Account Executives does the important role of identifying and selling to customers. They are responsible for understanding customers needs, recognizing opportunities and recommending products or services that can provide value to the customers.
Account Executives should have extensive product knowledge, understand industry trends, communicate effectively with customers and collaborate with a broader team to provide support to their customers.
Account Executives have a demanding job with quotas and need to multitask, communicate with internal and external stakeholders, it is critical for them to understand organization’s vision and strategy, have clear goals and track how they are progressing with their goals.
OKR methodology can be the magic potion that can help Account Executives to set clear goals that align with the company’s strategy, ensure focussed execution and at the same time provide the flexibility to be creative to achieve their goals.
OKR will also help Account Executives to clearly see how they are contributing to the overall Organization strategy and their contributions towards the growth of the organization.
OKR software such as OKRify can help Account Executives to set goals, view how they are aligned with company goals and track their progress.
OKRify will be the ideal OKR software for Account Executives as it will allow Account Executives to set their goals right in Salesforce CRM, automate the progress updates for key results from Salesforce data and also view the overall company goals. OKRify provides many features to easily manage and track their OKRs such as
- Sobject Key Result for automatic progress update based on any Salesforce object such as Opportunity, Leads, Activities,
- Milestone Key Result for tracking tasks or milestone activities
- Add contributors to Key Results when Account Executives are collaborating with the broader team to achieve their objectives
Here are some of the sample OKRs for Account Executives (Sales Team)
These OKRs are also available in OKR software, OKRify and can be easily copied with a single click
Achieve your quote
- Achieve 100K as part of your quote