2 customisable OKR examples for Sales Productivity
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.
Building your own Sales Productivity OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Our customisable 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!
1. OKRs to boost overall sales productivity
Boost overall sales productivity
Reduce 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
Implement 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
Increase 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
2. OKRs to enhance productivity and effectiveness of the advertising sales team
Enhance productivity and effectiveness of the advertising sales team
Increase 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
Implement 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
Reduce 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 to boost success
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
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.
![Tability Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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.
How to turn your Sales Productivity OKRs in a strategy map
Your quarterly OKRs should be tracked weekly in order 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, once you get comfortable you can graduate to a proper OKRs-tracking tool.
![A strategy map in Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
If you're not yet set on a tool, you can check out the 5 best OKR tracking templates guide to find the best way to monitor progress during the quarter.
More Sales Productivity OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to turn customers into advocates
OKRs to improve search engine rankings for targeted keywords
OKRs to enhance engagement and commitment via effective communication
OKRs to successfully build a simple React app
OKRs to accelerate the path to profitability
OKRs to boost IDV completion success for business clientele
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.