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
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 ... »
This is the first in a series of ebooks covering the vital subject of Sales Management. In this ebook, we’re going to cover the basic essentials of the subject: Getting rapidly up and running when you’re first put on the job, taking on a team, the mindset you need, the subject of management, a sales manager’s virtues, dealing with people, and the technology you need. 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
Drawing lessons on closing deals — from the world’s greatest military victories. About Winning the Battle for Sales What does selling products and services—or the failure to do so—have to do with Napoleon’s march on Moscow, Pickett’s Charge at Gettysburg, and David’s epic battle with Goliath? According to sales expert John Golden, a lot–and not ... Read Post
Discover how online forms power modern CRM success. Learn how to capture leads, update customer data, automate workflows, and boost business growth with Coevera’s smart forms and new AI-powered tools. Download the eBook today! Read Post
The eBook was originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. Prime Economic Principles in Coevera Sales isn’t just about products and customers—economics plays a key role in every deal. This book simplifies essential economic principles and connects them to real-world selling. These insights aren’t just theory; ... Read Post
There are many issues to take into account when choosing a CRM solution. But chief among these considerations should be onboarding—that is, how easy is it to implement, train your users on, and administrate your new CRM solution? There are several reasons to pay attention to onboarding: The longer it takes to integrate and bring ... Read Post
There’s probably a lot of “sins of sales,” certain things that a salesperson should not do under any circumstances. But there’s a few things in particular that make it difficult to succeed in the sales world. The infographic is based on the ebook of the same name. These sins are categorized under the 6 W’s: ... Read Post
It is always better to have less but more highly qualified opportunities in your pipeline than it is to have a lot of poorly qualified ones. Resources and focus are better served where you have a realistic chance of success. This tool will help you evaluate opportunities and see if they are worth pursuing. 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/.
