5 customisable OKR examples for Sales Strategies

What are Sales Strategies 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 Strategies 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 Strategies 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 Strategies OKRs examples

You'll find below a list of Objectives and Key Results templates for Sales Strategies. 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. OKR to increase revenue by optimizing sales strategies and processes

  • ObjectiveIncrease revenue by optimizing sales strategies and processes
  • Key ResultImprove customer retention rate by 15% through targeted loyalty programs and personalized communication
  • TaskAnalyze customer data to identify preferences and develop personalized loyalty program offers
  • TaskConduct regular surveys to gather customer feedback and identify areas for improvement
  • TaskImplement automated system for personalized communication through email, SMS, and social media
  • TaskMonitor, track, and evaluate the effectiveness of loyalty programs and communication strategies
  • Key ResultImplement a streamlined sales pipeline, reducing the time from lead to conversion by 20%
  • Key ResultAcquire 100 new high-value customers through targeted marketing campaigns
  • Key ResultIncrease average order value by 10% through upselling and cross-selling techniques
  • TaskCreate visually appealing and persuasive product displays to encourage add-on sales
  • TaskTrain sales team on effective upselling and cross-selling strategies
  • TaskOffer bundled discounts for purchasing complementary products together
  • TaskImplement personalized product recommendations based on customer browsing and purchase history

2. OKR to improve lead generation through effective lead capture strategies

  • ObjectiveIncrease lead generation with targeted capture strategies
  • Key ResultImplement lead magnets on website resulting in 50% increase in page conversion rate
  • Key ResultRun A/B tests on landing pages resulting in a 25% increase in lead capture
  • Key ResultLaunch paid campaigns resulting in a 20% increase in lead quantity and quality
  • Key ResultHost monthly webinars resulting in a 30% increase in leads generated

3. OKR to boost sign-ups conversion to reach a 50% paying customer rate

  • ObjectiveBoost sign-ups conversion to reach a 50% paying customer rate
  • Key ResultImplement 2 high-converting strategies targeted at sign-ups each month
  • TaskMonitor and measure strategy performance
  • TaskResearch and select effective strategies for sign-ups
  • TaskOutline a plan for strategy implementation
  • Key ResultIncrease the website conversion rate by 10% each month
  • TaskOptimize website layout for easier navigation and usability
  • TaskImplement effective call-to-action buttons on web pages
  • TaskRun A/B tests to improve landing pages performance
  • Key ResultReduce the signup to paying customer cycle by 15%
  • TaskImprove onboarding to highlight product benefits
  • TaskImplement immediate upsell strategies post-signup
  • TaskSimplify the sign-up process to minimize hurdles

4. OKR to implement strategies to enhance sustainable revenue growth

  • ObjectiveImplement strategies to enhance sustainable revenue growth
  • Key ResultSecure at least 10 new B2B partnerships for an expected sales increase of 20%
  • TaskNegotiate partnership terms and finalize agreements
  • TaskIdentify and list potential B2B partnership targets
  • TaskInitiate contact and set meetings with the targets
  • Key ResultIncrease customer retention rate by 15% through customer satisfaction strategies
  • Key ResultBoost market penetration in untapped regions by 25% to grow brand presence
  • TaskPerform market research to identify potential untapped regions
  • TaskDevelop tailored marketing strategies for these regions
  • TaskImplement intensive promotional campaigns in targeted regions

5. OKR to optimize pricing strategies for increased revenue and market share

  • ObjectiveOptimize pricing strategies for increased revenue and market share
  • Key ResultUse data insights to lower churn by 10% due to pricing changes
  • TaskImplement and monitor pricing adjustments to reduce churn
  • TaskAnalyze data to understand reasons for customer churn
  • TaskIdentify pricing structure improvements based on data insights
  • Key ResultGain an additional 5% market share through competitive pricing
  • TaskImplement targeted promotional campaigns for pricing strategy
  • TaskAnalyze competitors' pricing strategies and market trends
  • TaskDevelop an attractive, competitive pricing model
  • Key ResultIncrease overall revenue by 15% through pricing strategy adjustments
  • TaskConduct market research and competitive analysis
  • TaskEvaluate and adjust current pricing strategies
  • TaskImplement upselling and cross-selling techniques

Best practices for managing your Sales Strategies 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

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 DashboardTability's audit dashboard will highlight opportunities to improve OKRs

Tip #2: Commit to the weekly 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 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 Strategies OKRs

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 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 Strategies 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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