Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Operation 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 Operation 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 Operation 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 Operation OKRs examples
We've added many examples of Sales Operation 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 drive sustainable growth in Enterprise sales operations
ObjectiveDrive sustainable growth in Enterprise sales operations
KRImprove the lead-to-deal conversion rate by 15% through precise targeting
Identify key demographic details of current successful leads- Implement predictive analytics to improve targeting
- Develop custom content for precise targeting
- KRIncrease average deal size by 20% without impacting sales cycle length
- Bundle products/services to increase their perceived value
- Upsell to existing customers with premium or additional services
- Conduct targeted market research to justify price increase
- KRUpskill 70% of the sales team in advanced negotiation and closing strategies
- Schedule training sessions for identified sales team members
- Monitor and assess post-training performance improvements
- Identify training programs for advanced negotiation and closing strategies
OKRs to improve sales support operations for increased revenues
- ObjectiveImprove sales support operations for increased revenues
- KRIncrease upselling rate by 15% with enhanced support-guided recommendations
- Develop tailored recommendation scripts for support staff to use
- Train support team in advanced selling techniques and product knowledge
- Implement tracking metrics to monitor progress and effectiveness regularly
- KRIncrease customer engagement by 30% through revamped sales support systems
- Introduce incentive programs to reward loyal customers
- Implement a user-friendly interface for seamless customer interaction
- Train sales personnel on customer connectivity and relationship building
- KRReduce sales cycle duration by 20% through sales support optimizations
- Train team on effective closing techniques
- Streamline sales proposal approval process
- Implement more efficient sales tracking software
OKRs to maximize efficiency of the sales operations department
- ObjectiveMaximize efficiency of the sales operations department
- KRIncrease cross sell opportunities by achieving a 25% conversion rate
- Provide staff training on cross-selling techniques and benefits
- Develop product bundles to incentivize additional purchases
- Implement targeted cross-selling strategies in marketing campaigns
- KRDecrease sales cycle duration by 15% by optimizing process flows
- Identify and eliminate redundant steps in the sales process
- Train sales team on efficient sales techniques and strategies
- Implement effective CRM software for streamlined operations
- KRBoost the number of closed deals by 20% through better lead management
- Implement a strategic lead scoring and ranking system
- Provide sales team with refined lead qualification training
- Improve follow-up strategies for more personalized communication
OKRs to boost the overall sales in the upcoming quarter
- ObjectiveBoost the overall sales in the upcoming quarter
- KRGrow the customer base by 20% resulting in increased purchases
- Improve product offerings to stimulate higher demand
- Launch targeted marketing campaigns to attract new customers
- Implement a referral program to incentivize existing customers
- KRReduce operational costs by 15% to increase net income
- Review and analyze current operational expenses
- Implement cost-reduction strategies across operations
- Identify cost-saving opportunities in processes
- KRImplement a new upselling strategy to enhance average transaction value by 10%
- Monitor and track sales data to assess strategy effectiveness
- Train sales team to effectively execute the new upselling strategy
- Develop a new upselling strategy targeting high-value products or services
OKRs to elevate sales, profit, and operational efficiency
- ObjectiveElevate sales, profit, and operational efficiency
- KRIncrease quarterly sales revenue by 17% through client expansion and product diversification
- Upsell additional products to existing customers
- Identify potential clients; implement aggressive marketing strategies
- Develop new product lines to broaden the offerings
- KRImprove net profit margin by 10% through cost reduction and effective pricing strategies
- Develop and implement effective product pricing strategies
- Monitor and adjust pricing strategies based on market response
- Analyze costs and identify areas for reduction or optimization
- KRBoost operational efficiency by 20% via process optimization and technology integration
- Identify bottlenecks and inefficiencies in the current operations process
- Research and invest in technologies that streamline workflows
- Train staff on implementing new technologies and optimized processes
OKRs to maximise profits from current business operations
- ObjectiveMaximise profits from current business operations
- KRIncrease annual sales by 15%
- Improving customer retention through excellent services
- Implement marketing strategies to attract new customers
- Launch new, in-demand products to increase sales volume
- KRUpsell or cross-sell to existing clients to increase per-client revenue by 10%
- Develop customized promotion or discount plans for existing clients
- Analyze clients' purchasing patterns to identify upselling opportunities
- Train staff on effective cross-selling techniques
- KRCut down operational costs by minimum 7%
- Implement energy-saving strategies to reduce utility expenses
- Streamline processes to increase efficiency and decrease wasted resources
- Renegotiate contracts with suppliers for better pricing
OKRs to enhance customer satisfaction and operational excellence in sales operations
- ObjectiveEnhance customer satisfaction and operational excellence in sales operations
- KRImplement at least two new initiatives for improving operational efficiency
- Implement and evaluate selected initiatives
- Identify areas of operations that need improvement
- Research and design potential efficiency initiatives
- KRReduce operational errors in sales processes by 15%
- Develop real-time monitoring system for sales operations
- Implement comprehensive training for sales team on best practices
- Perform routine audits to identify possible mistakes
- KRAchieve a 10% increase in positive customer satisfaction survey responses
- Implement regular customer service training for all staff
- Develop an incentive program for positive survey completion
- Introduce a post-service follow-up system to address issues
OKRs to boost sales operations by advancing customer satisfaction, innovation, and operational excellence
- ObjectiveBoost sales operations by advancing customer satisfaction, innovation, and operational excellence
- KRImplement 2 new innovative strategies to optimize sales procedures
- Research emerging sales strategies in our industry
- Develop and document two new optimized sales procedures
- Train the sales team on newly implemented strategies
- KRReduce operational inefficiencies by 10% through data-driven action plans
- Analyze current operational data to identify inefficiencies
- Develop data-driven action plans targeting identified areas
- Implement action plans and monitor progress regularly
- KRAttain a 15% increase in positive customer feedback on sales service
- Initiate a customer feedback improvement plan
- Enhance the post-sale follow-up process
- Implement comprehensive sales representative training program
OKRs to boost revenue to R$ 100.000,00
- ObjectiveBoost revenue to R$ 100.000,00
- KRIncrease average monthly sales by 20%
- Offer limited-period promotions or discounts
- Implement a targeted marketing campaign to boost product visibility
- Enhance customer relationship management to encourage repeat business
- KRReduce operational expenses by 15%
- Negotiate better deals with suppliers
- Implement energy-efficient solutions in facilities
- Analyze current operational costs for potential areas of reduction
- KRAchieve a 30% return customer rate
- Implement a customer loyalty rewards program
- Enhance customer service quality and responsiveness
- Personalize post-purchase follow up emails
OKRs to boost profitability via disciplined revenue and expense management
- ObjectiveBoost profitability via disciplined revenue and expense management
- KRIncrease quarterly revenue by 10% through strategic sales initiatives
- Develop and implement a comprehensive sales training program
- Optimize pricing strategy for improved profitability
- Identify and target high-revenue potential clients
- KRDecrease operating costs by 15% via efficiency improvements
- Streamline supply chain to reduce excess waste
- Identify non-essential operations that can be terminated or outsourced
- Implement energy efficient technology in the office
- KRAchieve a consistent 20% profit margin throughout the upcoming quarter
- Upsell and cross-sell to increase profits
- Analyze previous quarters to identify profitable strategies
- Streamline business operations to reduce expenses
Sales Operation 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
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 Operation OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to increase job productivity through effective goal setting and time management
- OKRs to enhance provision of advisory services
- OKRs to ensure sustainability of the financial business
- OKRs to boost lead generation for the sales team
- OKRs to design and launch a production unit application
- OKRs to achieve quicker releases of the real estate application through automation