15 customisable OKR examples for Sales Operations
What are Sales Operations 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 Operations 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 Operations 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 Operations OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Operations. 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 improve sales support operations for increased revenues
Improve sales support operations for increased revenues
Increase upselling rate by 15% with enhanced support-guided recommendations
Develop tailored recommendation scripts for support staff to use
Train support team in advanced selling techniques and product knowledge
Implement tracking metrics to monitor progress and effectiveness regularly
Increase customer engagement by 30% through revamped sales support systems
Introduce incentive programs to reward loyal customers
Implement a user-friendly interface for seamless customer interaction
Train sales personnel on customer connectivity and relationship building
Reduce sales cycle duration by 20% through sales support optimizations
Train team on effective closing techniques
Streamline sales proposal approval process
Implement more efficient sales tracking software
2. OKRs to maximize efficiency of the sales operations department
Maximize efficiency of the sales operations department
Increase cross sell opportunities by achieving a 25% conversion rate
Provide staff training on cross-selling techniques and benefits
Develop product bundles to incentivize additional purchases
Implement targeted cross-selling strategies in marketing campaigns
Decrease sales cycle duration by 15% by optimizing process flows
Identify and eliminate redundant steps in the sales process
Train sales team on efficient sales techniques and strategies
Implement effective CRM software for streamlined operations
Boost the number of closed deals by 20% through better lead management
Implement a strategic lead scoring and ranking system
Provide sales team with refined lead qualification training
Improve follow-up strategies for more personalized communication
3. OKRs to boost the overall sales in the upcoming quarter
Boost the overall sales in the upcoming quarter
Grow the customer base by 20% resulting in increased purchases
Improve product offerings to stimulate higher demand
Launch targeted marketing campaigns to attract new customers
Implement a referral program to incentivize existing customers
Reduce operational costs by 15% to increase net income
Review and analyze current operational expenses
Implement cost-reduction strategies across operations
Identify cost-saving opportunities in processes
Implement a new upselling strategy to enhance average transaction value by 10%
Monitor and track sales data to assess strategy effectiveness
Train sales team to effectively execute the new upselling strategy
Develop a new upselling strategy targeting high-value products or services
4. OKRs to maximise profits from current business operations
Maximise profits from current business operations
Increase annual sales by 15%
Improving customer retention through excellent services
Implement marketing strategies to attract new customers
Launch new, in-demand products to increase sales volume
Upsell or cross-sell to existing clients to increase per-client revenue by 10%
Develop customized promotion or discount plans for existing clients
Analyze clients' purchasing patterns to identify upselling opportunities
Train staff on effective cross-selling techniques
Cut down operational costs by minimum 7%
Implement energy-saving strategies to reduce utility expenses
Streamline processes to increase efficiency and decrease wasted resources
Renegotiate contracts with suppliers for better pricing
5. OKRs to enhance customer satisfaction and operational excellence in sales operations
Enhance customer satisfaction and operational excellence in sales operations
Implement at least two new initiatives for improving operational efficiency
Implement and evaluate selected initiatives
Identify areas of operations that need improvement
Research and design potential efficiency initiatives
Reduce operational errors in sales processes by 15%
Develop real-time monitoring system for sales operations
Implement comprehensive training for sales team on best practices
Perform routine audits to identify possible mistakes
Achieve a 10% increase in positive customer satisfaction survey responses
Implement regular customer service training for all staff
Develop an incentive program for positive survey completion
Introduce a post-service follow-up system to address issues
6. OKRs to boost sales operations by advancing customer satisfaction, innovation, and operational excellence
Boost sales operations by advancing customer satisfaction, innovation, and operational excellence
Implement 2 new innovative strategies to optimize sales procedures
Research emerging sales strategies in our industry
Develop and document two new optimized sales procedures
Train the sales team on newly implemented strategies
Reduce operational inefficiencies by 10% through data-driven action plans
Analyze current operational data to identify inefficiencies
Develop data-driven action plans targeting identified areas
Implement action plans and monitor progress regularly
Attain a 15% increase in positive customer feedback on sales service
Initiate a customer feedback improvement plan
Enhance the post-sale follow-up process
Implement comprehensive sales representative training program
7. OKRs to boost profitability via disciplined revenue and expense management
Boost profitability via disciplined revenue and expense management
Increase quarterly revenue by 10% through strategic sales initiatives
Develop and implement a comprehensive sales training program
Optimize pricing strategy for improved profitability
Identify and target high-revenue potential clients
Decrease operating costs by 15% via efficiency improvements
Streamline supply chain to reduce excess waste
Identify non-essential operations that can be terminated or outsourced
Implement energy efficient technology in the office
Achieve a consistent 20% profit margin throughout the upcoming quarter
Upsell and cross-sell to increase profits
Analyze previous quarters to identify profitable strategies
Streamline business operations to reduce expenses
8. OKRs to increase annual revenue to $30 million
Increase annual revenue to $30 million
Improve operating efficiency by reducing overhead costs by 10%
Negotiate with vendors and suppliers to secure better pricing and/or discounts on necessary materials and services
Implement technology solutions or automation tools to streamline operations and reduce manual effort
Conduct a thorough review of all overhead expenses and identify areas for cost reduction
Streamline processes and eliminate any unnecessary steps or redundancies in operations
