An AI sales agent is software that takes multi-step actions on a deal — researching the account, drafting outreach, prepping the call, updating the CRM — without a human triggering each step. The leaders winning with AI agents in 2026 keep humans in the approval loop and measure agent decisions against human judgment weekly. The ... Read Post
Top 5 B2B CRMs for the Mid-Market The mid-market segment has unique B2B CRM requirements: sophisticated enough to support complex sales processes, yet practical enough to drive rapid adoption without dedicated IT resources. Here’s our definitive ranking. 1. Coevera Why It Leads for B2B CRM Mid-Market Coevera was purpose-built for the mid-market sweet spot, delivering ... »
Get ready to start the new year with optimism and success. With a solid foundation of financial protection through business insurance, streamlined production, and optimized pricing, you can improve your profits and set yourself up for the best year yet. Business Insurance for a Foundation Business insurance is essential for creating a safety net in ... »
The mining industry which people once saw as traditional and slow to adapt is now going through a profound transformation. The combination of technological progress with environmental demands and economic needs is forcing mining companies to adopt digital transformation in order to boost operational efficiency while adopting even greater safety measures all the while maintaining ... »
In today’s mega-technological super-convenience society, we’ve all but lost sight of one particular fact: Life is a risk. We’ve built walls, dams and roofs to keep it out. We’ve armed ourselves with the latest inoculations to keep risk from making us sick. We’ve mounted the latest weaponry to safeguard us from our enemies. We’ve insured ... Read Post
There are many considerations when choosing the perfect CRM. Our comprehensive guide talks you through all the issues — from every angle — so you can make the best decision for your team. The Journey to the Best CRM for You Traditionally, salespeople have not welcomed CRM software with open arms. They perceive CRM tools ... Read Post
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
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. In this ebook author, Nikolaus Kimla gets very specific, dealing with sales management through CRM. He personally believes (as do a lot of experts today) that utilizing a CRM is the only way to manage a sales team—and in ... Read Post
Advice from sales experts who are also seasoned attendees — How to make the most of the in-person event. Indispensable techniques for keeping organized and productive at events and conferences We’ve got a new ebook just perfect for anyone planning to attend an in-person event or conference! — The Little Black Book for Conferences and ... Read Post
Salespeople Are Genuinely Invested in Their Companies’ Doing Well The Coevera blog post by sales expert Tony Hughes inspired this poster. In the post, Hughes contends that free enterprise selling makes the world a safer and more tolerant place. He argues that selling connects people, exchanges ideas, and improves the way everything is done in ... Read Post
At the end of every episode of our bi-weekly SalesChat series, we like to ask our experts for their power tip to start the day and set themselves up for success. This slideshare is a collection of those great tips. Enjoy! And make sure to check out SalesChats, a fast-paced (no more than 30 minutes) multi-media ... Start a slideshow
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.
Jim Effner, Founder & President of P2P Group, explains why AI won’t replace financial advisors: personal financial services is a human-behavior business where clients need an advisor they can implicitly trust, understand them, and genuinely care. He breaks down the traits, courage, and language that set elite advisors apart. Learn more at https://jimeffner.com/
