11 OKR examples for New Sales

What are New Sales OKRs?

The OKR acronym stands for Objectives and Key Results. It's a goal-setting framework that was introduced at Intel by Andy Grove in the 70s, and it became popular after John Doerr introduced it to Google in the 90s. OKRs helps teams has a shared language to set ambitious goals and track progress towards them.

OKRs are quickly gaining popularity as a goal-setting framework. But, it's not always easy to know how to write your goals, especially if it's your first time using OKRs.

To aid you in setting your goals, we have compiled a collection of OKR examples customized for New Sales. Take a look at the templates below for inspiration and guidance.

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

Our New Sales OKRs examples

You'll find below a list of Objectives and Key Results templates for New 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!

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

  • ObjectiveSuccessfully migrate and train team on the new sales CRM system
  • Key ResultAchieve 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
  • Key ResultMigrate 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
  • Key ResultTrain 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 expand Sales to a new region

  • ObjectiveExpand revenue in Europe
  • Key ResultRecruit 10 resellers in Europe
  • Key Result10% of new sales are coming from EU customers
  • Key ResultGenerate a pipeline of $500K in Europe

OKRs to grow sales effort in new markets

  • ObjectiveDevelop a strong presence in <country>
  • Key ResultAchieve 25K MRR in <country>
  • Key Result25% of new sales come from <country>
  • Key Result10 of top 100 companies in <country> are customers

OKRs to successfully migrate and train Sales Team on the new CRM

  • ObjectiveSuccessfully migrate and train Sales Team on the new CRM
  • Key ResultComplete 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
  • Key ResultConduct 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
  • Key ResultAchieve 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 secure a new project contract with a new client

  • ObjectiveSecure a new project contract with a new client
  • Key ResultIdentify and establish contact with 50 potential new clients within the industry
  • TaskResearch to compile a list of 50 potential clients within the industry
  • TaskSend emails to identified potential clients
  • TaskDraft a personalized introductory email to establish contact
  • Key ResultSubmit high-quality proposals to at least 20 new prospective clients
  • TaskDevelop robust, customized proposals for each client
  • TaskSubmit the proposals and follow up promptly
  • TaskIdentify 20 potential new clients and research their needs
  • Key ResultSuccessfully negotiate and finalize at least one contract with a new client
  • TaskIdentify and research potential new clients
  • TaskCraft and send personalized business proposals
  • TaskArrange negotiation meetings to finalize contract

OKRs to expand BDR prospecting efforts into new target markets or industry segments

  • ObjectiveIncrease BDR prospecting in untapped markets/segments
  • Key ResultDevelop customized messaging for each target market/segment
  • Key ResultIdentify 3 new markets/segments to target
  • Key ResultSecure at least 2 new clients from the targeted markets/segments
  • Key ResultIncrease qualified leads generated from new markets/segments by 20%

OKRs to expand market reach by establishing partnerships with five new distributors or resellers

  • ObjectiveIncrease distribution partnerships to expand market reach
  • Key ResultSecure agreements with 5 new distributors
  • Key ResultIncrease brand visibility in new markets through joint marketing efforts with distribution partners
  • Key ResultDevelop and implement a comprehensive onboarding plan for new distribution partners
  • Key ResultIncrease sales revenue from new distribution partnerships by 30%

OKRs to drive 110% growth in MRR for our new product

  • ObjectiveDrive 110% growth in MRR for our new product
  • Key ResultEnhance customer retention rate for the new product by 15%
  • Key ResultAchieve a 10% increase in average revenue per customer for the new product
  • TaskAnalyze pricing strategy and competitive landscape to optimize product pricing for maximum revenue
  • TaskConduct market research to identify key customer segments and their willingness to pay
  • TaskDevelop targeted marketing campaigns to increase product adoption and upsell opportunities
  • TaskProvide additional training and resources to sales team to effectively communicate product value
  • Key ResultGenerate a 30% growth in upsell and cross-sell revenue from the new product
  • TaskDevelop targeted marketing campaigns to promote the upsell and cross-sell options of the new product
  • TaskImplement customer feedback mechanisms to continuously improve upsell and cross-sell strategies for the new product
  • TaskTrain sales teams on effectively presenting and selling the upsell and cross-sell options for the new product
  • TaskConduct thorough market research to identify potential upsell and cross-sell opportunities for the new product
  • Key ResultIncrease the number of paying customers for the new product by 20%
  • TaskImplement targeted online advertising to reach a wider audience
  • TaskOffer enticing promotional discounts to encourage immediate purchase
  • TaskLeverage social media platforms for customer engagement and word-of-mouth marketing
  • TaskEnhance product features and benefits to increase perceived value

OKRs to boost new customer revenue on Amazon by 50%

  • ObjectiveBoost new customer revenue on Amazon by 50%
  • Key ResultElevate average customer transaction amount by 15% via upselling techniques
  • TaskIntroduce loyalty programs incentivizing larger transactions
  • TaskTrain staff in persuasive upselling and cross-selling techniques
  • TaskImplement product bundles to encourage higher-priced purchases
  • Key ResultIncrease advertising campaign conversion rate by 30%
  • TaskDesign and implement new conversion-focused ad content
  • TaskAnalyze conversion data to identify improvement areas
  • TaskReview and refine existing ad targeting strategy
  • Key ResultGrow new customer base by 20% through targeted marketing strategies
  • TaskImplement and monitor marketing efforts regularly
  • TaskDevelop tailored marketing strategies for identified audience
  • TaskIdentify target audience for the product or service

OKRs to build strategic partnerships to reach new audiences and drive customer acquisition

  • ObjectiveExpand customer acquisition through strategic partnerships
  • Key ResultAchieve a 20% increase in revenue from converted partnership leads
  • Key ResultEstablish 5 new partnerships with relevant brands in our industry
  • Key ResultIncrease website traffic by 30% through partnership-driven promotions
  • Key ResultGenerate 100 new leads by leveraging partner networks and referrals

OKRs to successfully penetrate and gain market share in a new market

  • ObjectiveSuccessfully penetrate and gain market share in a new market
  • Key ResultAcquire 100 new customers through effective lead generation strategies in the new market
  • TaskDevelop compelling lead magnets tailored to the needs and preferences of potential customers
  • TaskImplement targeted online advertising campaigns to capture the attention of the new market
  • TaskBuild strategic partnerships and collaborations to expand reach and attract new customers
  • TaskConduct market research to identify target audience and demographics in the new market
  • Key ResultGenerate $500,000 in revenue from sales of the new product in the new market
  • TaskEstablish partnerships or distribution channels to reach a wider audience in the new market
  • TaskDevelop a comprehensive marketing strategy to effectively promote the new product
  • TaskConduct market research to identify potential customers and understand their needs
  • TaskMonitor sales data and adjust pricing or strategies accordingly to maximize revenue
  • Key ResultIncrease brand awareness by achieving 50,000 impressions through targeted advertising campaigns
  • Key ResultAchieve a customer satisfaction rating of 90% or higher through post-purchase surveys

Best practices for managing your New Sales OKRs

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.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly 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.

Tability Insights DashboardTability's check-ins will save you hours and increase transparency

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.

Building your own New Sales OKRs with AI

While we have some examples above, it's likely that you'll have specific scenarios that aren't covered here. There are 2 options available to you.

Best way to track your New Sales 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:

  • 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.

A strategy map in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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 New Sales OKR templates

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

OKRs resources

Here are a list of resources to help you adopt the Objectives and Key Results framework.

Create more examples in our app

You can use Tability to create OKRs with AI – and keep yourself accountable 👀

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