9 customisable OKR examples for Sales Staff

What are Sales Staff 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 Staff 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 Staff 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 customisable Sales Staff OKRs examples

You will find in the next section many different Sales Staff 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!

1OKRs to amplify sales of IT services and staff augmentation

  • ObjectiveAmplify sales of IT services and staff augmentation
  • Key ResultImprove lead conversion rates by 10% through targeted sales initiatives
  • Key ResultUpscale IT staff augmentation sales by 20%
  • TaskInitiate upselling and cross-selling training for sales team
  • TaskDevelop specialized sales pitch and strategies for upscale clients
  • TaskIdentify potential markets for higher-end IT staff augmentation
  • Key ResultAchieve a 15% increase in new contract signings for IT services
  • TaskEnhance sales strategies to attract potential customers
  • TaskDevelop and implement targeted marketing campaigns for IT services
  • TaskImprove service offerings based on customer feedback

2OKRs 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

3OKRs to improve customer satisfaction and loyalty for Sales and Marketing

  • ObjectiveImprove customer satisfaction and loyalty for Sales and Marketing
  • Key ResultAchieve a 10% reduction in customer complaints over the quarter
  • TaskProvide additional training for customer service staff
  • TaskUpdate and clarify product usage instructions
  • TaskImplement customer satisfaction surveys after service interactions
  • Key ResultBoost overall customer satisfaction score by 20% on our survey
  • TaskEnhance product or service quality based on feedback
  • TaskImplement regular staff training on customer service skills
  • TaskFollow up on customer complaints efficiently
  • Key ResultIncrease repeat sales volume by 15%
  • TaskLaunch a loyalty rewards program to incentivize repeat purchases
  • TaskImplement targeted follow-up emails with personalized deals
  • TaskEnhance customer service quality to boost customer satisfaction

4OKRs to boost overall sales productivity

  • ObjectiveBoost overall sales productivity
  • Key ResultReduce administrative tasks for sales team by 20%
  • TaskDelegate routine paperwork to administrative staff
  • TaskImplement a CRM system to automate data entry procedures
  • TaskSimplify sales reporting process through technology integration
  • Key ResultImplement a new CRM to improve tracking and managing of customer interactions by 25%
  • TaskTrain staff in utilizing new CRM system effectively
  • TaskPurchase selected CRM system and begin integration
  • TaskResearch possible CRM options tailored to company's needs
  • Key ResultIncrease average deals closed per salesperson by 30%
  • TaskImplement advanced sales training for all sales staff members
  • TaskProvide resources for effective lead generation
  • TaskIntroduce performance-based incentives to boost motivation

5OKRs to drive significant growth in sales volume next quarter

  • ObjectiveDrive significant growth in sales volume next quarter
  • Key ResultIncrease monthly sales by a minimum of 15% each month
  • TaskTrain sales team on advanced selling techniques
  • TaskImprove post-sales customer services to ensure repeat purchases
  • TaskImplement aggressive promotional campaigns targeting potential clients
  • Key ResultMinimize sales cycle length by 10%
  • TaskTrain staff on efficient customer communication and sales tactics
  • TaskImplement customer relationship management software for streamlining sales processes
  • TaskImprove lead qualification practices to focus on high-conversion prospects
  • Key ResultAchieve 20% conversion rate on sales leads
  • TaskEnhance site design for optimal user experience
  • TaskTrain sales team on effective closing strategies
  • TaskImplement creative and personalized email marketing campaigns

6OKRs to accumulate 3 million rand in total quote value

  • ObjectiveAccumulate 3 million rand in total quote value
  • Key ResultImprove average quote value by 5% each month
  • TaskOffer premium service packages alongside regular quotes
  • TaskProvide training on negotiation skills for sales staff
  • TaskImplement upselling techniques during customer interactions
  • Key ResultIncrease quote frequency to 50 new prospects weekly
  • TaskFollow up with prospects on quotes consistently every week
  • TaskIdentify and gather contact info for 50 new leads every week
  • TaskSend personalized quotes to 50 targeted prospects weekly
  • Key ResultSecure pre-commitments from 10 major potential clients
  • TaskDevelop a compelling business proposal relevant to each client
  • TaskIdentify and compile a list of 10 potential major clients
  • TaskPersonally communicate the proposal, seeking pre-commitments from each client

7OKRs to improve efficiency and profitability of lab supply store

  • ObjectiveImprove efficiency and profitability of lab supply store
  • Key ResultIncrease sales revenue by 10% via targeted marketing campaigns
  • Key ResultReduce inventory carrying costs by 15% through improved demand forecasting
  • TaskRegularly monitor and adjust forecasting parameters
  • TaskImplement a more accurate demand forecasting software
  • TaskTrain staff on new demand forecasting methods
  • Key ResultImprove customer satisfaction rate to 90% through enhanced after-sales support
  • TaskImplement a 24/7 customer help desk for addressing after-sales queries
  • TaskLaunch feedback system to evaluate customer's after-sales experience
  • TaskTrain customer support staff in proactive solution-focused service

8OKRs to increase client retention for enhanced repeat business

  • ObjectiveIncrease client retention for enhanced repeat business
  • Key ResultExecute 3 upselling campaigns leading to a $70,000 increase in sales revenue
  • TaskDevelop promotional materials for each campaign
  • TaskIdentify products for upselling with high profit margins
  • TaskTrain sales team on upselling techniques
  • Key ResultImplement a customer loyalty program that results in at least 20 returning customers
  • TaskMonitor and analyze customer participation and response
  • TaskPromote the loyalty program through various channels
  • TaskDevelop a comprehensive, rewarding customer loyalty program
  • Key ResultAchieve a 10% uplift in customer satisfaction scores through improved service delivery
  • TaskImplement a robust real-time feedback system for service improvement
  • TaskTrain all customer service staff on empathy and active listening
  • TaskRegularly monitor and address customer complaints promptly

9OKRs to increase value proposition for a staff training videogame development company

  • ObjectiveIncrease value proposition for a staff training videogame development company
  • Key ResultIncrease revenue from sales of training videogames by 15%
  • TaskEnhance product features and user experience to boost customer satisfaction and loyalty
  • TaskDevelop partnerships with industry influencers or organizations to expand sales reach
  • TaskImprove marketing strategies to create greater awareness and interest in training videogames
  • TaskAnalyze current market trends and identify target audience for training videogames
  • Key ResultIncrease customer satisfaction rating for training videogames by 10%
  • TaskImplement gamification elements to increase engagement and enjoyment
  • TaskConduct regular surveys to gather feedback and address customer concerns efficiently
  • TaskImprove gameplay mechanics based on customer feedback
  • TaskEnhance customer support response time and effectiveness
  • Key ResultDevelop and launch at least 2 new interactive and engaging staff training videogames
  • TaskDesign and develop user-friendly interfaces for seamless gameplay experience
  • TaskTest and debug the games thoroughly to ensure optimal performance and functionality
  • TaskResearch and identify suitable game development platforms and tools
  • TaskCollaborate with subject matter experts to create engaging content for the games
  • Key ResultIncrease client retention rate by 20% through effective value proposition communication
  • TaskConduct a comprehensive market research on clients' needs and preferences
  • TaskImplement regular client feedback surveys to continuously improve value proposition alignment
  • TaskTrain all sales and customer service teams on effective value proposition communication
  • TaskDevelop clear and concise value proposition statements for each target client segment

Sales Staff 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

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.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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.

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.

How to turn your Sales Staff OKRs in a strategy map

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

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 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 Staff 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 👀

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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