15 customisable OKR examples for Marketing And Sales
What are Marketing And Sales 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 Marketing And Sales 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.
Building your own Marketing And Sales OKRs with AI
While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own OKRs.
Feel free to explore our tools:
- Use our free OKR generator
- Use Tability, a complete platform to set and track OKRs and initiatives, including a GPT-4 powered goal generator
Our customisable Marketing And Sales OKRs examples
You'll find below a list of Objectives and Key Results templates for Marketing And Sales. 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!
1. OKRs to ensure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)
Ensure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)
Complete SFMC essential training modules with a score of 85% within the first month
Review and understand SFMC course materials- Aim to achieve a minimum 85% score
- Complete all necessary training modules
- Successfully set up 3 marketing campaigns using SFMC by the second month
- Implement campaigns using Salesforce Marketing Cloud (SFMC)
- Identify objectives and target audience for each marketing campaign
- Create engaging content tailored to each campaign objective
- Attain a 20% increase in marketing campaign effectiveness using SFMC by quarter-end
- Implement and test new strategies in SFMC
- Evaluate past SFMC campaign data to identify improvement areas
- Develop new strategies based on data insights
2. OKRs to improve customer satisfaction and loyalty for Sales and Marketing
- Improve customer satisfaction and loyalty for Sales and Marketing
- Achieve a 10% reduction in customer complaints over the quarter
- Provide additional training for customer service staff
- Update and clarify product usage instructions
- Implement customer satisfaction surveys after service interactions
- Boost overall customer satisfaction score by 20% on our survey
- Enhance product or service quality based on feedback
- Implement regular staff training on customer service skills
- Follow up on customer complaints efficiently
- Increase repeat sales volume by 15%
- Launch a loyalty rewards program to incentivize repeat purchases
- Implement targeted follow-up emails with personalized deals
- Enhance customer service quality to boost customer satisfaction
3. OKRs to successfully launch and break-even via pre-sales
- Successfully launch and break-even via pre-sales
- Attain 100% of cost recovery through initial sales
- Track and control operational expenses efficiently
- Implement effective sales and marketing strategies
- Develop a competitive pricing strategy to cover production costs
- Generate a minimum of 300 pre-sale orders
- Collaborate with influencers to promote and pre-sell
- Implement a referral discount program for pre-orders
- Develop a compelling marketing campaign targeting potential customers
- Achieve 100% completion of product testing and fixes
- Execute testing plan and document all findings
- Develop a comprehensive plan for product testing
- Implement necessary fixes based on test results
4. OKRs to boost invoice value for slurry pumps and spares to $800,000
- Boost invoice value for slurry pumps and spares to $800,000
- Improve sales closure rate by 20% through targeted sales initiatives
- Develop specific proposals tailored for each potential customer's needs
- Utilize data analytics to identify and target high conversion rate customers
- Implement a continuous training program to sharpen sales team's closing skills
- Increase average order value to $4,000 by upselling related products
- Train sales team on effective upselling techniques
- Develop recommendations for related, higher-priced products
- Implement upselling strategies during post-sale follow-up
- Achieve 200 customer orders for slurry pumps and spare parts
- Develop a detailed marketing plan targeting potential customers
- Boost online presence via SEO and social media advertising
- Initiate contact with relevant industry influencers for partnerships
5. OKRs to increase revenue efficiency across all business units
- Increase revenue efficiency across all business units
- Reduce operational expenditure by 10% to maximize net revenue
- Streamline processes to minimize redundant labor costs
- Implement energy-saving measures to decrease utility costs
- Negotiate better terms with suppliers to cut procurement expenses
- Streamline all revenue-generating processes to increase efficiency by 20%
- Train team in streamlined processes and new software
- Identify current inefficiencies in revenue-generating processes
- Implement technological solutions to automate manual tasks
- Increase average revenue per user (ARPU) by 15%
- Optimize pricing based on customer buying behaviors
- Improve user experience to boost customer engagement
- Develop targeted upselling strategies for high-value customers
6. OKRs to boost CRM channel revenue-streams
- Boost CRM channel revenue-streams
- Improve existing CRM data quality by 10%
- Conduct an audit of current CRM data for inaccuracies
- Implement data quality management tools to track inaccuracies
- Provide training on data entry and updating practices to staff
- Achieve 15% increase in CRM channel sales conversions
- Implement personalized email marketing strategies for customer engagement
- Launch target-based promotions and incentives to boost conversions
- Improve CRM channel's user interface for better customer experience
- Enhance CRM customer engagement rate by 20%
- Increase training sessions for staff to improve CRM utilization and customer engagement
- Develop personalized user experiences based on customer profiles in CRM
- Implement a targeted email marketing campaign for existing CRM customers
7. OKRs to drive Business Expansion in Saudi Arabia's school sector
- Drive Business Expansion in Saudi Arabia's school sector
- Obtain 10 new client contracts from GCC school sector
- Research potential GCC school sector clients
- Develop and send proposals to identified schools
- Follow-up meetings, negotiate, and finalize contracts
- Secure 30 new successful B2B interactions with GCC schools
- Follow-up with proposals to close on agreements
- Send tailored partnership proposals to identified schools
- Identify 50 GCC schools as potential B2B partners
- Increase lead generation by 40% through tailored marketing and sales outreach
- Develop personalized marketing campaigns targeting potential leads
- Intensify sales outreach efforts with tailored proposals
- Enhance data analysis to identify and reach untapped markets
8. OKRs to boost sales performance of KSB pumps and spares
- Boost sales performance of KSB pumps and spares
- Secure 15 new contracts for KSB pumps and spares sales
- Follow up and negotiate contract details to finalize sales
- Identify and contact potential customers for KSB pumps and spares
- Arrange and conduct product demonstrations for potential clients
- Achieve a 20% quarterly growth in overall KSB pumps and spares sales
