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4 OKR examples for Sales Demo Team

Turn your spreadsheets into OKR dashboards with Tability

Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.

What are Sales Demo 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 Demo 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.

The best tools for writing perfect Sales Demo Team 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.

Sales Demo Team OKRs examples

We've added many examples of Sales Demo Team 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 accelerate the growth of Gross New ARR

  • ObjectiveAccelerate the growth of Gross New ARR
  • KRBoost upsell opportunities by 25% to enhance existing customer value
  • TaskIdentify key products for upsell opportunities
  • TaskImplement targeted marketing campaigns for existing customers
  • TaskTrain sales team in effective upselling techniques
  • KRIncrease the number of sales demo by 20% to generate new revenue opportunities
  • TaskTrain sales team on effective demo presentation techniques
  • TaskImprove marketing efforts to attract potential clients
  • TaskCreate incentive program for scheduling more demos
  • KRImprove conversion rate from trial to paid subscriptions by 15%
  • TaskImplement targeted follow-up email campaigns
  • TaskEnhance trial onboarding process to emphasize product benefits
  • TaskOffer personalized pricing packages after the trial

OKRs to close 7 successful sales deals

  • ObjectiveClose 7 successful sales deals
  • KRAchieve a conversion rate of 50% on final negotiations
  • TaskTrain sales team on advanced negotiation tactics
  • TaskPrepare attractive, tailored proposals for potential customers
  • TaskImplement an effective follow-up strategy post-negotiation
  • KRGenerate a pipeline of 30 qualified leads through strategic prospecting
  • TaskDevelop an engaging outreach campaign to attract leads
  • TaskIdentify target audience demographics for optimal strategic prospecting
  • TaskTrack and analyze campaign effectiveness regularly
  • KRExecute 15 high-quality product demonstrations to potential clients
  • TaskIdentify and strategize 15 potential clients for product demonstrations
  • TaskSchedule and conduct product demonstrations for chosen clients
  • TaskPrepare tailored, high-quality demonstrations for each product

OKRs to displace Salesforce in 10 business deals

  • ObjectiveDisplace Salesforce in 10 business deals
  • KRSecure 15 qualified leads currently using Salesforce
  • TaskIdentify 15 potential leads currently utilizing Salesforce
  • TaskContact all identified leads and verify qualification
  • TaskSecure commitment from the qualified leads
  • KRClose 10 deals with businesses currently using Salesforce
  • TaskInitiate negotiations with interested businesses
  • TaskIdentify businesses using Salesforce for targeted outreach
  • TaskDevelop persuasive pitch showing benefits of our solution
  • KRDemonstrate our product's superior features to 20 potential clients
  • TaskIdentify 20 potential clients for targeted outreach
  • TaskPrepare engaging, informative product demonstration presentations
  • TaskSchedule and conduct product demonstrations with each client

OKRs to double Accelerator's demo call volume

  • ObjectiveDouble Accelerator's demo call volume
  • KRIncrease leads pipeline by 40% through targeted marketing campaigns
  • TaskIdentify key demographics for targeted marketing campaigns
  • TaskImplement campaigns and track conversion rates
  • TaskDevelop compelling and personalized advertising content
  • KRImprove demo call schedule efficiency by 20% to host more calls
  • TaskPrioritize and batch similar demo calls together
  • TaskImplement time-saving tools to automate the scheduling process
  • TaskReduce unnecessary call duration by streamlining demo content
  • KRElevate conversion rate of leads to demo calls by 30%
  • TaskEnhance demo call scripts to better engage leads
  • TaskImplement a targeted follow-up strategy for all leads
  • TaskInvest in additional conversion rate optimization tools

Sales Demo Team 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

AI feedback for OKRs in Tability

Quarterly OKRs should have weekly updates to get all the 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 Sales Demo Team OKR templates

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

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