15 customisable OKR examples for Sales Training

What are Sales Training 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 Training 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 Training 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 Training OKRs examples

You will find in the next section many different Sales Training 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!

1OKRs to implement effective product training plan for sales team

  • ObjectiveImplement effective product training plan for sales team
  • Key ResultImprove 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
  • Key ResultDevelop 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
  • Key ResultEnsure 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

2OKRs to establish effective sales training for new recruits

  • ObjectiveEstablish effective sales training for new recruits
  • Key ResultImplement the training program, ensuring 80% of participants pass the post-training evaluation
  • TaskConduct training sessions for all program participants
  • TaskDevelop comprehensive training materials for program participants
  • TaskAdminister post-training evaluation and analyze results
  • Key ResultDesign a comprehensive sales training curriculum for new joiners within 1 month
  • TaskSchedule expert-led training sessions on essential sales techniques
  • TaskDevelop practical exercises for real-life sales scenarios
  • TaskIdentify key skills and knowledge needed for successful sales performance
  • Key ResultPost training, increase new joiners' sales conversion rates by 25%
  • TaskDevelop mentoring program for new joiners
  • TaskReview and optimize the onboarding process
  • TaskImplement weekly coaching sessions focused on sales techniques

3OKRs to achieve exceptional sales performance as a Hotel Sales Director

  • ObjectiveAchieve exceptional sales performance as a Hotel Sales Director
  • Key ResultDevelop 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
  • Key ResultIncrease 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
  • Key ResultImplement 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

4OKRs to enhance soft skills proficiency amongst the sales team

  • ObjectiveEnhance soft skills proficiency amongst the sales team
  • Key ResultImplement 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
  • Key ResultIncrease 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
  • Key ResultAchieve 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

5OKRs to successfully migrate and train Sales Team on the new CRM

  • ObjectiveSuccessfully migrate and train Sales Team on the new CRM
  • Key ResultComplete 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
  • Key ResultConduct 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
  • Key ResultAchieve 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

6OKRs to enhance productivity and effectiveness of the advertising sales team

  • ObjectiveEnhance productivity and effectiveness of the advertising sales team
  • Key ResultIncrease sales team's lead conversion rate by 25%
  • TaskImplement a more refined lead scoring system
  • TaskConduct regular training sessions to improve sales techniques
  • TaskImprove follow-up processes for potential leads
  • Key ResultImplement training sessions to improve product knowledge by 100%
  • TaskSchedule and conduct product knowledge training sessions
  • TaskDevelop detailed training agenda and materials
  • TaskIdentify key product knowledge areas needing improvement
  • Key ResultReduce average sale-cycle length by 15%
  • TaskProvide regular training on closing sales techniques
  • TaskImplement more efficient customer follow-up procedures
  • TaskStreamline the sales process with automation tools

7OKRs to strengthen sales representatives' client relationships

  • ObjectiveStrengthen sales representatives' client relationships
  • Key ResultRaise average client satisfaction score by 20% in customer surveys
  • TaskProvide enhanced training on customer service for all staff members
  • TaskImplement more frequent, personalized follow-ups for client feedback
  • TaskDevelop programs and incentives to boost client satisfaction
  • Key ResultConduct weekly training sessions on relationship-building strategies for sales reps
  • TaskEvaluate and adjust the training materials based on feedback
  • TaskSchedule weekly training sessions for sales reps
  • TaskDevelop curriculum focused on relationship-building strategies
  • Key ResultIncrease client retention rate by 15% through enhanced client engagement activities
  • TaskImprove personalized client communication efforts
  • TaskImplement a regular client feedback and response strategy
  • TaskDevelop upgraded loyalty or reward programs

8OKRs to establish monitor arm distribution via furniture dealers

  • ObjectiveEstablish monitor arm distribution via furniture dealers
  • Key ResultIdentify and partner with 20 top-performing furniture dealers in the target region
  • TaskResearch top furniture dealers in the target region
  • TaskAnalyze dealers' performance through data and customer reviews
  • TaskInitiate partnership discussions with top 20 dealers
  • Key ResultAchieve 25% of monitor arm sales through new dealer channel by quarter end
  • TaskImplement marketing strategies targeting new channel
  • TaskIdentify potential dealers for the monitor arm sales
  • TaskNegotiate partnership deals with selected dealers
  • Key ResultTrain 100% of partnered dealer sales teams on monitor arm product features and benefits
  • TaskSet up training sessions with all partnered dealer sales teams
  • TaskTrack and report on completion of product training sessions
  • TaskDevelop comprehensive training materials on monitor arm products

9OKRs to create a unified promo planning process for all Sales

  • ObjectiveCreate a unified promo planning process for all Sales
  • Key ResultConduct 3 training sessions to ensure Sales Department understands the new process
  • TaskSet up three different training dates
  • TaskFollow up for feedback after each session
  • TaskIdentify key points to cover in training sessions
  • Key ResultAchieve 90% positive feedback on the ease and clarity of the new process
  • TaskRegularly ask for and analyze feedback
  • TaskConduct training sessions to fully understand new process
  • TaskImplement improvements based on feedback received
  • Key ResultDefine and document 100% of the necessary steps for successful promo planning
  • TaskCompile steps into a comprehensive document guide
  • TaskIdentify all steps involved in successful promo planning
  • TaskWrite clear, concise descriptions for each step

