Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Team 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 Team 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 Team 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 Team OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Team. 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 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 enhance soft skills proficiency amongst the sales team
- ObjectiveEnhance soft skills proficiency amongst the sales team
- KRImplement a comprehensive soft skills training program for the entire sales team
- Identify potential trainers experienced in soft skills courses
- Develop a suitable curriculum for the training program
- Schedule the training sessions for the sales team
- KRIncrease sales team's customer satisfaction rate by 15% post-training
- Regularly monitor and evaluate sales team's customer interactions post-training
- Develop comprehensive, customer-focused training program for sales team
- Implement feedback/improvement sessions based on customer interactions evaluation
- KRAchieve an average post-training evaluation score of 85% or higher
- Organize interactive post-training revision sessions
- Implement regular feedback and improvement methods
- Develop an engaging and comprehensive training program
OKRs to ensure all RFM customers receive immediate sales team attention
- ObjectiveEnsure all RFM customers receive immediate sales team attention
- KRIncrease weekly sales team visits to RFM customers by 50%
- Implement incentives for increased visit frequency to RFM customers
- Hire additional sales team members to handle increased visits
- Arrange additional transportation resources for sales team
- KRReduce customer response time to under 24 hours for all RFM customers
- Incorporate an automated email response system
- Introduce mandatory customer service training sessions
- Implement a dedicated RFM customer service team
- KRAchieve a 100% contact rate with RFM customers needing immediate attention
- Identify RFM customers requiring urgent attention
- Develop an effective, personalized contact strategy
- Implement the contact strategy across all communication channels
OKRs to implement effective product training plan for sales team
- ObjectiveImplement effective product training plan for sales team
- KRImprove post-training product sales by at least 25% compared to previous quarter
- Implement post-training follow-ups to clarify doubts and reinforce learning
- Develop advanced selling skills training for all sales representatives
- Regularly analyze sales data to identify areas for improvement
- KRDevelop comprehensive product training modules for 100% of the current product line
- Design interactive training modules around each product
- Implement the training modules throughout the organization
- Identify key features and benefits for all current products
- KREnsure 100% of sales team complete product training with minimum 80% proficiency
- Schedule mandatory training sessions for all salespeople
- Develop comprehensive product training for the sales team
- Implement proficiency assessments post-training
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 achieve exceptional sales performance as a Hotel Sales Director
- ObjectiveAchieve exceptional sales performance as a Hotel Sales Director
- KRDevelop and conduct a sales training program to increase team's closing rate by 15%
- Create customized sales training program addressing these areas
- Identify team's weaknesses and areas for improvement in sales
- Implement sales training program and track progress regularly
- KRIncrease team's quarterly sales by 20% compared to previous quarter
- Implement weekly sales training workshops for skill development
- Motivate team with performance-based incentives
- Analyze previous sales data for improvement pointers
- KRImplement a new sales strategy leading to at least 10% more room bookings
- Design a new, targeted sales strategy to boost bookings
- Analyze current sales strategy and identify areas for improvement
- Implement new sales strategy and provide proper staff training
OKRs to increase revenue through improved sales performance at WhirlSpot
- ObjectiveIncrease revenue through improved sales performance at WhirlSpot
- KRTrain sales team to improve customer engagement skills by 20%
- Express and specify areas for improvement in customer engagement abilities
- Conduct an assessment of current customer engagement skills of sales team
- Develop a comprehensive training program based on identified areas
- KRImplement new sales strategies to boost average sale value by 10%
- Develop and implement targeted upselling strategies
- Train sales team on new selling techniques
- Analyze current sales data to identify areas of improvement
- KRGrow quarterly revenue by 15% through increased sales conversions
- Optimize product pricing and bundling
- Improve sales team training and incentives
- Develop and implement a targeted marketing strategy
OKRs to boost qualified meetings booked by outbound SDR team
- ObjectiveBoost qualified meetings booked by outbound SDR team
- KRImprove SDR team's qualification rate to 15% from current rate
- Review and revise the current qualification criteria
- Incorporate regular feedback sessions for SDR team
- Implement specialized training for better lead generation
- KRIncrease outbound calls volume by 20% to drive more conversations
- Train staff on efficient call techniques to improve speed
- Implement an automated dialing system
- Allocate more working hours for making calls
- KRImplement a new outreach strategy to increase response rate by 10%
- Identify potential channels for increased outreach engagement
- Analyze and adjust strategy based on response rates
- Develop relevant and engaging content for outreach
OKRs to increase repeat business through timely follow-up and re-quotation
- ObjectiveIncrease repeat business through timely follow-up and re-quotation
- KRAchieve 40% successful requote conversion from contacted clients
- Train team on persuasive sales communication techniques
- Improve quality and personalization of requote offers
- Implement a follow-up system for all quoted clients
- KRReach out to 100% of clients with past orders in the last two years
- Send customized messages to each client
- Compile list of clients with past orders
- Draft effective outreach communication
- KRCreate and implement a formalized follow-up process for future sales follow-up
- Design a standardized sales follow-up template
- Train the sales team on the new process method
- Identify key touchpoints for customer follow-up after purchase
OKRs to successfully migrate and train Sales Team on the new CRM
- ObjectiveSuccessfully migrate and train Sales Team on the new CRM
- KRComplete data migration from current CRM to new CRM without loss by 100%
- Validate post-migration data for completeness and accuracy
- Backup existing CRM data before initiating the migration process
- Execute careful, monitored migration to the new CRM system
- KRConduct comprehensive training for 100% of the Sales Team on the new CRM
- Monitor the sales team's progress and application of CRM training
- Schedule mandatory training sessions for all sales team members
- Develop a detailed CRM training curriculum for the sales team
- KRAchieve 90% proficiency among Sales Team members on new CRM usage within the quarter
- Provide ongoing feedback and support to improve CRM proficiency
- Perform regular skills assessments to identify knowledge gaps
- Implement comprehensive CRM training for all sales team members
Sales Team 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
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
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 Team OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to prepare a successful product launch
- OKRs to reduce delivery service expenses
- OKRs to improve employee engagement in OKR setting process
- OKRs to effectively introduce sales representatives to clients
- OKRs to enhance tracking and reporting of ads and website engagement using automation
- OKRs to enhance technical proficiency and efficiency as a Cloud Architect