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.
- 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
![AI feedback for OKRs in Tability](https://tability-templates-v2.vercel.app/_next/static/media/feedback_ai_tability.08ced31b.png)
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
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
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](https://tability-templates-v2.vercel.app/_next/static/media/OKR_dashboard.a905853d.png)
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 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 Demo Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to mobile and QR code integration
OKRs to broaden understanding in the new work field
OKRs to enhance stakeholder satisfaction as a Regulatory Body in TVET
OKRs to improve staff retention and increase job satisfaction
OKRs to enhance project planning and team coordination
OKRs to create globally acclaimed cinematic masterpiece