Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Managers 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 Managers 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.
The best tools for writing perfect Sales Managers OKRs
Here are 2 tools that can help you draft your OKRs in no time.
Tability AI: to generate OKRs based on a prompt
Tability AI allows you to describe your goals in a prompt, and generate a fully editable OKR template in seconds.
- 1. Create a Tability account
- 2. Click on the Generate goals using AI
- 3. Describe your goals in a prompt
- 4. Get your fully editable OKR template
- 5. Publish to start tracking progress and get automated OKR dashboards
Watch the video below to see it in action 👇
Tability Feedback: to improve existing OKRs
You can use Tability's AI feedback to improve your OKRs if you already have existing goals.
- 1. Create your Tability account
- 2. Add your existing OKRs (you can import them from a spreadsheet)
- 3. Click on Generate analysis
- 4. Review the suggestions and decide to accept or dismiss them
- 5. Publish to start tracking progress and get automated OKR dashboards
Tability will scan your OKRs and offer different suggestions to improve them. This can range from a small rewrite of a statement to make it clearer to a complete rewrite of the entire OKR.
Sales Managers OKRs examples
You will find in the next section many different Sales Managers Objectives and Key Results. We've included strategic initiatives in our templates to give you a better idea of the different between the key results (how we measure progress), and the initiatives (what we do to achieve the results).
Hope you'll find this helpful!
OKRs to increase the conversion rate of BDR-generated leads into sales opportunities by 25%
ObjectiveBoost BDR-generated lead conversion rate by 25%
KRImplement personalized and timely follow-up for all leads- KRIncrease the number of demos by BDRs for better lead nurturing
- KROptimize landing pages to ensure an easy and quick conversion process
- KRImprove sales pitch training to increase lead engagement and closing rate
OKRs to improve staff proficiency in sales and customer service via a training program
- ObjectiveImprove staff proficiency in sales and customer service via a training program
- KRIncrease sales conversions by 20% post-training
Implement a comprehensive post-training feedback system- Analyze sales data for performance improvement opportunities
- Initiate regular follow-ups with potential clients
- KREnsure 95% participation of staff in the training program
- Regularly remind staff about the training
- Offer flexible scheduling for the training sessions
- Create attractive, valuable content for the training program
- KRAchieve 90% customer satisfaction ratings after implementing training
- Regularly review and update training materials
- Monitor and track customer satisfaction levels closely
- Implement comprehensive customer service training for all employees
OKRs to increase the number of qualified leads generated by BDRs by 30%
- ObjectiveImprove BDR performance to generate more qualified leads
- KRImplement new outreach strategy to increase lead conversion by 10%
- KRIncrease BDR call volume by 20%
- KRIncrease email response rate by 25%
- KRImprove lead qualification accuracy by 15%
OKRs to grow revenue from existing accounts through upselling and cross-selling initiatives
- ObjectiveIncrease revenue from existing accounts through upselling and cross-selling
- KRAchieve a 15% increase in revenue from cross-selling
- KRConduct at least 3 effective cross-selling presentations per month
- KRAchieve a 10% increase in revenue from upselling
- KRSecure repeat business from 80% of existing clients
OKRs to strengthen relationships with key accounts and identifying opportunities for growth
- ObjectiveIncrease revenue through strategic account management
- KRDevelop and execute personalized account plans for top 3 accounts
- KRConduct 5 in-person meetings with key accounts to strengthen relationships
- KRIdentify 3 new growth opportunities within key accounts
- KRIncrease key account revenue by 10% through cross-selling and upselling
OKRs to increase sales and profitability for sellers in the next quarter
- ObjectiveIncrease sales and profitability for sellers in the next quarter
- KRIncrease the number of new customers acquired by sellers by 20%
- Enhance customer referral program to incentivize existing customers to refer new buyers
- Develop and implement targeted marketing campaigns to attract new potential customers
- Analyze and optimize online presence to increase visibility and attract new customers
- Improve sales training program to enhance sellers' prospecting and customer acquisition skills
- KRAchieve a 10% increase in average order value per customer
- Analyze customer preferences and identify potential products to upsell
