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9 OKR examples for Sales Managers

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What are Sales Managers 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 Managers 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 Managers OKRs examples

You will find in the next section many different Sales Managers 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 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 improve staff proficiency in sales and customer service via a training program

  • ObjectiveImprove staff proficiency in sales and customer service via a training program
  • KRIncrease sales conversions by 20% post-training
  • TaskImplement a comprehensive post-training feedback system
  • TaskAnalyze sales data for performance improvement opportunities
  • TaskInitiate regular follow-ups with potential clients
  • KREnsure 95% participation of staff in the training program
  • TaskRegularly remind staff about the training
  • TaskOffer flexible scheduling for the training sessions
  • TaskCreate attractive, valuable content for the training program
  • KRAchieve 90% customer satisfaction ratings after implementing training
  • TaskRegularly review and update training materials
  • TaskMonitor and track customer satisfaction levels closely
  • TaskImplement comprehensive customer service training for all employees

OKRs to increase the number of qualified leads generated by BDRs by 30%

  • ObjectiveImprove BDR performance to generate more qualified leads
  • KRImplement new outreach strategy to increase lead conversion by 10%
  • KRIncrease BDR call volume by 20%
  • KRIncrease email response rate by 25%
  • KRImprove lead qualification accuracy by 15%

OKRs to grow revenue from existing accounts through upselling and cross-selling initiatives

  • ObjectiveIncrease revenue from existing accounts through upselling and cross-selling
  • KRAchieve a 15% increase in revenue from cross-selling
  • KRConduct at least 3 effective cross-selling presentations per month
  • KRAchieve a 10% increase in revenue from upselling
  • KRSecure repeat business from 80% of existing clients

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 increase sales and profitability for sellers in the next quarter

  • ObjectiveIncrease sales and profitability for sellers in the next quarter
  • KRIncrease the number of new customers acquired by sellers by 20%
  • TaskEnhance customer referral program to incentivize existing customers to refer new buyers
  • TaskDevelop and implement targeted marketing campaigns to attract new potential customers
  • TaskAnalyze and optimize online presence to increase visibility and attract new customers
  • TaskImprove sales training program to enhance sellers' prospecting and customer acquisition skills
  • KRAchieve a 10% increase in average order value per customer
  • TaskAnalyze customer preferences and identify potential products to upsell
  • TaskTrain sales team to effectively communicate and emphasize the value of additional products
  • TaskImprove website design and layout to promote cross-selling and product bundling
  • TaskImplement targeted promotions and discounts to encourage higher order values
  • KRImplement and optimize targeted marketing campaigns resulting in 15% higher conversion rates
  • TaskContinuously test and refine marketing strategies to achieve 15% higher conversion rates
  • TaskConduct market research to identify target audience and their preferences
  • TaskUtilize data analytics to measure campaign effectiveness and make necessary adjustments
  • TaskCreate personalized and tailored content for each target segment
  • KRImprove seller satisfaction rating to an average of 4.5 out of 5
  • TaskImplement a feedback system to gather seller ratings and reviews regularly
  • TaskProvide comprehensive seller training programs to enhance product knowledge and customer service skills
  • TaskAnalyze seller feedback data to identify recurring issues and proactively resolve them to improve satisfaction
  • TaskAssign dedicated account managers to build stronger relationships and address seller concerns promptly

OKRs to significantly increase MICE revenue and diversify client portfolio

  • ObjectiveSignificantly increase MICE revenue and diversify client portfolio
  • KRGenerate 900 billion in MICE revenue through new and existing clients
  • TaskConduct meetings to negotiate contracts with existing clients
  • TaskDevelop innovative packages and services for MICE clientele
  • TaskImplement targeted marketing campaigns towards potential customers
  • KRIncrease average revenue per account by 10% with customized MICE packages
  • TaskOrganize marketing campaigns promoting customized MICE packages
  • TaskDevelop tailor-made MICE packages based on customers' budget and needs
  • TaskTrain sales team to effectively sell customized MICE packages
  • KRSecure contracts of at least 20 new MICE accounts
  • TaskNegotiate and finalize contracts with leads
  • TaskDevelop and implement tailored sales pitches
  • TaskIdentify and research potential MICE account leads

OKRs to increase account expansion by securing contract renewals for 90% of existing clients

  • ObjectiveAchieve a high rate of contract renewals for existing clients
  • KRIncrease customer satisfaction rates by 15% via feedback surveys
  • KRImprove account management processes to reduce churn by 10%
  • KROutperform monthly revenue targets by 20% to upsell and cross-sell
  • KRLaunch a customer referral program to generate 30% new business from existing clients

OKRs to streamline the successful delivery of roadmap features

  • ObjectiveStreamline the successful delivery of roadmap features
  • KRImprove customer satisfaction regarding new features by 20%
  • TaskEnhance after-sales support to promptly address feature-related issues
  • TaskProvide personalized training sessions for maximizing feature utilization
  • TaskImplement a focused feedback system for granular insights on new features
  • KRSlash feature implementation errors by 30%
  • TaskConduct regular code reviews with senior developers
  • TaskImplement a robust automated testing system
  • TaskFacilitate ongoing training for feature implementation
  • KRIncrease roadmap features completion rate by 25%
  • TaskStreamline and optimize development process
  • TaskImprove project management practices
  • TaskAssign additional resources to feature development

How to write your own Sales Managers 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.

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.

AI feedback for OKRs in TabilityTability's Strategy Map makes it easy to see all your org's OKRs

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.

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 Managers 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.

How to track your Sales Managers OKRs

Your quarterly OKRs should be tracked weekly in order to get all the benefits of the OKRs framework. Reviewing progress periodically has several advantages:

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 a proper OKR-tracking tool for it.

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 Managers OKR templates

We have more templates to help you draft your team goals and OKRs.

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