15 OKR examples for Sales Operation

What are Sales Operation 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 Operation 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 Operation 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 Operation OKRs examples

We've added many examples of Sales Operation 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 improve sales support operations for increased revenues

  • ObjectiveImprove sales support operations for increased revenues
  • Key ResultIncrease upselling rate by 15% with enhanced support-guided recommendations
  • TaskDevelop tailored recommendation scripts for support staff to use
  • TaskTrain support team in advanced selling techniques and product knowledge
  • TaskImplement tracking metrics to monitor progress and effectiveness regularly
  • Key ResultIncrease customer engagement by 30% through revamped sales support systems
  • TaskIntroduce incentive programs to reward loyal customers
  • TaskImplement a user-friendly interface for seamless customer interaction
  • TaskTrain sales personnel on customer connectivity and relationship building
  • Key ResultReduce sales cycle duration by 20% through sales support optimizations
  • TaskTrain team on effective closing techniques
  • TaskStreamline sales proposal approval process
  • TaskImplement more efficient sales tracking software

OKRs to maximize efficiency of the sales operations department

  • ObjectiveMaximize efficiency of the sales operations department
  • Key ResultIncrease cross sell opportunities by achieving a 25% conversion rate
  • TaskProvide staff training on cross-selling techniques and benefits
  • TaskDevelop product bundles to incentivize additional purchases
  • TaskImplement targeted cross-selling strategies in marketing campaigns
  • Key ResultDecrease sales cycle duration by 15% by optimizing process flows
  • TaskIdentify and eliminate redundant steps in the sales process
  • TaskTrain sales team on efficient sales techniques and strategies
  • TaskImplement effective CRM software for streamlined operations
  • Key ResultBoost the number of closed deals by 20% through better lead management
  • TaskImplement a strategic lead scoring and ranking system
  • TaskProvide sales team with refined lead qualification training
  • TaskImprove follow-up strategies for more personalized communication

OKRs to boost the overall sales in the upcoming quarter

  • ObjectiveBoost the overall sales in the upcoming quarter
  • Key ResultGrow the customer base by 20% resulting in increased purchases
  • TaskImprove product offerings to stimulate higher demand
  • TaskLaunch targeted marketing campaigns to attract new customers
  • TaskImplement a referral program to incentivize existing customers
  • Key ResultReduce operational costs by 15% to increase net income
  • TaskReview and analyze current operational expenses
  • TaskImplement cost-reduction strategies across operations
  • TaskIdentify cost-saving opportunities in processes
  • Key ResultImplement a new upselling strategy to enhance average transaction value by 10%
  • TaskMonitor and track sales data to assess strategy effectiveness
  • TaskTrain sales team to effectively execute the new upselling strategy
  • TaskDevelop a new upselling strategy targeting high-value products or services

OKRs to enhance customer satisfaction and operational excellence in sales operations

  • ObjectiveEnhance customer satisfaction and operational excellence in sales operations
  • Key ResultImplement at least two new initiatives for improving operational efficiency
  • TaskImplement and evaluate selected initiatives
  • TaskIdentify areas of operations that need improvement
  • TaskResearch and design potential efficiency initiatives
  • Key ResultReduce operational errors in sales processes by 15%
  • TaskDevelop real-time monitoring system for sales operations
  • TaskImplement comprehensive training for sales team on best practices
  • TaskPerform routine audits to identify possible mistakes
  • Key ResultAchieve a 10% increase in positive customer satisfaction survey responses
  • TaskImplement regular customer service training for all staff
  • TaskDevelop an incentive program for positive survey completion
  • TaskIntroduce a post-service follow-up system to address issues

OKRs to boost sales operations by advancing customer satisfaction, innovation, and operational excellence

