Naturally, in most cases, sales teams are mainly measured against revenue. This could come in many forms such as potential revenue such as leads, MQLs, SQLs, etc., or actual revenue from active and existing clients. I think there is one main KPI that is commonly overlooked, and that is the quality of the relationship with the client. This is a critical aspect that more often than not, is not measured. And I completely understand as it is incredibly difficult to do so. While a great and trustful relationship with a client will not always correlate with revenue in the immediate term, this is the key metric that will ensure long-term partnership and mutual accountability going forward. A great sales representative will forgo short-term gains in order to build a long-term partnership.

I really like this question because it's so true! Leadership can break a lot of trust by implementing incorrect KPIs for a segment. Experienced sellers will get angry they are treated like SDRs, etc. The best thing leaders can do is watch, listen, observe, and then replicate. What have the most successful reps done in this position? Are they having 10 calls a week, 2 on-sites a month, and 1 "high value activity" a quarter (like exec intro, hackathon, etc)? Standardize from the top and make excellence the norm.

Since nearly everything is quantified in sales, OKR's can sometimes come across as redundant and inconvenient to manage to the uninitiated. But OKR's are an amazing vehicle to drive focus on the core strategic initiatives that will generate greater success, and gain cross-functional alignment, visibility and support in achieving these goals. There are two major benefits IMO opinion in defining Sales OKR's: 1. Clarity - the process of defining Objectives and Key Results, if applied with rigor and assistance from someone truly knowledgeable in the process, can provide immense clarity into what you're looking to achieve and how to achieve it. The question was about the output, but let's not overlook how valuable the process can be to get really crystal clear on the Objectives that will have an outsized impact on team results. 2. Cross-functional alignment - OKR's are a company initiative, not a Sales initiative. This means it's a common language across departments, that can be used to unite teams in a shared mission, and increase visibility in what other departments can do to help each other out in achieving their objectives. There are few other tools that are as impactful as a supporting team attached to one of your KR's having to read out progress each week to their leadership. Every sales person wants more support from the company to sell. If it's possible to define exactly what that support is, who it's from , and tie it to a KR... drumroll please... you just got the support you needed via OKR's! So what defines good Sales OKR's? First step is in accurately defining the highest priority Objectives, that if achieved, would have a greater impact on Sales than anything else this quarter. A couple nuances to address: 1. Typically there are top line company objectives that are rolled out first, and then all departments (including Sales) localize their objectives to support some or all of the overall company objective. This is important to call out, as this exercise of connecting Sales goals to Company goals helps define the focus of OKR's. 2. The localizing of company objectives should generally just change the wording of the Objectives to ensure they align, but the big rocks that sales should focus on are typically in the following categories * Building a High Performance Sales Culture (hiring, ramping, setting a high bar for execution, focus on improvement of the culture) * Building Pipeline * Deal Execution - win rate, competitive win rate, utilizing resources more effectively to improve results, closing bigger deals/more deals * Executing new strategies to increase deal size, improve velocity, or open up new markets to increase TAM. Under those big rocks, you'll need to define the KR's that get you there. They need to be measurable, a stretch but achievable, and simple to track. This is harder than it sounds - but the process of refining these helps you gain that clarity. This is where you can really lean into intentionally setting up cross-functional goals, and align the support of the company to help Sales achieve their Objectives. A few examples: * If the goal is getting more customers in an industry - one KR could be to sign up 3 current referenceable customers for case studies. This aligns sales and marketing to build assets so you have more stories and social proof to help you sell into this industry. You could then have an additional KR on how many net new customers you are closing that quarter in that industry. * If you're looking to increase ACV as part of a Deal Execution objective, often there is a KR related to selling add-on products. You could align with the Product & Solutions Engineering teams to produce more assets, custom demo environments, or a new Guru card to improve sales' ability to sell this feature. Paired with an attach rate goal, this can be a powerful combo. * If there is a Culture objective, and you have a Culture survey in your org, addressing one of the key items that has been flagged by the team is a great way to show commitment towards improving the environment. For example there could be a new tool that addresses a major gap or point of friction for AE's. Setting roll out dates with RevOps that map to improved productivity is motivating to the team. While every company is different, sales Objectives are going to generally fall into one of 4 major categories outlined above. These need to be mapped to the company Objectives, and then it's important to lean into the benefits that the OKR process provides when defining KR's. Clarity in how to hit your Objectives. Visibility across the org of the key strategies you're leaning into the hit your Objectives. Cross-Functional alignment to get all teams rowing in the same direction to achieve shared Objectives.

