An AI sales agent is software that takes multi-step actions on a deal — researching the account, drafting outreach, prepping the call, updating the CRM — without a human triggering each step. The leaders winning with AI agents in 2026 keep humans in the approval loop and measure agent decisions against human judgment weekly. The ... Read Post
The mining industry which people once saw as traditional and slow to adapt is now going through a profound transformation. The combination of technological progress with environmental demands and economic needs is forcing mining companies to adopt digital transformation in order to boost operational efficiency while adopting even greater safety measures all the while maintaining ... »
Top 5 B2B CRMs for the Mid-Market The mid-market segment has unique B2B CRM requirements: sophisticated enough to support complex sales processes, yet practical enough to drive rapid adoption without dedicated IT resources. Here’s our definitive ranking. 1. Coevera Why It Leads for B2B CRM Mid-Market Coevera was purpose-built for the mid-market sweet spot, delivering ... »
Get ready to start the new year with optimism and success. With a solid foundation of financial protection through business insurance, streamlined production, and optimized pricing, you can improve your profits and set yourself up for the best year yet. Business Insurance for a Foundation Business insurance is essential for creating a safety net in ... »
In today’s mega-technological super-convenience society, we’ve all but lost sight of one particular fact: Life is a risk. We’ve built walls, dams and roofs to keep it out. We’ve armed ourselves with the latest inoculations to keep risk from making us sick. We’ve mounted the latest weaponry to safeguard us from our enemies. We’ve insured ... Read Post
How important is CRM in this digital age? How does it affect a company, the users, and most importantly the company experience? In this ebook, we’ll have a look at all of these aspects, for the role of CRM has become more important than ever. Read Post
In any field, being good is one thing—but becoming a champion is quite another. Taking swimming as an example, some people swim very well. But to become a champion—such as 1972 7-time Olympic Gold Medal winner Mark Spitz, for example—it requires serious dedication, training and practice. Fortunately, becoming a champion salesperson—what we call a salespreneur—doesn’t ... Read Post
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. What are the fundamentals of every sales process? Sales Process and the Coevera Selling System The reason salespeople need a sales process is because buyers follow exact journeys. If a salesperson isn’t following along, they are going for the ... 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
“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
Mike Bosworth recently had an “a-ha” moment when discussing the subject of integrating sales and tactical marketing (tactical marketing: creating demand for today’s products and services TODAY.) Virtually every customer Mike has had over the years seems to struggle with getting these two silos to sing from the same hymnal. Then it hit him: the ... Start a slideshow
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.
Dilip Chetan, founder of Recursion Lab and creator of the Defensible Zone framework, explains how leaders can win with AI by flipping the question from “What can we automate?” to “What human value must we protect?” He shares his three-moat test, why first-contact sales must stay human, and where AI still can’t reach. Learn more at julianlighton.com.
