Sales Support Task Management Template
More financial-services templates
Ensure no important tasks are missed in your sales support operations with this Priority Matrix template. Designed specifically for the financial services industry, this template helps you visualize and manage deadlines for various sales support tasks and projects.
From organizing sales documents to coordinating meetings and updating training materials, this template provides a structured approach to maintaining efficiency and meeting crucial deadlines.
Get this template on priority matrix
Sales Support Task Management in Priority Matrix
Effectively manage and visualize sales support tasks and deadlines with this comprehensive template.
You can start using Sales Support Task Management or other Financial-Services Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
High Impact, Urgent
-
Task 1: Organize Sales Documents - due in 1 week
☐ Review current document organization ☐ Propose a new organization system ☐ Implement the new system -
Task 2: Update Sales Database - due in 2 weeks
☐ Review current database ☐ Identify outdated information ☐ Update information -
Task 9: Organize Sales Event - due in 3 months
☐ Plan event details ☐ Coordinate with vendors ☐ Promote event
High Impact, Non-Urgent
-
Task 3: Review Sales Reports - due in 3 weeks
☐ Collect all sales reports ☐ Review for accuracy ☐ Report any discrepancies -
Task 4: Coordinate Sales Meetings - due in 1 month
☐ Schedule meetings ☐ Prepare agendas ☐ Coordinate with attendees -
Task 10: Conduct Sales Training - due in 4 months
☐ Prepare training materials ☐ Schedule training sessions ☐ Conduct training
Low Impact, Urgent
-
Task 6: Respond to Sales Inquiries - due daily
☐ Check email and voicemail ☐ Respond to inquiries ☐ Follow up as necessary -
Task 5: Prepare Sales Presentations - due in 5 weeks
☐ Collect necessary data ☐ Create slides ☐ Review and revise
Low Impact, Non-Urgent
-
Task 7: Maintain Sales Equipment - due in 6 weeks
☐ Check equipment functionality ☐ Arrange for repairs if necessary ☐ Order new equipment if necessary -
Task 8: Update Sales Training Materials - due in 2 months
☐ Review current materials ☐ Identify areas for improvement ☐ Update materials