Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Strategy 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 Strategy 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 Strategy 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 Strategy OKRs examples
You will find in the next section many different Sales Strategy 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 implement smart sales strategy roll-down to management team
ObjectiveImplement smart sales strategy roll-down to management team
KRMeasure and improve the strategy implementation rate by 30%
Conduct regular audits to assess current strategy implementation rate- Identify obstacles to strategy execution and devise solutions
- Implement training sessions to enhance employees' strategy execution skills
- KRDevelop a comprehensive smart methodology training program by week four
- Design curriculum for training program by week two
- Test and finalize training materials by week three
- Identify key components of the smart methodology by week one
- KRTrain 80% of management in smart sales strategy roll-down by end of quarter
- Schedule training sessions for all management personnel
- Monitor and track management training progress
- Identify suitably qualified trainers in smart sales strategy
OKRs to outline our comprehensive sales excellence strategy for 2025-2028
- ObjectiveOutline our comprehensive sales excellence strategy for 2025-2028
- KRIdentify top 3 industry sales trends to incorporate in the strategy
- Research recent studies on sales trends in the industry
- Analyze competitors' sales strategies and methods
- Incorporate sales trends into a revised business strategy
- KRSecure stakeholder approval for the implemented strategy changes
- Schedule meeting with stakeholders for strategy review
- Prepare detailed report on implemented strategy changes
- Present changes and obtain approval during meeting
- KREstablish an inter-departmental task force for strategy formulation by next meeting
- Draft and circulate a strategy formulation outline
- Arrange the first task force meeting agenda
- Identify key personnel from each department for the task force
OKRs to achieve exceptional sales performance as a Hotel Sales Director
- ObjectiveAchieve exceptional sales performance as a Hotel Sales Director
- KRDevelop and conduct a sales training program to increase team's closing rate by 15%
- Create customized sales training program addressing these areas
- Identify team's weaknesses and areas for improvement in sales
- Implement sales training program and track progress regularly
- KRIncrease team's quarterly sales by 20% compared to previous quarter
- Implement weekly sales training workshops for skill development
- Motivate team with performance-based incentives
- Analyze previous sales data for improvement pointers
- KRImplement a new sales strategy leading to at least 10% more room bookings
- Design a new, targeted sales strategy to boost bookings
- Analyze current sales strategy and identify areas for improvement
- Implement new sales strategy and provide proper staff training
OKRs to upscale overall productivity of the sales team
- ObjectiveUpscale overall productivity of the sales team
- KRDecrease sales cycle length by 10% through enhanced sales strategies
- Encourage upselling and cross-selling in the sales team
- Implement effective lead qualification to prioritize high-potential customers
- Accelerate deal closure via personalized selling and effective negotiation
- KRImplement comprehensive sales training, raising team's closing rate by 15%
- Monitor adjustments and measure improvement in closing rates
- Incorporate successful closing strategies into training modules
- Develop a detailed, skill-specific sales training program
- KRIncrease sales team's monthly revenue generation by 20%
- Implement sales training to enhance team's selling skills
- Streamline sales processes for efficiency and effectiveness
- Initiate incentive programs to motivate sales team
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 boost sales figures utilizing CAIS distribution team
- ObjectiveBoost sales figures utilizing CAIS distribution team
- KRIncrease average sales per team member by at least 15%
- Set up performance incentives for higher sales
- Implement regular sales training programs for team members
- Monitor and share individual sales performance regularly
- KRSecure 10 new high-value clients through strategic distribution efforts
- Launch a personalized, strategic outreach and follow-up process
- Develop targeted marketing materials for these potential clients
- Identify potential high-value clients based on our market research
- KRAchieve a 10% reduction in sales cycle time for major accounts
- Implement training on efficient sales strategies for major accounts
- Enhance communication with key clients to expedite decisions
- Analyze previous deals to identify common delays or inefficiencies
OKRs to develop a winning sales strategy
- ObjectiveDevelop a winning sales strategy
- KRImprove the cross-sell ration by 15%
- KRAchieve net sales of $12M
- KRReduce customer churn rate from 35% to 15%
- KRIncrease revenue/sales staff from $1.2k to $2k
- KRIncrease the Average Revenue Per Unit (ARPU) to $275
OKRs to boost monthly quote volumes to 4million
- ObjectiveBoost monthly quote volumes to 4million
- KRImplement new lead generation strategy to attract 10% more potential customers
- Research and identify innovative lead generation tactics relevant to our target market
- Develop and launch new marketing campaigns to implement new lead generation strategies
- Track, analyze and refine strategy based on lead conversion rates and customer feedback
- KRIncrease weekly outreach activities by 20% to generate larger quote requests
- Develop a weekly plan for increased outreach
- Dedicate an additional hour daily to outreach activities
- Initiate 20% more cold calls each day
- KRImprove quote conversion rate to 5% using improved sales techniques
- Monitor sales calls to identify improvements needed
- Implement training workshops focused on advanced sales techniques
- Revise and optimize the sales script
OKRs to boost customer acquisition for consultancy business
- ObjectiveBoost customer acquisition for consultancy business
- KRConvert 20% of website visitors into leads with an optimized conversion strategy
- Implement robust SEO to increase website visibility and traffic
- Create appealing, clear call-to-actions for visitor engagement
- Install analytics to track and improve conversion rates
- KRIncrease website traffic by 30% through SEO and content marketing strategies
- Utilize SEO analytics tools to monitor results and optimize strategies
- Create shareable, high-quality content for increased backlinks
- Implement targeted SEO keywords in blog posts and website content
- KRAttain a close rate of 15% by improving sales outreach and follow-up processes
- Streamline follow-up process to ensure timely communication
- Implement efficient CRM system for effective sales tracking
- Provide team with progressive sales training and workshops
OKRs to implement a robust outbound strategy for enhanced recruitment and service provision
- ObjectiveImplement a robust outbound strategy for enhanced recruitment and service provision
- KREstablish partnerships with 10 new businesses for mutual referrals
- Initiate contact and propose mutual referral partnerships
- Identify potential businesses for partnership opportunities
- Formalize partnerships through written agreements
- KRIncrease conversion rate by 20% through targeted follow-up communications
- Identify target audience for follow-up communications
- Design personalized, engaging follow-up messages
- Analyze and optimize follow-up communication effectiveness
- KRGenerate 15% increase in qualified leads via cold emails and calls
- Schedule regular cold calls to the leads, tracking responses
- Draft personalized cold emails based on leads' interests and needs
- Develop a targeted list of potential leads from industry-specific sources
Sales Strategy 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 Strategy 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
Spreadsheets are enough to get started. Then, once you need to scale you can use 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 Strategy OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to streamline and automate IT infrastructure processes
- OKRs to increase system transaction success rate to 90%
- OKRs to enhance accuracy of general ledger amounts to 90%
- OKRs to streamline and enhance data reporting and automation processes
- OKRs to increase company-wide revenue
- OKRs to boost revenue to R$ 100.000,00