15 OKR examples for Sales And Marketing Team

What are Sales And Marketing Team 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 Team 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 Team 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:

Our Sales And Marketing Team OKRs examples

We've added many examples of Sales And Marketing Team Objectives and Key Results, but we did not stop there. Understanding the difference between OKRs and projects is important, so we also added examples of strategic initiatives that relate to the OKRs.

Hope you'll find this helpful!

OKRs to boost invoice value for slurry pumps and spares to $800,000

  • ObjectiveBoost invoice value for slurry pumps and spares to $800,000
  • Key ResultImprove sales closure rate by 20% through targeted sales initiatives
  • TaskDevelop specific proposals tailored for each potential customer's needs
  • TaskUtilize data analytics to identify and target high conversion rate customers
  • TaskImplement a continuous training program to sharpen sales team's closing skills
  • Key ResultIncrease average order value to $4,000 by upselling related products
  • TaskTrain sales team on effective upselling techniques
  • TaskDevelop recommendations for related, higher-priced products
  • TaskImplement upselling strategies during post-sale follow-up
  • Key ResultAchieve 200 customer orders for slurry pumps and spare parts
  • TaskDevelop a detailed marketing plan targeting potential customers
  • TaskBoost online presence via SEO and social media advertising
  • TaskInitiate contact with relevant industry influencers for partnerships

OKRs to improve customer satisfaction and loyalty for Sales and Marketing

  • ObjectiveImprove customer satisfaction and loyalty for Sales and Marketing
  • Key ResultAchieve a 10% reduction in customer complaints over the quarter
  • TaskProvide additional training for customer service staff
  • TaskUpdate and clarify product usage instructions
  • TaskImplement customer satisfaction surveys after service interactions
  • Key ResultBoost overall customer satisfaction score by 20% on our survey
  • TaskEnhance product or service quality based on feedback
  • TaskImplement regular staff training on customer service skills
  • TaskFollow up on customer complaints efficiently
  • Key ResultIncrease repeat sales volume by 15%
  • TaskLaunch a loyalty rewards program to incentivize repeat purchases
  • TaskImplement targeted follow-up emails with personalized deals
  • TaskEnhance customer service quality to boost customer satisfaction

OKRs to successfully launch and break-even via pre-sales

  • ObjectiveSuccessfully launch and break-even via pre-sales
  • Key ResultAttain 100% of cost recovery through initial sales
  • TaskTrack and control operational expenses efficiently
  • TaskImplement effective sales and marketing strategies
  • TaskDevelop a competitive pricing strategy to cover production costs
  • Key ResultGenerate a minimum of 300 pre-sale orders
  • TaskCollaborate with influencers to promote and pre-sell
  • TaskImplement a referral discount program for pre-orders
  • TaskDevelop a compelling marketing campaign targeting potential customers
  • Key ResultAchieve 100% completion of product testing and fixes
  • TaskExecute testing plan and document all findings
  • TaskDevelop a comprehensive plan for product testing
  • TaskImplement necessary fixes based on test results

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

OKRs to increase revenue efficiency across all business units

  • ObjectiveIncrease revenue efficiency across all business units
  • Key ResultReduce operational expenditure by 10% to maximize net revenue
  • TaskStreamline processes to minimize redundant labor costs
  • TaskImplement energy-saving measures to decrease utility costs
  • TaskNegotiate better terms with suppliers to cut procurement expenses
  • Key ResultStreamline all revenue-generating processes to increase efficiency by 20%
  • TaskTrain team in streamlined processes and new software
  • TaskIdentify current inefficiencies in revenue-generating processes
  • TaskImplement technological solutions to automate manual tasks
  • Key ResultIncrease average revenue per user (ARPU) by 15%
  • TaskOptimize pricing based on customer buying behaviors
  • TaskImprove user experience to boost customer engagement
  • TaskDevelop targeted upselling strategies for high-value customers

OKRs to drive Business Expansion in Saudi Arabia's school sector

  • ObjectiveDrive Business Expansion in Saudi Arabia's school sector
  • Key ResultObtain 10 new client contracts from GCC school sector
  • TaskResearch potential GCC school sector clients
  • TaskDevelop and send proposals to identified schools
  • TaskFollow-up meetings, negotiate, and finalize contracts
  • Key ResultSecure 30 new successful B2B interactions with GCC schools
  • TaskFollow-up with proposals to close on agreements
  • TaskSend tailored partnership proposals to identified schools
  • TaskIdentify 50 GCC schools as potential B2B partners
  • Key ResultIncrease lead generation by 40% through tailored marketing and sales outreach
  • TaskDevelop personalized marketing campaigns targeting potential leads
  • TaskIntensify sales outreach efforts with tailored proposals
  • TaskEnhance data analysis to identify and reach untapped markets

