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 ... »
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
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. Exploiting Your Company’s Uniquenesses: Coevera Intelligent Fields Part of a customizable CRM, an Intelligent Field is a field which displays data in a read-only fashion, data which has been automatically calculated using other data obtained elsewhere. Coevera has been, ... Read Post
What Might We Learn? There is no doubt that we live in very turbulent times. Fortunately, we have several hundred years of recorded history to look back on and hopefully learn some lessons from. The Threat to the Middle Class Let’s now examine how our future actually depends on the sales profession and its impact ... 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
Using the Right KPIs The use of KPIs (Key Performance Indicators) is nothing new in business or sales. But if your KPIs are only of the lagging variety—the kind that shows the final results, such as gross sales, net revenue, or products sold—you’re missing out on the entire field of prediction. This white paper explains ... Read Post
The understanding of Coevera features must go well beyond simple, functional explanations. Just understanding mechanical functionality doesn’t necessarily mean you’ll really grasp the product and all that it means, which is why I’m now writing this ebook on the concepts behind Coevera functionality. Read Post
This infographic accompanies a blog post – Strengthen Your Sales Forecast with Risk Scenarios (Not Probability) by Frank Donny of Marseli. Frank knows his stuff. After all, he is the creator of the Accurate Sales Forecasting App. He asserts that probability is not the right way to go when you are looking for the most ... Read Post
Salespeople know that qualifying opportunities with the BANT Method (budget, authority, need, and timing) is quick and effective. Try our version of  Bant sales qualification too for free. Budget + Authority + Need + Timing The first thing to know when sounding out a prospect company, of course, is if there is a budget available. In ... 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/.
