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10 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

Using Tability AI to draft complete strategies in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

See it in action in the video below 👇

Using the AI generator, you can:

  • Chat with an AI to draft your goals
  • Ask questions or provide feedback to refine the OKRs
  • Import the suggestion in an editor designed for goal setting
  • Switch back to a goal-tracking view in 1-click

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Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our 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
  • KRDevelop 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
  • KRIncrease 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
  • KRAchieve 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
Tability

2OKRs to boost sales performance of KSB pumps and spares

  • ObjectiveBoost sales performance of KSB pumps and spares
  • KRSecure 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
  • KRAchieve 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
  • KRIncrease 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
  • KRIdentify 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
  • KRConduct 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
  • KRIncrease 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 increase client engagement through targeted sales promotion emails

  • ObjectiveIncrease client engagement through targeted sales promotion emails
  • KRGenerate 15% more sales from email marketing promotions
  • TaskSegment email lists for targeted promotions
  • TaskTest various call-to-action placements within email
  • TaskEnhance email subject lines to increase open rates
  • KRReduce the unsubscribe rate of email recipients below 5%
  • TaskImprove email content to cater to subscriber interests
  • TaskIncorporate personalized touches to each email
  • TaskAdjust email frequency to avoid inundation
  • KRAchieve a 20% increase in email campaign CTR (Click Through Rates)
  • TaskInclude compelling call-to-action cues in every email
  • TaskRevise email subject lines to spark customer curiosity
  • TaskOptimize email content to specifically target audiences

5OKRs to significantly boost the volume of lead generation

  • ObjectiveSignificantly boost the volume of lead generation
  • KRAchieve 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
  • KRImplement 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
  • KRIncrease 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

6OKRs to enhance client engagement post-representative visit

  • ObjectiveEnhance client engagement post-representative visit
  • KRSecure 15% more repeat orders within two weeks of rep visit
  • TaskIncrease customer engagement through personalized service
  • TaskIncorporate follow-up procedures after each rep visit
  • TaskImplement incentive programs for repeat orders
  • KRIncrease client satisfaction surveys response rate by 20% after rep visits
  • TaskImprove clarity and brevity of survey questions
  • TaskOffer incentives for completing satisfaction surveys
  • TaskImplement follow-up emails after rep visits
  • KRReduce outstanding client issues by 30% within a month of rep visit
  • TaskProvide solutions for 30% of those concerns
  • TaskFollow-up with clients post solution implementation
  • TaskIdentify all current unresolved client issues

7OKRs to improve Braze comprehension to boost confidence when presenting to potential clients

  • ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
  • KRComplete 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
  • KRSuccessfully 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
  • KRReceive 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

8OKRs to strengthen revenue streams for Flying Training Academy

  • ObjectiveStrengthen revenue streams for Flying Training Academy
  • KRGenerate 20% more upsell and cross-sell revenue via targeted sales strategies
  • KRIncrease enrollment rates by 25%
  • TaskStrengthen outreach programs through open-house events or webinars
  • TaskImplement a compelling marketing strategy targeting potential enrollees
  • TaskOffer exclusive discounts or scholarships to new enrollees
  • KRBoost course completion rate by 15% through improved student engagement
  • TaskImplement interactive activities within the coursework layout
  • TaskConduct personalized follow-ups on student progress
  • TaskRegularly gather and apply student feedback on course structure
Tability

9OKRs to boost invoice value for slurry pumps and spares to $800,000

  • ObjectiveBoost invoice value for slurry pumps and spares to $800,000
  • KRImprove 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
  • KRIncrease 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
  • KRAchieve 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

10OKRs to successfully execute a dynamic and effective promotional campaign

  • ObjectiveSuccessfully execute a dynamic and effective promotional campaign
  • KRIncrease 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
  • KRBoost 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
  • KRGain 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

Sales Engagement OKR best practices

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.

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.

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 track your Sales Engagement 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

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.