15 customisable OKR examples for Sales
What are 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 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 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.
Our customisable Sales OKRs examples
You will find in the next section many different Sales 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!
1. OKRs to enhance Salesforce Lead and Pipeline Management
Enhance Salesforce Lead and Pipeline Management
Improve lead conversion rate by 25% through effective pipeline management and follow-ups
Implement a rigorous pipeline management system for lead tracking- Continuously measure and optimize lead conversion rate
- Train sales team on best practices for follow-ups
- Decrease pipeline leakage by 15% through process optimization and better lead qualification
- Implement rigorous lead qualification criteria
- Optimize lead nurturing workflows
- Enhance sales team training on deal closing
- Increase lead generation by 20% using Salesforce's advanced analytics by quarter end
- Improve segmentation and targeting in Salesforce dashboard
- Implement Salesforce's lead scoring system to prioritize leads
- Boost campaign efforts using Salesforce's predictive analytics tools
2. 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
3. OKRs to implement strategies to enhance sustainable revenue growth
- Implement strategies to enhance sustainable revenue growth
- Secure at least 10 new B2B partnerships for an expected sales increase of 20%
- Negotiate partnership terms and finalize agreements
- Identify and list potential B2B partnership targets
- Initiate contact and set meetings with the targets
- Increase customer retention rate by 15% through customer satisfaction strategies
- Boost market penetration in untapped regions by 25% to grow brand presence
- Perform market research to identify potential untapped regions
- Develop tailored marketing strategies for these regions
- Implement intensive promotional campaigns in targeted regions
4. OKRs to enhance client relations through first art refusals' follow-up
- Enhance client relations through first art refusals' follow-up
- Successfully reengage 35% of clients to reconsider purchased artwork
- Send personalized letters highlighting artwork attributes
- Offer special discounts to clients on future artworks
- Conduct virtual events showcasing new artwork collections
- Reduce the average response time to client communications by 15%
- Conduct efficient response time training for staff
- Establish a tracking system for communication response
- Implement a dedicated customer service software program
- Increase contact with clients about expired artwork refusals by 20%
- Initiate weekly follow-ups with clients regarding expired artwork
- Implement automated email reminders for expired artwork refusals
- Increase the frequency of client communication regarding refusals
5. OKRs to boost client insurance adoption rate by 50%
- Boost client insurance adoption rate by 50%
- Enhance customer service satisfaction rate by 20% to ensure client retention
- Create an effective response strategy to solve customer complaints promptly
- Conduct staff training focused on effective customer service techniques
- Implement a customer feedback system to identify improvement areas
- Improve sales team's closing rate to achieve 40% successful conversions
- Regularly analyze and review the sales processes
- Establish clear and attainable sales targets for staff
- Implement training sessions focusing on effective closing techniques
- Increase lead generation by 30% to attract potential insurance adopters
- Implement PPC advertising on insurance-related keywords
- Enhance referral program initiatives
- Expand digital presence with insurance-focused content
6. OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
- Improve Braze comprehension to boost confidence when presenting to potential clients
- Complete all Braze training modules and quizzes
- Identify all required Braze training modules and quizzes
- Dedicate specific time daily to study and complete modules
- Complete and pass all associated quizzes
- Successfully pitch Braze to at least 5 test prospects
- Conduct the Braze product pitch to each prospect
- Analyze Braze features and benefits for effective pitching
- Identify and contact 5 potential test prospects
- Receive positive feedback from internal team on Braze knowledge improvement
- Request regular feedback on Braze usage from the team
- Apply learned Braze functionalities in daily tasks
- Attend regular training sessions on Braze software
7. OKRs to achieve exceptional sales performance as a Hotel Sales Director
- Achieve exceptional sales performance as a Hotel Sales Director
- Develop 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
- Increase 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
- Implement 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
8. OKRs to develop an encompassing sales program to boost teams' target attainment
- Develop an encompassing sales program to boost teams' target attainment
- Finalize development and improvement of sales program within 15% resource budget
- Finalize edits on sales program within budget constraints
- Implement improvements to maximize resource efficiency
- Review and validate program functionality and effectiveness
- Increase sales team's productivity by 20% through established sales program
- Implement regular coaching and training with sales program strategies
- Reward and recognize top performers to encourage productivity
- Monitor and analyze individual sales team's performance weekly
