9 customisable OKR examples for Sales Engagement

What are Sales Engagement 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 Engagement 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 Engagement 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 customisable Sales Engagement OKRs examples

You'll find below a list of Objectives and Key Results templates for Sales Engagement. 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!

1OKRs to boost sales performance across the company

  • ObjectiveBoost sales performance across the company
  • Key ResultDevelop and launch 3 new customer incentive programs
  • TaskIdentify customer needs and potential incentives
  • TaskDevelop 3 unique customer incentive programs
  • TaskLaunch incentive programs and monitor performance
  • Key ResultIncrease the conversion rate from leads to sales by 15%
  • TaskEnhance customer follow-up process through personalized communication
  • TaskImprove sales team training with focus on lead conversion techniques
  • TaskImplement new strategies in the sales funnel to encourage purchases
  • Key ResultAchieve a 20% increase in repeat customer purchases
  • TaskDevelop a loyalty program with incentives for frequent purchases
  • TaskImplement strategies for personalized customer engagement and retention
  • TaskConduct customer satisfaction surveys to identify areas of improvement

2OKRs 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

3OKRs to enhance compliance and engagement through sales audit

  • ObjectiveEnhance compliance and engagement through sales audit
  • Key ResultIdentify and rectify at least 75% of recorded non-compliance issues by week 12
  • TaskDevise an effective strategy to rectify issues
  • TaskImplement the strategy before week 12
  • TaskReview all recorded non-compliance issues
  • Key ResultConduct and complete 100% sales audit for all departments by week 8
  • TaskEvaluate, compile and submit audit findings by week 8
  • TaskDetermine essential data points required for sales audit by week 2
  • TaskImplement a systematic sales audit process starting week 3
  • Key ResultIncrease staff engagement in compliance initiatives by 30% through training and communication
  • TaskImplement regular communication channels to discuss compliance matters
  • TaskDevelop a comprehensive compliance training program for all staff members
  • TaskUtilize incentives to motivate staff participation in compliance initiatives

4OKRs to significantly boost the volume of lead generation

  • ObjectiveSignificantly boost the volume of lead generation
  • Key ResultAchieve a 25% increase in website traffic through targeted digital marketing
  • TaskImplement targeted social media advertising campaigns
  • TaskCreate engaging content to stimulate user sharing
  • TaskDevelop a strategic SEO plan to boost organic website traffic
  • Key ResultImplement 3 new lead generation strategies to create diverse channels
  • TaskIdentify potential new channels for effective lead generation
  • TaskBegin implementing these strategies across the channels
  • TaskDevelop and finalize strategies for each chosen channel
  • Key ResultIncrease lead conversion rate by 15% through improved sales engagement
  • TaskEnhance sales scripts to better target and engage leads
  • TaskImplement a personalized follow-up system for potential leads
  • TaskProvide continuous sales team training on customer engagement techniques

5OKRs to improve Braze comprehension to boost confidence when presenting to potential clients

  • ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
  • Key ResultComplete all Braze training modules and quizzes
  • TaskIdentify all required Braze training modules and quizzes
  • TaskDedicate specific time daily to study and complete modules
  • TaskComplete and pass all associated quizzes
  • Key ResultSuccessfully pitch Braze to at least 5 test prospects
  • TaskConduct the Braze product pitch to each prospect
  • TaskAnalyze Braze features and benefits for effective pitching
  • TaskIdentify and contact 5 potential test prospects
  • Key ResultReceive positive feedback from internal team on Braze knowledge improvement
  • TaskRequest regular feedback on Braze usage from the team
  • TaskApply learned Braze functionalities in daily tasks
  • TaskAttend regular training sessions on Braze software

6OKRs 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

7OKRs 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

8OKRs to drive revenue growth through personalisation

  • ObjectiveDrive revenue growth through personalisation
  • Key ResultImprove customer retention rate by 15% through tailored email marketing campaigns
  • TaskAnalyze campaign performance and make iterative improvements based on customer feedback and data
  • TaskImplement automated email workflows to consistently engage customers at different stages of their journey
  • TaskSegment customer database based on demographics, behavior, and purchasing patterns
  • TaskDevelop personalized email content that addresses individual customer needs and preferences
  • Key ResultIncrease conversion rate by 10% through personalised recommendations on the website
  • TaskOptimize website's user interface to prominently display personalized recommendations throughout the user journey
  • TaskAnalyze customer data to understand preferences and create tailored recommendation lists
  • TaskContinuously monitor and test recommendation algorithms to improve accuracy and relevance
  • TaskImplement an AI-driven recommendation engine to offer personalized product suggestions
  • Key ResultGenerate 30% more revenue from existing customers by delivering highly targeted promotions
  • TaskImplement a customer loyalty program to reward and incentivize existing customers for their continued business
  • TaskMonitor and track promotion effectiveness, making adjustments based on real-time customer feedback
  • TaskDevelop a strategic plan to increase customer engagement and encourage repeat purchases
  • TaskAnalyze customer data to identify interests and preferences for personalized promotions
  • Key ResultAchieve a 20% increase in average order value by leveraging personalised upselling techniques
  • TaskAnalyze customer shopping patterns to identify potential upselling opportunities
  • TaskImplement dynamic pricing strategies to showcase higher-value options and incentives for upselling
  • TaskTrain sales team on effective upselling techniques and how to personalize offers
  • TaskDevelop tailored product recommendations based on customer preferences and purchase history

9OKRs to enhance customer engagement via CRM and onsite experience

  • ObjectiveEnhance customer engagement via CRM and onsite experience
  • Key ResultImprove onsite user experience leading to a 15% rise in order frequency
  • TaskImplement personalized recommendations for returning users
  • TaskEnhance website navigation for seamless user browsing
  • TaskOptimize checkout process to increase conversion rates
  • Key ResultReduce customer churn by 10% by improving post-purchase follow-ups and interactions
  • TaskImplement personalized post-purchase follow-up emails
  • TaskEvaluate and refine after-sales service procedures
  • TaskTrain staff on effective, empathetic customer interaction
  • Key ResultAchieve 20% increase in repeat orders through CRM engagement campaigns strategy
  • TaskDevelop a loyalty rewards program to incentivize repeat orders
  • TaskImplement personalized email campaigns targeting previous customers
  • TaskAnalyze purchase history to offer tailored product recommendations

Sales Engagement 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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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 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.

How to turn your Sales Engagement OKRs in a strategy map

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

We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using a proper OKR-tracking tool for it.

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 Engagement 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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