10OKRs to drive a significant increase in sales performance

  • ObjectiveDrive a significant increase in sales performance
  • Key ResultImprove sales conversion rate by 10% through enhanced sales training
  • TaskDevelop comprehensive, role-specific sales training programs
  • TaskMeasure and evaluate training impact on sales conversion
  • TaskImplement regular practical sales simulations
  • Key ResultBoost marketing campaign effectiveness by 15% to attract more potential customers
  • TaskIncrease investments in high-performing advertisements and audience channels
  • TaskImplement A/B testing strategies to optimize ad content and placements
  • TaskAnalyze current campaigns to identify shortcomings and areas for improvement
  • Key ResultIncrement customer retention rate by 8% by optimizing customer service processes
  • TaskRegularly train staff in customer service skills
  • TaskImplement a robust customer loyalty program
  • TaskImprove response time to customer inquiries and complaints

11OKRs to establish a strong sales culture within the company

  • ObjectiveEstablish a strong sales culture within the company
  • Key ResultTrain 80% of our sales team in consultative selling techniques
  • TaskCreate a schedule to accommodate 80% of the sales team
  • TaskImplement regular tracking and accountability measures post-training
  • TaskIdentify a training provider specializing in consultative selling techniques
  • Key ResultAchieve a 15% increase in quarterly sales revenue
  • TaskImplement innovative promotional campaigns to boost product visibility
  • TaskImprove customer service to foster repeat business
  • TaskDevelop upselling strategies for existing customers
  • Key ResultIncrease weekly team sales meetings to 100% participation
  • TaskImplement mandatory attendance policy for all sales meetings
  • TaskSchedule meetings at convenient times for team members
  • TaskSend reminder notifications before every meeting

12OKRs to successfully migrate and train team on the new sales CRM system

  • ObjectiveSuccessfully migrate and train team on the new sales CRM system
  • Key ResultAchieve a 10% sales increase after full adoption of the new CRM system
  • TaskImplement customer targeting strategies using CRM analytics
  • TaskConduct comprehensive training for staff on the new CRM system
  • TaskRegularly review sales data and adjust strategies as needed
  • Key ResultMigrate all existing customer data to the new CRM system without errors
  • TaskConfirm successful migration and rectify any errors
  • TaskTransfer the verified data to the new CRM system
  • TaskValidate the accuracy and completeness of existing customer data
  • Key ResultTrain 100% of the sales team to proficiently use the new CRM system
  • TaskMonitor and evaluate sales team's proficiency post-training
  • TaskConduct regular hands-on training sessions with the sales team
  • TaskEstablish a comprehensive training plan for the new CRM system

13OKRs to implement the new onboarding program to speed up deal closure time

  • ObjectiveImplement the new onboarding program to speed up deal closure time
  • Key ResultReduce the average time to first deal by 25% by week 12
  • TaskTrain team in aggressive prospecting strategies
  • TaskImplement sales acceleration software for efficiency
  • TaskOptimize pitch to better engage and convert leads
  • Key ResultTrain 80% of the sales team on the new onboarding program by week 8
  • TaskComplete training and assess understanding by week 8
  • TaskSchedule training sessions for sales team by week 3
  • TaskIdentify key elements for the onboarding program by week 1
  • Key ResultDevelop program curriculum and necessary resources by week 4
  • TaskEstablish a timeline and assign topics to each week
  • TaskIdentify necessary topics and learning outcomes for the program curriculum
  • TaskGather and organize needed resources for curriculum content

14OKRs to enhance operational efficiency, certify employees, and increase team revenue

  • ObjectiveEnhance operational efficiency, certify employees, and increase team revenue
  • Key ResultHave 100% of the employees complete certification courses relevant to their positions
  • TaskSet a deadline for course completion
  • TaskMonitor progress and offer support when needed
  • TaskIdentify relevant certification courses for each position
  • Key ResultReduce process lag by 20% through process optimization strategies
  • TaskIdentify key areas of the process causing delays
  • TaskImplement new efficiency measures in these areas
  • TaskAnalyze and adjust measures based on results
  • Key ResultIncrease team's total revenue by 15% through strategic sales and marketing initiatives
  • TaskDevelop and implement revenue-boosting sales strategies
  • TaskUpskill sales team with advanced selling techniques
  • TaskLaunch targeted marketing campaigns for product promotion

15OKRs to maximize pipeline generation from partner channels

  • ObjectiveMaximize pipeline generation from partner channels
  • Key ResultSecure 5 new strategic partnerships delivering at least 20% of total leads
  • TaskIdentify potential partners in the industry
  • TaskApproach and negotiate partnership agreements
  • TaskImplement and monitor partner-driven lead generation tactics
  • Key ResultImplement 2 joint marketing campaigns resulting in 30% increase in qualified leads
  • TaskTrack and optimize campaign performance for lead generation
  • TaskIdentify suitable partners for joint marketing campaigns
  • TaskDevelop unique marketing strategies involving both companies
  • Key ResultTrain 100% of partner sales teams on product portfolio to boost referral opportunities
  • TaskSchedule mandatory training sessions for partner sales teams
  • TaskMonitor and track participation until 100% completion
  • TaskCreate a comprehensive training module on product portfolio

Sales Training 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

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.

Tability Insights DashboardTability's audit dashboard will highlight opportunities to improve OKRs

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.

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.

How to turn your Sales Training 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

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 Training 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 👀

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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