The sales manager’s job is expanding from managing reps to orchestrating a mixed team of reps and AI agents. The orchestrator role has four responsibilities: allocate work between agents and people, set guardrails so agents act only with approval, inspect agent output the way you inspect rep work, and coach reps on the judgment work ... Read Post
To improve CRM adoption among sales reps, make the CRM give more than it takes: cut manual data entry to minutes a day, configure the pipeline around how deals actually move, run every forecast and pipeline review from inside the CRM, train reps inside their live deals instead of a sandbox, measure usage weekly for ... »
Sales forecasting comes down to five steps: define your sales process and forecast period, gather your historical deal data, choose a forecasting method that fits your data, build the number, and review it against reality on a fixed cadence. The method you choose matters less than most teams think. The discipline of the five steps ... »
The difference between AI agents vs assistants comes down to how much they do on their own. An AI assistant helps you do a task faster when you ask, like drafting an email or summarizing a call. An AI agent takes multi-step action toward a goal on its own, like researching an account, preparing a ... »
Right On Interactive is helping companies use Customer Lifecycle Marketing strategies by surfacing their “best-fit” customers. Surface and Cultivate their Best-Fit Customers Are you curious about the trending topic of Customer Lifecycle Marketing, and how it could help you grow your business? Right On Interactive’s ebook, Lifecycle Marketing 101: What Every B2B Marketer Needs to ... Read Post
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. All of Coevera’s features express sound business philosophy–and are designed to totally empower your sales force Features and Functionality: Philosophy Meets the Real World In our previous 2 ebooks, Theory Made Real and Reducing Risk, we demonstrated that Coevera ... Read Post
The eBook was originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. Coevera is a CRM (Customer Relationship Management) product for which Founder and CEO Nikolaus Kimla is extremely proud. It was, and remains, the first CRM product developed to actually empower salespeople—prior to Coevera, a CRM was ... 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
There is a lot of conversation circulating about building your personal brand. If you take a look online, you might see personal branding defined 1 as “the practice of people marketing themselves and their careers as brands,” with terms like “self-packaging” thrown into the mix. But, the discussion about personal branding is fairly superficial; what ... Read Post
In this ebook, Nikolaus Kimla discusses the two pillars of the future are technology, and human beings and how you have to have the perfect technology, and then the perfect human being in application, performance, and presentation. He argues that today and into the future, it’s a 50-50 balance. In the past, it was perhaps ... Read Post
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. We are Coevera, and this is our manifesto. Introduction: A CRM Company’s Dedication: “We put people first, with enjoyable solutions that empower them through dynamic, instant visualization!” We are dedicated to: Being the primary agent of change for salespeople ... Read Post
Qualify accounts and track information about contacts, sales account profile, and sales in process. Knowing Your Buyer The first and most important thing you’d like to know about the decision-makers in your prospect company is: what is motivating them to be interested in your product or service? In other words, you want to discover the ... Read Post
Sales POP! is your shortcut to sales, marketing and leadership excellence, offering short, insightful episodes with top global thought leaders, hosted by John Golden.
ICF-certified coach and author Sarah Oelschig explains how to recover from burnout by subtracting commitments, reconnecting with what matters, and rebuilding through small, repeatable habits. She also shows HR leaders and managers how to spot hidden burnout and build the psychological safety that keeps teams healthy. Learn more at https://sarahoelschigcoaching.com/.
