Best Practice Report

Sales Operations: Project Prioritization Matrix

January 1st, 2018

Summary

In recent years, sales operations has evolved from a tactical group narrowly focused on process management, data collection, and reporting into a more strategic, complex, and visible function that is often the first choice to lead new projects and initiatives for improving sales productivity. To fulfill this strategic role, sales operations leaders must prioritize project requests and reject those that do not meet acceptance criteria. In this report, we present a project prioritization matrix that sales operations leaders can use to evaluate and rank potential projects.

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