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10 OKR examples for Crm Team

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If you're here, you're probably looking for some inspiration to write your OKRs.

We've got you covered below, but you can draft and track perfectly tailored strategies in minutes with Tability.

AI feedback for OKRs in Tability

What are Crm 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.

Crafting effective OKRs can be challenging, particularly for beginners. Emphasizing outcomes rather than projects should be the core of your planning.

We've tailored a list of OKRs examples for Crm Team to help you. You can look at any of the templates below to get some inspiration for your own goals.

If you want to learn more about the framework, you can read our OKR guide online.

How to write your own Crm Team 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.

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.

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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.

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.

Crm Team OKRs examples

You will find in the next section many different Crm Team Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).

Hope you'll find this helpful!

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%
  • TaskValidate post-migration data for completeness and accuracy
  • TaskBackup existing CRM data before initiating the migration process
  • TaskExecute careful, monitored migration to the new CRM system
  • KRConduct comprehensive training for 100% of the Sales Team on the new CRM
  • TaskMonitor the sales team's progress and application of CRM training
  • TaskSchedule mandatory training sessions for all sales team members
  • TaskDevelop a detailed CRM training curriculum for the sales team
  • KRAchieve 90% proficiency among Sales Team members on new CRM usage within the quarter
  • TaskProvide ongoing feedback and support to improve CRM proficiency
  • TaskPerform regular skills assessments to identify knowledge gaps
  • TaskImplement comprehensive CRM training for all sales team members

OKRs to successfully migrate and train team on the new sales CRM system

  • ObjectiveSuccessfully migrate and train team on the new sales CRM system
  • KRAchieve a 10% sales increase after full adoption of the new CRM system
  • TaskImplement customer targeting strategies using CRM analytics
  • TaskConduct comprehensive training for staff on the new CRM system
  • TaskRegularly review sales data and adjust strategies as needed
  • KRMigrate all existing customer data to the new CRM system without errors
  • TaskConfirm successful migration and rectify any errors
  • TaskTransfer the verified data to the new CRM system
  • TaskValidate the accuracy and completeness of existing customer data
  • KRTrain 100% of the sales team to proficiently use the new CRM system
  • TaskMonitor and evaluate sales team's proficiency post-training
  • TaskConduct regular hands-on training sessions with the sales team
  • TaskEstablish a comprehensive training plan for the new CRM system

OKRs to achieve full proficiency in the CRM system

  • ObjectiveAchieve full proficiency in the CRM system
  • KRAchieve 90% accuracy in all CRM-related tasks by the final week
  • TaskImplement efficient processes to avoid error
  • TaskAttend training programs to improve CRM skills
  • TaskPractice CRM tasks regularly and seek feedback
  • KRImplement at least three new CRM functionalities across teams by Week 8
  • TaskIdentify three beneficial CRM functionalities for implementation
  • TaskIncorporate the CRM functionalities into current workflows by Week 8
  • TaskTrain team members in utilizing new CRM functionalities
  • KRComplete an in-depth CRM training course by end of Week 4
  • TaskAllocate specific study hours for CRM course each week
  • TaskComplete all necessary modules and final exam by end of Week 4
  • TaskSelect a comprehensive CRM training course by end of Week 1

OKRs to drive subscription renewal rates to 60%

  • ObjectiveDrive subscription renewal rates to 60%
  • KRAchieve 15% increase in personalized renewal reminders to existing customers
  • TaskImprove existing customer database for accurate personalized reminders
  • TaskIdentify baseline number of personalized renewal reminders currently being sent
  • TaskImplement strategy to increase the quantity of reminders by 15%
  • KRIncrease customer satisfaction score to 85% via prompt & effective customer service
  • KRImplement or improve the customer loyalty program to retain at least 20% current customers
  • TaskAnalyze current loyalty program's effectiveness
  • TaskIdentify areas for potential improvement
  • TaskDevelop and implement enhancement strategies

OKRs to boost incremental revenue generation from CRM channels

  • ObjectiveBoost incremental revenue generation from CRM channels
  • KRAchieve a 15% increase in sales through CRM marketing campaigns
  • TaskAnalyze current CRM data to identify customer behavior
  • TaskRegularly assess campaign results and make necessary adjustments
  • TaskImplement targeted, personalized CRM marketing strategies
  • KRImprove CRM customer engagement by 25%
  • TaskImplement personalized communication methods for better customer interaction
  • TaskEnhance CRM software features for increased user-friendliness
  • TaskTrain staff on customer-centric service techniques
  • KRIncrease the upsell rate via CRM by 10%
  • TaskTrack and adjust upselling strategy based on data
  • TaskImplement upselling features into the CRM system
  • TaskTrain staff on influencing upselling techniques

