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 ... »
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 ... »
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 ... »
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
CRM and Sales Performance: An Empirical Study Authored by Daniel P. Strunk, Professor Emeritus and CRM Curriculum Developer, this research systematically examined Customer Relationship Management (CRM) systems within business enterprises. The study’s primary objective was to elucidate the efficacy of CRM systems in enhancing sales performance, with a particular focus on aspects of ownership/account control, ... Read Post
Today, salespeople have become increasingly detached from the products they sell and the companies they stand for. That is why they change jobs so frequently—an average of once every 2 years. Go back 50 years, and a salesperson actually identified with and believed in their products and company, along with what the product stood for ... Read Post
Let’s bring the world back to doing great things, instead of app-sized flash-in-the-pan here-today-gone-tomorrow accomplishments. Read Post
The whitepaper, Navigating Sales Challenges in Logistics for 2025, explores the major issues logistics sales teams face due to economic shifts, technological advances, and societal changes. It details seven core challenges—including talent shortages, rising operational costs, tech-driven changes, sustainability demands, geopolitical risks, e-commerce growth, and urban delivery complexities. Additionally, it highlights the strategic importance of ... Read Post
There are many considerations when choosing the perfect CRM. Our comprehensive guide talks you through all the issues — from every angle — so you can make the best decision for your team. The Journey to the Best CRM for You Traditionally, salespeople have not welcomed CRM software with open arms. They perceive CRM tools ... Read Post
Your personal brand is the new sales call. Build it carefully. The Importance of Your Personal Brand This entertaining checklist accompanies our blog post about the importance of building a personal brand in today’s business environment. Why is personal branding important? The traditional sales call was designed to reach, qualify, and then pitch your prospect ... Read Post
Without a doubt, mobile apps can provide great benefits to small business owners. With mobile apps, a small business can reach new customers and provide a better experience to existing ones in a convenient way. However, these benefits can only be delivered when the mobile app works as expected. Many businesses don’t realize the importance ... 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/
