3 customisable OKR examples for Sales Support Staff

What are Sales Support 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 Support 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 Support 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:

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 Support Staff OKRs examples

You'll find below a list of Objectives and Key Results templates for Sales Support Staff. 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

Implement this OKR

2. OKRs to improve customer satisfaction and loyalty for Sales and Marketing

Improve customer satisfaction and loyalty for Sales and Marketing
Achieve a 10% reduction in customer complaints over the quarter
Provide additional training for customer service staff
Update and clarify product usage instructions
Implement customer satisfaction surveys after service interactions
Boost overall customer satisfaction score by 20% on our survey
Enhance product or service quality based on feedback
Implement regular staff training on customer service skills
Follow up on customer complaints efficiently
Increase repeat sales volume by 15%
Launch a loyalty rewards program to incentivize repeat purchases
Implement targeted follow-up emails with personalized deals
Enhance customer service quality to boost customer satisfaction

customer-service repeat-sales customer-service-staff sales-and-marketing-team customer-support sales-&-marketing

Implement this OKR

3. OKRs to improve efficiency and profitability of lab supply store

Improve efficiency and profitability of lab supply store
Increase sales revenue by 10% via targeted marketing campaigns
Reduce inventory carrying costs by 15% through improved demand forecasting
Regularly monitor and adjust forecasting parameters
Implement a more accurate demand forecasting software
Train staff on new demand forecasting methods
Improve customer satisfaction rate to 90% through enhanced after-sales support
Implement a 24/7 customer help desk for addressing after-sales queries
Launch feedback system to evaluate customer's after-sales experience
Train customer support staff in proactive solution-focused service

sales-revenue customer-satisfaction sales-team customer-support-staff demand-forecasting-team

Implement this OKR

Sales Support 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

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's audit dashboard will highlight opportunities to improve OKRs

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'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 Support 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.

Tability'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 Support 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.

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 👀

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