What are Sales Team Lead 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 Lead 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.
How to write your own Sales Team Lead OKRs
Option 1. Turn ideas into OKRs with Tability AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.
You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.
- 1. Go to Tability's plan editor
- 2. Click on the "Generate goals using AI" button
- 3. Use natural language to describe your goals
Tability will then use your prompt to generate a fully editable OKR template.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.
- 1. Go to Tability's plan editor
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on "Generate analysis"
Tability's Strategy Map makes it easy to see all your org's OKRsTability 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.
You can then decide to accept the suggestions or dismiss them if you don't agree.
Option 3. Use the free OKR generator
If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.
Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.
Sales Team Lead OKRs examples
We've added many examples of Sales Team Lead 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 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 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 significantly boost the volume of lead generation
- ObjectiveSignificantly boost the volume of lead generation
- KRAchieve a 25% increase in website traffic through targeted digital marketing
- Implement targeted social media advertising campaigns
- Create engaging content to stimulate user sharing
- Develop a strategic SEO plan to boost organic website traffic
- KRImplement 3 new lead generation strategies to create diverse channels
- Identify potential new channels for effective lead generation
- Begin implementing these strategies across the channels
- Develop and finalize strategies for each chosen channel
- KRIncrease lead conversion rate by 15% through improved sales engagement
- Enhance sales scripts to better target and engage leads
- Implement a personalized follow-up system for potential leads
- Provide continuous sales team training on customer engagement techniques
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 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
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
OKRs to boost market dominance through increased Sales and Share of Voice
- ObjectiveBoost market dominance through increased Sales and Share of Voice
- KRAchieve a 20% increase in product sales compared to the previous period
- Optimize pricing strategies to maximize profitability and attract buyers
- Develop targeted marketing strategies to draw in potential customers
- Train sales team on effective sales techniques and product knowledge
- KRExpand market penetration by reaching 15% more new customers
- Enhance online visibility through SEO optimization
- Implement a targeted marketing campaign in untapped regions
- Develop a customer referral incentive program
- KRIncrease Share of Voice by 10% via enhanced marketing communication strategies
- Implement a targeted social media campaign
- Invest in SEO to boost online presence
- Develop engaging content highlighting product uniqueness
OKRs to successfully scale up our sales pipeline
- ObjectiveSuccessfully scale up our sales pipeline
- KRImprove conversion rate of leads to sales by 20%
- Implement targeted email marketing strategy to nurture leads
- Train sales team on effective closing techniques
- Optimize website for easier checkout process
- KRRaise average sales order value by 10%
- Offer bundled products at a discounted price
- Implement upselling techniques and strategies
- Enhance personalized customer recommendations
- KRIncrease weekly sales leads by 15%
- Improve product demonstrations to convert interest into sales leads
- Train sales team to better identify and capture potential leads
- Enhance digital marketing strategies to reach a broader audience
OKRs to boost monthly quote volumes to 4million
- ObjectiveBoost monthly quote volumes to 4million
- KRImplement new lead generation strategy to attract 10% more potential customers
- Research and identify innovative lead generation tactics relevant to our target market
- Develop and launch new marketing campaigns to implement new lead generation strategies
- Track, analyze and refine strategy based on lead conversion rates and customer feedback
- KRIncrease weekly outreach activities by 20% to generate larger quote requests
- Develop a weekly plan for increased outreach
- Dedicate an additional hour daily to outreach activities
- Initiate 20% more cold calls each day
- KRImprove quote conversion rate to 5% using improved sales techniques
- Monitor sales calls to identify improvements needed
- Implement training workshops focused on advanced sales techniques
- Revise and optimize the sales script
OKRs to enhance Salesforce Lead and Pipeline Management
- ObjectiveEnhance Salesforce Lead and Pipeline Management
- KRImprove lead conversion rate by 25% through effective pipeline management and follow-ups
- Implement a rigorous pipeline management system for lead tracking
- Continuously measure and optimize lead conversion rate
- Train sales team on best practices for follow-ups
- KRDecrease pipeline leakage by 15% through process optimization and better lead qualification
- Implement rigorous lead qualification criteria
- Optimize lead nurturing workflows
- Enhance sales team training on deal closing
- KRIncrease lead generation by 20% using Salesforce's advanced analytics by quarter end
- Improve segmentation and targeting in Salesforce dashboard
- Implement Salesforce's lead scoring system to prioritize leads
- Boost campaign efforts using Salesforce's predictive analytics tools
Sales Team Lead 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.
How to track your Sales Team Lead OKRs
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 a proper OKR platform to make things easier.
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 Team Lead OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance client success and retention in North America
- OKRs to elevate our team's brand to be highly desirable
- OKRs to boost finance operations to increase brand visibility and market influence
- OKRs to enhance cross-functional cooperation within our teams
- OKRs to implement continuous monitoring and management of departmental budgets
- OKRs to develop comprehensive RFP questions for payroll and HR solutions