Consulting

Forecasting

Effective sales forecasting is essential to sales growth. It enables companies to make informed decisions to achieve short-term and long-term prosperity. Without sales forecasting, there is no way to effectively determine how you should manage expenses, resources, and your workforce. We help clients estimate future sales to plan for transformational growth.

What We Do:

Design customized forecasting templates to develop a bottom-up forecast with the sales team and a top-down forecast with management. This helps us understand each group’s perspective of what’s possible to achieve.
Run a Gap Analysis to evaluate the difference between salespeople’s expectations and management’s goals. We then work with clients to identify ways to fill the gap, from stretching goals to hiring more people.
Develop reports and dashboards to track progress throughout the year. We meet with clients regularly to track progress and address any concerns.

Let's transform your Sales Forecast

1 SuiteSpot.tv
2 Web MD, Trusted Media Brands
3 Outcome Health

“Our experience working with Criteria for Success exceeded expectations. The training shined a light on sales activities that should end as well as ones that we should start implementing. Because of this, we were able to make decisions on where to focus our strategy and efforts to maximize efficiency. Not only did my team gain valuable sales techniques, but now we all share a common sales ideology. ”
Scott Snider
Chief Operating Officer, SuiteSpot.tv, Entertainment

“I had the very fortunate experience to work with Criteria for Success on a long-term project to turn around our sales organization at WebMD. And based on that success, I hired them to train my new teams at Trusted Media Brands Inc. I would recommend Criteria for Success, and the sales philosophies and techniques that they have perfected, to any consultative sales organization.”
Kirsten Marchioli
VP, Sales and Marketing, Web MD, Trusted Media Brands, Media

“I have now hired and worked with CFS on engagements at my last three companies. I’m clearly a fan and have seen the power of their programs. At Outcome Health, we initially engaged CFS for a sales acceleration program, but their support extended well beyond the sales team including hosting a cross-functional leadership training and moderating an executive offsite. CFS’s mixed philosophy and mechanics inspires even the most seasoned sellers with new insights and tools.”
Heidi Anderson
Chief Growth Officer, Outcome Health, Health & Wellness, Technology

Consulting

Forecasting

What We Do:

Sales Forecast Template

Let's transform your Sales Forecast

Related Insights

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3 Ways to Measure the Effectiveness of Your Sales Process

The Breakthrough Guide to a B2B Sales Process