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
Going back to the earlier part of the last century, sales was traditionally fraught with—and seen as—trickery. It seemed that the most clever salesperson, the one who consistently got the highest numbers, knew how to manipulate prospects. In the 1960s this began to change, when pioneers such as Zig Ziglar sought to raise the reputation ... Read Post
This book examines the sales techniques of the greatest salesperson of all time: Jesus of Nazareth. I’ll begin with the disclaimer that began every post on which this ebook is based: this doesn’t mean I’m taking a jaded view of Jesus and only characterizing him as a salesperson. Nor does it mean I’m stepping all ... Read Post
Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. At Coevera, we operate on principles instead of values. The difference between these two terms is significant. Values depend on culture, time, era, language, business sector, geographical location, and other factors. They are highly contextualized. Principles, on the other ... Read Post
In this ebook, I am going to share my secrets of building a business, following the analogy of building a house. There are many similarities between these two endeavours, and many of the same factors must be considered. In actuality, you can apply the factors I’ll be laying out to either activity. Vision Any endeavour ... 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
Five Sales Rep Profiles The Challenger Sale presents the findings of a survey of hundreds of frontline sales managers across 90 countries. This research revealed some interesting findings. To start with, the survey revealed that almost every B2B sales rep falls into one of five profiles. Understanding your profile helps you understand yourself, and how ... Read Post
Increase the chance of a successful close with a free tool to help you effectively qualify any opportunity in your sales process. Clearly Defining the Opportunity Defining an opportunity can only be done through communication with the prospect company, as in-depth as possible. It may be possible with the initial person who contacted you in ... 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.
Olivier Roth, Co-Founder and Chief Growth Officer at The Swarm, explains how relationship intelligence helps B2B sales teams turn hidden network connections into warm introductions. He shows how mapping investors, advisors, customers, and former colleagues surfaces paths CRM records alone can’t reveal, and why treating LinkedIn as an audience rather than a network changes how teams should prospect. Learn more at https://www.theswarm.com/.
