Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Engagement 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 Engagement 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 Engagement 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
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 Engagement OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Engagement. 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 boost sales performance across the company
ObjectiveBoost sales performance across the company
KRDevelop and launch 3 new customer incentive programs
Identify customer needs and potential incentives- Develop 3 unique customer incentive programs
- Launch incentive programs and monitor performance
- KRIncrease the conversion rate from leads to sales by 15%
- Enhance customer follow-up process through personalized communication
- Improve sales team training with focus on lead conversion techniques
- Implement new strategies in the sales funnel to encourage purchases
- KRAchieve a 20% increase in repeat customer purchases
- Develop a loyalty program with incentives for frequent purchases
- Implement strategies for personalized customer engagement and retention
- Conduct customer satisfaction surveys to identify areas of improvement
OKRs to boost sales performance of KSB pumps and spares
- ObjectiveBoost sales performance of KSB pumps and spares
- KRSecure 15 new contracts for KSB pumps and spares sales
- Follow up and negotiate contract details to finalize sales
- Identify and contact potential customers for KSB pumps and spares
- Arrange and conduct product demonstrations for potential clients
- KRAchieve a 20% quarterly growth in overall KSB pumps and spares sales
- Develop a strategic marketing plan targeting potential clients
- Implement cross-selling and upselling techniques
- Enhance customer service and after-sales support
- KRIncrease customer engagements by 30% to improve product visibility
- Enhance social media presence and content strategy
- Launch targeted email marketing campaigns
- Implement a customer referral and reward program
OKRs to enhance compliance and engagement through sales audit
- ObjectiveEnhance compliance and engagement through sales audit
- KRIdentify and rectify at least 75% of recorded non-compliance issues by week 12
- Devise an effective strategy to rectify issues
- Implement the strategy before week 12
- Review all recorded non-compliance issues
- KRConduct and complete 100% sales audit for all departments by week 8
- Evaluate, compile and submit audit findings by week 8
- Determine essential data points required for sales audit by week 2
- Implement a systematic sales audit process starting week 3
- KRIncrease staff engagement in compliance initiatives by 30% through training and communication
- Implement regular communication channels to discuss compliance matters
- Develop a comprehensive compliance training program for all staff members
- Utilize incentives to motivate staff participation in compliance initiatives
OKRs to increase client engagement through targeted sales promotion emails
- ObjectiveIncrease client engagement through targeted sales promotion emails
- KRGenerate 15% more sales from email marketing promotions
- Segment email lists for targeted promotions
- Test various call-to-action placements within email
- Enhance email subject lines to increase open rates
- KRReduce the unsubscribe rate of email recipients below 5%
- Improve email content to cater to subscriber interests
- Incorporate personalized touches to each email
- Adjust email frequency to avoid inundation
- KRAchieve a 20% increase in email campaign CTR (Click Through Rates)
- Include compelling call-to-action cues in every email
- Revise email subject lines to spark customer curiosity
- Optimize email content to specifically target audiences
OKRs to significantly boost the volume of lead generation
- ObjectiveSignificantly boost the volume of lead generation
- KRAchieve a 25% increase in website traffic through targeted digital marketing
- Implement targeted social media advertising campaigns
- Create engaging content to stimulate user sharing
- Develop a strategic SEO plan to boost organic website traffic
- KRImplement 3 new lead generation strategies to create diverse channels
- Identify potential new channels for effective lead generation
- Begin implementing these strategies across the channels
- Develop and finalize strategies for each chosen channel
- KRIncrease lead conversion rate by 15% through improved sales engagement
- Enhance sales scripts to better target and engage leads
- Implement a personalized follow-up system for potential leads
- Provide continuous sales team training on customer engagement techniques
OKRs to enhance client engagement post-representative visit
- ObjectiveEnhance client engagement post-representative visit
- KRSecure 15% more repeat orders within two weeks of rep visit
- Increase customer engagement through personalized service
- Incorporate follow-up procedures after each rep visit
- Implement incentive programs for repeat orders
- KRIncrease client satisfaction surveys response rate by 20% after rep visits
- Improve clarity and brevity of survey questions
- Offer incentives for completing satisfaction surveys
- Implement follow-up emails after rep visits
- KRReduce outstanding client issues by 30% within a month of rep visit
- Provide solutions for 30% of those concerns
- Follow-up with clients post solution implementation
- Identify all current unresolved client issues
OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
- ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
- KRComplete 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
- KRSuccessfully 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
- KRReceive 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
OKRs to strengthen revenue streams for Flying Training Academy
- ObjectiveStrengthen revenue streams for Flying Training Academy
- KRGenerate 20% more upsell and cross-sell revenue via targeted sales strategies
- KRIncrease enrollment rates by 25%
- Strengthen outreach programs through open-house events or webinars
- Implement a compelling marketing strategy targeting potential enrollees
- Offer exclusive discounts or scholarships to new enrollees
- KRBoost course completion rate by 15% through improved student engagement
- Implement interactive activities within the coursework layout
- Conduct personalized follow-ups on student progress
- Regularly gather and apply student feedback on course structure
OKRs to boost invoice value for slurry pumps and spares to $800,000
- ObjectiveBoost invoice value for slurry pumps and spares to $800,000
- KRImprove sales closure rate by 20% through targeted sales initiatives
- Develop specific proposals tailored for each potential customer's needs
- Utilize data analytics to identify and target high conversion rate customers
- Implement a continuous training program to sharpen sales team's closing skills
- KRIncrease average order value to $4,000 by upselling related products
- Train sales team on effective upselling techniques
- Develop recommendations for related, higher-priced products
- Implement upselling strategies during post-sale follow-up
- KRAchieve 200 customer orders for slurry pumps and spare parts
- Develop a detailed marketing plan targeting potential customers
- Boost online presence via SEO and social media advertising
- Initiate contact with relevant industry influencers for partnerships
OKRs to successfully execute a dynamic and effective promotional campaign
- ObjectiveSuccessfully execute a dynamic and effective promotional campaign
- KRIncrease social media engagement by 30% through promotional content
- Run social media competitions that encourage consumer interaction
- Utilize targeted ads to increase visibility towards core customers
- Create valuable, engaging content tailored to the audience's interests
- KRBoost product sales by a minimum of 15% due to the promotional campaign
- Track, analyze, and adjust strategy based on sales metrics
- Launch a robust online and offline promotional campaign
- Develop incentives like discounts to attract customers
- KRGain 20% more leads from promotional campaign outreach efforts
- Identify and engage with prospective influencers
- Increase frequency of email marketing campaigns
- Enhance digital strategy with targeted SEO and PPC campaigns
Sales Engagement 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 OKR dashboards
OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full 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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using 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 Engagement OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to successfully complete the audit within the designated timeframe
- OKRs to raise Customer Score and Customer Engagement Rate
- OKRs to deepen understanding of customer needs
- OKRs to establish solid groundwork for expansion into new markets
- OKRs to enhance compliance adherence across all levels
- OKRs to successfully launch and operationalize MVP 1.0