Sales Pipeline Management Template

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Keep your sales pipeline organized and efficient with this comprehensive template. Designed for the manufacturing industry, this template helps you track leads and opportunities using Priority Matrix, ensuring nothing falls through the cracks.

By following the steps and tasks outlined, you can set up a CRM system, define lead qualification criteria, train your sales team, and regularly monitor the sales pipeline to identify and address issues promptly. This structured approach will improve your conversion rates and drive success.

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Sales Pipeline Management for Priority Matrix

Sales Pipeline Management in Priority Matrix

Effectively manage your sales pipeline to improve conversion rates and ensure no opportunities are missed.

You can start using Sales Pipeline Management 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
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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

High Impact, Immediate

  • Setting Up CRM System - due in 1 week
    ☐ Choose a suitable CRM ☐ Set up the CRM ☐ Integrate CRM with existing systems
  • Input Existing Leads - due in 2 weeks
    ☐ Gather all existing leads ☐ Input leads into CRM

High Impact, Future

  • Lead Qualification Criteria - due in 1 month
    ☐ Define lead qualification criteria ☐ Implement criteria into CRM
  • Sales Pipeline Stages - due in 1.5 months
    ☐ Define stages of sales pipeline ☐ Implement stages into CRM
  • Sales Team Training - due in 2 months
    ☐ Train sales team on using CRM ☐ Train sales team on lead qualification criteria ☐ Train sales team on sales pipeline stages
  • Lead Nurturing Strategy - due in 3 months
    ☐ Develop lead nurturing strategy ☐ Implement strategy
  • Performance Metrics - due in 3.5 months
    ☐ Define performance metrics for sales pipeline ☐ Implement metrics tracking in CRM

Low Impact, Immediate

  • Monitor Sales Pipeline - ongoing
    ☐ Regularly review sales pipeline ☐ Identify bottlenecks or issues
  • Regular Sales Meetings - ongoing
    ☐ Hold regular sales meetings to discuss pipeline ☐ Adjust strategy as necessary

Low Impact, Future

  • Pipeline Review - every 6 months
    ☐ Conduct thorough review of sales pipeline ☐ Make adjustments as necessary