Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Improvement 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 Improvement 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 Improvement 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 Improvement OKRs examples
You will find in the next section many different Sales Improvement 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 implement effective product training plan for sales team
ObjectiveImplement effective product training plan for sales team
KRImprove post-training product sales by at least 25% compared to previous quarter
Implement post-training follow-ups to clarify doubts and reinforce learning- Develop advanced selling skills training for all sales representatives
- Regularly analyze sales data to identify areas for improvement
- KRDevelop comprehensive product training modules for 100% of the current product line
- Design interactive training modules around each product
- Implement the training modules throughout the organization
- Identify key features and benefits for all current products
- KREnsure 100% of sales team complete product training with minimum 80% proficiency
- Schedule mandatory training sessions for all salespeople
- Develop comprehensive product training for the sales team
- Implement proficiency assessments post-training
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 improve sales performance across all product lines
- ObjectiveImprove sales performance across all product lines
- KRRaise customer retention rate by 15%
- Improve customer support and response time
- Implement loyalty programs and reward frequent customers
- Collect feedback to understand and solve customer problems
- KRAchieve a 25% increase in overall unit sales
- Enhance distribution channels to broaden product accessibility
- Implement a marketing campaign to raise product awareness and demand
- Offer customer incentives like discounts or loyalty programs
- KRBoost the average purchase value by 10% per customer
- Introduce premium versions or add-ons of popular products
- Implement strategic up-selling and cross-selling techniques
- Offer discounts or incentives for bulk purchases
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
OKRs to enhance sales team performance to achieve set KPIs
- ObjectiveEnhance sales team performance to achieve set KPIs
- KRAchieve a sales lead conversion rate of 25%
- Implement effective follow-up strategies
- Identify and target high-quality potential leads
- Enhance sales pitch and presentation skills
- KRReduce customer complaints by 20%
- Update policies to better meet customer needs
- Implement customer feedback system for service improvement
- Conduct regular staff training for excellent customer service
- KRIncrease sales revenue by 15% compared to previous quarter
- Develop and implement more aggressive marketing strategies
- Improve product line-up based on consumer feedback
- Hire additional sales representatives and provide training
OKRs to improve efficiency and success rate of the technical sales support team
- ObjectiveImprove efficiency and success rate of the technical sales support team
- KRIncrease customer satisfaction rate by 20%
- Implement a comprehensive customer service training program
- Regularly update product or service based on customer feedback
- Launch a customer loyalty and rewards program
- KRAchieve a 15% reduction in response and resolution times
- Implement automated responses for commonly raised issues
- Assign urgent cases to seasoned team members
- Conduct regular team performance evaluations and feedback
- KRBoost upselling success rate by 10%
- Monitor and reward sales team members who successfully upsell products
- Identify top-selling products and strategically promote them
- Implement training programs focusing on upselling techniques for sales staff
OKRs to improve efficiency and effectiveness of our CRM system
- ObjectiveImprove efficiency and effectiveness of our CRM system
- KRIncrease sales productivity by 25% through better CRM system integration with sales processes
- Implement necessary upgrades and modifications to CRM system for seamless integration
- Analyze current CRM system and identify areas for improvement and integration
- Monitor and measure sales productivity regularly to track progress and make further adjustments
- Train sales team on effective utilization of CRM system and integrated sales processes
- KRImprove customer satisfaction by achieving a 15% increase in CRM system usability
- Regularly monitor user feedback and make incremental adjustments to enhance CRM system usability
- Collaborate with UX designers to redesign the user interface based on user feedback
- Conduct user research to identify pain points and areas for improving CRM system usability
- Implement training sessions to educate employees on how to effectively utilize CRM features
- KRReduce time spent on data entry by 30% through automation and streamlined processes
- Implement data entry automation tools and software
- Analyze data entry processes and identify bottlenecks for streamlining
- Train employees on efficient data entry techniques and tools
- Regularly monitor and evaluate data entry processes for ongoing improvements
- KRIncrease user adoption rate of the new CRM system by 20%
- Implement regular communication channels to share success stories and benefits of the CRM system
- Assign CRM system ambassadors who can provide ongoing support and guidance to users
- Provide comprehensive training sessions for all employees on using the new CRM system
- Offer incentives and rewards for employees who actively use and promote the CRM system
OKRs to enhance financial operations for continuous improvement
- ObjectiveEnhance financial operations for continuous improvement
- KRMinimize financial waste by identifying and reducing unnecessary expenses by 5%
- Implement strategies to cut identified expenses by 5%
- Identify non-essential expenses across all categories
- Analyze all financial statements for last one year
- KRImplement at least two efficiency-improving process changes in the finance department
- Research industry standards for efficient practices
- Introduce technology to automate financial processes
- Identify inefficiencies in current financial operations
- KRIncrease quarterly profits by at least 10%
- Implement cost-saving measures throughout all departments
- Develop and execute an aggressive sales strategy
- Expand product or service offerings to generate revenue
OKRs to enhance Salesforce Lead Quality
- ObjectiveEnhance Salesforce Lead Quality
- KRImprove lead scoring accuracy by 10% through data enrichment activities
- Analyze current lead scoring model efficiency
- Implement strategic data enrichment techniques
- Train team on data quality management
- KRLower lead drop-off by 15% through better segmentation
- Create personalized content for segmented leads
- Implement a data-driven lead scoring system
- Develop comprehensive profiles for ideal target customers
- KRAchieve 20% increase in conversion rate of generated leads
- Enhance lead qualification process to improve lead quality
- Implement targeted follow-up strategies to reengage cold leads
- Optimize landing page design to enhance user experience
OKRs to improve efficiency and accuracy of Salesforce data migration process
- ObjectiveImprove efficiency and accuracy of Salesforce data migration process
- KREnhance cross-functional collaboration by conducting regular knowledge sharing sessions with relevant teams
- Develop agendas focusing on cross-functional topics
- Schedule weekly knowledge sharing meetings with all necessary teams
- Assign team leaders to facilitate each session
- KRIncrease data migration accuracy rate to 95% through rigorous data validation and testing
- Implement regular data validation procedures
- Enhance data migration testing techniques
- Regularly assess and adjust accuracy rates
- KRReduce data migration time by 20% through the implementation of automation tools and streamlined processes
- Review current processes to identify inefficiencies and areas for improvement
- Research suitable automation tools for the data migration process
- Implement automation and revise protocols to streamline workflows
Sales Improvement 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
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.
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.
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
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
We recommend using a spreadsheet for your first OKRs cycle. You'll need to get familiar with the scoring and tracking first. Then, you can scale your OKRs process by using 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 Improvement OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to streamline the clinic onboarding process for new hires
- OKRs to successfully transition all on-demand courses to the new LMS platform
- OKRs to optimize ManageEngine for efficient patching and software deployment
- OKRs to enhance transparency of reporting processes across all teams
- OKRs to become the leading trainer for apprentices
- OKRs to bolster customer engagement significantly