10 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:
- 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 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!
1. OKRs to boost sales performance across the company
Boost sales performance across the company
Develop and launch 3 new customer incentive programs
Identify customer needs and potential incentives
Develop 3 unique customer incentive programs
Launch incentive programs and monitor performance
Increase the conversion rate from leads to sales by 15%
Enhance customer follow-up process through personalized communication
Improve sales team training with focus on lead conversion techniques
Implement new strategies in the sales funnel to encourage purchases
Achieve a 20% increase in repeat customer purchases
Develop a loyalty program with incentives for frequent purchases
Implement strategies for personalized customer engagement and retention
Conduct customer satisfaction surveys to identify areas of improvement
2. 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
3. OKRs to enhance compliance and engagement through sales audit
Enhance compliance and engagement through sales audit
Identify and rectify at least 75% of recorded non-compliance issues by week 12
Devise an effective strategy to rectify issues
Implement the strategy before week 12
Review all recorded non-compliance issues
Conduct and complete 100% sales audit for all departments by week 8
Evaluate, compile and submit audit findings by week 8
Determine essential data points required for sales audit by week 2
Implement a systematic sales audit process starting week 3
Increase staff engagement in compliance initiatives by 30% through training and communication
Implement regular communication channels to discuss compliance matters
Develop a comprehensive compliance training program for all staff members
Utilize incentives to motivate staff participation in compliance initiatives
4. OKRs to significantly boost the volume of lead generation
Significantly boost the volume of lead generation
Achieve a 25% increase in website traffic through targeted digital marketing
Implement targeted social media advertising campaigns
Create engaging content to stimulate user sharing
Develop a strategic SEO plan to boost organic website traffic
Implement 3 new lead generation strategies to create diverse channels
Identify potential new channels for effective lead generation
Begin implementing these strategies across the channels
Develop and finalize strategies for each chosen channel
Increase lead conversion rate by 15% through improved sales engagement
Enhance sales scripts to better target and engage leads
Implement a personalized follow-up system for potential leads
Provide continuous sales team training on customer engagement techniques
5. OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
Improve Braze comprehension to boost confidence when presenting to potential clients
Complete all Braze training modules and quizzes
Identify all required Braze training modules and quizzes
Dedicate specific time daily to study and complete modules
Complete and pass all associated quizzes
Successfully pitch Braze to at least 5 test prospects
Conduct the Braze product pitch to each prospect
Analyze Braze features and benefits for effective pitching
Identify and contact 5 potential test prospects
Receive positive feedback from internal team on Braze knowledge improvement
Request regular feedback on Braze usage from the team
Apply learned Braze functionalities in daily tasks
Attend regular training sessions on Braze software
6. 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
7. 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
8. OKRs to successfully execute a dynamic and effective promotional campaign
Successfully execute a dynamic and effective promotional campaign
Increase social media engagement by 30% through promotional content
Run social media competitions that encourage consumer interaction
Utilize targeted ads to increase visibility towards core customers
Create valuable, engaging content tailored to the audience's interests
Boost product sales by a minimum of 15% due to the promotional campaign
Track, analyze, and adjust strategy based on sales metrics
Launch a robust online and offline promotional campaign
Develop incentives like discounts to attract customers
Gain 20% more leads from promotional campaign outreach efforts
Identify and engage with prospective influencers
Increase frequency of email marketing campaigns
Enhance digital strategy with targeted SEO and PPC campaigns
9. OKRs to drive revenue growth through personalisation
Drive revenue growth through personalisation
Improve customer retention rate by 15% through tailored email marketing campaigns
Analyze campaign performance and make iterative improvements based on customer feedback and data
Implement automated email workflows to consistently engage customers at different stages of their journey
Segment customer database based on demographics, behavior, and purchasing patterns
Develop personalized email content that addresses individual customer needs and preferences
Increase conversion rate by 10% through personalised recommendations on the website
Optimize website's user interface to prominently display personalized recommendations throughout the user journey
Analyze customer data to understand preferences and create tailored recommendation lists
Continuously monitor and test recommendation algorithms to improve accuracy and relevance
Implement an AI-driven recommendation engine to offer personalized product suggestions
Generate 30% more revenue from existing customers by delivering highly targeted promotions
Implement a customer loyalty program to reward and incentivize existing customers for their continued business
Monitor and track promotion effectiveness, making adjustments based on real-time customer feedback
Develop a strategic plan to increase customer engagement and encourage repeat purchases
Analyze customer data to identify interests and preferences for personalized promotions
Achieve a 20% increase in average order value by leveraging personalised upselling techniques
Analyze customer shopping patterns to identify potential upselling opportunities
Implement dynamic pricing strategies to showcase higher-value options and incentives for upselling
Train sales team on effective upselling techniques and how to personalize offers
Develop tailored product recommendations based on customer preferences and purchase history
10. OKRs to enhance customer engagement via CRM and onsite experience
Enhance customer engagement via CRM and onsite experience
Improve onsite user experience leading to a 15% rise in order frequency
Implement personalized recommendations for returning users
Enhance website navigation for seamless user browsing
Optimize checkout process to increase conversion rates
Reduce customer churn by 10% by improving post-purchase follow-ups and interactions
Implement personalized post-purchase follow-up emails
Evaluate and refine after-sales service procedures
Train staff on effective, empathetic customer interaction
Achieve 20% increase in repeat orders through CRM engagement campaigns strategy
Develop a loyalty rewards program to incentivize repeat orders
Implement personalized email campaigns targeting previous customers
Analyze 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 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 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 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 Engagement OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to enhance the effectiveness of search functionality through optimal weighting
OKRs to use Event Marketing to drive outbound leads
OKRs to maintain up-to-date security patches on our infrastructure
OKRs to streamline incident response process to reduce time by 15%
OKRs to streamline DevOps processes for optimized efficiency and reliability
OKRs to enhance research and response strategies for agency requests
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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