Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Strategy 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 Strategy 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 Strategy 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 Strategy OKRs examples
You will find in the next section many different Sales Strategy 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 smart sales strategy roll-down to management team
ObjectiveImplement smart sales strategy roll-down to management team
KRMeasure and improve the strategy implementation rate by 30%
Conduct regular audits to assess current strategy implementation rate
Identify obstacles to strategy execution and devise solutions
Implement training sessions to enhance employees' strategy execution skills
KRDevelop a comprehensive smart methodology training program by week four
Design curriculum for training program by week two
Test and finalize training materials by week three
Identify key components of the smart methodology by week one
KRTrain 80% of management in smart sales strategy roll-down by end of quarter
Schedule training sessions for all management personnel
Monitor and track management training progress
Identify suitably qualified trainers in smart sales strategy
OKRs to outline our comprehensive sales excellence strategy for 2025-2028
ObjectiveOutline our comprehensive sales excellence strategy for 2025-2028
KRIdentify top 3 industry sales trends to incorporate in the strategy
Research recent studies on sales trends in the industry
Analyze competitors' sales strategies and methods
Incorporate sales trends into a revised business strategy
KRSecure stakeholder approval for the implemented strategy changes
Schedule meeting with stakeholders for strategy review
Prepare detailed report on implemented strategy changes
Present changes and obtain approval during meeting
KREstablish an inter-departmental task force for strategy formulation by next meeting
Draft and circulate a strategy formulation outline
Arrange the first task force meeting agenda
Identify key personnel from each department for the task force
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 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 boost sales figures utilizing CAIS distribution team
ObjectiveBoost sales figures utilizing CAIS distribution team
KRIncrease average sales per team member by at least 15%
Set up performance incentives for higher sales
Implement regular sales training programs for team members
Monitor and share individual sales performance regularly
KRSecure 10 new high-value clients through strategic distribution efforts
Launch a personalized, strategic outreach and follow-up process
Develop targeted marketing materials for these potential clients
Identify potential high-value clients based on our market research
KRAchieve a 10% reduction in sales cycle time for major accounts
Implement training on efficient sales strategies for major accounts
Enhance communication with key clients to expedite decisions
Analyze previous deals to identify common delays or inefficiencies
OKRs to develop a winning sales strategy
ObjectiveDevelop a winning sales strategy
KRImprove the cross-sell ration by 15%
KRAchieve net sales of $12M
KRReduce customer churn rate from 35% to 15%
KRIncrease revenue/sales staff from $1.2k to $2k
KRIncrease the Average Revenue Per Unit (ARPU) to $275
OKRs to boost monthly quote volumes to 4million
ObjectiveBoost monthly quote volumes to 4million
KRImplement new lead generation strategy to attract 10% more potential customers
Research and identify innovative lead generation tactics relevant to our target market
Develop and launch new marketing campaigns to implement new lead generation strategies
Track, analyze and refine strategy based on lead conversion rates and customer feedback
KRIncrease weekly outreach activities by 20% to generate larger quote requests
Develop a weekly plan for increased outreach
Dedicate an additional hour daily to outreach activities
Initiate 20% more cold calls each day
KRImprove quote conversion rate to 5% using improved sales techniques
Monitor sales calls to identify improvements needed
Implement training workshops focused on advanced sales techniques
Revise and optimize the sales script
OKRs to boost customer acquisition for consultancy business
ObjectiveBoost customer acquisition for consultancy business
KRConvert 20% of website visitors into leads with an optimized conversion strategy
Implement robust SEO to increase website visibility and traffic
Create appealing, clear call-to-actions for visitor engagement
Install analytics to track and improve conversion rates
KRIncrease website traffic by 30% through SEO and content marketing strategies
Utilize SEO analytics tools to monitor results and optimize strategies
Create shareable, high-quality content for increased backlinks
Implement targeted SEO keywords in blog posts and website content
KRAttain a close rate of 15% by improving sales outreach and follow-up processes
Streamline follow-up process to ensure timely communication
Implement efficient CRM system for effective sales tracking
Provide team with progressive sales training and workshops
OKRs to implement a robust outbound strategy for enhanced recruitment and service provision
ObjectiveImplement a robust outbound strategy for enhanced recruitment and service provision
KREstablish partnerships with 10 new businesses for mutual referrals
Initiate contact and propose mutual referral partnerships
Identify potential businesses for partnership opportunities
Formalize partnerships through written agreements
KRIncrease conversion rate by 20% through targeted follow-up communications
Identify target audience for follow-up communications
Design personalized, engaging follow-up messages
Analyze and optimize follow-up communication effectiveness
KRGenerate 15% increase in qualified leads via cold emails and calls
Schedule regular cold calls to the leads, tracking responses
Draft personalized cold emails based on leads' interests and needs
Develop a targeted list of potential leads from industry-specific sources
Sales Strategy 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
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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 Strategy OKR templates
We have more templates to help you draft your team goals and OKRs.
OKRs to generate twelve impactful news posts
OKRs to ensure evident quality work in projects to prevent issues
OKRs to enhance cross-divisional resource collaboration in the region
OKRs to increase AliExpress purchases
OKRs to amplify flying school enrolment through active marketing approaches
OKRs to advance proficiency in construction-related coursework