Free Resources: Sales Track 2017-02-07T14:20:17+00:00

Use these free sales training resources to grow to the next level.

Criteria for Success is committed to helping you discover sales success.

The following free sales training resources were designed specifically for salespeople.

Feel free to explore the other tracks as well–you just might discover a valuable resource to share with your team.


Sales Management Planning: Sales & Sales Management Checklists to Transform the Way You Work

Sales Management Planning: Sales & Sales Management Checklists to Transform the Way You Work

Selling isn’t as simple as just selling. Well, not if we want to be excellent at selling, that is!

If you’re a sales manager or salesperson and want to transform the way you work, it’s time to get planning! This free eBook includes checklists for both sales managers and salespeople that were designed to help manage your sales activities and goals.

The checklists are separated by daily/as-needed, weekly, monthly, quarterly, and annually to ensure that all bases are covered. Now, let’s get to planning!

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CFS Guide: 32 Sales Email Templates for Better Prospecting, More Closed Deals, and Stronger Relationships

32 Sales Email Templates for Better Prospecting, More Closed Deals, and Stronger Relationships

Are you a sales manager looking for ways to improve your teams prospecting skills and closing ratios? Or are you a salesperson looking for more effective prospecting ideas and and ways to close deals faster?

We’ve got just what you’re looking for!

This guide contains 32 sales email templates to help your entire team prosper. In it you’ll find sales email templates for better prospecting, more closed deals, and stronger relationships.

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The CFS Guide on How to Create & Give a Killer Sales Presentation.

The CFS Guide on How to Create & Give a Killer Sales Presentation: A Guide for Salespeople & Sales Managers on Creating Sales Presentations that Close Deals and Add Value to Prospects' Lives

You’ve finally done it! You scheduled a BIG sales presentation with the perfect prospect. Now it’s time to put together a presentation that will take the relationship to the next level.

This resource was designed for salespeople to create and give sales presentations that add value to prospects’ lives. We will give you step-by-step ideas for both parts of presenting–but our ultimate goal is to empower you to discover a presentation process that kills it for you consistently.

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The CFS Guide on Solving Sales Problems: Head Trash. How to CRUSH the #1 Problem for Salespeople & Sales Managers [and all other humans!]

The CFS Guide to Solving Sales Problems: Head Trash

When it comes to sales, it’s important to know and understand the obstacles that stand in our way so we can solve them.

Did you know that head trash is the number ONE problem for salespeople [and all other human beings for that matter!]? We wrote this eBook to help you discover what leads to head trash and how you can create a plan to crush it!

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The CFS ULTIMATE Guide on Creating & Managing a Sales PlayBook: What to Include, How to Manage, & Why a PlayBook is Crucial to Growing Sales

The Ultimate Guide to Creating & Managing a Sales PlayBookAre you wondering how a Sales PlayBook will help your team grow sales? Curious what to include and how to manage it? Start building your own Sales PlayBook today with the CFS ULTIMATE Sales PlayBook guide!

In our free eBook, you’ll find a step-by-step guide to creating and managing a Sales PlayBook for your business. You’ll also discover why a Sales PlayBook is crucial to growing sales and developing a strong sales team. Download your copy today and start growing sales!

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The CFS Guide on Sales Prospecting

Sales Prospecting Action PlanAre you missing out on leads and opportunities? Want to shorten the sales cycle and close bigger deals? Aim for success today by developing a Sales Prospecting Action Plan!

This free resource will help you develop a sales prospecting plan that pairs with your Sales PlayBook–making it easier than ever to set and keep goals, prospect smarter, and take your sales team to the next level.

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 The CFS Guide on How to Generate Sales Leads Using LinkedIn: 2 Tried-and-True Methods to Target, Prospect, and Close Sales Deals Without Cold Calling

How to Generate Sales Leads Using LinkedIn 2 Tried-and-True Methods to Target, Prospect, and Close Sales Deals Without Cold CallingWhen you think about generating leads using LinkedIn, what comes to mind? Targeting followed by an InMail message? What if there was a different way... a better way… to target, prospect, and close sales deals using LinkedIn?

We believe there is and we are sharing our secret sauce in this resource! This eBook will show you how to use LinkedIn to generate sales leads and nurture relationships–all at the same time.

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The CFS Guide to Networking: How to Network Like a Pro

The CFS Guide to Networking - How to Network Like a Pro: 5 Steps to Business NetworkingAre you frustrated by your business networking efforts? Do you feel like you’ve wasted time attending networking events that didn’t lead to referrals? Are you concerned that you aren’t meeting the right people while out networking?

In this guide, you’ll discover a 5-step business networking plan that will help you define your ideal audience, know what to say, pinpoint the best contacts to meet and who to avoid, and how to ask for business. [+PLUS] a bonus section with our super secret networking tips.

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The CFS Guide to Time Management: How to Time Block in 5 Simple Steps

The CFS Guide to Time Management: How to Time Block in 5 Simple StepsDo you struggle to find the time to get everything done each day, week, or month? Are you looking for a system to help organize your tasks, goals, and appointments?

In this guide, you’ll learn how to get things done and make magic happen by using time blocks to run your day.

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The CFS Guide to Fair & Friendly Negotiation

Free Download: Fair & Friendly Negotiation CoverEffective negotiation is a skill that can help you in any phase of your life and career. But much of the advice you hear focuses on manipulation or pushiness.

In this guide, you’ll find a simple 5-step model for fair & friendly negotiation.

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The CFS Guide to Handling Objections: The Art of Powerful Pushbacks

Free Sales Training Resource: Handling ObjectionsAre you struggling to overcome your prospect’s objections? The ability to overcome objections is a powerful skill that sets top performers apart from the pack. A solid response to a challenging objection can establish credibility and authority on behalf of your company, increasing your chance of a successful close.

In this guide, we’ve collected the 5 most common categories of objections, best practice Powerful Pushbacks, and team-building worksheets and exercises to keep your sales conversations moving.

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The CFS Guide to Social Selling

Free Download: Guide to Social Selling and Social MediaAre you wondering how to leverage social media for selling? Want to know why social media matters, how to strategize, and what to include in your Sales PlayBook? As sales professionals, social media presents a unique opportunity to engage with prospects and customers.

In this guide, we dive into social selling to determine how to harness the power of social networking for sales managers and salespeople.

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Demo the Sales PlayBook: Sign Up Today

Sales PlayBook helps align sales team on best prospecting practicesCurious about the CFS Sales PlayBook program? Sign up for a personalized, one-on-one demo with a CFS Sales Advisor. Learn how the PlayBook works, what it’s like to partner with Criteria for Success, and how we can help your company reach new heights. We’ll walk you through the cloud-based system and show you how aligning on best practices in our Five Success Areas improves sales performance across your team.

Sign Up Now ⇒


Free Templates: Customize Your LinkedIn Premium Header

free linkedin header templatesStand out on LinkedIn with a customized Premium Header banner. These five templates make it quick and easy for you to design a high-impact header banner in PowerPoint. Supercharge your LinkedIn profile to send a unique message to your visitors today!

Download Now ⇒

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