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tability.ioWhat are Sales And Marketing 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 And Marketing 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.
Sales And Marketing OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales And Marketing. 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 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 improve customer satisfaction and loyalty for Sales and Marketing
- ObjectiveImprove customer satisfaction and loyalty for Sales and Marketing
- KRAchieve a 10% reduction in customer complaints over the quarter
- Provide additional training for customer service staff
- Update and clarify product usage instructions
- Implement customer satisfaction surveys after service interactions
- KRBoost overall customer satisfaction score by 20% on our survey
- Enhance product or service quality based on feedback
- Implement regular staff training on customer service skills
- Follow up on customer complaints efficiently
- KRIncrease repeat sales volume by 15%
- Launch a loyalty rewards program to incentivize repeat purchases
- Implement targeted follow-up emails with personalized deals
- Enhance customer service quality to boost customer satisfaction
OKRs to successfully launch and break-even via pre-sales
- ObjectiveSuccessfully launch and break-even via pre-sales
- KRAttain 100% of cost recovery through initial sales
- Track and control operational expenses efficiently
- Implement effective sales and marketing strategies
- Develop a competitive pricing strategy to cover production costs
- KRGenerate a minimum of 300 pre-sale orders
- Collaborate with influencers to promote and pre-sell
- Implement a referral discount program for pre-orders
- Develop a compelling marketing campaign targeting potential customers
- KRAchieve 100% completion of product testing and fixes
- Execute testing plan and document all findings
- Develop a comprehensive plan for product testing
- Implement necessary fixes based on test results
OKRs to boost invoice value for slurry pumps and spares to $800,000
- ObjectiveBoost invoice value for slurry pumps and spares to $800,000
- KRImprove sales closure rate by 20% through targeted sales initiatives
- Develop specific proposals tailored for each potential customer's needs
- Utilize data analytics to identify and target high conversion rate customers
- Implement a continuous training program to sharpen sales team's closing skills
- KRIncrease average order value to $4,000 by upselling related products
- Train sales team on effective upselling techniques
- Develop recommendations for related, higher-priced products
- Implement upselling strategies during post-sale follow-up
- KRAchieve 200 customer orders for slurry pumps and spare parts
- Develop a detailed marketing plan targeting potential customers
- Boost online presence via SEO and social media advertising
- Initiate contact with relevant industry influencers for partnerships
OKRs to increase revenue efficiency across all business units
- ObjectiveIncrease revenue efficiency across all business units
- KRReduce operational expenditure by 10% to maximize net revenue
- Streamline processes to minimize redundant labor costs
- Implement energy-saving measures to decrease utility costs
- Negotiate better terms with suppliers to cut procurement expenses
- KRStreamline all revenue-generating processes to increase efficiency by 20%
- Train team in streamlined processes and new software
- Identify current inefficiencies in revenue-generating processes
- Implement technological solutions to automate manual tasks
- KRIncrease average revenue per user (ARPU) by 15%
- Optimize pricing based on customer buying behaviors
- Improve user experience to boost customer engagement
- Develop targeted upselling strategies for high-value customers
OKRs to increase company revenue and enhance the organizational environment
- ObjectiveIncrease company revenue and enhance the organizational environment
- KRImprove employee satisfaction score by 20% through work culture enhancement programs
- Promote transparency with effective communication channels
- Create a system for employee recognition and rewards
- Implement weekly team-building activities or exercises
- KRReduce staff turnover rate by 15% through strategic initiatives
- Create an engaging and positive work environment
- Increase employee compensation and benefits
- Implement a comprehensive employee development program
- KRBoost sales to achieve a $225k revenue increment
- Implement upselling strategies to increase average order value
- Implement a referral program to attract new customers
- Optimize marketing campaigns for better audience targeting
OKRs to boost CRM channel revenue-streams
- ObjectiveBoost CRM channel revenue-streams
- KRImprove existing CRM data quality by 10%
- Conduct an audit of current CRM data for inaccuracies
- Implement data quality management tools to track inaccuracies
- Provide training on data entry and updating practices to staff
- KRAchieve 15% increase in CRM channel sales conversions
- Implement personalized email marketing strategies for customer engagement
- Launch target-based promotions and incentives to boost conversions
- Improve CRM channel's user interface for better customer experience
- KREnhance CRM customer engagement rate by 20%
- Increase training sessions for staff to improve CRM utilization and customer engagement
- Develop personalized user experiences based on customer profiles in CRM
- Implement a targeted email marketing campaign for existing CRM customers
OKRs to drive Business Expansion in Saudi Arabia's school sector
- ObjectiveDrive Business Expansion in Saudi Arabia's school sector
- KRObtain 10 new client contracts from GCC school sector
- Research potential GCC school sector clients
- Develop and send proposals to identified schools
- Follow-up meetings, negotiate, and finalize contracts
- KRSecure 30 new successful B2B interactions with GCC schools
- Follow-up with proposals to close on agreements
- Send tailored partnership proposals to identified schools
- Identify 50 GCC schools as potential B2B partners
- KRIncrease lead generation by 40% through tailored marketing and sales outreach
- Develop personalized marketing campaigns targeting potential leads
- Intensify sales outreach efforts with tailored proposals
- Enhance data analysis to identify and reach untapped markets
OKRs to boost sales performance of KSB pumps and spares
- ObjectiveBoost sales performance of KSB pumps and spares
- KRSecure 15 new contracts for KSB pumps and spares sales
- Follow up and negotiate contract details to finalize sales
- Identify and contact potential customers for KSB pumps and spares
- Arrange and conduct product demonstrations for potential clients
- KRAchieve a 20% quarterly growth in overall KSB pumps and spares sales
- Develop a strategic marketing plan targeting potential clients
- Implement cross-selling and upselling techniques
- Enhance customer service and after-sales support
- KRIncrease customer engagements by 30% to improve product visibility
- Enhance social media presence and content strategy
- Launch targeted email marketing campaigns
- Implement a customer referral and reward program
OKRs to boost market dominance through increased Sales and Share of Voice
- ObjectiveBoost market dominance through increased Sales and Share of Voice
- KRAchieve 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
- KRExpand 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
- KRIncrease 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
How to write your own Sales And Marketing OKRs
1. Get tailored OKRs with an AI
You'll find some examples below, but it's likely that you have very specific needs that won't be covered.
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.
Watch the video below to see it in action 👇
Option 2. Optimise existing OKRs with Tability Feedback tool
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"
Tability's Strategy Map makes it easy to see all your org's OKRsTability 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.
Option 3. Use the free OKR generator
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.
Sales And Marketing 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 And Marketing OKRs
Quarterly OKRs should have weekly updates to get all the benefits from the 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.
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 And Marketing OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to improve efficiency and success rate of the technical sales support team
- OKRs to enhance drayage gross margin via cost optimization
- OKRs to bolster customer loyalty and retention
- OKRs to enhance profitable performance of the finance team
- OKRs to enable efficient daily functioning for my boss
- OKRs to attain and apply advanced leadership skills through an online course