Increase sales volume by 15% compared to the previous quarter
Train sales team on effective sales techniques and provide ongoing support and motivation
Identify target market and create targeted marketing campaign to attract new customers
Implement a customer loyalty program to encourage repeat purchases and increase customer retention
Collaborate with suppliers to negotiate bulk discounts and lower costs to maximize profit margins
Expand trading operations to three new markets
Conduct market research to identify potential markets for expansion
Establish partnerships or collaborations with local partners in the target markets
Develop a strategic plan for entering new markets, including budgeting and resource allocation
Implement marketing and advertising campaigns to raise awareness and attract customers in new markets
Achieve a customer retention rate of 90% or higher
9. OKRs to boost the company's overall revenue
Boost the company's overall revenue
Increase product sales by 15%
Enhance product visibility on online platforms
Develop and implement targeted marketing strategies
Improve customer engagement and feedback process
Decrease operational costs by 10%
Implement energy efficiency measures across all departments
Negotiate better terms with suppliers and vendors
Trim down unnecessary staff overtime
Launch 2 new profitable products
Finalize and launch the new products
Develop marketing strategy for new products
Identify and research potential profitable products
10. OKRs to increase the conversion rate of BDR-generated leads into sales opportunities by 25%
Boost BDR-generated lead conversion rate by 25%
Implement personalized and timely follow-up for all leads
Increase the number of demos by BDRs for better lead nurturing
Optimize landing pages to ensure an easy and quick conversion process
Improve sales pitch training to increase lead engagement and closing rate
11. OKRs to increase revenue efficiency across all business units
Increase revenue efficiency across all business units
Reduce operational expenditure by 10% to maximize net revenue
Streamline processes to minimize redundant labor costs
Implement energy-saving measures to decrease utility costs
Negotiate better terms with suppliers to cut procurement expenses
Streamline all revenue-generating processes to increase efficiency by 20%
Train team in streamlined processes and new software
Identify current inefficiencies in revenue-generating processes
Implement technological solutions to automate manual tasks
Increase average revenue per user (ARPU) by 15%
Optimize pricing based on customer buying behaviors
Improve user experience to boost customer engagement
Develop targeted upselling strategies for high-value customers
12. OKRs to enhance customer satisfaction and drive innovation in sales operations
Enhance customer satisfaction and drive innovation in sales operations
Launch 2 innovative sales strategies that increase sales by at least 15%
Implement and track these sales strategies
Develop two innovative, targeted sales strategies
Adjust strategies as needed to ensure 15% sales increase
Improve customer satisfaction scores by 20% through enhanced customer service
Develop a consistent, efficient customer feedback system
Implement comprehensive training for customer service representatives
Promote quick and effective problem resolution
Implement 1 new technological solution to streamline sales operations and processes
Implement selected technological solution effectively
Research and evaluate potential IT solutions for identified issues
Identify inefficiencies in current sales operations and processes
13. OKRs to maximize revenue from current business operations
Maximize revenue from current business operations
Upsell or cross-sell products or services to 20% of current customers
Train sales team in upselling and cross-selling techniques
Design and deploy targeted marketing campaigns
Analyze purchasing trends of current customers for upsell opportunities
Enhance customer retention rates by 15% to boost recurring revenue
Improve customer service response times and efficiency
Regularly solicit and act upon customer feedback
Implement loyalty programs to reward frequent purchases
Increase profit margins by 10% through cost reduction strategies
Negotiate with vendors for more favorable supply deals
Identify areas for potential cost savings in operations
Implement energy-saving policies to reduce utility costs
14. OKRs to improve overall customer satisfaction in sales operations
Improve overall customer satisfaction in sales operations
Achieve a 95% first contact resolution rate
Implement comprehensive training programs for customer service reps
Use analytics to track and improve contact resolution rates
Regularly review and update support scripts guidelines
Increase customer satisfaction scores by 20%
Regularly collect and utilize customer feedback
Develop a more responsive complaint resolution process
Implement more comprehensive customer service training
Reduce customer complaints by 15%
Enhance after-sales service and support
Regularly review and improve product quality
Implement rigorous staff training on customer interaction
15. OKRs to boost sales volume and ensure long-term company sustainability
Boost sales volume and ensure long-term company sustainability
Develop two new client relationships for potential future sales agreements
Identify potential clients aligning with our product/service offerings
Develop and present tailored proposals to identified clients
Reach out to potential clients, initiate discussions
Implement cost-saving measures to improve net profit margin by 10%
Evaluate and optimize supplier contracts for lower costs
Optimize workforce management to reduce overtime payments
Implement energy-saving procedures in company operations
Achieve a 15% increase in sales by expanding our customer base
Enhance customer service to improve retention rates
Develop and implement an aggressive marketing strategy
Identify and target new customer demographics
Sales Operations 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 Operations 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
Most teams should start with a spreadsheet if they're using OKRs for the first time. Then, once you get comfortable you can graduate to a proper OKRs-tracking tool.
![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 Operations OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to implement a federated quality model successfully
OKRs to master all functionalities in Clickup
OKRs to improve sales support operations for increased revenues
OKRs to establish and publicize a Health & Safety Newsletter for awareness
OKRs to improve consulting services
OKRs to consistently track and record eight distinct behaviors weekly
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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