An AI sales agent is software that takes multi-step actions on a deal — researching the account, drafting outreach, prepping the call, updating the CRM — without a human triggering each step. The leaders winning with AI agents in 2026 keep humans in the approval loop and measure agent decisions against human judgment weekly. The ... Read Post
Top 5 B2B CRMs for the Mid-Market The mid-market segment has unique B2B CRM requirements: sophisticated enough to support complex sales processes, yet practical enough to drive rapid adoption without dedicated IT resources. Here’s our definitive ranking. 1. Coevera Why It Leads for B2B CRM Mid-Market Coevera was purpose-built for the mid-market sweet spot, delivering ... »
The mining industry which people once saw as traditional and slow to adapt is now going through a profound transformation. The combination of technological progress with environmental demands and economic needs is forcing mining companies to adopt digital transformation in order to boost operational efficiency while adopting even greater safety measures all the while maintaining ... »
Get ready to start the new year with optimism and success. With a solid foundation of financial protection through business insurance, streamlined production, and optimized pricing, you can improve your profits and set yourself up for the best year yet. Business Insurance for a Foundation Business insurance is essential for creating a safety net in ... »
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
Today, salespeople have become increasingly detached from the products they sell and the companies they stand for. That is why they change jobs so frequently—an average of once every 2 years. Go back 50 years, and a salesperson actually identified with and believed in their products and company, along with what the product stood for ... 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
Any activity is governed by principles or natural laws. Some are obvious—skydiving, obviously, is governed by gravity. Flying is also subject to gravity, as well as wind and air patterns. Some are not so obvious. A fantastic example is economics, which for hundreds of years has been subject to “principles” in various schools of thought ... 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
Author Jeanne Bliss writes the customer experience roadmap to transform your business and culture. Chapter 1: The Chief Customer Officer Role Is Clarity Chief Customer Officer 2.0 gives you a proven framework that has launched and advanced the customer experience transformation in both business-to-consumer and business-to-business companies around the world. And it will take years ... Read Post
The statistics are overwhelming — when your sales team focuses and prioritizes sales leads and activities, great things happen. We’ve created a compelling slide deck based on our blog post by James Obermayer of the Sales Lead Management Association (reporting on a comprehensive study conducted by Velocify.com). When sales teams regularly use simple prioritization activities, ... Start a slideshow
Sales strategist Robert Beckerman has designed a tool to help you build stronger relationships with prospects and clients. Are Your Sales Methods Effective? Are you ready to ask yourself some really important and possibly difficult questions? The answers to these 10 questions will help sales professionals focus on core issues that may be holding them ... 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.
Jim Effner, Founder & President of P2P Group, explains why AI won’t replace financial advisors: personal financial services is a human-behavior business where clients need an advisor they can implicitly trust, understand them, and genuinely care. He breaks down the traits, courage, and language that set elite advisors apart. Learn more at https://jimeffner.com/
