Free Sales Tools & Resources

We exist to solve one problem...sales, which is why we have put together a library of sales resources to guide you in growing your sales organization. Whether you're looking to dive deep into a specific topic or just seeking general guidance, our tools can help.

Not sure where to start? Here are our top picks:

Hiring/Onboarding

90-Day Sales Manager Onboarding Plan

Effective onboarding is essential to integrating new hires into your organization. Our 90-day onboarding plan will provide you with a clear roadmap of tasks and objectives that will help your …

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Stages in Your Sales Process
Sales Strategy

Sales Process Example

Download our sales process example and see the most common, universal steps. Use it as a starting point to map your own sales process.

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Complete Sales Tool Library

  • All Categories
  • Clients & Competition
  • Compensation
  • Hiring/Onboarding
  • Marketing
  • Sales Strategy
  • Team Performance
All Categories
  • All Categories
  • Clients & Competition
  • Compensation
  • Hiring/Onboarding
  • Marketing
  • Sales Strategy
  • Team Performance
Overcoming Sales Objectives
Clients & Competition

Overcoming Sales Objections

Our guide equips you with an understanding of common sales objections and effective techniques to confidently address them. Learn how to navigate conversations with potential clients and turn objections into opportunities for success.

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Building a Sales Pipeline with AI
Sales Strategy

Building a Sales Pipeline with AI

Discover how to boost your sales pipeline efficiency and effectiveness with AI. Our guide covers targeting, researching, and outreach, optimizing these steps for better conversions.

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Team Performance

Employee Annual Review Form

Designed to streamline the performance review process, this resource offers a structured approach for evaluating your sales representatives’ achievements and identifying areas for improvement.

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Graphic with four categories of Sales Metrics to track for your sales teams including: Revenue Metrics, Market Metrics, Customer Metrics, and Performance Metrics.
Sales Strategy

Important Sales Metrics to Track

When the right sales metrics are in place, sales team members have a better understanding of where they are in relation to the company’s strategic goals.

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Infographic with five tips to boost sales performance by assessing your team's performance, setting new goals and developing a plan to drive sales.
Sales Strategy

5 Tips to Boost Sales Performance

Enhancing your sales performance requires careful planning, continuous improvement, and a willingness to learn from both successes and setbacks.

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Infographic with four sales efficiency challenges: sales process complexity, sales technology, lack of data and analytics, and sales rep training, and solutions.
Sales Strategy

Top 4 Sales Efficiency Challenges & Solutions

Identifying sales efficiency challenges is the first step toward implementing meaningful solutions. Download our infographic to help you get on the right track.

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