Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Team Performance 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 Performance 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 Performance 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 Performance OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Team Performance. 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 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 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 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 outsourcing sales performance
- ObjectiveIncrease outsourcing sales performance
- KRReduce the average sales cycle time for outsourcing deals by 20%
- Conduct regular training sessions to enhance negotiation skills and close deals more efficiently
- Improve efficiency by implementing automation tools and standardized templates for contract and proposal preparation
- Streamline communication channels and establish clear guidelines to expedite decision-making processes
- Analyze and optimize the sales pipeline by identifying bottlenecks and removing unnecessary steps
- KRAchieve a 10% increase in the number of new outsourcing clients acquired
- Enhance online presence through search engine optimization and increased social media engagement
- Provide exceptional customer service to existing clients to encourage referrals and positive reviews
- Offer discounted introductory rates or incentives to attract new outsourcing clients
- Implement targeted digital marketing campaigns to reach potential outsourcing clients
- KRImprove customer satisfaction ratings for outsourcing services to 90%
- Continuously review and refine processes to streamline operations and exceed customer expectations
- Conduct customer satisfaction surveys regularly to gather feedback and identify areas for improvement
- Implement a robust training program for outsourcing service agents to enhance their skills
- Establish clear communication channels and respond promptly to customer inquiries and concerns
- KRIncrease the average value of each outsourcing contract by 15%
- Analyze past successful outsourcing contracts to identify factors that contribute to higher values
- Train sales team on effectively communicating the value proposition of higher value outsourcing contracts
- Develop targeted marketing campaigns highlighting the added value and benefits of outsourcing services
- Conduct market research to identify areas where higher value outsourcing contracts are prevalent
OKRs to enhance sales team performance to achieve set KPIs
- ObjectiveEnhance sales team performance to achieve set KPIs
- KRAchieve a sales lead conversion rate of 25%
- Implement effective follow-up strategies
- Identify and target high-quality potential leads
- Enhance sales pitch and presentation skills
- KRReduce customer complaints by 20%
- Update policies to better meet customer needs
- Implement customer feedback system for service improvement
- Conduct regular staff training for excellent customer service
- KRIncrease sales revenue by 15% compared to previous quarter
- Develop and implement more aggressive marketing strategies
- Improve product line-up based on consumer feedback
- Hire additional sales representatives and provide training
OKRs to boost the sales performance to reach 1.44 million
- ObjectiveBoost the sales performance to reach 1.44 million
- KRAttract 10% more new customers through competitive pricing and advertising
- Implement customer referral incentives to drive growth
- Research competitors' pricing to offer more attractive rates
- Develop comprehensive advertising campaign targeting new customers
- KRImprove conversion rate by at least 5% via targeted marketing
- Develop personalized customer journeys based on behavior
- Implement data tracking on marketing campaigns for improved targeting
- Optimize landing pages for better customer engagement
- KRLaunch a loyalty customer program to boost return customer rate by 8%
- Train staff to promote the loyalty program effectively
- Design a customer loyalty program with attractive benefits
- Monitor and adjust the program based on customer feedback
OKRs to boost inbound sales performance
- ObjectiveBoost inbound sales performance
- KRIncrease inbound sales calls conversion rate by 20%
- Review and improve call scripts to highlight product benefits
- Implement a system to track and analyze failed conversions
- Provide comprehensive training on sales techniques to the customer service team
- KRReduce sales cycle timeframe by 10%
- Train sales team in rapid decision-making techniques
- Analyze and streamline sales funnel stages
- Implement efficient sales process management software
- KRAcquire 15% new clients through inbound sales
- Optimize the company website to increase inbound traffic
- Train sales team on effective strategies for inbound sales conversion
- Develop and implement a targeted marketing strategy to attract new clients
OKRs to boost eCommerce sales performance
- ObjectiveBoost eCommerce sales performance
- KRIncrease average order value by 15% through upselling and cross-selling strategies
- Launch bundle deals with a higher combined price
- Implement product recommendation algorithms for personalized upselling
- Train staff in effective cross-selling techniques
- KRGrow return customer rate by 10% by improving post-purchase experience
- Improve customer service response time
- Launch a customer loyalty rewards program
- Implement personalized thank you notes in all shipped orders
- KRReduce cart abandonment rate by 20% through optimizing checkout process
- Incorporate guest checkout option to avoid forcing registration
- Provide transparent pricing to eliminate unexpected fees at checkout
- Simplify checkout process by minimizing the number of steps involved
OKRs to enhance team competitiveness holistically
- ObjectiveEnhance team competitiveness holistically
- KRImplement a 10% improvement in team productivity within the quarter
- Identify inefficiencies in current project workflows
- Implement new protocols or technology to boost efficiency
- Provide training to team on new strategies or tools
- KRIncrease sales performance by 15% compared to the last quarter
- Create attractive incentive and bonus programs for top performers
- Enhance customer relationship management through personalized marketing initiatives
- Implement up-sell and cross-sell training for all sales representatives
- KRLower task completion time by 20% through process optimization techniques
- Identify inefficiencies in the current workflow
- Train staff on efficient workflow practices
- Implement effective process optimization techniques
OKRs to boost Sales Performance Through Strategic Leadership
- ObjectiveBoost Sales Performance Through Strategic Leadership
- KRDevelop a competitive sales incentive program to boost sales by 30%
- Design a rewarding incentive structure
- Analyze current sales data and trends
- Research competitor sales incentive programs
- KRImplement weekly sales training to increase team's close rate by 20%
- Develop training curriculum focused on closing techniques
- Monitor and report on close-rate improvements weekly
- Schedule weekly training sessions for sales team
- KRStrengthen CRM utilization to maintain a sales lead conversion rate of 50%
- Implement rewards for maintaining high conversion rates through CRM
- Monitor individual CRM usage to ensure consistent application
- Provide comprehensive CRM training to all sales team members
Sales Team Performance 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 Performance OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost the number of organic demos
- OKRs to improve accuracy of project estimations
- OKRs to optimize evergreen funnel to boost inbound discovery calls
- OKRs to enhance contribution to project outcomes
- OKRs to enhance effectiveness of AD and email administration
- OKRs to strengthen and foster an agile culture within the team and organization