CRM Necessary for the Digital Transformation You might find the statement “CRM has failed in the past” to be a bit strong and sweeping. But at the time I brought my company into the CRM space, the predominant phrase heard about the subject from salespeople was this: “CRM sucks!” Additionally, there wasn’t at the time ... Read Post

This ebook is on the subject of “Win Together.” It falls under the same context as“win-to-win” described in my book Network Selling: Guarantee Success for the Digital Age. Today, this aspect of sales is more important than ever, and must also be part and parcel of CRM solutions. Read Post

For any company involved with sales, account management and key account management is crucial and requires a vastly different skillset and toolset than winning new sales. What is (Key) Account Management? The core concept of account management is that winning a new account is more costly and difficult than maintaining and upselling an existing account. ... Read Post

This ebook is designed to show you how Coevera, with its constantly innovated and evolving new features, assists salespeople, sales managers and other roles in the company as they make their way into the future. As we move forward, it becomes increasingly important how users spend their time, because their time becomes ever more valuable. Read Post

What Does It Take to Be a Pipelinerpreneur? What is a Pipelinerpreneur? An entrepreneur who has decided to make a business selling and delivering Coevera. It is a business at which you could greatly succeed, and Coevera Sales offers you a great deal of assistance in building it. In this ebook, I’m providing a practical ... Read Post

The eBook was originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. The topic of Sales management is very broad and is covered in countless books, so we won’t be covering it here. There is also an endless list of material on sales management—and as anyone who has ... Read Post

The use of KPIs (Key Performance Indicators) to measure a sales team’s growth or contraction have been used for many years. Some examples include gross sales, net revenue, products sold, and others that demonstrate how a company has succeeded (or not) through a particular period (quarter or year). Read Post

The shift in business is happening right now. Workflow automation is fundamentally transforming how companies operate, yet many are still “stuck in analog.” They are bogged down by disconnected departments, slow communication, and high-value employees trapped by repetitive, error-prone tasks. The pressure to become fully digital isn’t just about efficiency—it’s about survival. Organizations that fail ... Read Post