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
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 ... »
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 ... »
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 ... »
People are smart to question the future of automation, for it has become part of everything we do. With the quantity of applications and technology around us, we yet still crave more. We become convinced of its power when our package is delivered from Amazon Prime, containing the items we were simply browsing for that ... Read Post
What better time to release an ebook about the American Revolution than on America’s birthday? In this ebook, Nikolaus Kimla lays out some important lessons you can learn from this historic event. As all you history buffs out there know, the American War of Independence is one of the most remarkable events in world history. ... 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
John Golden and Matt McDarby outline the five fundamental management activities including a careful alignment with the organization’s Go-To-Market strategy, a deliberate focus on early-stage pipeline opportunities, a dedication to coaching, and a deliberate approach to account growth, all underpinned by a carefully designed and rigorously-adhered-to operating rhythm. Read Post
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. Exploiting Your Company’s Uniquenesses: Coevera Intelligent Fields Part of a customizable CRM, an Intelligent Field is a field which displays data in a read-only fashion, data which has been automatically calculated using other data obtained elsewhere. Coevera has been, ... Read Post
Capitalize on the new buyer’s journey by aligning sales and marketing. Help your business grow! Discover the advantages of making your sales and marketing work together. A huge part of the buying decision is made before your customer reaches out to your brand or meets your sales team. What does that mean for your sales ... Read Post
Pipeline management means the difference between accurate, successful sales and hit-or-miss sales that mysteriously make it to the close or don’t. Pipeline management therefore even affects the success or failure of a company, and the attainment of company goals. This slideshare, based on the ebook of the same name, shows you the relationship between pipeline ... Start a slideshow
PointClear has developed a comprehensive Lead/Revenue Calculator that factors in metrics frequently ignored in the planning process, and addresses other shortcomings often found in these sorts of tools. This is a model you can adjust to fit your company; so multiply, add zeros, adjust percentages or make whatever other changes you feel will shed light ... 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/.
