Sales Activity Management Project Template

More sales templates

The Sales Activity Management template is designed to help inside sales managers in the software industry track and manage all sales activities efficiently. From lead generation to closing deals, this template ensures that every step of the sales process is monitored and optimized.

By following this template, sales teams can ensure that no lead slips through the cracks, and existing clients are maintained with high satisfaction. This structured approach supports the sales team in achieving better performance and securing more clients.

Get this template on priority matrix

Sales Activity Management Project for Priority Matrix

Sales Activity Management Project in Priority Matrix

Track and manage all sales activities from lead generation to deal closure effectively.

You can start using Sales Activity Management Project or other Sales Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Crucial & Immediate

  • Task 1: Develop Sales Activity Tracking System
    ☐ Identify Requirements ☐ Select Suitable Platform/Software ☐ Set Up System
  • Task 3: Implement System
    ☐ Import Existing Data ☐ Ensure All Processes are Captured ☐ Test and Adjust as Needed
  • Task 6: Develop Reports
    ☐ Identify Key Metrics ☐ Design Report Layout ☐ Automate Report Generation

Crucial & Not Immediate

  • Task 10: Review Customer Feedback
    ☐ Collect Feedback ☐ Analyse Feedback ☐ Implement Changes Based on Feedback
  • Task 2: Train Sales Team on New System
    ☐ Develop Training Material ☐ Conduct Training Sessions ☐ Monitor Adoption and Provide Support
  • Task 5: Regular System Reviews
    ☐ Review System Performance ☐ Identify Any Improvements ☐ Implement Changes
  • Task 7: Review Sales Process
    ☐ Identify Any Process Inefficiencies ☐ Make Necessary Adjustments ☐ Document Changes

Not Crucial & Immediate

  • Task 4: Monitor System Usage
    ☐ Track Usage Metrics ☐ Identify Any Issues ☐ Make Necessary Adjustments
  • Task 8: Implement Sales Process Changes
    ☐ Train Team on Changes ☐ Monitor Adoption ☐ Adjust as Needed

Not Crucial & Not Immediate

  • Task 9: Regular Team Meetings
    ☐ Discuss Sales Activities ☐ Identify Any Issues ☐ Plan for Improvement