Sales Task Automation Project Template

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Automate your repetitive sales tasks and focus on what truly matters—building relationships and closing deals. This template guides you through identifying, researching, and implementing workflow automation tools to streamline your sales processes.

By following this template, you can significantly reduce the time spent on administrative tasks, allowing your sales team to concentrate on strategic activities that drive revenue and growth.

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Sales Task Automation Project for Priority Matrix

Sales Task Automation Project in Priority Matrix

Automate repetitive sales tasks to free up time for strategic work and drive revenue growth.

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Proposed Tasks

High Impact, Quick Wins

  • Identify repetitive tasks due in 1 week
    ☐ Identify the repetitive tasks ☐ Analyze their frequency ☐ Calculate the time spent on each task
  • Research suitable automation tools due in 2 weeks
    ☐ Research tools for sales task automation ☐ Analyze their features, pricing and reviews ☐ Shortlist the best tools
  • Test the automation templates due in 5 weeks
    ☐ Run the templates ☐ Check if the tasks are being automated correctly
  • Make improvements based on feedback due in 9 weeks
    ☐ Identify areas of improvement based on the feedback ☐ Make necessary changes in the templates

High Impact, Long Term

  • Choose an automation tool due in 3 weeks
    ☐ Test the shortlisted tools ☐ Choose the best tool based on the testing results
  • Create workflow automation templates due in 1 month
    ☐ Learn how to create templates in the chosen tool ☐ Create templates for the identified tasks
  • Implement the automation templates due in 6 weeks
    ☐ Implement the templates for daily use ☐ Monitor their performance
  • Train the team on using the templates due in 7 weeks
    ☐ Conduct a training session for the team ☐ Address their queries

Low Impact, Quick Wins

  • Get feedback from the team due in 2 months
    ☐ Ask the team about their experience with the templates ☐ Collect their feedback

Low Impact, Long Term

  • Review the impact on productivity due in 3 months
    ☐ Review the time saved due to automation ☐ Analyze the impact on productivity