Sales Deal Prioritization Project Template

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Efficiently manage your sales pipeline by prioritizing deals based on their importance and urgency. This template guides you through establishing criteria for deal prioritization, compiling and updating your deal list, and assigning resources to top-priority deals.

With this step-by-step approach, you'll be able to track progress, train your sales team, and continually improve your prioritization system to ensure maximum revenue generation in the competitive software development and IT consulting industry.

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Sales Deal Prioritization Project for Priority Matrix

Sales Deal Prioritization Project in Priority Matrix

Prioritize sales deals to maximize revenue by focusing on the most important and urgent opportunities.

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Proposed Tasks

Important & Urgent

  • Task 1: Establish Prioritization Criteria - due in 1 week
    ☐ Define what makes a deal 'important' ☐ Define what makes a deal 'urgent' ☐ Establish a rating system for importance and urgency
  • Task 2: Compile a List of Current Deals - due in 2 weeks
    ☐ Collate all existing sales deals from CRM ☐ Update any missing deal information
  • Task 4: Assign Resources to Top Priority Deals - due in 4 weeks
    ☐ Identify resources required for each top priority deal ☐ Assign resources accordingly
  • Task 6: Train Sales Team on Prioritization System - due in 6 weeks
    ☐ Explain the prioritization criteria and system to the sales team ☐ Train them on how to use it effectively

Important but not Urgent

  • Task 3: Prioritize Current Deals - due in 3 weeks
    ☐ Apply prioritization criteria to each deal ☐ Rank all deals based on their scores
  • Task 5: Develop a Tracking System - due in 5 weeks
    ☐ Create a system to track the progress of each deal ☐ Establish a review process to update deal priority as needed
  • Task 9: Regularly Communicate Progress - due in 9 weeks
    ☐ Regularly update the sales team and management on the progress of deals ☐ Highlight any challenges or successes

Urgent but not Important

  • Task 7: Monitor and Adjust Prioritization System - due in 7 weeks
    ☐ Monitor the effectiveness of the prioritization system ☐ Make adjustments as necessary based on feedback and results
  • Task 8: Review and Update Deal List - due in 8 weeks
    ☐ Review the deal list and update any changes in deal status ☐ Re-prioritize deals based on any changes

Not Urgent & Not Important

  • Task 10: Continually Improve Prioritization System - due in 10 weeks
    ☐ Regularly review the effectiveness of the prioritization system ☐ Continually make improvements based on feedback and results