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10 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

How to create great OKRs for any scenario in seconds

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here.

You can use Tability's AI generator to create tailored OKRs based on your specific context. Tability can turn your objective description into a fully editable OKR template -- including tips to help you refine your goals.

  • 1. Go to Tability's plan editor
  • 2. Click on the "Generate goals using AI" button
  • 3. Use natural language to describe your goals

Tability will then use your prompt to generate a fully editable OKR template.

How to improve existing OKRs with AI feedback

If you already have existing goals, and you want to improve them. You can use Tability's AI feedback to help you.

  • 1. Go to Tability's plan editor
  • 2. Add your existing OKRs (you can import them from a spreadsheet)
  • 3. Click on "Generate analysis"
AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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.

You can then decide to accept the suggestions or dismiss them if you don't agree.

Using the free OKR generator to get a quick template

If you're just looking for some quick inspiration, you can also use our free OKR generator to get a template.

Unlike with Tability, you won't be able to iterate on the templates, but this is still a great way to get started.

Our 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!

1OKRs to enhance soft skills proficiency amongst the sales team

  • ObjectiveEnhance soft skills proficiency amongst the sales team
  • KRImplement a comprehensive soft skills training program for the entire sales team
  • TaskIdentify potential trainers experienced in soft skills courses
  • TaskDevelop a suitable curriculum for the training program
  • TaskSchedule the training sessions for the sales team
  • KRIncrease sales team's customer satisfaction rate by 15% post-training
  • TaskRegularly monitor and evaluate sales team's customer interactions post-training
  • TaskDevelop comprehensive, customer-focused training program for sales team
  • TaskImplement feedback/improvement sessions based on customer interactions evaluation
  • KRAchieve an average post-training evaluation score of 85% or higher
  • TaskOrganize interactive post-training revision sessions
  • TaskImplement regular feedback and improvement methods
  • TaskDevelop an engaging and comprehensive training program
Tability

2OKRs to ensure all RFM customers receive immediate sales team attention

  • ObjectiveEnsure all RFM customers receive immediate sales team attention
  • KRIncrease weekly sales team visits to RFM customers by 50%
  • TaskImplement incentives for increased visit frequency to RFM customers
  • TaskHire additional sales team members to handle increased visits
  • TaskArrange additional transportation resources for sales team
  • KRReduce customer response time to under 24 hours for all RFM customers
  • TaskIncorporate an automated email response system
  • TaskIntroduce mandatory customer service training sessions
  • TaskImplement a dedicated RFM customer service team
  • KRAchieve a 100% contact rate with RFM customers needing immediate attention
  • TaskIdentify RFM customers requiring urgent attention
  • TaskDevelop an effective, personalized contact strategy
  • TaskImplement the contact strategy across all communication channels

3OKRs to implement effective product training plan for sales team

  • ObjectiveImplement effective product training plan for sales team
  • KRImprove post-training product sales by at least 25% compared to previous quarter
  • TaskImplement post-training follow-ups to clarify doubts and reinforce learning
  • TaskDevelop advanced selling skills training for all sales representatives
  • TaskRegularly analyze sales data to identify areas for improvement
  • KRDevelop comprehensive product training modules for 100% of the current product line
  • TaskDesign interactive training modules around each product
  • TaskImplement the training modules throughout the organization
  • TaskIdentify key features and benefits for all current products
  • KREnsure 100% of sales team complete product training with minimum 80% proficiency
  • TaskSchedule mandatory training sessions for all salespeople
  • TaskDevelop comprehensive product training for the sales team
  • TaskImplement proficiency assessments post-training

4OKRs to develop an encompassing sales program to boost teams' target attainment

  • ObjectiveDevelop an encompassing sales program to boost teams' target attainment
  • KRFinalize development and improvement of sales program within 15% resource budget
  • TaskFinalize edits on sales program within budget constraints
  • TaskImplement improvements to maximize resource efficiency
  • TaskReview and validate program functionality and effectiveness
  • KRIncrease sales team's productivity by 20% through established sales program
  • TaskImplement regular coaching and training with sales program strategies
  • TaskReward and recognize top performers to encourage productivity
  • TaskMonitor and analyze individual sales team's performance weekly
  • KREnsure 80% of sales team meets or exceeds sales target via sales program implementation
  • TaskImplement incentive schemes for meeting targets
  • TaskRegularly monitor and adjust team's sales strategies
  • TaskDevelop a results-focused sales training program

