15 customisable OKR examples for Sales And Marketing
What are Sales And Marketing 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 And Marketing 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 And Marketing 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 Sales And Marketing OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales And Marketing. 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
Sales And Marketing 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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/tability-insights-board.e70f9466.png)
Tip #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 Insights Dashboard](https://tability-templates-v2.vercel.app/_next/static/media/checkins-graph.b2aec458.png)
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 turn your Sales And Marketing OKRs in a strategy map
Quarterly OKRs should have weekly updates to get all the 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 Tability](https://tability-templates-v2.vercel.app/_next/static/media/tability_strategy_map.2ad25843.png)
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 Sales And Marketing OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to improve the overall client experience
OKRs to expand brand reach through innovative marketing practices
OKRs to increase revenue in my AI consulting service business
OKRs to enhance accountability and coordination in onboarding and calls
OKRs to achieve significant cost reduction in metal fabrication
OKRs to enhance website visibility and conversion rate
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 👀
Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.
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