How to set Objectives & Key Results (OKRs) for Sales Engineering teams

Published on: April 6th, 2020
Updated on: May 28th, 2020

Many Sales Engineering (SE) leaders face the task of setting goals for their Sales Engineering teams every quarter and every year. OKRs are a popular way for setting goals in the organization, which requires setting up Objectives and Key Results. This article is helpful if you are:

  • Planning to implement OKR process in your Sales Engineering organization
  • Looking to set new OKRs
  • Looking for sample OKRs
  • Looking for Launch Plan

Once OKRs are planned properly, it is not a complicated process. A successful OKR process requires planning, collaboration and commitment. The slide at the bottom of this article provides a good overview of some OKR examples.

Why Sales Engineering teams need different  strategy for setting OKRs

Sales Engineers have a commission as a major component in their compensation. Number of deals closed , deal size and renewals are the primary driver for Sales Engineers and Sales organization. Many organizations don’t have formal objectives, because they may use quota and commission as the primary objective for Sales Engineers. However, this is not the right strategy for setting objectives. SE teams still need their Objectives and Key Results in a holistic way that enables Sales Engineers and the whole Sales Engineering organization to be more effective in the field, which eventually results in closing more deals and earning more commission.

Metrics for OKR:

OKRs trickle top down from leadership level, starting from CEO. At the Sales Engineering level, the Objectives are a combination of individual SE objectives, holistic objectives for the Sales Engineering team and objectives for overall organization/company set by the CEO.

Here is a slide that provides some examples on:

Share this:

Share this:

Other Posts You Might Like

Enterprise POC management platform

Five best practices for creating successful Proof of Concepts (POC) and Proof of Values (POV):

In order to bring a Proof of Concept to fruition, it is important to have a clear understanding of exactly what a POC should encompass and convey to your customer. However, when working with enterprise customers, this is even more crucial.  At Proof of Concept Management Platform provider Success, we have seen a pattern emerge..

A successful sales engineer

What is a Sales Engineer and What they do

Sales Engineering is one of the few jobs involving sales and engineering practices to reach potential customers. It exists in the enterprise B2B (business-to-business) sales pipeline and involves a multi-step sales process to make the deal. What is a Sales Engineer? Sales Engineers (SE) are essentially the people focused on selling complex technology products and..