5OKRs 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%
  • TaskCreate customized sales training program addressing these areas
  • TaskIdentify team's weaknesses and areas for improvement in sales
  • TaskImplement sales training program and track progress regularly
  • KRIncrease team's quarterly sales by 20% compared to previous quarter
  • TaskImplement weekly sales training workshops for skill development
  • TaskMotivate team with performance-based incentives
  • TaskAnalyze previous sales data for improvement pointers
  • KRImplement a new sales strategy leading to at least 10% more room bookings
  • TaskDesign a new, targeted sales strategy to boost bookings
  • TaskAnalyze current sales strategy and identify areas for improvement
  • TaskImplement new sales strategy and provide proper staff training

6OKRs to increase revenue through improved sales performance at WhirlSpot

  • ObjectiveIncrease revenue through improved sales performance at WhirlSpot
  • KRTrain sales team to improve customer engagement skills by 20%
  • TaskExpress and specify areas for improvement in customer engagement abilities
  • TaskConduct an assessment of current customer engagement skills of sales team
  • TaskDevelop a comprehensive training program based on identified areas
  • KRImplement new sales strategies to boost average sale value by 10%
  • TaskDevelop and implement targeted upselling strategies
  • TaskTrain sales team on new selling techniques
  • TaskAnalyze current sales data to identify areas of improvement
  • KRGrow quarterly revenue by 15% through increased sales conversions
  • TaskOptimize product pricing and bundling
  • TaskImprove sales team training and incentives
  • TaskDevelop and implement a targeted marketing strategy

7OKRs to boost qualified meetings booked by outbound SDR team

  • ObjectiveBoost qualified meetings booked by outbound SDR team
  • KRImprove SDR team's qualification rate to 15% from current rate
  • TaskReview and revise the current qualification criteria
  • TaskIncorporate regular feedback sessions for SDR team
  • TaskImplement specialized training for better lead generation
  • KRIncrease outbound calls volume by 20% to drive more conversations
  • TaskTrain staff on efficient call techniques to improve speed
  • TaskImplement an automated dialing system
  • TaskAllocate more working hours for making calls
  • KRImplement a new outreach strategy to increase response rate by 10%
  • TaskIdentify potential channels for increased outreach engagement
  • TaskAnalyze and adjust strategy based on response rates
  • TaskDevelop relevant and engaging content for outreach

8OKRs to increase repeat business through timely follow-up and re-quotation

  • ObjectiveIncrease repeat business through timely follow-up and re-quotation
  • KRAchieve 40% successful requote conversion from contacted clients
  • TaskTrain team on persuasive sales communication techniques
  • TaskImprove quality and personalization of requote offers
  • TaskImplement a follow-up system for all quoted clients
  • KRReach out to 100% of clients with past orders in the last two years
  • TaskSend customized messages to each client
  • TaskCompile list of clients with past orders
  • TaskDraft effective outreach communication
  • KRCreate and implement a formalized follow-up process for future sales follow-up
  • TaskDesign a standardized sales follow-up template
  • TaskTrain the sales team on the new process method
  • TaskIdentify key touchpoints for customer follow-up after purchase
Tability

9OKRs to successfully migrate and train Sales Team on the new CRM

  • ObjectiveSuccessfully migrate and train Sales Team on the new CRM
  • KRComplete data migration from current CRM to new CRM without loss by 100%
  • TaskValidate post-migration data for completeness and accuracy
  • TaskBackup existing CRM data before initiating the migration process
  • TaskExecute careful, monitored migration to the new CRM system
  • KRConduct comprehensive training for 100% of the Sales Team on the new CRM
  • TaskMonitor the sales team's progress and application of CRM training
  • TaskSchedule mandatory training sessions for all sales team members
  • TaskDevelop a detailed CRM training curriculum for the sales team
  • KRAchieve 90% proficiency among Sales Team members on new CRM usage within the quarter
  • TaskProvide ongoing feedback and support to improve CRM proficiency
  • TaskPerform regular skills assessments to identify knowledge gaps
  • TaskImplement comprehensive CRM training for all sales team members

10OKRs to enhance sales team performance to achieve set KPIs

  • ObjectiveEnhance sales team performance to achieve set KPIs
  • KRAchieve a sales lead conversion rate of 25%
  • TaskImplement effective follow-up strategies
  • TaskIdentify and target high-quality potential leads
  • TaskEnhance sales pitch and presentation skills
  • KRReduce customer complaints by 20%
  • TaskUpdate policies to better meet customer needs
  • TaskImplement customer feedback system for service improvement
  • TaskConduct regular staff training for excellent customer service
  • KRIncrease sales revenue by 15% compared to previous quarter
  • TaskDevelop and implement more aggressive marketing strategies
  • TaskImprove product line-up based on consumer feedback
  • TaskHire additional sales representatives and provide training

Sales Team 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

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.

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.

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 track your Sales Team OKRs

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 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 Team OKR templates

We have more templates to help you draft your team goals and OKRs.