8 OKR examples for Sales And Marketing

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 more about the OKR meaning online.

Best practices for OKR

Your objectives should be ambitious, but achievable. Your key results should be measurable and time-bound. It can also be helfpul to list strategic initiatives under your key results, as it'll help you avoid the common mistake of listing projects in your KRs.

Building your own OKRs with AI

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

- Use our free OKRs generator
- Use Tability, a complete platform to set and track OKRs and initiatives – including a GPT-4 powered goal generator

How to track OKRs

Quarterly OKRs should have weekly updates to get all the benefits from the framework.

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.

We recommend Tability for an easy way to set and track OKRs with your team.

Check out the 5 best OKR tracking templates to find the best way to monitor progress during the quarter.

Sales And Marketing OKRs templates

You'll find below a list of Objectives and Key Results for Sales And Marketing.

OKRs to increase revenue by optimizing sales strategies and processes

  • ObjectiveIncrease revenue by optimizing sales strategies and processes
  • Key ResultImprove customer retention rate by 15% through targeted loyalty programs and personalized communication
  • TaskAnalyze customer data to identify preferences and develop personalized loyalty program offers
  • TaskConduct regular surveys to gather customer feedback and identify areas for improvement
  • TaskImplement automated system for personalized communication through email, SMS, and social media
  • TaskMonitor, track, and evaluate the effectiveness of loyalty programs and communication strategies
  • Key ResultImplement a streamlined sales pipeline, reducing the time from lead to conversion by 20%
  • Key ResultAcquire 100 new high-value customers through targeted marketing campaigns
  • Key ResultIncrease average order value by 10% through upselling and cross-selling techniques
  • TaskCreate visually appealing and persuasive product displays to encourage add-on sales
  • TaskTrain sales team on effective upselling and cross-selling strategies
  • TaskOffer bundled discounts for purchasing complementary products together
  • TaskImplement personalized product recommendations based on customer browsing and purchase history
Turn OKRs into a Strategy Map

OKRs to boost stealth bed and chair pad sales by 20%

  • ObjectiveBoost stealth bed and chair pad sales by 20%
  • Key ResultIncrease average order size of stealth bed and chair pads by 10%
  • TaskIntroduce multi-buy discounts for bigger orders of bed and chair pads
  • TaskImprove product descriptions highlighting stealth pad's unique features
  • TaskUpsell complementary products like covers or cleaners
  • Key ResultImprove conversion rate on stealth bed and chair pads by 15%
  • TaskOptimized product listings for search engine visibility
  • TaskImplement A/B testing for different website layouts
  • TaskIncrease advertisement on popular home decor platforms
  • Key ResultIncrease customer inquiries about stealth bed and chair pads by 30%
  • TaskOffer free samples with purchases and for reviews
  • TaskHighlight benefits and features in email newsletters
  • TaskLaunch a digital marketing campaign targeting potential customers

OKRs to drive US commercial opportunities expansion

  • ObjectiveDrive US commercial opportunities expansion
  • Key ResultBoost product awareness via promotional activities to achieve a 15% sales increase
  • TaskOrganize product-focused events or webinars for potential customers
  • TaskCollaborate with influencers for a social media product promotion
  • TaskDevelop targeted digital advertising campaigns across multiple platforms
  • Key ResultIncrease outbound sales contacts by 20% to open new markets
  • TaskDevelop a more aggressive outbound sales strategy
  • TaskTrain sales team in advanced outreach techniques
  • TaskIdentify and analyze potential new markets for our products/services
  • Key ResultSecure at least 7 commercial partnerships for enhanced distribution
  • TaskInitiate contact and negotiate terms with selected businesses
  • TaskIdentify and list potential partnerships suitable for our services
  • TaskDevelop tailored pitches highlighting mutual benefits

OKRs to enhance profitable performance of the finance team

  • ObjectiveEnhance profitable performance of the finance team
  • Key ResultImprove the ROI (Return on Investment) by 10% on all key business initiatives
  • TaskIncrease upselling and cross-selling efforts across channels
  • TaskIdentify and eliminate inefficient processes or expenditures
  • TaskImplement tracking metrics to optimize marketing campaigns
  • Key ResultIncrease total revenue by 15% in operational areas
  • TaskInitiate strategies for customer retention and acquisition
  • TaskEnhance product/service offerings to drive sales
  • TaskImplement efficiency measures to reduce operational costs
  • Key ResultCut financial inefficiencies and wastage by 20%
  • TaskImplement stricter budget control measures
  • TaskConduct thorough assessments to find wasteful spending
  • TaskTrain employees on cost efficiency strategies

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 increase sales and profitability for sellers in the next quarter

  • ObjectiveIncrease sales and profitability for sellers in the next quarter
  • Key ResultIncrease the number of new customers acquired by sellers by 20%
  • TaskEnhance customer referral program to incentivize existing customers to refer new buyers
  • TaskDevelop and implement targeted marketing campaigns to attract new potential customers
  • TaskAnalyze and optimize online presence to increase visibility and attract new customers
  • TaskImprove sales training program to enhance sellers' prospecting and customer acquisition skills
  • Key ResultAchieve a 10% increase in average order value per customer
  • TaskAnalyze customer preferences and identify potential products to upsell
  • TaskTrain sales team to effectively communicate and emphasize the value of additional products
  • TaskImprove website design and layout to promote cross-selling and product bundling
  • TaskImplement targeted promotions and discounts to encourage higher order values
  • Key ResultImplement and optimize targeted marketing campaigns resulting in 15% higher conversion rates
  • TaskContinuously test and refine marketing strategies to achieve 15% higher conversion rates
  • TaskConduct market research to identify target audience and their preferences
  • TaskUtilize data analytics to measure campaign effectiveness and make necessary adjustments
  • TaskCreate personalized and tailored content for each target segment
  • Key ResultImprove seller satisfaction rating to an average of 4.5 out of 5
  • TaskImplement a feedback system to gather seller ratings and reviews regularly
  • TaskProvide comprehensive seller training programs to enhance product knowledge and customer service skills
  • TaskAnalyze seller feedback data to identify recurring issues and proactively resolve them to improve satisfaction
  • TaskAssign dedicated account managers to build stronger relationships and address seller concerns promptly

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

More 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.