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
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 ... »
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 ... »
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. Expert opinion on the subject of sales processes has pendulum swung a great deal over the years. One day sales processes are all-important and sales organizations must stick to them like glue. The next day the sales process is ... 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
Right On Interactive is helping companies use Customer Lifecycle Marketing strategies by surfacing their “best-fit” customers. Surface and Cultivate their Best-Fit Customers Are you curious about the trending topic of Customer Lifecycle Marketing, and how it could help you grow your business? Right On Interactive’s ebook, Lifecycle Marketing 101: What Every B2B Marketer Needs to ... Read Post
Network Selling is a sales model we created several years ago, that expresses the ideal needed in today’s interconnected digital sales landscape. It is expressed in this graphic: In this ebook, Nikolaus Kimla goes through each of the factors in Network Selling, fully explaining each. Respect We start with the very first element required in ... Read Post
Ten Don’ts for Social Media: The Poster Using social media is a great way to build brand awareness, but some cautions are in order. Here are 10 techniques that won’t work. What you should not do on social media For social media to be an effective part of your brand-building strategy, it’s important to pay ... Read Post
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. In this ebook author, Nikolaus Kimla gets very specific, dealing with sales management through CRM. He personally believes (as do a lot of experts today) that utilizing a CRM is the only way to manage a sales team—and in ... Read Post
A key factor in sales management approach is technology. Without the right technology, the sales manager isn’t going to even have the data to view, let alone interpret and make decisions with. Here are very specific guidelines for choosing and employing technology for sales management. 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! – conversations with the people who run sales organizations. Published by Coevera, the CRM built for B2B sales teams that sell consultatively.
The Salon — a Sales POP! debate series on the human and the machine.
Bryan Kramer, President and Co-Owner of PureMatter, debates Eri Georgiev and Rohaan Khan, co-founders of Sorn AI, in the first episode. The question is whether AI agents will replace the salesperson, or only take over the tasks while people keep the high-stakes deals. Learn more at https://bryankramer.com and https://sorn.ai/.
