Sales Support Task Management Template

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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.

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Sales Support Task Management for Priority Matrix

Sales Support Task Management in Priority Matrix

Effectively manage and visualize sales support tasks and deadlines with this comprehensive template.

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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    ☐ Review current database ☐ Identify outdated information ☐ Update information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