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 ... »
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
John Golden and Matt McDarby outline the five fundamental management activities including a careful alignment with the organization’s Go-To-Market strategy, a deliberate focus on early-stage pipeline opportunities, a dedication to coaching, and a deliberate approach to account growth, all underpinned by a carefully designed and rigorously-adhered-to operating rhythm. Read Post
Craig M. Jamieson’s comprehensive guide to building a successful social CRM strategy is focused on small businesses. Download your free excerpt here. The era of small business social CRM is upon us. Can you keep up? Your business and customers have both evolved dramatically over the past several years. Much of this has to do ... 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
Generate, evaluate, and nurture the most promising leads into your sales pipeline. Leads Lead…To Sales! If you want your business to be successful and thrive, you need to have an effective lead generation strategy – because, well – no leads, no sales! Without a constant stream of fresh leads, you’re going to struggle to hit ... Read Post
The eBook was originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. There are numerous popular sales methodologies today. These methodologies bring together sales best practices from different quarters and greatly assist salespeople and sales organizations in consistently closing a higher percentage of deals. In this ebook, we ... 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
Identify and evaluate any sales opportunity to prioritize your sales pipeline and keep it accurate and actionable. Learn How to Identify a Good Sales Opportunity Nancy is a sales rep for a company that sells office furnishings. They include chairs, desks, couches, conference tables and any other such items needed. Nancy’s company generally qualifies opportunities with this ... 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/.