- Train sales team to effectively communicate and emphasize the value of additional products
- Improve website design and layout to promote cross-selling and product bundling
- Implement targeted promotions and discounts to encourage higher order values
- KRImplement and optimize targeted marketing campaigns resulting in 15% higher conversion rates
- Continuously test and refine marketing strategies to achieve 15% higher conversion rates
- Conduct market research to identify target audience and their preferences
- Utilize data analytics to measure campaign effectiveness and make necessary adjustments
- Create personalized and tailored content for each target segment
- KRImprove seller satisfaction rating to an average of 4.5 out of 5
- Implement a feedback system to gather seller ratings and reviews regularly
- Provide comprehensive seller training programs to enhance product knowledge and customer service skills
- Analyze seller feedback data to identify recurring issues and proactively resolve them to improve satisfaction
- Assign dedicated account managers to build stronger relationships and address seller concerns promptly
OKRs to significantly increase MICE revenue and diversify client portfolio
- ObjectiveSignificantly increase MICE revenue and diversify client portfolio
- KRGenerate 900 billion in MICE revenue through new and existing clients
- Conduct meetings to negotiate contracts with existing clients
- Develop innovative packages and services for MICE clientele
- Implement targeted marketing campaigns towards potential customers
- KRIncrease average revenue per account by 10% with customized MICE packages
- Organize marketing campaigns promoting customized MICE packages
- Develop tailor-made MICE packages based on customers' budget and needs
- Train sales team to effectively sell customized MICE packages
- KRSecure contracts of at least 20 new MICE accounts
- Negotiate and finalize contracts with leads
- Develop and implement tailored sales pitches
- Identify and research potential MICE account leads
OKRs to increase account expansion by securing contract renewals for 90% of existing clients
- ObjectiveAchieve a high rate of contract renewals for existing clients
- KRIncrease customer satisfaction rates by 15% via feedback surveys
- KRImprove account management processes to reduce churn by 10%
- KROutperform monthly revenue targets by 20% to upsell and cross-sell
- KRLaunch a customer referral program to generate 30% new business from existing clients
OKRs to streamline the successful delivery of roadmap features
- ObjectiveStreamline the successful delivery of roadmap features
- KRImprove customer satisfaction regarding new features by 20%
- Enhance after-sales support to promptly address feature-related issues
- Provide personalized training sessions for maximizing feature utilization
- Implement a focused feedback system for granular insights on new features
- KRSlash feature implementation errors by 30%
- Conduct regular code reviews with senior developers
- Implement a robust automated testing system
- Facilitate ongoing training for feature implementation
- KRIncrease roadmap features completion rate by 25%
- Streamline and optimize development process
- Improve project management practices
- Assign additional resources to feature development
Sales Managers 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
Having too many OKRs is the #1 mistake that teams make when adopting the framework. The problem with tracking too many competing goals is that it will be hard for your team to know what really matters.
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
Setting good goals can be challenging, but without regular check-ins, your team will struggle to make progress. We recommend that you track your OKRs weekly to get the full benefits from the framework.
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.
Save hours with automated Sales Managers OKR dashboards
Your quarterly OKRs should be tracked weekly if you want to get all the benefits of the OKRs 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 Tability to save time with automated OKR dashboards, data connectors, and actionable insights.
How to get Tability dashboards:
- 1. Create a Tability account
- 2. Use the importers to add your OKRs (works with any spreadsheet or doc)
- 3. Publish your OKR plan
That's it! Tability will instantly get access to 10+ dashboards to monitor progress, visualise trends, and identify risks early.
More Sales Managers OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to construct an interactive dashboard in Tableau
- OKRs to streamline onboard services for robust engagement environment
- OKRs to overcome self-defeating behaviors to successfully complete a project
- OKRs to establish top-tier standards for change management practice
- OKRs to enhance lead generation processes for more qualified leads
- OKRs to establish efficient AI governance structure