Sales Pipeline Management Project Template

Sales Pipeline Management Project in Priority Matrix

Manage your sales pipeline efficiently to ensure no opportunities are missed and maximize sales success.

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Proposed Tasks

Urgent and Important

• Identify Potential Customers - Due in 1 week
  Create a list of potential customers who are likely to be interested in our electronic display systems. ☐ Subtask1 ☐ Subtask2 ☐ Subtask3
• Initial Contact With Potential Customers - Due in 2 weeks
  Establish initial contact with potential customers. Discuss their needs and how our products can meet them. ☐ Subtask1 ☐ Subtask2
• Follow-up With Potential Customers - Due in 3 weeks
  Follow up with potential customers. Answer any further questions they may have and provide additional information if required. ☐ Subtask1 ☐ Subtask2
• Negotiate With Potential Customers - Due in 5 weeks
  Negotiate prices and terms with potential customers. Try to close the deal. ☐ Subtask1 ☐ Subtask2
• Close Sales Deals - Due in 6 weeks
  Close sales deals with customers. Ensure all paperwork is completed and delivery timelines are agreed upon. ☐ Subtask1 ☐ Subtask2

Important but Not Urgent

• Sales Pipeline Maintenance - Ongoing
  Keep the sales pipeline updated. Ensure it accurately reflects the current sales process. ☐ Subtask1 ☐ Subtask2
• Prepare Sales Proposals - Due in 1 month
  Prepare detailed sales proposals for potential customers. Include pricing, product specifications, and delivery timelines. ☐ Subtask1 ☐ Subtask2
• Update Sales Pipeline - Due in 7 weeks
  Update the sales pipeline to reflect the closed deals. Identify any bottlenecks in the process. ☐ Subtask1 ☐ Subtask2
• Review Sales Performance - Due in 2 months
  Review sales performance. Identify areas of improvement and make necessary changes. ☐ Subtask1 ☐ Subtask2
• Training on New Sales Techniques - Due in 3 months
  Attend training on new sales techniques. Implement learnt techniques in the sales process. ☐ Subtask1 ☐ Subtask2
• Sales Forecasting - Due in 8 months
  Conduct sales forecasting. Plan for future sales and set targets. ☐ Subtask1 ☐ Subtask2
• Sales Strategy Review - Due in 9 months
  Review the sales strategy. Make necessary changes based on performance and market conditions. ☐ Subtask1 ☐ Subtask2
• Sales Training - Due in 11 months
  Conduct sales training for the team. Update them on new sales techniques and strategies. ☐ Subtask1 ☐ Subtask2
• Sales Report - Due in 12 months
  Prepare annual sales report. Include performance analysis and future plans. ☐ Subtask1 ☐ Subtask2

Urgent but Not Important

• Customer Retention - Ongoing
  Work on customer retention. Keep them satisfied with our products and services. ☐ Subtask1 ☐ Subtask2
• Customer Feedback - Due in 4 months
  Collect customer feedback. Understand their needs and expectations better. ☐ Subtask1 ☐ Subtask2
• Update Product Knowledge - Due in 5 months
  Update your product knowledge. Stay informed about the latest features and updates. ☐ Subtask1 ☐ Subtask2
• Market Research - Due in 6 months
  Conduct market research. Stay informed about industry trends and competitor activities. ☐ Subtask1 ☐ Subtask2
• Networking - Due in 7 months
  Attend industry events and networking sessions. Build relationships with potential customers and partners. ☐ Subtask1 ☐ Subtask2
• Sales Team Meeting - Due in 10 months
  Conduct sales team meetings. Discuss performance, challenges, and strategies. ☐ Subtask1 ☐ Subtask2