Sales Task Tracking & Time Management Template

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Enhance your sales productivity with our Sales Task Tracking & Time Management template. Designed for Sales Account Managers in the Chemical Manufacturing industry, this template helps you visualize and allocate time effectively to the most pressing tasks, ensuring no opportunities are missed.

With detailed task breakdowns and prioritization, you can manage multiple leads, meet deadlines, and reduce stress. Capitalize on every sales opportunity within the stipulated timeframe using this comprehensive template.

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Sales Task Tracking & Time Management for Priority Matrix

Sales Task Tracking & Time Management in Priority Matrix

Manage your sales tasks efficiently and never miss an opportunity. Perfect for Sales Account Managers in Chemical Manufacturing.

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Proposed Tasks

High Impact, Urgent

  • Task 2: Update CRM with new leads due in 1 day
    ☐ Review new leads ☐ Enter details in CRM
  • Task 1: Finalize Sales Proposal due in 2 days
    ☐ Review client requirements ☐ Consult with product team ☐ Prepare proposal
  • Task 11: Prepare for client visit due in 2 days
    ☐ Review client details ☐ Plan for meeting ☐ Coordinate with team
  • Task 17: Update product knowledge due in 2 days
    ☐ Review product updates ☐ Update sales materials ☐ Inform team

High Impact, Not Urgent

  • Task 16: Develop new sales pitch due in 1 week
    ☐ Identify unique selling points ☐ Prepare pitch ☐ Practice pitch
  • Task 4: Prepare for sales meeting due in 1 week
    ☐ Review meeting agenda ☐ Prepare presentation ☐ Practice presentation
  • Task 5: Negotiate contract with client due in 2 weeks
    ☐ Review contract terms ☐ Prepare negotiation strategy ☐ Conduct negotiation
  • Task 13: Update sales strategy due in 2 weeks
    ☐ Review current strategy ☐ Identify improvements ☐ Update strategy
  • Task 10: Conduct sales training due in 1 month
    ☐ Identify training needs ☐ Prepare training materials ☐ Conduct training
  • Task 20: Update sales targets due in 1 month
    ☐ Review current targets ☐ Identify changes ☐ Update targets
  • Task 7: Plan for trade show participation due in 2 months
    ☐ Identify suitable trade shows ☐ Prepare for participation ☐ Plan for follow-up

Low Impact, Urgent

  • Task 3: Follow up with potential clients due in 3 days
    ☐ Prepare follow-up emails ☐ Send emails ☐ Track responses
  • Task 18: Plan for sales team meeting due in 3 days
    ☐ Prepare agenda ☐ Coordinate with team ☐ Conduct meeting
  • Task 8: Update sales forecast due in 1 week
    ☐ Review current sales data ☐ Update forecast
  • Task 12: Attend networking event due in 1 week
    ☐ Prepare for event ☐ Attend event ☐ Follow up with contacts
  • Task 15: Conduct client satisfaction survey due in 3 weeks
    ☐ Prepare survey ☐ Conduct survey ☐ Analyze results

Low Impact, Not Urgent

  • Task 19: Review competitor activities due in 2 weeks
    ☐ Identify key competitors ☐ Review their activities ☐ Analyze impact
  • Task 9: Prepare quarterly sales report due in 3 weeks
    ☐ Collect sales data ☐ Prepare report
  • Task 6: Conduct market research due in 1 month
    ☐ Identify research objectives ☐ Collect data ☐ Analyze data
  • Task 14: Review sales team performance due in 1 month
    ☐ Collect performance data ☐ Review data ☐ Provide feedback