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
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 ... »
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 ... »
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
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
Bring New Order to Your Sales Process What is insight selling and how can you benefit from lost leads and opportunities? How do you manage the information within your sales process – the quantity and quality? Most importantly, how do you keep it accessible, organized, and accurate? Within this ebook you find the answers to ... Read Post
Going back to the earlier part of the last century, sales was traditionally fraught with—and seen as—trickery. It seemed that the most clever salesperson, the one who consistently got the highest numbers, knew how to manipulate prospects. In the 1960s this began to change, when pioneers such as Zig Ziglar sought to raise the reputation ... Read Post
While many will find the title controversial, especially given today’s climate of fostering startups, Nikolaus actually believes that entrepreneurship, as it is presented in many arenas, is actually dead and, in fact, could never get off the ground in the way it is often proposed. Read Post
Sales management is anything but easy—just ask anyone who has done it. The sales manager is supervising people who are innately self-sufficient loners and who really don’t want to be supervised. Salespeople make their own observations and conclusions and commonly don’t take directions too well. Add to all of that the lack of accurate analysis ... Read Post
Something new vies for your attention every few minutes: emails, text messages, collaboration tools, phone calls, co-workers, meetings, customers, and the list goes on. The result? Productivity suffers. But with discipline and preparation, you can defeat these productivity dragons. We know it’s possible because we recently surveyed 2,377 professionals to find out which habits and ... Read Post
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! is your shortcut to sales, marketing and leadership excellence, offering short, insightful episodes with top global thought leaders, hosted by John Golden.
Olivier Roth, Co-Founder and Chief Growth Officer at The Swarm, explains how relationship intelligence helps B2B sales teams turn hidden network connections into warm introductions. He shows how mapping investors, advisors, customers, and former colleagues surfaces paths CRM records alone can’t reveal, and why treating LinkedIn as an audience rather than a network changes how teams should prospect. Learn more at https://www.theswarm.com/.
