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 ... »
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
Let’s bring the world back to doing great things, instead of app-sized flash-in-the-pan here-today-gone-tomorrow accomplishments. Read Post
This white paper consists of 6 sins that salespeople should avoid at all cost. Of course we also cover how to avoid them, and the exact actions to take to make sure they never occur at all. Why is it important to avoid these sins? It’s quite simple: Because you want to sell, and win ... Read Post
We’re well into the 21st century—yet the subject of Sales and Marketing alignment still seems as pertinent today as it has ever been. In many organizations, the frustrations seem to endure with every passing year. The age-old blame games are played out. Sales bemoan the quality of leads that Marketing is sending over, and Marketing ... Read Post
What a salesperson must be to survive in the 21st century? In this white paper, Nikolaus Kimla answers that question fully. This persona could be called the New Era Salesperson. They could be referred to as the Entrepreneur Within The Enterprise. But neither of these precisely expresses what we mean, and so a few years ... Read Post
Generate, evaluate, and nurture the most promising leads into your sales pipeline. Leads Lead…To Sales! If you want your business to be successful and thrive, you need to have an effective lead generation strategy – because, well – no leads, no sales! Without a constant stream of fresh leads, you’re going to struggle to hit ... Read Post
Web 2.0 bred Sales 2.0, which is at last beginning to recognize and even to understand the reality that Buyer 2.0 trumps everything. In short, the buyer is king. The buyer controls the dialogue. The buyer decides when and where and how to engage with a salesperson—and most worrying for those in sales, if he ... 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.
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/.
