15 customisable OKR examples for Sales Team
What are Sales Team 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 Team 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 Team 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 Team OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Team. 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 enhance soft skills proficiency amongst the sales team
Enhance soft skills proficiency amongst the sales team
Implement a comprehensive soft skills training program for the entire sales team
Identify potential trainers experienced in soft skills courses
Develop a suitable curriculum for the training program
Schedule the training sessions for the sales team
Increase sales team's customer satisfaction rate by 15% post-training
Regularly monitor and evaluate sales team's customer interactions post-training
Develop comprehensive, customer-focused training program for sales team
Implement feedback/improvement sessions based on customer interactions evaluation
Achieve an average post-training evaluation score of 85% or higher
Organize interactive post-training revision sessions
Implement regular feedback and improvement methods
Develop an engaging and comprehensive training program
2. OKRs to implement effective product training plan for sales team
Implement effective product training plan for sales team
Improve post-training product sales by at least 25% compared to previous quarter
Implement post-training follow-ups to clarify doubts and reinforce learning
Develop advanced selling skills training for all sales representatives
Regularly analyze sales data to identify areas for improvement
Develop comprehensive product training modules for 100% of the current product line
Design interactive training modules around each product
Implement the training modules throughout the organization
Identify key features and benefits for all current products
Ensure 100% of sales team complete product training with minimum 80% proficiency
Schedule mandatory training sessions for all salespeople
Develop comprehensive product training for the sales team
Implement proficiency assessments post-training
3. OKRs to achieve exceptional sales performance as a Hotel Sales Director
Achieve exceptional sales performance as a Hotel Sales Director
Develop 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
Increase 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
Implement 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
4. OKRs to successfully migrate and train Sales Team on the new CRM
Successfully migrate and train Sales Team on the new CRM
Complete data migration from current CRM to new CRM without loss by 100%
Validate post-migration data for completeness and accuracy
Backup existing CRM data before initiating the migration process
Execute careful, monitored migration to the new CRM system
Conduct comprehensive training for 100% of the Sales Team on the new CRM
Monitor the sales team's progress and application of CRM training
Schedule mandatory training sessions for all sales team members
Develop a detailed CRM training curriculum for the sales team
Achieve 90% proficiency among Sales Team members on new CRM usage within the quarter
Provide ongoing feedback and support to improve CRM proficiency
Perform regular skills assessments to identify knowledge gaps
Implement comprehensive CRM training for all sales team members
5. OKRs to enhance sales team performance to achieve set KPIs
Enhance sales team performance to achieve set KPIs
Achieve a sales lead conversion rate of 25%
Implement effective follow-up strategies
Identify and target high-quality potential leads
Enhance sales pitch and presentation skills
Reduce customer complaints by 20%
Update policies to better meet customer needs
Implement customer feedback system for service improvement
Conduct regular staff training for excellent customer service
Increase sales revenue by 15% compared to previous quarter
Develop and implement more aggressive marketing strategies
Improve product line-up based on consumer feedback
Hire additional sales representatives and provide training
6. OKRs to enhance productivity and effectiveness of the advertising sales team
Enhance productivity and effectiveness of the advertising sales team
Increase sales team's lead conversion rate by 25%
Implement a more refined lead scoring system
Conduct regular training sessions to improve sales techniques
Improve follow-up processes for potential leads
Implement training sessions to improve product knowledge by 100%
Schedule and conduct product knowledge training sessions
Develop detailed training agenda and materials
Identify key product knowledge areas needing improvement
Reduce average sale-cycle length by 15%
Provide regular training on closing sales techniques
Implement more efficient customer follow-up procedures
Streamline the sales process with automation tools
7. OKRs to boost sales figures utilizing CAIS distribution team
Boost sales figures utilizing CAIS distribution team
Increase 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
Secure 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
Achieve 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
8. OKRs to increase Atlassian licensing sales by 50%
Increase Atlassian licensing sales by 50%
Increase the average purchase value of Atlassian licenses by 10%
Acquire 20% more new customers for Atlassian licensing
Conduct market research to identify potential target industries for Atlassian licensing
Collaborate with sales team to offer personalized solutions and competitive pricing packages
Develop targeted marketing campaigns to promote the benefits of Atlassian licensing
Improve lead generation strategies by utilizing digital advertising and content marketing
Increase the number of Atlassian license sales by 25%
Strengthen partnerships with resellers and distributors to expand the reach of Atlassian licenses
Provide additional training and resources to sales teams to effectively pitch and sell Atlassian licenses
Offer discounts or promotional offers to incentivize customers to purchase Atlassian licenses
Implement targeted marketing campaigns to reach potential customers interested in Atlassian licenses
Increase customer retention rate for Atlassian licenses by 15%
Implement a loyalty rewards program for customers with Atlassian licenses
Offer exclusive discounts and promotions to encourage subscription renewals for Atlassian licenses
Enhance customer support resources, such as self-help guides and FAQ sections
Conduct customer satisfaction surveys to gather feedback and address pain points