- Develop a strategic marketing plan targeting potential clients
- Implement cross-selling and upselling techniques
- Enhance customer service and after-sales support
- Increase customer engagements by 30% to improve product visibility
- Enhance social media presence and content strategy
- Launch targeted email marketing campaigns
- Implement a customer referral and reward program
9. OKRs to boost market dominance through increased Sales and Share of Voice
- Boost market dominance through increased Sales and Share of Voice
- Achieve 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
- Expand 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
- Increase 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
10. OKRs to increase revenue by optimizing sales strategies and processes
- Increase revenue by optimizing sales strategies and processes
- Improve customer retention rate by 15% through targeted loyalty programs and personalized communication
- Analyze customer data to identify preferences and develop personalized loyalty program offers
- Conduct regular surveys to gather customer feedback and identify areas for improvement
- Implement automated system for personalized communication through email, SMS, and social media
- Monitor, track, and evaluate the effectiveness of loyalty programs and communication strategies
- Implement a streamlined sales pipeline, reducing the time from lead to conversion by 20%
- Acquire 100 new high-value customers through targeted marketing campaigns
- Increase average order value by 10% through upselling and cross-selling techniques
- Create visually appealing and persuasive product displays to encourage add-on sales
- Train sales team on effective upselling and cross-selling strategies
- Offer bundled discounts for purchasing complementary products together
- Implement personalized product recommendations based on customer browsing and purchase history
11. OKRs to amplify sales of IT services and staff augmentation
- Amplify sales of IT services and staff augmentation
- Improve lead conversion rates by 10% through targeted sales initiatives
- Upscale IT staff augmentation sales by 20%
- Initiate upselling and cross-selling training for sales team
- Develop specialized sales pitch and strategies for upscale clients
- Identify potential markets for higher-end IT staff augmentation
- Achieve a 15% increase in new contract signings for IT services
- Enhance sales strategies to attract potential customers
- Develop and implement targeted marketing campaigns for IT services
- Improve service offerings based on customer feedback
12. OKRs to strengthen revenue streams for Flying Training Academy
- Strengthen revenue streams for Flying Training Academy
- Generate 20% more upsell and cross-sell revenue via targeted sales strategies
- Increase enrollment rates by 25%
- Strengthen outreach programs through open-house events or webinars
- Implement a compelling marketing strategy targeting potential enrollees
- Offer exclusive discounts or scholarships to new enrollees
- Boost course completion rate by 15% through improved student engagement
- Implement interactive activities within the coursework layout
- Conduct personalized follow-ups on student progress
- Regularly gather and apply student feedback on course structure
13. OKRs to boost stealth bed and chair pad sales by 20%
- Boost stealth bed and chair pad sales by 20%
- Increase average order size of stealth bed and chair pads by 10%
- Introduce multi-buy discounts for bigger orders of bed and chair pads
- Improve product descriptions highlighting stealth pad's unique features
- Upsell complementary products like covers or cleaners
- Improve conversion rate on stealth bed and chair pads by 15%
- Optimized product listings for search engine visibility
- Implement A/B testing for different website layouts
- Increase advertisement on popular home decor platforms
- Increase customer inquiries about stealth bed and chair pads by 30%
- Offer free samples with purchases and for reviews
- Highlight benefits and features in email newsletters
- Launch a digital marketing campaign targeting potential customers
14. OKRs to enhance our SaaS reference base
- Enhance our SaaS reference base
- Onboard 20% more SaaS clients by end of next quarter
- Improve customer onboarding process and documentation
- Implement focused marketing campaign targeting SaaS potential clients
- Develop personalized outreach programs for prospective customers
- Increase successful case studies by 30% featuring our new SaaS clients
- Identify key SaaS clients with successful product experiences
- Obtain testimonials and document success stories
- Implement a promotional campaign featuring these case studies
- Achieve a 95% customer satisfaction level among new SaaS clients
- Establish regular check-ins for performance feedback
- Implement comprehensive onboarding for all new SaaS clients
- Resolve reported issues within 24 hours
15. OKRs to boost slurry pump and its spare parts sales
- Boost slurry pump and its spare parts sales
- Close deals with at least three new major industrial clients
- Identify and research potential major industrial clients
- Execute targeted presentations for potential clients
- Negotiate and finalize contracts with three clients
- Achieve a 15% increase in sales leads through targeted marketing campaigns
- Implement email marketing to potential leads
- Identify target audience for optimized marketing efforts
- Initiate focused social media advertisement campaigns
- Upsell spare parts to 20% of existing slurry pump customers
- Identify potential upselling opportunities in current customer base
- Initiate contact with targeted customers
- Develop sales pitch specifically for spare parts
Marketing And Sales OKR best practices to boost success
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.
Tability's audit dashboard will highlight opportunities to improve OKRsTip #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.
Tability's check-ins will save you hours and increase transparencyTip #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 turn your Marketing And Sales OKRs in a strategy map
The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
Tability's Strategy Map makes it easy to see all your org's OKRsIf 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 Marketing And Sales OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to acquire new clients providing a security deposit
- OKRs to increase user revenue and reduce churn rate
- OKRs to successfully relaunch company with enhanced global trust and operational stability
- OKRs to boost sales to achieve profitable standing
- OKRs to boost our presence in significant media outlets
- OKRs to improve consulting services
OKRs resources
Here are a list of resources to help you adopt the Objectives and Key Results framework.
- To learn: What is the meaning of OKRs
- Blog posts: ODT Blog
- Success metrics: KPIs examples
Create more examples in our app
You can use Tability to create OKRs with AI – and keep yourself accountable 👀
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