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
There are many issues to take into account when choosing a CRM solution. But chief among these considerations should be onboarding—that is, how easy is it to implement, train your users on, and administrate your new CRM solution? There are several reasons to pay attention to onboarding: The longer it takes to integrate and bring ... Read Post
Stop Paying for a Patchwork Sales Stack. It’s Time to Build a Profit Engine Does your company’s sales stack feel like it’s held together with duct tape and expensive subscriptions? You started with a CRM, then added a scheduler, an email marketing tool, an account planning app, and more. Each new app promised efficiency, but ... 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
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
What a salesperson must be to survive in the 21st century? In this white paper, Nikolaus Kimla answers that question fully. This persona could be called the New Era Salesperson. They could be referred to as the Entrepreneur Within The Enterprise. But neither of these precisely expresses what we mean, and so a few years ... Read Post
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 ... Start a slideshow
PointClear has developed a comprehensive Lead/Revenue Calculator that factors in metrics frequently ignored in the planning process, and addresses other shortcomings often found in these sorts of tools. This is a model you can adjust to fit your company; so multiply, add zeros, adjust percentages or make whatever other changes you feel will shed light ... 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.
Jon Benson, copywriter, entrepreneur, and founder of BNSN AI, joins Sales POP! to explain how marketers can shift from writer to conductor — directing AI agents, injecting human values into copy, and producing in days what once took teams of ten. Learn more and grab the free Buyer Profile at https://bnsn.ai/.
