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
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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
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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 optimize payroll process for efficiency
OKRs to efficiently execute corporate-compliant sculpting deliverables
OKRs to drive revenue growth through personalisation
OKRs to optimize evergreen funnel to boost inbound discovery calls
OKRs to boost revenue from existing customer base
OKRs to improve team performance through effective teamwork and collaboration