SaaS Sales OKR Examples

Develop sales process from qualification to close

• Setup 5 key sales and conversion stages
• Develop 2 sales scoring algorithms
• Run 1 A/B test to find best performing sales scoring algorithm

Prove sales strategy by generating new B2B leads

• Develop 3 new sales automation campaigns from Hubspot
• Activate sales automation and create 1 final report on key metrics
• Launch 3 new Linkedin campaigns

Maintain high-quality records in CRM (Hubspot) and follow-ups

• Follow up 90% of the incoming leads within 4 hours
• Setup 1 automatic lead enrichment process to gather profile data
• 100% of the missing fields have to be filled with appropriate data

Create, prioritize and manage your sales pipeline

• Identify 5 key stages for the sales pipeline
• Develop 1 simple sales scoring algorithm
• Report on 5 key metrics for pipeline analysis

Identify new potential channel partners for sales

• Run competitor analysis and find 5 competitor sales channels
• Onboard 3 new sales channel partners by the end of Q3
• Launch cojoined report to improve partner performance

Create a new sales process for our upcoming SaaS product

• Breakdown current sales process and identify 5 key touchpoints
• Setup a tracking process to track each of the 5 key touchpoints
• Launch the newly created sales process and ensure a conversion rate of 20%

Hire, motivate, coach and provide training to increase productivity

• Record 20 best performing sales reps
• Run 3 workshops and demonstrate sales calls
• Develop 1 checklist with the key points on how to improve sales

Ensure high-quality customer experience during a sales process

• Setup an automated NPS system to measure customer response
• Establish a benchmark for NPS
• Improve NPS by 20% by the end of Q2

Build an accurate forecasting system

• Develop a new forecasting report with Google AutoML
• Create 3 forecasting reports for a month, quarter and year
• Benchmark the new forecasting algorithm against the current algorithm and improve accuracy by 10%