The biggest mistakes that we see from candidates are related to not being prepared for the interview. Failing to research the company, role, or industry before an interview can signal a lack of genuine interest and initiative. Thoroughly research the company, its products or services, industry trends, and competitors, and come prepared with thoughtful questions to demonstrate engagement and enthusiasm. We expect candidates to do their homework on the role, the interviewer and the company, just like we expect of our Account Executives prior to a prospect meeting. Asking questions when the answers could have been easily found online and not showcasing knowledge when they should have studied up on the company is a clear sign of not being prepared.

Great question & cross-functional support is paramount to success. My best recommendation: * Find common areas of overlap or shared interest * Align on the outcomes you both want to impact * Setup a 'stand-up' cadence (weekly/bi-weekly) On more extensive efforts, a project manager can be helpful. For smaller steps, stay aligned on an end goal, divide & conquer workstreams, and hold one another accountable.

Be transparent and share the “why”: Each SDR should be able to articulate the purpose of their role, the rationale behind their goals, and the methodology used to calculate key performance indicators (KPIs). While many teams have robust processes to determine these factors, they often fail to provide transparency to their teams. When metrics are perceived as being dictated without explanation or “handed down”, they become less motivating. Encourage individuality- Find areas where SDRs can flex their creativity, contribute to experiments, and express their opinions. When you go overboard with processes on an SDR team, it takes away the joy from the work and lowers the possibility of discovering impactful ideas. Create a team that defaults to collaboration and praises readily- While a slack channel, shout-out specific application, or kudos google form can be well intentioned, they often go underutilized. We know that if our team has downtime, they are probably using it to update Salesforce. Make giving praise part of an essential process that is already done!

During your Q4 working with sales leaders and operations your sales kick off should be the launch pad for your sales content and strategy for the year by supporting the company revenue goals and big bets for that year. What I have found to be very successful by conducting quarterly enablement reviews sales leaders and their direct reports. The framework for these meetings is to review the performance of enablement and allows time to review metrics and showcase data insights from those metrics. What is uncovered in these meetings will help you to develop new sales content and build a mutual strategy with your sales leaders. This is also time to present any new programs you want to get sales leaders buy in from prior to launch.

Here is my approach to aligning quarterly/annual sales OKRs with broader business objections: * Define business objections: Identify the key regional business objectives for the quarter or year. They should be specific, measurable, achievable, and time-bound. For example, increasing central enterprise region revenue by 20% in the next 180 days. * Determine sales objectives: Based on business objectives, establish sales-specific objectives that support broader goals and are tied to revenue targets. For example, increasing Stage 1 conversions by 20% within the next 90 days. * Assign projects: Assign specific projects to members of the sales team based on their skills, expertise, and areas of responsibility. * Align individual OKRs: Connect individual projects to sales team OKRs by setting individual key results that contribute to overall sales objectives. * Success Criteria: Clearly define the success criteria for each individual project and how they contribute to the overall sales objectives.

My mantra on career advanement has been always around doing the role before you get the title. I have always asked my manager that apart from delivering on my targets what more can I do for him/her. Specifically around a sales manager moving to a sales director, the biggest difference is from moving to managing ICs to managing managers. It is a very different trait when you are leading 2 or more layers of sales people under you. The shift focuses a lot more from showing the reps how to run the deals to coaching your managers on how to run the business. It is a transition from being too much in the business to moving to being on the business. My biggest learning there is to build more on your Emotional Quotient and leadership skills as you strive for Director+ roles. Having said that, never move away from the customers. Always try to stay connected to the customers to understand the pulse of the market even if you are at a VP or above level. This way you will always stay relevant to the business and also able to make better GTM decisions

There are many KPI's and metrics you can evaluate for pay raises. Ultimately this is situational based on your companies revenue targets, values and policies. I believe there are 3 key factors in justifying a pay raise: 1) Craft: Mastery of your craft and demonstrated ability of your roles key competencies. 2) Impact: Have you had an outsized impact on Revenue and your GTM organizations key objectives. Some of the key KPI's that I look at are Revenue Growth, Attainment, New customer acquisition and Deal size. Secondly is any contributions you have made off the dashboard to impact the broader team i.e. Process improvements, enablement and creating assets that can be used by the team. 3) Behavior: Demonstrating the right behaviours in how you conduct yourself. I.E. Grit, resilience, positivity etc.