Don Peppers, the highly successful US advertising executive, is well known for his famous quote about value. According to Don, “Customers will create value for you at the point where they believe you’re creating the most value for them”. Seems intuitive doesn’t it? But at the same time, it seems a bit mysterious. Don had ... 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
While artificial intelligence has been predicted for many years, especially through science fiction movies and television, it is truly now coming to pass. We see it with Apple’s Siri and Alexa from Amazon. We witness it with the navigation systems we have in our cars. We see it in air traffic control and in the ... Read Post
Cloud computing is bringing about an entirely new business paradigm. Steel and glass buildings, oppressive cubicles, office politics, and traffic jams are being replaced with reporting to work over the web, virtual companies with staff scattered throughout the world, and individual freedom to contribute and create as never before. What does all this mean for ... Read Post
Discover how online forms power modern CRM success. Learn how to capture leads, update customer data, automate workflows, and boost business growth with Coevera’s smart forms and new AI-powered tools. Download the eBook today! Read Post
We’re well into the 21st century—yet the subject of Sales and Marketing alignment still seems as pertinent today as it has ever been. In many organizations, the frustrations seem to endure with every passing year. The age-old blame games are played out. Sales bemoan the quality of leads that Marketing is sending over, and Marketing ... Read Post
The eBook was originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. The topic of Sales management is very broad and is covered in countless books, so we won’t be covering it here. There is also an endless list of material on sales management—and as anyone who has ... Read Post
A sales target is a goal set for a salesperson or sales department, and is measured in units sold for a specific time. Setting up sales targets help keeps you and your sales team focused on achieving your goals. Check out this powerful slideshare and find out how it’s done! Start a slideshow
It is always better to have less but more highly qualified opportunities in your pipeline than it is to have a lot of poorly qualified ones. Resources and focus are better served where you have a realistic chance of success. This tool will help you evaluate opportunities and see if they are worth pursuing. 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.
Kate Jones, Founder of Neon and author of the forthcoming book Deeply Human, explains how leaders can fix a broken world of work by replacing the hamster-wheel paradigm with five core capabilities: clarity of purpose, connection, consciousness, creativity, and care. She argues that self-care is a prerequisite for leading well and that people who feel well perform well. Learn more at https://www.deeplyneon.com