  • ObjectiveBoost sales operations by advancing customer satisfaction, innovation, and operational excellence
  • Key ResultImplement 2 new innovative strategies to optimize sales procedures
  • TaskResearch emerging sales strategies in our industry
  • TaskDevelop and document two new optimized sales procedures
  • TaskTrain the sales team on newly implemented strategies
  • Key ResultReduce operational inefficiencies by 10% through data-driven action plans
  • TaskAnalyze current operational data to identify inefficiencies
  • TaskDevelop data-driven action plans targeting identified areas
  • TaskImplement action plans and monitor progress regularly
  • Key ResultAttain a 15% increase in positive customer feedback on sales service
  • TaskInitiate a customer feedback improvement plan
  • TaskEnhance the post-sale follow-up process
  • TaskImplement comprehensive sales representative training program

OKRs to increase annual revenue to $30 million

  • ObjectiveIncrease annual revenue to $30 million
  • Key ResultImprove operating efficiency by reducing overhead costs by 10%
  • TaskNegotiate with vendors and suppliers to secure better pricing and/or discounts on necessary materials and services
  • TaskImplement technology solutions or automation tools to streamline operations and reduce manual effort
  • TaskConduct a thorough review of all overhead expenses and identify areas for cost reduction
  • TaskStreamline processes and eliminate any unnecessary steps or redundancies in operations
  • Key ResultIncrease sales volume by 15% compared to the previous quarter
  • TaskTrain sales team on effective sales techniques and provide ongoing support and motivation
  • TaskIdentify target market and create targeted marketing campaign to attract new customers
  • TaskImplement a customer loyalty program to encourage repeat purchases and increase customer retention
  • TaskCollaborate with suppliers to negotiate bulk discounts and lower costs to maximize profit margins
  • Key ResultExpand trading operations to three new markets
  • TaskConduct market research to identify potential markets for expansion
  • TaskEstablish partnerships or collaborations with local partners in the target markets
  • TaskDevelop a strategic plan for entering new markets, including budgeting and resource allocation
  • TaskImplement marketing and advertising campaigns to raise awareness and attract customers in new markets
  • Key ResultAchieve a customer retention rate of 90% or higher

OKRs to boost the company's overall revenue

  • ObjectiveBoost the company's overall revenue
  • Key ResultIncrease product sales by 15%
  • TaskEnhance product visibility on online platforms
  • TaskDevelop and implement targeted marketing strategies
  • TaskImprove customer engagement and feedback process
  • Key ResultDecrease operational costs by 10%
  • TaskImplement energy efficiency measures across all departments
  • TaskNegotiate better terms with suppliers and vendors
  • TaskTrim down unnecessary staff overtime
  • Key ResultLaunch 2 new profitable products
  • TaskFinalize and launch the new products
  • TaskDevelop marketing strategy for new products
  • TaskIdentify and research potential profitable products

OKRs to increase the conversion rate of BDR-generated leads into sales opportunities by 25%

  • ObjectiveBoost BDR-generated lead conversion rate by 25%
  • Key ResultImplement personalized and timely follow-up for all leads
  • Key ResultIncrease the number of demos by BDRs for better lead nurturing
  • Key ResultOptimize landing pages to ensure an easy and quick conversion process
  • Key ResultImprove sales pitch training to increase lead engagement and closing rate

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 enhance customer satisfaction and drive innovation in sales operations

  • ObjectiveEnhance customer satisfaction and drive innovation in sales operations
  • Key ResultLaunch 2 innovative sales strategies that increase sales by at least 15%
  • TaskImplement and track these sales strategies
  • TaskDevelop two innovative, targeted sales strategies
  • TaskAdjust strategies as needed to ensure 15% sales increase
  • Key ResultImprove customer satisfaction scores by 20% through enhanced customer service
  • TaskDevelop a consistent, efficient customer feedback system
  • TaskImplement comprehensive training for customer service representatives
  • TaskPromote quick and effective problem resolution
  • Key ResultImplement 1 new technological solution to streamline sales operations and processes
  • TaskImplement selected technological solution effectively
  • TaskResearch and evaluate potential IT solutions for identified issues
  • TaskIdentify inefficiencies in current sales operations and processes

