Sales Lead and Opportunity Tracking Template

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Enhance your sales process with the Sales Lead and Opportunity Tracking template. Specifically designed for the mining equipment industry, this template helps you prioritize and manage potential sales leads using Priority Matrix. Ensure that the most promising leads are addressed first, increasing your chances of closing deals.

Utilize this template to stay organized, track leads efficiently, and strategically plan your sales activities. From identifying top leads to preparing weekly sales reports, this comprehensive guide will keep your sales efforts on track.

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Sales Lead and Opportunity Tracking for Priority Matrix

Sales Lead and Opportunity Tracking in Priority Matrix

Prioritize and manage your sales leads effectively to close more deals in the mining equipment industry.

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Proposed Tasks

High Impact, Urgent

  • Task 5: Prepare Weekly Sales Report (Due in 1 day)
    ☐ Compile sales data for the week ☐ Prepare report highlighting key achievements and areas of improvement
  • Task 1: Identify Top 10 Potential Leads (Due in 1 week)
    ☐ Research and identify top 10 potential leads ☐ Document their needs and potential ☐ Develop a plan to approach them
  • Task 7: Organize Product Demonstration for Major Lead (Due in 3 weeks)
    ☐ Coordinate with team for demonstration ☐ Ensure all equipment is ready and functional

High Impact, Not Urgent

  • Task 3: Develop Customized Pitch for Top 3 Leads (Due in 2 weeks)
    ☐ Understand specific needs of top 3 leads ☐ Create a unique pitch for each
  • Task 8: Update Lead Scoring Model (Due in 2 weeks)
    ☐ Review current lead scoring model ☐ Update model based on recent sales data
  • Task 10: Plan for Next Quarter's Sales Strategy (Due in 2 weeks)
    ☐ Review performance of current quarter ☐ Identify areas of improvement ☐ Plan strategy for next quarter
  • Task 6: Attend Mining Equipment Trade Show (Due in 1 month)
    ☐ Prepare for trade show ☐ Network and gather leads ☐ Follow up post-event

Low Impact, Urgent

  • Task 2: Update CRM with Lead Information (Due in 2 days)
    ☐ Enter all relevant information about leads into CRM ☐ Tag leads based on potential and urgency
  • Task 4: Follow up with Previous Month's Leads (Due in 3 days)
    ☐ Check progress of leads from previous month ☐ Follow up as necessary

Low Impact, Not Urgent

  • Task 9: Conduct Customer Satisfaction Survey (Due in 1 month)
    ☐ Prepare survey ☐ Send out to customers ☐ Analyze results