Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Productivity 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 Productivity 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 Productivity 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 Productivity OKRs examples
We've added many examples of Sales Productivity 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 boost overall sales productivity
ObjectiveBoost overall sales productivity
KRReduce administrative tasks for sales team by 20%
Delegate routine paperwork to administrative staff- Implement a CRM system to automate data entry procedures
- Simplify sales reporting process through technology integration
- KRImplement a new CRM to improve tracking and managing of customer interactions by 25%
- Train staff in utilizing new CRM system effectively
- Purchase selected CRM system and begin integration
- Research possible CRM options tailored to company's needs
- KRIncrease average deals closed per salesperson by 30%
- Implement advanced sales training for all sales staff members
- Provide resources for effective lead generation
- Introduce performance-based incentives to boost motivation
OKRs to upscale overall productivity of the sales team
- ObjectiveUpscale overall productivity of the sales team
- KRDecrease sales cycle length by 10% through enhanced sales strategies
- Encourage upselling and cross-selling in the sales team
- Implement effective lead qualification to prioritize high-potential customers
- Accelerate deal closure via personalized selling and effective negotiation
- KRImplement comprehensive sales training, raising team's closing rate by 15%
- Monitor adjustments and measure improvement in closing rates
- Incorporate successful closing strategies into training modules
- Develop a detailed, skill-specific sales training program
- KRIncrease sales team's monthly revenue generation by 20%
- Implement sales training to enhance team's selling skills
- Streamline sales processes for efficiency and effectiveness
- Initiate incentive programs to motivate sales team
OKRs to develop an encompassing sales program to boost teams' target attainment
- ObjectiveDevelop an encompassing sales program to boost teams' target attainment
- KRFinalize development and improvement of sales program within 15% resource budget
- Finalize edits on sales program within budget constraints
- Implement improvements to maximize resource efficiency
- Review and validate program functionality and effectiveness
- KRIncrease sales team's productivity by 20% through established sales program
- Implement regular coaching and training with sales program strategies
- Reward and recognize top performers to encourage productivity
- Monitor and analyze individual sales team's performance weekly
- KREnsure 80% of sales team meets or exceeds sales target via sales program implementation
- Implement incentive schemes for meeting targets
- Regularly monitor and adjust team's sales strategies
- Develop a results-focused sales training program
OKRs to increase overall sales productivity for our offshore IT services team
- ObjectiveIncrease overall sales productivity for our offshore IT services team
- KRAchieve a 20% increase in quarterly revenue from offshore IT services
- Upsell enhanced IT services to existing offshore clients
- Implement targeted marketing strategies in offshore jurisdictions
- Streamline delivery process to boost operational efficiency
- KRReduce the sales cycle duration by 15% for offshore IT services
- Implement streamlined communication systems for improved efficiency
- Provide sales team advanced negotiation training
- Close deal gaps with efficient project management strategies
- KRClose 5 new strategic B2B deals specifically for offshore IT services
- Identify and contact 10 potential B2B partners for offshore IT services
- Follow-up with potential partners to negotiate and close deals
- Prepare and deliver tailored presentations on our offshore IT services
OKRs to enhance productivity and effectiveness of the advertising sales team
- ObjectiveEnhance productivity and effectiveness of the advertising sales team
- KRIncrease sales team's lead conversion rate by 25%
- Implement a more refined lead scoring system
- Conduct regular training sessions to improve sales techniques
- Improve follow-up processes for potential leads
- KRImplement training sessions to improve product knowledge by 100%
- Schedule and conduct product knowledge training sessions
- Develop detailed training agenda and materials
- Identify key product knowledge areas needing improvement
- KRReduce average sale-cycle length by 15%
- Provide regular training on closing sales techniques
- Implement more efficient customer follow-up procedures
- Streamline the sales process with automation tools
Sales Productivity 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
Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, you can move to 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 Productivity OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to implement a centralized sales data repository and reporting system
- OKRs to boost reach and engagement via paid social initiatives
- OKRs to boost SaaS product activation rates
- OKRs to master cloud services architecture: argocd, kubernates, istio, terraform
- OKRs to deliver an excellent product with seamless usability
- OKRs to improve system efficiency and dependability