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OKR template to improve efficiency and success rate of the technical sales support team

public-lib · Published about 2 months ago

Your OKR template

The OKR focuses on enhancing the effectiveness and successfulness of the technical sales support team. As part of the goal, they aim to improve customer satisfaction by 20%. This involves implementing a customer service training program, updating product or services based on customer feedback, and initiating a customer loyalty and rewards initiative.

The second outcome focuses on a 15% reduction in response and resolution times for customer queries. In order to achieve this, automated responses for frequently raised issues will be implemented, urgent cases would be assigned to experienced team members and regular team performance evaluations would be conducted.

The third item reflects their intent to increase the success rate of their upselling by 10%. It includes initiatives such as monitoring and rewarding sales team members who successfully upsell product, identifying and promoting top selling products and implementing training programs centered around upselling techniques.

Lastly, this OKR will involve both the sales and customer support teams, as it touches on elements of customer service, product development and sales strategies. A collaborative approach between these teams is necessary to ensure its successful completion.
  • ObjectiveObjectiveImprove efficiency and success rate of the technical sales support team
  • Key ResultKRIncrease customer satisfaction rate by 20%
  • TaskImplement a comprehensive customer service training program
  • TaskRegularly update product or service based on customer feedback
  • TaskLaunch a customer loyalty and rewards program
  • Key ResultKRAchieve a 15% reduction in response and resolution times
  • TaskImplement automated responses for commonly raised issues
  • TaskAssign urgent cases to seasoned team members
  • TaskConduct regular team performance evaluations and feedback
  • Key ResultKRBoost upselling success rate by 10%
  • TaskMonitor and reward sales team members who successfully upsell products
  • TaskIdentify top-selling products and strategically promote them
  • TaskImplement training programs focusing on upselling techniques for sales staff
Use in Tability

How to edit and track OKRs with Tability

You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.

Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.

With Tability you can:

  • Use AI to draft a complete set of OKRs in seconds
  • Connect your OKRs and team goals to your project
  • Automate reporting with integrations and built-in dashboard

Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.

The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.

Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
  • Use the tips and the AI to refine your goals

Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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