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 ... »
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
Because a CRM solution is such an integral part of your company’s operation, precisely establishing ROI for CRM is vital. In taking the time to do so, you are also taking the time to fully support and empower your sales efforts for years to come. This simple guide will put you firmly on track to ... Read Post
What better time to release an ebook about the American Revolution than on America’s birthday? In this ebook, Nikolaus Kimla lays out some important lessons you can learn from this historic event. As all you history buffs out there know, the American War of Independence is one of the most remarkable events in world history. ... 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
The eBook was originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. Journey to the next frontier of Sales CRM “AI” › It’s All About the Data Artificial Intelligence (AI) is only as good as the data it relies upon; therefore, the adage “garbage in, garbage out” is fundamental ... 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
The sales process is so important. It is a vital series of steps followed by salespeople to track an opportunity all the way from lead to a close. You wouldn’t start playing a sport without knowing the rules or the different steps it takes to win. On the same token, it’s not wise to try ... Read Post
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! is your shortcut to sales, marketing and leadership excellence, offering short, insightful episodes with top global thought leaders, hosted by John Golden.
Josh Troy, Founder & CEO of Curvion Blue, explains how companies scale revenue by fixing the system around the sales rep, not just hiring better reps. He shows how his keystone metric, collected dollars per booked call, reveals each rep’s true ROI, and where AI actually helps in sales. Learn more at https://curvionblue.com/.
