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 ... »
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 ... »
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 ... »
There is a lot of conversation circulating about building your personal brand. If you take a look online, you might see personal branding defined 1 as “the practice of people marketing themselves and their careers as brands,” with terms like “self-packaging” thrown into the mix. But, the discussion about personal branding is fairly superficial; what ... Read Post
Would you ask someone to marry you on a first date? Probably not. Admittedly, popping the big question to a stranger might seem like an extreme example, but if you’re hoping for a “yes” from a client, you’re in the same playing field. The world is a cluttered, distracted place. Whether you’re trying to get ... Read Post
When people think about starting a small business from scratch, they rarely think of factors in the order that they need to occur. If you attempt to simply found a business without having these things in the right places, it is almost guaranteed that you’ll fail. This book tells the story of how Founder and ... 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
With a startup, an entrepreneur or several entrepreneurs are quite literally diving into the unknown. As anyone who has done it will tell you, there is a great deal of “learn as you go” involved, along with unpredicted obstacles, unforeseen expenses, and many other factors. This ebook acts as a map through these uncharted waters, ... 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
What if you could unlock the secrets to sales prospecting? What if you had crucial information on questions such as: How many attempts does it take to break through to busy buyers? Or Do cold meetings convert into new business? Statistics help orient you to the task ahead and give information on the best ways ... Read Post
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.
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/.
