AI tools now give sellers back an average of 4.8 hours a week, according to Gartner. Yet 72% of sales organizations fail to reinvest that saved time into high-value selling. Winning back the selling day takes two moves, not one: use AI to clear the four biggest time sinks (research, data entry, drafting, meeting prep), ... 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 ... »
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 ... »
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 ... »
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
The eBook was originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. There are numerous popular sales methodologies today. These methodologies bring together sales best practices from different quarters and greatly assist salespeople and sales organizations in consistently closing a higher percentage of deals. In this ebook, we ... Read Post
Lessons from the Sales POP! Podcast Introduction: Podcasting is an essential marketing tool for businesses, offering a unique way to build trust, expand audience reach, and form deeper connections with customers. Coevera’s SalesPOP! launched its podcast in 2018 and, after producing over 1,600 episodes, we’re sharing our most valuable lessons to help others succeed in ... Read Post
“Nikolaus Kimla’s latest book, Facing Forward, is another valuable contribution to clarifying the best role for CRM software in the success of modern sales pros. An effective CRM solution must serve the needs of today’s overworked sales people. The folks at Coevera really get this and it drives all of their software development efforts. Right ... Read Post
If you’re a member of a sales force, or in sales management, there is always practical information you must know. You need to know as much as possible about your own products. You need to have a firm grounding about your particular industry and market. Today especially you must have as much insight as possible ... Read Post
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. All of Coevera’s features express sound business philosophy–and are designed to totally empower your sales force Features and Functionality: Philosophy Meets the Real World In our previous 2 ebooks, Theory Made Real and Reducing Risk, we demonstrated that Coevera ... Read Post
97% of American business professionals keep their cell phones within a 3-foot distance 24 hours a day, and check messages around 150 times a day. Needless to say, SMS could be a great way to reach them. Yet B2B companies, as opposed to consumer-focused businesses, continue to neglect this marketing and sales channel. And email ... 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/.
