Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Conversion 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 Conversion 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 Conversion 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.
Sales Conversion OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Conversion. 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 increase the conversion rate of BDR-generated leads into sales opportunities by 25%
ObjectiveBoost BDR-generated lead conversion rate by 25%
KRImplement personalized and timely follow-up for all leads- KRIncrease the number of demos by BDRs for better lead nurturing
- KROptimize landing pages to ensure an easy and quick conversion process
- KRImprove sales pitch training to increase lead engagement and closing rate
OKRs to establish effective sales training for new recruits
- ObjectiveEstablish effective sales training for new recruits
- KRImplement the training program, ensuring 80% of participants pass the post-training evaluation
Conduct training sessions for all program participants- Develop comprehensive training materials for program participants
- Administer post-training evaluation and analyze results
- KRDesign a comprehensive sales training curriculum for new joiners within 1 month
- Schedule expert-led training sessions on essential sales techniques
- Develop practical exercises for real-life sales scenarios
- Identify key skills and knowledge needed for successful sales performance
- KRPost training, increase new joiners' sales conversion rates by 25%
- Develop mentoring program for new joiners
- Review and optimize the onboarding process
- Implement weekly coaching sessions focused on sales techniques
OKRs to boost Used Car Sales
- ObjectiveBoost Used Car Sales
- KRIncrease the average transaction value for Used Cars by 10%
- Enhance marketing campaigns highlighting value-added features and benefits of higher-end used cars
- Offer attractive financing options to increase affordability and willingness to spend more
- Implement a loyalty program to encourage repeat customers for higher transaction values
- Train sales team to upsell additional services and accessories during car purchase
- KRAchieve a conversion rate of 15% from leads to actual sales
- Optimize website design and user experience to increase lead conversion rates
- Implement targeted marketing campaigns to attract qualified leads
- Analyze and optimize sales funnel to identify and remove any bottlenecks hindering conversions
- Improve sales team training and provide effective sales scripts for better conversions
- KRImprove customer satisfaction ratings related to Used Car purchases by 2 points
- KRIncrease the number of leads generated from online platforms by 20%
- Optimize landing pages to improve conversion rates
- Regularly analyze and adjust online marketing campaigns to improve lead generation
- Implement SEO strategies to increase organic traffic and website visibility
- Create compelling and targeted online advertisements for better audience engagement
OKRs to drive R2 million in monthly sales
- ObjectiveDrive R2 million in monthly sales
- KRUpsell to existing customers, boosting average order value by 10%
- Train sales team on effective upselling techniques
- Analyze purchase history to identify potential products for upselling
- Implement a reward scheme for larger purchases
- KRIncrease weekly lead generation by 20%
- Enhance SEO on our company website
- Personalize email marketing strategy
- Implement a daily social media advertising campaign
- KRImprove conversion rate to 15% from current baseline
- Implement A/B testing to optimize landing page
- Develop more targeted marketing campaigns
- Enhance product descriptions and visuals
OKRs to boost stealth bed and chair pad sales by 20%
- ObjectiveBoost stealth bed and chair pad sales by 20%
- KRIncrease average order size of stealth bed and chair pads by 10%
- Introduce multi-buy discounts for bigger orders of bed and chair pads
- Improve product descriptions highlighting stealth pad's unique features
- Upsell complementary products like covers or cleaners
- KRImprove conversion rate on stealth bed and chair pads by 15%
- Optimized product listings for search engine visibility
- Implement A/B testing for different website layouts
- Increase advertisement on popular home decor platforms
- KRIncrease customer inquiries about stealth bed and chair pads by 30%
- Offer free samples with purchases and for reviews
- Highlight benefits and features in email newsletters
- Launch a digital marketing campaign targeting potential customers
OKRs to increase sales conversion from YouTube views
- ObjectiveIncrease sales conversion from YouTube views
- KRDevelop 3 new customer engagement campaigns on YouTube
- Identify target audiences and content they'd be interested in
- Outline distribution and promotional strategies
- Craft unique, engaging narratives for each campaign
- KRImprove YouTube conversion rate by 15% through optimizing video content
- Add compelling calls-to-action within the content
- Enhance video quality with better visuals and clear audio
- Optimize titles, descriptions, and keywords for SEO
- KRGenerate a 20% increase in sales from leads originating from YouTube
- Create engaging content to increase YouTube subscribers
- Include strong call-to-actions in video descriptions
- Optimize videos for SEO to boost visibility
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 boost inbound sales performance
- ObjectiveBoost inbound sales performance
- KRIncrease inbound sales calls conversion rate by 20%
- Review and improve call scripts to highlight product benefits
- Implement a system to track and analyze failed conversions
- Provide comprehensive training on sales techniques to the customer service team
- KRReduce sales cycle timeframe by 10%
- Train sales team in rapid decision-making techniques
- Analyze and streamline sales funnel stages
- Implement efficient sales process management software
- KRAcquire 15% new clients through inbound sales
- Optimize the company website to increase inbound traffic
- Train sales team on effective strategies for inbound sales conversion
- Develop and implement a targeted marketing strategy to attract new clients
OKRs to successfully scale up our sales pipeline
- ObjectiveSuccessfully scale up our sales pipeline
- KRImprove conversion rate of leads to sales by 20%
- Implement targeted email marketing strategy to nurture leads
- Train sales team on effective closing techniques
- Optimize website for easier checkout process
- KRRaise average sales order value by 10%
- Offer bundled products at a discounted price
- Implement upselling techniques and strategies
- Enhance personalized customer recommendations
- KRIncrease weekly sales leads by 15%
- Improve product demonstrations to convert interest into sales leads
- Train sales team to better identify and capture potential leads
- Enhance digital marketing strategies to reach a broader audience
OKRs to drive significant growth in sales volume next quarter
- ObjectiveDrive significant growth in sales volume next quarter
- KRIncrease monthly sales by a minimum of 15% each month
- Train sales team on advanced selling techniques
- Improve post-sales customer services to ensure repeat purchases
- Implement aggressive promotional campaigns targeting potential clients
- KRMinimize sales cycle length by 10%
- Train staff on efficient customer communication and sales tactics
- Implement customer relationship management software for streamlining sales processes
- Improve lead qualification practices to focus on high-conversion prospects
- KRAchieve 20% conversion rate on sales leads
- Enhance site design for optimal user experience
- Train sales team on effective closing strategies
- Implement creative and personalized email marketing campaigns
Sales Conversion 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
OKRs without regular progress updates are just KPIs. You'll need to update progress on your OKRs every week to get the full 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
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 Conversion OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to enhance website visibility and conversion rate
- OKRs to enhance and streamline Board operations
- OKRs to identify future areas of primary effort and improvement
- OKRs to enhance and improve the effectiveness of agricultural records
- OKRs to build a comprehensive, user-friendly HR platform
- OKRs to boost African tourism through innovative strategies