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3 OKR examples for Sales Demonstration

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

What are Sales Demonstration 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 Demonstration 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 Demonstration 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 Demonstration OKRs examples

You'll find below a list of Objectives and Key Results templates for Sales Demonstration. 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!

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 expand customer base exponentially

  • ObjectiveExpand customer base exponentially
  • KRDecrease shopping cart abandonment rate by 15% through improved checkout experience
  • TaskSimplify the checkout process to minimize steps
  • TaskOptimize checkout for mobile users
  • TaskImplement transparent shipping and tax calculations
  • KRIncrease sales demonstration bookings by 20%
  • TaskDevelop targeted promotional campaigns for potential buyers
  • TaskImplement a referral system to incentivize current customers
  • TaskIncrease online advertising efforts and visibility
  • KRBoost website traffic by 30% via enhanced marketing efforts
  • TaskDevelop and distribute engaging email marketing contents regularly
  • TaskRun targeted social media ad campaigns focusing on the desired demographic
  • TaskImplement search engine optimization strategies to improve online visibility

Sales Demonstration 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

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.

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.

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 Sales Demonstration 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 Demonstration OKR templates

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

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