Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Customer Relationship Manager 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.
Writing good OKRs can be hard, especially if it's your first time doing it. You'll need to center the focus of your plans around outcomes instead of projects.
We have curated a selection of OKR examples specifically for Customer Relationship Manager to assist you. Feel free to explore the templates below for inspiration in setting 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 Customer Relationship Manager 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.
Customer Relationship Manager OKRs examples
You will find in the next section many different Customer Relationship Manager 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 strengthen and streamline third-party relationships
ObjectiveStrengthen and streamline third-party relationships
KRReduce complaint resolution time by 25%
Incorporate automation in handling complaints
Streamline the complaint escalation process
Implement efficient customer service training programs
KRIncrease the number of interaction touchpoints by 30%
Organize webinars or live streams monthly
Implement customer surveys and weekly newsletters
Utilize social media platforms for engaging customers
KRImprove third party satisfaction by 20% through surveys
Implement regular survey distribution to third parties
Improve identified areas causing dissatisfaction
Engage and address feedback from satisfaction surveys
OKRs to build a comprehensive new customer CRM database
ObjectiveBuild a comprehensive new customer CRM database
KRIdentify and categorize 1000 potential leads for inclusion in the CRM system
Categorize leads based on industry and potential value
Compile a list of potential leads from business directories
Input leads information into the CRM system
KREnsure the database is fully functional and free of errors upon final review
Conduct regular system checks for database errors
Validate data integrity and database security protocols
Perform final database functionality testing
KRInput detailed contact and profile information for 90% of identified leads
Input collected data for 90% of these leads
Gather detailed contact details for identified leads
Collect comprehensive profile information for leads
OKRs to enhance client satisfaction and increase revenue from corporate catering services
ObjectiveEnhance client satisfaction and increase revenue from corporate catering services
KRIncrease repeat business by 25% by improving client relationship management
Conduct regular customer satisfaction surveys
Implement a personalized customer loyalty program
Schedule consistent communication with repeat clients
KRAchieve 20% revenue growth through upselling and introducing premium services
Identify opportunities for upselling within existing customer base
Develop attractive premium services based on market demands
Implement strategic upselling and premium service promotion campaigns
KRSecure a minimum of 10 new corporate contracts by improving marketing strategies
Launch a revamped corporate-focused marketing strategy on digital platforms
Develop sales pitches specifically tailored to potential corporate clients
Initiate a targeted email marketing campaign for corporations
OKRs to enhance the quality of client communication
ObjectiveEnhance the quality of client communication
KRRespond to all client queries within a 24-hour period
Check emails and voicemails frequently throughout the day
Set reminders to respond to all unanswered queries
Prioritize responding to client inquiries immediately
KRIncrease client satisfaction rate to over 90% through regular surveys
Monitor survey results and make necessary adjustments
Create and implement regular client satisfaction surveys
Develop a feedback implementation strategy
KRValidate client problems are resolved 95% of the time by feedback after issue resolution
Implement a system to track resolution success rate
Create a post-resolution follow-up procedure
Instruct team to collect feedback from clients
OKRs to increase customer balance by 100 dr
ObjectiveIncrease customer balance by 100 dr
KRGet 500 referrals from current customers through a referral program
Reward customers effectively for each successful referral
Launch a lucrative and appealing customer referral program
Promote the referral program vigorously through various channels
KRImprove mobile app functionality to promote easy account top-ups
Develop easier top-up interface based on feedback
Implement in-app tutorials for top-up process
Conduct user experience research to identify top-up difficulties
KRImplement incentivized savings program for 20% customer base uptake
Identify customers likely to participate in savings program
Develop attractive incentives for savings program
Launch pervasive marketing campaign for program uptake
OKRs to enhance technical solution delivery for customer projects
ObjectiveEnhance technical solution delivery for customer projects
KRReduce solution rollout errors by 25% by revamping testing processes
Train staff on new testing processes
Identify common errors in current solution rollout
Develop improved, thorough testing protocols
KRIncrease project delivery efficiency by 30% using new architecture strategies
Train team members on using new strategies for project delivery
Implement new architecture strategies across all project divisions
Monitor and adjust strategies to ensure 30% efficiency increase
KRImprove customer satisfaction scores by 15% through improved solution implementation
Incorporate customer feedback into solution improvement processes
Monitor and adjust solutions regularly for continuous improvement
Train team to effectively implement solutions with customer-focused approach
OKRs to boost the count of medium and large business accounts
ObjectiveBoost the count of medium and large business accounts
KRSecure 20 new medium business accounts by improving client acquisition strategies
Train sales team on improved client acquisition strategies
Develop a clear, targeted marketing campaign for medium businesses
Attend networking events to connect with potential medium business contacts
KRConvert 10 small business accounts into large accounts through upselling techniques
Identify the needs and potential interests of small business accounts
Develop tailored upselling strategies to increase account sizes
Execute strategies through persuasive solutions-oriented selling
KRReduce churn rate of large accounts to below 5% by enhancing customer relationships
Solicit customer feedback for improvement and satisfaction tracking
Implement personalized communication with large accounts regularly
Develop a reward or loyalty program for retained customers
OKRs to secure renewal of OnPoint clients with updated agreement
ObjectiveSecure renewal of OnPoint clients with updated agreement
KRAchieve a 95% satisfaction rate among clients renewing their contracts
Conduct regular customer satisfaction surveys and improve upon feedback
Initiate loyalty programs that add value to contracts
Boost customer service quality and response times
KRFinalize Managed Services Agreement details for all renewals by mid-quarter
Confirm all agreements by the designated time
Review all Managed Services Agreement renewal details
Update any necessary agreement terms
KRPersuade 70% of current clients to renew under the new pricing within the quarter
Create a persuasive presentation highlighting benefits of new pricing plan
Schedule phone consultations to discuss individual concerns
Offer limited-time incentives for early renewal
OKRs to strengthen relationships with key accounts and identifying opportunities for growth
ObjectiveIncrease revenue through strategic account management
KRDevelop and execute personalized account plans for top 3 accounts
KRConduct 5 in-person meetings with key accounts to strengthen relationships
KRIdentify 3 new growth opportunities within key accounts
KRIncrease key account revenue by 10% through cross-selling and upselling
OKRs to expand client base by 5 members
ObjectiveExpand client base by 5 members
KRMaintain 90% retainer rate for new clients
Implement a robust client feedback and improvement system
Conduct regular client relationship management sessions
Provide excellent customer service to ensure client satisfaction
KRConvert 33% of identified potential clients into actual clients
Develop a targeted marketing strategy for potential clients
Enhance current service package to incentivize conversion
Organize personalized follow-ups for pitches
KRIdentify 15 potential clients through networking and cold-calling
Initiate cold-calling to the potential clients
Research and create a list of 15 potential clients
Set up and attend networking events
Customer Relationship Manager 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
The #1 role of OKRs is to help you and your team focus on what really matters. Business-as-usual activities will still be happening, but you do not need to track your entire roadmap in the 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
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to get the full value of your OKRs and make your strategy agile – otherwise this is nothing more than a reporting exercise.
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 Customer Relationship Manager OKR dashboards

The rules of OKRs are simple. Quarterly OKRs should be tracked weekly, and yearly OKRs should be tracked monthly. 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 Customer Relationship Manager OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to enhance overall customer satisfaction across our services
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OKRs to eradicate physical safety incidents at cement plant
OKRs to implement regulatory changes efficiently and economically
OKRs to improve leadership skills
OKRs to ensure readiness for Series A investment