- Ensure 80% of sales team meets or exceeds sales target via sales program implementation
- Implement incentive schemes for meeting targets
- Regularly monitor and adjust team's sales strategies
- Develop a results-focused sales training program
9. OKRs to enhance proficiency in answering sales pitches
- Enhance proficiency in answering sales pitches
- Attend two industry-specific sales response training sessions
- Practice with 10 different mock sales pitches weekly
- Identify 10 diverse sales scenarios to role-play each week
- Document outcomes, feedback, and improvements after each pitch
- Allocate specific time weekly for mock sales pitch practice
- Achieve a 15% increase in positive consumer feedback on response efficiency
- Implement comprehensive customer service training for staff
- Regularly review and improve communication channels
- Streamline response processes for quicker turnaround
10. OKRs to establish effective sales training for new recruits
- Establish effective sales training for new recruits
- Implement the training program, ensuring 80% of participants pass the post-training evaluation
- Conduct training sessions for all program participants
- Develop comprehensive training materials for program participants
- Administer post-training evaluation and analyze results
- Design a comprehensive sales training curriculum for new joiners within 1 month
- Schedule expert-led training sessions on essential sales techniques
- Develop practical exercises for real-life sales scenarios
- Identify key skills and knowledge needed for successful sales performance
- Post training, increase new joiners' sales conversion rates by 25%
- Develop mentoring program for new joiners
- Review and optimize the onboarding process
- Implement weekly coaching sessions focused on sales techniques
11. OKRs to increase the conversion rate of BDR-generated leads into sales opportunities by 25%
- Boost BDR-generated lead conversion rate by 25%
- Implement personalized and timely follow-up for all leads
- Increase the number of demos by BDRs for better lead nurturing
- Optimize landing pages to ensure an easy and quick conversion process
- Improve sales pitch training to increase lead engagement and closing rate
12. OKRs to improve sales support operations for increased revenues
- Improve sales support operations for increased revenues
- Increase upselling rate by 15% with enhanced support-guided recommendations
- Develop tailored recommendation scripts for support staff to use
- Train support team in advanced selling techniques and product knowledge
- Implement tracking metrics to monitor progress and effectiveness regularly
- Increase customer engagement by 30% through revamped sales support systems
- Introduce incentive programs to reward loyal customers
- Implement a user-friendly interface for seamless customer interaction
- Train sales personnel on customer connectivity and relationship building
- Reduce sales cycle duration by 20% through sales support optimizations
- Train team on effective closing techniques
- Streamline sales proposal approval process
- Implement more efficient sales tracking software
13. OKRs to boost the sales pipeline in Portugal
- Boost the sales pipeline in Portugal
- Upsell and cross-sell to existing customers, enhancing repeat purchase rate by 20%
- Develop targeted promotions for existing product upgrades
- Identify customers with high-value or repeat purchase history
- Train customer service to recognize upselling opportunities
- Increase lead generation by 30% through effective marketing campaigns
- Develop a strategic plan for targeted marketing campaigns
- Allocate more resources to successful marketing platforms
- Monitor and optimize campaigns to boost performance
- Improve conversion rates by 15% via personalized sales approaches
- Analyze customer data to understand their preferences and behaviors
- Develop individualized sales strategies based on customer insights
- Implement personalized communication in all sales interactions
14. 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
15. OKRs to create a unified promo planning process for all Sales
- Create a unified promo planning process for all Sales
- Conduct 3 training sessions to ensure Sales Department understands the new process
- Set up three different training dates
- Follow up for feedback after each session
- Identify key points to cover in training sessions
- Achieve 90% positive feedback on the ease and clarity of the new process
- Regularly ask for and analyze feedback
- Conduct training sessions to fully understand new process
- Implement improvements based on feedback received
- Define and document 100% of the necessary steps for successful promo planning
- Compile steps into a comprehensive document guide
- Identify all steps involved in successful promo planning
- Write clear, concise descriptions for each step
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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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 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 Sales OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance warehouse RFP and proforma process efficiency
- OKRs to enhance organizational cybersecurity compliance
- OKRs to enhance the efficiency of indirect purchasing
- OKRs to enhance critical thinking skills
- OKRs to achieve complete regulatory compliance
- OKRs to get a solid growth engine
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
What's next? Try Tability's goal-setting AI
You can create an iterate on your OKRs using Tability's unique goal-setting AI.
Watch the demo below, then hop on the platform for a free trial.