Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales & Marketing 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 & Marketing 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.
The best tools for writing perfect Sales & Marketing Team 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
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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.
Sales & Marketing Team OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales & Marketing 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!
OKRs to displace Salesforce in 10 business deals
ObjectiveDisplace Salesforce in 10 business deals
KRSecure 15 qualified leads currently using Salesforce
Identify 15 potential leads currently utilizing Salesforce
Contact all identified leads and verify qualification
Secure commitment from the qualified leads
KRClose 10 deals with businesses currently using Salesforce
Initiate negotiations with interested businesses
Identify businesses using Salesforce for targeted outreach
Develop persuasive pitch showing benefits of our solution
KRDemonstrate our product's superior features to 20 potential clients
Identify 20 potential clients for targeted outreach
Prepare engaging, informative product demonstration presentations
Schedule and conduct product demonstrations with each client
OKRs to enhance Salesforce Lead and Pipeline Management
ObjectiveEnhance Salesforce Lead and Pipeline Management
KRImprove lead conversion rate by 25% through effective pipeline management and follow-ups
Implement a rigorous pipeline management system for lead tracking
Continuously measure and optimize lead conversion rate
Train sales team on best practices for follow-ups
KRDecrease pipeline leakage by 15% through process optimization and better lead qualification
Implement rigorous lead qualification criteria
Optimize lead nurturing workflows
Enhance sales team training on deal closing
KRIncrease lead generation by 20% using Salesforce's advanced analytics by quarter end
Improve segmentation and targeting in Salesforce dashboard
Implement Salesforce's lead scoring system to prioritize leads
Boost campaign efforts using Salesforce's predictive analytics tools
OKRs to ensure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)
ObjectiveEnsure Successful Onboarding onto Salesforce Marketing Cloud (SFMC)
KRComplete SFMC essential training modules with a score of 85% within the first month
Review and understand SFMC course materials
Aim to achieve a minimum 85% score
Complete all necessary training modules
KRSuccessfully set up 3 marketing campaigns using SFMC by the second month
Implement campaigns using Salesforce Marketing Cloud (SFMC)
Identify objectives and target audience for each marketing campaign
Create engaging content tailored to each campaign objective
KRAttain a 20% increase in marketing campaign effectiveness using SFMC by quarter-end
Implement and test new strategies in SFMC
Evaluate past SFMC campaign data to identify improvement areas
Develop new strategies based on data insights
OKRs to implement strategies to enhance sustainable revenue growth
ObjectiveImplement strategies to enhance sustainable revenue growth
KRSecure at least 10 new B2B partnerships for an expected sales increase of 20%
Negotiate partnership terms and finalize agreements
Identify and list potential B2B partnership targets
Initiate contact and set meetings with the targets
KRIncrease customer retention rate by 15% through customer satisfaction strategies
KRBoost market penetration in untapped regions by 25% to grow brand presence
Perform market research to identify potential untapped regions
Develop tailored marketing strategies for these regions
Implement intensive promotional campaigns in targeted regions
OKRs to enhance client relations through first art refusals' follow-up
ObjectiveEnhance client relations through first art refusals' follow-up
KRSuccessfully reengage 35% of clients to reconsider purchased artwork
Send personalized letters highlighting artwork attributes
Offer special discounts to clients on future artworks
Conduct virtual events showcasing new artwork collections
KRReduce the average response time to client communications by 15%
Conduct efficient response time training for staff
Establish a tracking system for communication response
Implement a dedicated customer service software program
KRIncrease contact with clients about expired artwork refusals by 20%
Initiate weekly follow-ups with clients regarding expired artwork
Implement automated email reminders for expired artwork refusals
Increase the frequency of client communication regarding refusals
OKRs to boost client insurance adoption rate by 50%
ObjectiveBoost client insurance adoption rate by 50%
KREnhance customer service satisfaction rate by 20% to ensure client retention
Create an effective response strategy to solve customer complaints promptly
Conduct staff training focused on effective customer service techniques
Implement a customer feedback system to identify improvement areas
KRImprove sales team's closing rate to achieve 40% successful conversions
Regularly analyze and review the sales processes
Establish clear and attainable sales targets for staff
Implement training sessions focusing on effective closing techniques
KRIncrease lead generation by 30% to attract potential insurance adopters
Implement PPC advertising on insurance-related keywords
Enhance referral program initiatives
Expand digital presence with insurance-focused content
OKRs to improve Braze comprehension to boost confidence when presenting to potential clients
ObjectiveImprove Braze comprehension to boost confidence when presenting to potential clients
KRComplete all Braze training modules and quizzes
Identify all required Braze training modules and quizzes
Dedicate specific time daily to study and complete modules
Complete and pass all associated quizzes
KRSuccessfully pitch Braze to at least 5 test prospects
Conduct the Braze product pitch to each prospect
Analyze Braze features and benefits for effective pitching
Identify and contact 5 potential test prospects
KRReceive positive feedback from internal team on Braze knowledge improvement
Request regular feedback on Braze usage from the team
Apply learned Braze functionalities in daily tasks
Attend regular training sessions on Braze software
OKRs 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%
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
KRIncrease 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
KRImplement 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
OKRs to upscale overall productivity of the sales team
ObjectiveUpscale overall productivity of the sales team
KRDecrease sales cycle length by 10% through enhanced sales strategies
Encourage upselling and cross-selling in the sales team
Implement effective lead qualification to prioritize high-potential customers
Accelerate deal closure via personalized selling and effective negotiation
KRImplement comprehensive sales training, raising team's closing rate by 15%
Monitor adjustments and measure improvement in closing rates
Incorporate successful closing strategies into training modules
Develop a detailed, skill-specific sales training program
KRIncrease sales team's monthly revenue generation by 20%
Implement sales training to enhance team's selling skills
Streamline sales processes for efficiency and effectiveness
Initiate incentive programs to motivate sales team
OKRs 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
Finalize edits on sales program within budget constraints
Implement improvements to maximize resource efficiency
Review and validate program functionality and effectiveness
KRIncrease sales team's productivity by 20% through established sales program
Implement regular coaching and training with sales program strategies
Reward and recognize top performers to encourage productivity
Monitor and analyze individual sales team's performance weekly
KREnsure 80% of sales team meets or exceeds sales target via sales program implementation
Implement incentive schemes for meeting targets
Regularly monitor and adjust team's sales strategies
Develop a results-focused sales training program
Sales & Marketing 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.
Save hours with automated OKR dashboards
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Your quarterly OKRs should be tracked weekly if you want 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 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 Sales & Marketing Team OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to graduate on schedule without extra classes
OKRs to attain fifteen new customers
OKRs to achieve Product-Market fit
OKRs to incorporate environmental policies into national parks infrastructure upgrade plan
OKRs to boost customer acquisition rates significantly
OKRs to establish a dedicated grant research volunteer team