OKRs to boost sales performance of KSB pumps and spares

  • ObjectiveBoost sales performance of KSB pumps and spares
  • Key ResultSecure 15 new contracts for KSB pumps and spares sales
  • TaskFollow up and negotiate contract details to finalize sales
  • TaskIdentify and contact potential customers for KSB pumps and spares
  • TaskArrange and conduct product demonstrations for potential clients
  • Key ResultAchieve a 20% quarterly growth in overall KSB pumps and spares sales
  • TaskDevelop a strategic marketing plan targeting potential clients
  • TaskImplement cross-selling and upselling techniques
  • TaskEnhance customer service and after-sales support
  • Key ResultIncrease customer engagements by 30% to improve product visibility
  • TaskEnhance social media presence and content strategy
  • TaskLaunch targeted email marketing campaigns
  • TaskImplement a customer referral and reward program

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 boost slurry pump and its spare parts sales

  • ObjectiveBoost slurry pump and its spare parts sales
  • Key ResultClose deals with at least three new major industrial clients
  • TaskIdentify and research potential major industrial clients
  • TaskExecute targeted presentations for potential clients
  • TaskNegotiate and finalize contracts with three clients
  • Key ResultAchieve a 15% increase in sales leads through targeted marketing campaigns
  • TaskImplement email marketing to potential leads
  • TaskIdentify target audience for optimized marketing efforts
  • TaskInitiate focused social media advertisement campaigns
  • Key ResultUpsell spare parts to 20% of existing slurry pump customers
  • TaskIdentify potential upselling opportunities in current customer base
  • TaskInitiate contact with targeted customers
  • TaskDevelop sales pitch specifically for spare parts

OKRs to increase revenue to achieve $25,000 gain

  • ObjectiveIncrease revenue to achieve $25,000 gain
  • Key ResultDecrease operational expenses by 5% through cost management strategies
  • TaskNegotiate with vendors to lower expenses on supplies
  • TaskReview and streamline business processes for efficiency
  • TaskImplement energy-efficient practices to decrease utility costs
  • Key ResultIncrease sales conversion rate by 10% through strategic marketing initiatives
  • TaskOptimize website for enhanced user experience
  • TaskImplement targeted advertising based on customer behavior analysis
  • TaskDevelop a personalized email marketing campaign
  • Key ResultLaunch 2 new profitable products or services to augment revenue stream
  • TaskIdentify potential products or services based on market demand
  • TaskExecute a strong marketing and sales strategy
  • TaskDevelop a comprehensive business plan for each product

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 successfully execute a dynamic and effective promotional campaign

  • ObjectiveSuccessfully execute a dynamic and effective promotional campaign
  • Key ResultIncrease social media engagement by 30% through promotional content
  • TaskRun social media competitions that encourage consumer interaction
  • TaskUtilize targeted ads to increase visibility towards core customers
  • TaskCreate valuable, engaging content tailored to the audience's interests
  • Key ResultBoost product sales by a minimum of 15% due to the promotional campaign
  • TaskTrack, analyze, and adjust strategy based on sales metrics
  • TaskLaunch a robust online and offline promotional campaign
  • TaskDevelop incentives like discounts to attract customers
  • Key ResultGain 20% more leads from promotional campaign outreach efforts
  • TaskIdentify and engage with prospective influencers
  • TaskIncrease frequency of email marketing campaigns
  • TaskEnhance digital strategy with targeted SEO and PPC campaigns

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 wealth by improving income and managing spending

  • ObjectiveIncrease wealth by improving income and managing spending
  • Key ResultDedicate 10% of each paycheck to investments to generate additional income
  • TaskDetermine monthly income
  • TaskTransfer this amount to chosen investments
  • TaskCalculate 10% of the monthly income
  • Key ResultRaise primary income by 15% through performance at work or business growth
  • TaskSeek promotion or salary increase at the current job
  • TaskDevelop and implement strategies for business sales growth
  • TaskImprove job performance through continuing education or training
  • Key ResultReduce unnecessary expenses by identifying and eliminating 20% of non-essential costs
  • TaskCreate a strategy to eliminate identified non-essential costs
  • TaskReview and categorize all expenses to identify non-essential costs
  • TaskImplement the cost-reduction strategy and track progress

Best practices for managing your Sales And Marketing Team 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.

Best way to track your Sales And Marketing Team 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

Spreadsheets are enough to get started. Then, once you need to scale you can use a proper OKR platform to make things easier.

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 Sales And Marketing Team 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 👀

Tability is a unique goal-tracking platform built to save hours at work and help teams stay on top of their goals.

Signup1 Create your workspace
Signup2 Build plans in seconds with AI
Signup3Track your progress