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 ... »
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 ... »
People are smart to question the future of automation, for it has become part of everything we do. With the quantity of applications and technology around us, we yet still crave more. We become convinced of its power when our package is delivered from Amazon Prime, containing the items we were simply browsing for that ... Read Post
Sales Ethics: More Than Just a Moral Compass In today’s fast-paced world, where “instant gratification” often trumps long-term success, the concept of sales ethics has been relegated to the sidelines. But what if ethical conduct wasn’t just a moral obligation but the real key to sustainable success? Nikolaus Kimla’s ebook, “Sales Ethics: The Real Boost ... Read Post
This is a book about freedom—the freedom that once existed, the little freedom we have left that we can still take advantage of, and a strong hope for a greater freedom in the future. Within these pages I am opening some old yet crucially relevant arguments and placing them squarely on the table for discussion, ... 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
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. At Coevera, we operate on principles instead of values. The difference between these two terms is significant. Values depend on culture, time, era, language, business sector, geographical location, and other factors. They are highly contextualized. Principles, on the other ... Read Post
Principles, tactics, and practical advice about using social media as a selling tool. About Social Upheaval Drawing on his experience in re-making global companies, author and sales expert John Golden shares his ebook “Social Upheaval: How to Win at Social Selling.” In the book, John explains how every B2B salesperson can add social selling methods ... Read Post
Lead Generation Techniques for Trade Shows and Exhibitions The secret to a successful trade show or exhibition is to know exactly what you want to achieve. If lead generation is your main goal for attending a trade show, we have some key tips to help you generate as many leads as possible. Lead generation is ... Read Post
Identify and evaluate any sales opportunity to prioritize your sales pipeline and keep it accurate and actionable. Learn How to Identify a Good Sales Opportunity Nancy is a sales rep for a company that sells office furnishings. They include chairs, desks, couches, conference tables and any other such items needed. Nancy’s company generally qualifies opportunities with this ... Read Post
Sales POP! – conversations with the people who run sales organizations, hosted by John Golden. Published by Coevera, the CRM built for B2B sales teams that sell consultatively.
Nir Zavaro, the Business Storyteller and Amazon #1 bestselling author of F*ck the Slides, explains how to align brand, marketing, and sales by defining one consistent brand character, reviewing it every two months, and using a brand guardian to keep teams aligned. He also shows why a sales pitch should run about three minutes and lead with emotion before data. Learn more at https://nirzavaro.com/
