Tability is a cheatcode for goal-driven teams. Set perfect OKRs with AI, stay focused on the work that matters.
What are Sales Support 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 Support 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 Support 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 Support OKRs examples
You'll find below a list of Objectives and Key Results templates for Sales Support. 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 improve sales support operations for increased revenues
ObjectiveImprove sales support operations for increased revenues
KRIncrease upselling rate by 15% with enhanced support-guided recommendations
Develop tailored recommendation scripts for support staff to use- Train support team in advanced selling techniques and product knowledge
- Implement tracking metrics to monitor progress and effectiveness regularly
- KRIncrease customer engagement by 30% through revamped sales support systems
- Introduce incentive programs to reward loyal customers
- Implement a user-friendly interface for seamless customer interaction
- Train sales personnel on customer connectivity and relationship building
- KRReduce sales cycle duration by 20% through sales support optimizations
- Train team on effective closing techniques
- Streamline sales proposal approval process
- Implement more efficient sales tracking software
OKRs to enhance team collaboration and support sales
- ObjectiveEnhance team collaboration and support sales
- KRDecrease team conflict incidents by 40% via conflict management training
- Monitor and track the conflict incidents post-training
- Identify and organize a conflict management training program
- Encourage all team members to participate in the training
- KRImprove team communication efficiency by 30% through collaboration tool implementation
- Identify suitable collaboration tools for team needs
- Arrange training sessions on tool usage
- Monitor and evaluate tool effectiveness
- KRIncrease sales support activities by 25% to boost sales outcomes
- Identify key areas in need of increased sales support
- Upgrade technology to expedite sales support processes
- Train staff to enhance their sales-support capabilities
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 increase usage of D365 Sales Hub in our organization
- ObjectiveIncrease usage of D365 Sales Hub in our organization
- KRAchieve a 20% increase in daily active users within the next quarter
- Implement a user referral incentive program
- Optimize product features to improve user retention
- Launch an engaging marketing campaign to attract new users
- KRConduct 3 interactive workshops on the benefits and features of D365 Sales Hub
- Identify key benefits and features of D365 Sales Hub for workshop content
- Promote and schedule D365 Sales Hub workshops to target audiences
- Plan structure and activities for three interactive workshops
- KRDecrease D365 Sales Hub related support queries by 30%
- Develop a user guide to resolve common issues independently
- Introduce a self-help portal with FAQ
- Implement comprehensive staff training on D365 Sales Hub usage
OKRs to increase business customer onboarding in customer support
- ObjectiveIncrease business customer onboarding in customer support
- KRBoost direct outreach campaigns to 20 potential business customers a week
- Identify 20 potential business customers per week
- Execute weekly outreach through phone calls or emails
- Develop personalized outreach materials for each target
- KRTrain customer support team to upsell services, increasing sales by 15%
- Implement specialized upselling training for customer support team
- Monitor, evaluate, and give feedback on performance regularly
- Introduce incentives for successful upsells
- KRConvert 30% of potential business customer inquiries into sales
- Implement a thorough and personalized follow-up system
- Develop a compelling sales pitch tailored to their specific business needs
- Provide potential customers with successful case studies and testimonials
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 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 improve efficiency and profitability of lab supply store
- ObjectiveImprove efficiency and profitability of lab supply store
- KRIncrease sales revenue by 10% via targeted marketing campaigns
- KRReduce inventory carrying costs by 15% through improved demand forecasting
- Regularly monitor and adjust forecasting parameters
- Implement a more accurate demand forecasting software
- Train staff on new demand forecasting methods
- KRImprove customer satisfaction rate to 90% through enhanced after-sales support
- Implement a 24/7 customer help desk for addressing after-sales queries
- Launch feedback system to evaluate customer's after-sales experience
- Train customer support staff in proactive solution-focused service
OKRs to boost sales performance significantly
- ObjectiveBoost sales performance significantly
- KRImprove product demonstration conversions by 10%
- Train staff on persuasive presentation and selling techniques
- Research audience needs for personalized product demonstrations
- Incorporate a compelling call-to-action in all demos
- KRDrive repeat business higher by improving client retention by 20%
- Personalize client communications to enhance engagement
- Implement a loyalty program to reward frequent customers
- Improve customer service response times by 15%
- KRIncrease the number of customer contacts by 15%
- Enhance social media engagement strategies
- Implement a new customer outreach campaign
- Offer incentives for customer referrals
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
Sales Support 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 Sales Support 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
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 Support OKR templates
We have more templates to help you draft your team goals and OKRs.
- OKRs to boost the billability rate of employees to 95%
- OKRs to become a proficient Front End technical lead
- OKRs to design and operationalize robust measurement system
- OKRs to boost social media content shares by refining our content strategy
- OKRs to enhance productivity and expertise of our Linux Admin team
- OKRs to enroll in relevant courses for proficient website development