are Sales & Marketing Team 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 & Marketing Team 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.
Building your own Sales & Marketing Team OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Our customisable Sales & Marketing Team OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales & Marketing Team. 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!
1. OKRs to enhance Salesforce Lead and Pipeline Management
Enhance Salesforce Lead and Pipeline Management
Improve 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
Decrease 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
Increase 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
2. OKRs to ensure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)
Ensure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)
Complete 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
Successfully 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
Attain 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
3. OKRs to implement strategies to enhance sustainable revenue growth
Implement strategies to enhance sustainable revenue growth
Secure 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
Increase customer retention rate by 15% through customer satisfaction strategies
Boost 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
4. OKRs to enhance client relations through first art refusals' follow-up
Enhance client relations through first art refusals' follow-up
Successfully 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
Reduce 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
Increase 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
5. OKRs to boost client insurance adoption rate by 50%
Boost client insurance adoption rate by 50%
Enhance 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
Improve 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
Increase 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
6. OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
Improve Braze comprehension to boost confidence when presenting to potential clients
Complete 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
Successfully 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
Receive 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
7. OKRs to achieve exceptional sales performance as a Hotel Sales Director
Achieve exceptional sales performance as a Hotel Sales Director
Develop 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
Increase 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
Implement 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
8. OKRs to develop an encompassing sales program to boost teams' target attainment
Develop an encompassing sales program to boost teams' target attainment
Finalize 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
Increase 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
Ensure 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
9. OKRs to enhance proficiency in answering sales pitches
Enhance proficiency in answering sales pitches
Attend two industry-specific sales response training sessions
Practice with 10 different mock sales pitches weekly
Identify 10 diverse sales scenarios to role-play each week
Document outcomes, feedback, and improvements after each pitch
Allocate specific time weekly for mock sales pitch practice
Achieve a 15% increase in positive consumer feedback on response efficiency
Implement comprehensive customer service training for staff
Regularly review and improve communication channels
Streamline response processes for quicker turnaround
10. OKRs to establish effective sales training for new recruits
Establish effective sales training for new recruits
Implement the training program, ensuring 80% of participants pass the post-training evaluation
Conduct training sessions for all program participants
Develop comprehensive training materials for program participants
Administer post-training evaluation and analyze results
Design a comprehensive sales training curriculum for new joiners within 1 month
Schedule expert-led training sessions on essential sales techniques
Develop practical exercises for real-life sales scenarios
Identify key skills and knowledge needed for successful sales performance
Post training, increase new joiners' sales conversion rates by 25%
Develop mentoring program for new joiners
Review and optimize the onboarding process
Implement weekly coaching sessions focused on sales techniques
11. OKRs to increase the conversion rate of BDR-generated leads into sales opportunities by 25%
Boost BDR-generated lead conversion rate by 25%
Implement personalized and timely follow-up for all leads
Increase the number of demos by BDRs for better lead nurturing
Optimize landing pages to ensure an easy and quick conversion process
Improve sales pitch training to increase lead engagement and closing rate
12. OKRs to improve sales support operations for increased revenues
Improve sales support operations for increased revenues
Increase upselling rate by 15% with enhanced support-guided recommendations
Develop tailored recommendation scripts for support staff to use
Train support team in advanced selling techniques and product knowledge
Implement tracking metrics to monitor progress and effectiveness regularly
Increase customer engagement by 30% through revamped sales support systems
Introduce incentive programs to reward loyal customers
Implement a user-friendly interface for seamless customer interaction
Train sales personnel on customer connectivity and relationship building
Reduce sales cycle duration by 20% through sales support optimizations
Train team on effective closing techniques
Streamline sales proposal approval process
Implement more efficient sales tracking software
13. OKRs to boost the sales pipeline in Portugal
Boost the sales pipeline in Portugal
Upsell and cross-sell to existing customers, enhancing repeat purchase rate by 20%
Develop targeted promotions for existing product upgrades
Identify customers with high-value or repeat purchase history
Train customer service to recognize upselling opportunities
Increase lead generation by 30% through effective marketing campaigns
Develop a strategic plan for targeted marketing campaigns
Allocate more resources to successful marketing platforms
Monitor and optimize campaigns to boost performance
Improve conversion rates by 15% via personalized sales approaches
Analyze customer data to understand their preferences and behaviors
Develop individualized sales strategies based on customer insights
Implement personalized communication in all sales interactions
14. OKRs to boost slurry pump and its spare parts sales
Boost slurry pump and its spare parts sales
Close deals with at least three new major industrial clients
Identify and research potential major industrial clients
Execute targeted presentations for potential clients
Negotiate and finalize contracts with three clients
Achieve a 15% increase in sales leads through targeted marketing campaigns
Implement email marketing to potential leads
Identify target audience for optimized marketing efforts
Initiate focused social media advertisement campaigns
Upsell spare parts to 20% of existing slurry pump customers
Identify potential upselling opportunities in current customer base
Initiate contact with targeted customers
Develop sales pitch specifically for spare parts
15. OKRs to create a unified promo planning process for all Sales
Create a unified promo planning process for all Sales
Conduct 3 training sessions to ensure Sales Department understands the new process
Set up three different training dates
Follow up for feedback after each session
Identify key points to cover in training sessions
Achieve 90% positive feedback on the ease and clarity of the new process
Regularly ask for and analyze feedback
Conduct training sessions to fully understand new process
Implement improvements based on feedback received
Define and document 100% of the necessary steps for successful promo planning
Compile steps into a comprehensive document guide
Identify all steps involved in successful promo planning
Write clear, concise descriptions for each step
Sales & Marketing Team OKR best practices to boost success
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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.
How to turn your Sales & Marketing Team OKRs in a strategy map
Your quarterly OKRs should be tracked weekly in order 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
Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Sales & Marketing Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to achieve unprecedented effectiveness and success in testing methods
OKRs to enhance efficiency in meeting accounting task deadlines
OKRs to increase test automation coverage to 80%
OKRs to develop an AI application
OKRs to increase overall health and wellbeing
OKRs to develop a comprehensive monolingual dictionary for both online and print use
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.