OKRs to improve overall customer satisfaction in sales operations

  • ObjectiveImprove overall customer satisfaction in sales operations
  • Key ResultAchieve a 95% first contact resolution rate
  • TaskImplement comprehensive training programs for customer service reps
  • TaskUse analytics to track and improve contact resolution rates
  • TaskRegularly review and update support scripts guidelines
  • Key ResultIncrease customer satisfaction scores by 20%
  • TaskRegularly collect and utilize customer feedback
  • TaskDevelop a more responsive complaint resolution process
  • TaskImplement more comprehensive customer service training
  • Key ResultReduce customer complaints by 15%
  • TaskEnhance after-sales service and support
  • TaskRegularly review and improve product quality
  • TaskImplement rigorous staff training on customer interaction

OKRs to boost sales volume and ensure long-term company sustainability

  • ObjectiveBoost sales volume and ensure long-term company sustainability
  • Key ResultDevelop two new client relationships for potential future sales agreements
  • TaskIdentify potential clients aligning with our product/service offerings
  • TaskDevelop and present tailored proposals to identified clients
  • TaskReach out to potential clients, initiate discussions
  • Key ResultImplement cost-saving measures to improve net profit margin by 10%
  • TaskEvaluate and optimize supplier contracts for lower costs
  • TaskOptimize workforce management to reduce overtime payments
  • TaskImplement energy-saving procedures in company operations
  • Key ResultAchieve a 15% increase in sales by expanding our customer base
  • TaskEnhance customer service to improve retention rates
  • TaskDevelop and implement an aggressive marketing strategy
  • TaskIdentify and target new customer demographics

OKRs to improve BDR outreach effectiveness by achieving an increase in response rates

  • ObjectiveBoost BDR outreach response rates
  • Key ResultAchieve a 20% increase in response rates within the quarter
  • Key ResultConduct a comprehensive analysis of current outreach tactics
  • Key ResultImplement new outreach methods and tactics
  • Key ResultImprove BDRs' knowledge of the product and value propositions

OKRs to establish profitability foundations

  • ObjectiveEstablish profitability foundations
  • Key ResultIncrease sales revenue by 25%
  • TaskDevelop and launch new product lines to attract customers
  • TaskEnhance customer service to improve client retention rates
  • TaskImplement a targeted marketing campaign to boost product awareness
  • Key ResultReduce operational costs by 10%
  • TaskStreamline processes to eliminate waste and improve productivity
  • TaskIncrease energy efficiency to lower utility bills
  • TaskReview all supplier contracts for potential cost-saving opportunities
  • Key ResultImprove net profit margin by 15%
  • TaskImplement cost reduction strategies across all operational departments
  • TaskStreamline supply chain to reduce unnecessary expenditures
  • TaskIncrease product prices without impacting customer demand

OKRs to establish robust financial structure for sustainability and growth

  • ObjectiveEstablish robust financial structure for sustainability and growth
  • Key ResultIncrease organizational revenue by 20% through new client acquisition
  • TaskImplement effective marketing strategies to attract potential clients
  • TaskTrain sales team on techniques for successful client acquisition
  • TaskEnhance product or service offerings to broaden appeal
  • Key ResultImplement a new budgeting system accounting for all departments
  • TaskCreate a standardized budgeting template
  • TaskIdentify necessary expenses for each department
  • TaskDistribute and train departments on the new system
  • Key ResultReduce operational cost by 15% through streamlining processes
  • TaskImplement lean strategies to optimize efficiency
  • TaskAutomate routine procedures to save manpower
  • TaskIdentify redundant tasks and merge them effectively

Best practices for managing your Sales Operation 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 Operation OKRs

Quarterly OKRs should have weekly updates to get all the 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 Operation 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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