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tability.ioWhat 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.
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
Identify key products for upsell opportunities- Implement targeted marketing campaigns for existing customers
- Train sales team in effective upselling techniques
- KRIncrease the number of sales demo by 20% to generate new revenue opportunities
- Train sales team on effective demo presentation techniques
- Improve marketing efforts to attract potential clients
- Create incentive program for scheduling more demos
- KRImprove conversion rate from trial to paid subscriptions by 15%
- Implement targeted follow-up email campaigns
- Enhance trial onboarding process to emphasize product benefits
- Offer 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
- Train sales team on advanced negotiation tactics
- Prepare attractive, tailored proposals for potential customers
- Implement an effective follow-up strategy post-negotiation
- KRGenerate a pipeline of 30 qualified leads through strategic prospecting
- Develop an engaging outreach campaign to attract leads
- Identify target audience demographics for optimal strategic prospecting
- Track and analyze campaign effectiveness regularly
- KRExecute 15 high-quality product demonstrations to potential clients
- Identify and strategize 15 potential clients for product demonstrations
- Schedule and conduct product demonstrations for chosen clients
- Prepare 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
- 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 double Accelerator's demo call volume
- ObjectiveDouble Accelerator's demo call volume
- KRIncrease leads pipeline by 40% through targeted marketing campaigns
- Identify key demographics for targeted marketing campaigns
- Implement campaigns and track conversion rates
- Develop compelling and personalized advertising content
- KRImprove demo call schedule efficiency by 20% to host more calls
- Prioritize and batch similar demo calls together
- Implement time-saving tools to automate the scheduling process
- Reduce unnecessary call duration by streamlining demo content
- KRElevate conversion rate of leads to demo calls by 30%
- Enhance demo call scripts to better engage leads
- Implement a targeted follow-up strategy for all leads
- Invest in additional conversion rate optimization tools
How to write your own Sales Demo Team OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability 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.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
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.
How to track your Sales Demo Team OKRs
Quarterly OKRs should have weekly updates to get all the benefits from the 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.
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 Demo Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance management of billable target and team's learning needs
- OKRs to organize and maintain an efficient personal file
- OKRs to implement ad-tracking with Google
- OKRs to successfully migrate and train Sales Team on the new CRM
- OKRs to enhance mobile app quality through effective mobile testing
- OKRs to implement versatile deployment strategies for K8's users