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
Principles, tactics, and practical advice about using social media as a selling tool. About Social Upheaval Drawing on his experience in re-making global companies, author and sales expert John Golden shares his ebook “Social Upheaval: How to Win at Social Selling.” In the book, John explains how every B2B salesperson can add social selling methods ... Read Post
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. The Coevera tool is designed to be user-friendly, so many users need little to no support. We’re Behind You All the Way Coevera is a simple yet powerful product. It can be onboarded in hours instead of days or ... 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 use of KPIs (Key Performance Indicators) to measure a sales team’s growth or contraction have been used for many years. Some examples include gross sales, net revenue, products sold, and others that demonstrate how a company has succeeded (or not) through a particular period (quarter or year). Read Post
Being connected has always been a goal of humanity. In the beginning it only happened through personal contact, shortly followed by written messages such as letters. Coming into the modern age, we then had the telegraph and then the telephone. The computer age eventually brought about the internet, which meant we were connected like never ... Read Post
A question which any businessperson is going to ask after closing that first sale is: How can I keep that customer now that I have them? The answers to that question add up to account management. It is the set of activities needed to keep your customers once you have sold them. Account management is ... Start a slideshow
Salespeople know that qualifying opportunities with the BANT Method (budget, authority, need, and timing) is quick and effective. Try our version of Bant sales qualification too for free. Budget + Authority + Need + Timing The first thing to know when sounding out a prospect company, of course, is if there is a budget available. In ... 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.
Beth Mazza and Victoria Sivrais, Co-Founders of Female Mavericks and co-authors of Entrepreneur Like a Mother, explain how moms build 7-figure businesses without venture capital by setting personal non-negotiables before choosing a business model, calculating a financial freedom number that includes runway, and building a kitchen cabinet of champions, connectors and compensators instead of attending networking events. They also share why 80% of running their firms was selling and why sales never equals profit. Learn more at https://femalemavericks.com/