9. OKRs to boost market dominance through increased Sales and Share of Voice
Boost market dominance through increased Sales and Share of Voice
Achieve a 20% increase in product sales compared to the previous period
Optimize pricing strategies to maximize profitability and attract buyers
Develop targeted marketing strategies to draw in potential customers
Train sales team on effective sales techniques and product knowledge
Expand market penetration by reaching 15% more new customers
Enhance online visibility through SEO optimization
Implement a targeted marketing campaign in untapped regions
Develop a customer referral incentive program
Increase Share of Voice by 10% via enhanced marketing communication strategies
Implement a targeted social media campaign
Invest in SEO to boost online presence
Develop engaging content highlighting product uniqueness
10. OKRs to boost overall sales productivity
Boost overall sales productivity
Reduce administrative tasks for sales team by 20%
Delegate routine paperwork to administrative staff
Implement a CRM system to automate data entry procedures
Simplify sales reporting process through technology integration
Implement a new CRM to improve tracking and managing of customer interactions by 25%
Train staff in utilizing new CRM system effectively
Purchase selected CRM system and begin integration
Research possible CRM options tailored to company's needs
Increase average deals closed per salesperson by 30%
Implement advanced sales training for all sales staff members
Provide resources for effective lead generation
Introduce performance-based incentives to boost motivation
11. OKRs to establish a strong sales culture within the company
Establish a strong sales culture within the company
Train 80% of our sales team in consultative selling techniques
Create a schedule to accommodate 80% of the sales team
Implement regular tracking and accountability measures post-training
Identify a training provider specializing in consultative selling techniques
Achieve a 15% increase in quarterly sales revenue
Implement innovative promotional campaigns to boost product visibility
Improve customer service to foster repeat business
Develop upselling strategies for existing customers
Increase weekly team sales meetings to 100% participation
Implement mandatory attendance policy for all sales meetings
Schedule meetings at convenient times for team members
Send reminder notifications before every meeting
12. OKRs to amplify sales of IT services and staff augmentation
Amplify sales of IT services and staff augmentation
Improve lead conversion rates by 10% through targeted sales initiatives
Upscale IT staff augmentation sales by 20%
Initiate upselling and cross-selling training for sales team
Develop specialized sales pitch and strategies for upscale clients
Identify potential markets for higher-end IT staff augmentation
Achieve a 15% increase in new contract signings for IT services
Enhance sales strategies to attract potential customers
Develop and implement targeted marketing campaigns for IT services
Improve service offerings based on customer feedback
13. OKRs to increase revenue by optimizing sales strategies and processes
Increase revenue by optimizing sales strategies and processes
Improve customer retention rate by 15% through targeted loyalty programs and personalized communication
Analyze customer data to identify preferences and develop personalized loyalty program offers
Conduct regular surveys to gather customer feedback and identify areas for improvement
Implement automated system for personalized communication through email, SMS, and social media
Monitor, track, and evaluate the effectiveness of loyalty programs and communication strategies
Implement a streamlined sales pipeline, reducing the time from lead to conversion by 20%
Acquire 100 new high-value customers through targeted marketing campaigns
Increase average order value by 10% through upselling and cross-selling techniques
Create visually appealing and persuasive product displays to encourage add-on sales
Train sales team on effective upselling and cross-selling strategies
Offer bundled discounts for purchasing complementary products together
Implement personalized product recommendations based on customer browsing and purchase history
14. OKRs to significantly boost the volume of lead generation
Significantly boost the volume of lead generation
Achieve a 25% increase in website traffic through targeted digital marketing
Implement targeted social media advertising campaigns
Create engaging content to stimulate user sharing
Develop a strategic SEO plan to boost organic website traffic
Implement 3 new lead generation strategies to create diverse channels
Identify potential new channels for effective lead generation
Begin implementing these strategies across the channels
Develop and finalize strategies for each chosen channel
Increase lead conversion rate by 15% through improved sales engagement
Enhance sales scripts to better target and engage leads
Implement a personalized follow-up system for potential leads
Provide continuous sales team training on customer engagement techniques
15. OKRs to increase effectiveness and efficiency of sales pipeline management
Increase effectiveness and efficiency of sales pipeline management
Improve conversion rate of leads to sales by 10%
Enhance product descriptions and sales copy
Train sales team in effective conversion techniques
Implement a follow-up system for engaging and nurturing leads
Shorten sales cycle duration by 15% through process optimization
Review and streamline existing sales process stages
Implement an efficient CRM system for sales
Train sales team on optimized process
Increase the number of qualified leads in the pipeline by 20%
Implement targeted marketing campaigns
Improve website's SEO to drive organic leads
Optimize our lead qualification process
Sales Team 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 Team OKRs in a strategy map
Your quarterly OKRs should be tracked weekly in order 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 a proper OKR platform to make things easier.
![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 Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to improve job prospects, personal relationships, and health this summer
OKRs to implement ad-tracking with Google
OKRs to enhance my effectiveness as a mentor
OKRs to drive tangible growth towards company's 2024 ambitions
OKRs to transform company with lean and agile focus
OKRs to design and launch a production unit application
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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