Don Peppers, the highly successful US advertising executive, is well known for his famous quote about value. According to Don, “Customers will create value for you at the point where they believe you’re creating the most value for them”. Seems intuitive doesn’t it? But at the same time, it seems a bit mysterious. Don had ... 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 ... »
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 ... »
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. Expert opinion on the subject of sales processes has pendulum swung a great deal over the years. One day sales processes are all-important and sales organizations must stick to them like glue. The next day the sales process is ... Read Post
Central to any company’s sales efforts is, of course, its sales force. A topflight sales force isn’t just something that happens all on its own—it is composed of individuals, each of which have become properly skilled. Today an expert sales force cannot exist without the right CRM solution—and an effective, empowering CRM solution is central ... Read Post
The whitepaper, Navigating Sales Challenges in Logistics for 2025, explores the major issues logistics sales teams face due to economic shifts, technological advances, and societal changes. It details seven core challenges—including talent shortages, rising operational costs, tech-driven changes, sustainability demands, geopolitical risks, e-commerce growth, and urban delivery complexities. Additionally, it highlights the strategic importance of ... Read Post
The sales manager’s job is arguably the the most difficult and demanding in a company. From above, the sales manager is being monitored and pressured to get those sales. From below, salespeople are looking to the sales manager for leadership, while at the same time harboring a bit of criticism because the sales manager isn’t ... 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
What Might We Learn? There is no doubt that we live in very turbulent times. Fortunately, we have several hundred years of recorded history to look back on and hopefully learn some lessons from. The Threat to the Middle Class Let’s now examine how our future actually depends on the sales profession and its impact ... Read Post
What is Key Account Management? Key account management (KAM) defines the full relationship between your business and the customers you are selling to. It describes the individual approach of salespeople to their customers in order to create a long everlasting business relationship. Key account management (KAM) means far more than just selling products to big customers. It revolves around ... Start a slideshow
Identify and evaluate any sales opportunity to prioritize your sales pipeline and keep it accurate and actionable. Learn How to Identify a Good Sales Opportunity Nancy is a sales rep for a company that sells office furnishings. They include chairs, desks, couches, conference tables and any other such items needed. Nancy’s company generally qualifies opportunities with this ... Read Post
Sales POP! – conversations with the people who run sales organizations, hosted by John Golden. Published by Coevera, the CRM built for B2B sales teams that sell consultatively.
Nir Zavaro, the Business Storyteller and Amazon #1 bestselling author of F*ck the Slides, explains how to align brand, marketing, and sales by defining one consistent brand character, reviewing it every two months, and using a brand guardian to keep teams aligned. He also shows why a sales pitch should run about three minutes and lead with emotion before data. Learn more at https://nirzavaro.com/
