Sales OKRs

Increase Inbound Demo Success

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In this video, we’ll write an OKR to “Increase Inbound Demo Success”. The Sales Department is responsible for ensuring that a prospective customer feels confident in their choice of your product. To help convince customers to choose your product over another company’s, you can focus an OKR on improving the success of demos.

Key results

The key results that can help us achieve this goal include:

  • Increase Inbound demo to trial conversion from 0 to 240
  • Convert 60% of scheduled demos to demo closed for US
  • Optimize the demo follow-up process

Let’s input the first key result into the Profit.co software. After inputting your objective, create a new key result using the form.

First select the key result type from the drop down menu. Because this is a metric-based key result with a value we’d like to increase, we’ll select “increase KPI” from the drop down menu. Choose a KPI by pressing “Search & Select KPI”.

Select a target date for completing your key result. Then, modify your chosen KPI values to fit your specifications. In this case, we’ll be increasing inbound demo to trial conversion from 0 to 240.

Then, you can indicate if you’d like to assign this key result to a specific employee. Finally, select the frequency with which you would like to complete check-ins, and press “Create”.

Now you have a specific, metric-based, time-bound key result that will help you make substantive progress on your objective to Increase Inbound Demo Success.

By focusing an OKR on the success of your product demos, you can improve an important facet of the Sales department’s duties.

Back to Sales OKRs

Set “Increase Inbound Demo Success” with measurable key results, owners, and check-ins — then track progress every week.

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