OKRs to boost Odoo CRM utilization and proficiency company-wide

  • ObjectiveBoost Odoo CRM utilization and proficiency company-wide
  • KRDecrease data input errors in Odoo CRM by 40%
  • TaskRegularly audit data entries for errors and inaccuracies
  • TaskIntegrate automated data validation tools in Odoo CRM
  • TaskImplement comprehensive data input training for all CRM users
  • KRAccomplish 80% attendance in Odoo CRM training sessions
  • TaskSchedule training times that are suitable for majority of employees
  • TaskImplement company-wide incentives for attending the training
  • TaskSend regular reminders about upcoming Odoo CRM sessions
  • KRIncrease Odoo CRM user login frequency by 30%
  • TaskImplement incentive program for frequent login users
  • TaskImprove user interface for enhanced accessibility
  • TaskImplement regular user training sessions

OKRs to increase efficiency in customer support process

  • ObjectiveIncrease efficiency in customer support process
  • KRTrain 100% of support team on new support process workflows
  • TaskMonitor staff's application of new processes post-training
  • TaskSchedule mandatory training sessions for support team
  • TaskDevelop comprehensive training materials on new workflows
  • KRReduce average ticket resolution time by 20%
  • TaskImprove collaboration and communication within teams
  • TaskImplement training sessions to enhance problem-solving skills
  • TaskStreamline ticket resolution process with automation tools
  • KRIncrease first-call resolution rate to 80%
  • TaskImplement comprehensive training for customer service representatives
  • TaskInvest in improved CRM software for customer tracking
  • TaskMonitor calls and provide feedback for continuous improvement

OKRs to enhance the quality of prospective business leads

  • ObjectiveEnhance the quality of prospective business leads
  • KRIncrease conversion rate of leads by 20%
  • TaskOptimize website for user friendliness and speed
  • TaskImplement personalized email marketing strategies
  • TaskIncrease quality of lead sourcing efforts
  • KRImplement a new lead scoring system to better identify quality leads
  • TaskTrain sales team on new lead scoring system
  • TaskResearch and select an effective lead scoring system
  • TaskIntegrate new system with current CRM
  • KRAchieve a customer satisfaction rate of 85% among converted leads
  • TaskDevelop a responsive and efficient customer service system
  • TaskImplement a post-purchase satisfaction survey
  • TaskOffer periodic discounts or loyalty rewards

OKRs to boost overall sales productivity

  • ObjectiveBoost overall sales productivity
  • KRReduce administrative tasks for sales team by 20%
  • TaskDelegate routine paperwork to administrative staff
  • TaskImplement a CRM system to automate data entry procedures
  • TaskSimplify sales reporting process through technology integration
  • KRImplement a new CRM to improve tracking and managing of customer interactions by 25%
  • TaskTrain staff in utilizing new CRM system effectively
  • TaskPurchase selected CRM system and begin integration
  • TaskResearch possible CRM options tailored to company's needs
  • KRIncrease average deals closed per salesperson by 30%
  • TaskImplement advanced sales training for all sales staff members
  • TaskProvide resources for effective lead generation
  • TaskIntroduce performance-based incentives to boost motivation

OKRs to reduce customer churn by 5%

  • ObjectiveReduce customer churn by 5%
  • KRIncrease customer retention rate by 2% through enhanced engagement strategies
  • TaskCreate a loyalty program to reward and incentivize customer loyalty
  • TaskEnhance customer support channels by implementing live chat and reducing response times
  • TaskConduct regular customer surveys to gather feedback and identify areas for improvement
  • TaskImplement personalized email marketing campaigns to provide tailored content and offers
  • KRImprove customer satisfaction score by 10 points through personalized support and proactive communication
  • TaskConduct regular customer surveys to gain insights and address concerns promptly
  • TaskDevelop a communication plan to proactively update customers about product developments
  • TaskAssign dedicated customer support representatives to provide personalized assistance
  • TaskImplement a CRM system to track and analyze customer data accurately
  • KRIncrease the number of customers actively using premium features by 15% through targeted promotions
  • TaskMonitor customer engagement and analyze the results to continuously improve targeted promotions
  • TaskAnalyze customer data to identify preferences for targeted promotions
  • TaskImplement A/B testing to optimize the effectiveness of targeted promotions
  • TaskCreate personalized and compelling promotional campaigns to showcase the value of premium features
  • KRDecrease the average time to resolve customer issues by 20% through process optimization
  • TaskRegularly track and evaluate customer issue resolution metrics to identify areas for further process optimization
  • TaskImplement automation tools to streamline and expedite customer issue resolution workflow
  • TaskAnalyze current customer issue resolution process to identify inefficiencies and bottlenecks
  • TaskTrain customer support team members on efficient problem-solving techniques and effective communication skills

Crm 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

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 Crm Team OKRs

OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full benefits from the framework. Reviewing progress periodically has several advantages:

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 Crm Team OKR templates

We have more templates to help you draft your team goals and OKRs.

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