Coevera Newsletter (April 29th, 2026)

Coevera

Inside track newsletter

Recent update

› › › › From Coevera

Coevera

› › › › Feature Spotlight

Unified intelligence hub • Voyager AI Intelligent Access

New
Unified intelligence hub

Voyager AI Intelligent Access

Voyager AI Assistant unifies all previous agents into one persistent, context-aware intelligence hub, accessible from the top-right corner of the Coevera bar. It routes requests to the right specialist for tasks like analyzing reports or interpreting record history.

Persistent and context-aware, remembering all past conversations, you can pick up exactly where you left off, eliminating the need to repeat yourself.

After every response, Voyager suggests smart follow-up topics to keep your momentum going. It even supports interpreting complex dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. like Automatizer logic.

Learn More

Enhancement
AI Smart Field

Instant CRM field updates

Configure AI Smart Field for AI-powered auto-fill of CRM data like deal summaries or revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. estimates.

AI generates or updates field values using data from records and documents, eliminating manual typing.

Save hours with bulk updates by selecting multiple records to refresh AI fields at once. Clear completion summaries show you exactly what change.

LEARN MORE

Featured Ebook • PRACTICAL PLAYBOOK: PREPARING YOUR SALES TEAM FOR THE AI ERA

Featured Book
PRACTICAL PLAYBOOK:
“PREPARING YOUR SALES TEAM FOR THE AI ERA”

Your competitors aren’t running AI pilots anymore — they’re running playsPlays Plays is an engagement strategy, set of actions, series of tactical steps, or an agreed upon selling approach developed to be repeatable and customized to deliver the highest likelihood of closing a deal with a specific group of prospective customers during a set period..

Our research shows 46% of sales organizations have already moved past experimentation into committed AI deployment. But the winners aren’t replacing their salespeople — they’re unleashing them. This practical playbook gives you a proven 7-step framework to build an AI-ready sales team while protecting the human relationships that close deals. Download it now and start executing — not just planning.

This playbook is based on original 2026 research conducted by Coevera & Sales POP!

COEVERA • NEWS

› › › › KMWorld reviews Coevera

KMWorld's Stephanie Simone on the rebrand set to transform how sales teams sell — and grow

KMWorld's Stephanie Simone covers Coevera's bold rebrand from Pipeliner CRM — the only platform combining sales execution with employee development.

AI-ready, no-code automation, and built for teams that close deals AND grow talent.

Learn More

WEBINAR REPLAYS
Weekly Webinars of Business Use Cases in Coevera

A series of videos presented by Coevera Executives who use the platform hands-on every day to generate business outcomes – in these videos, they share best practices and innovative ways of using the CRM which can be applied to your specific business.

Access recordings of our webinar series including:

Transform your Sales Performance with Data
Unlocking the Power of Custom Entities
Mastering & Managing Sales Activities
How to Setup an Event using Coevera
AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Management & Farming Accounts
ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Catalog & Document Management
Mastering Tags & Views
Transform Reporting with Coevera’s Revolutionary Voyager Reporting Agent
Master Email Sequences
Automate Workflows
Online Forms with Voyager AI
Bringing Your Sales ProcessSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. Alive with Voyager AI
Admin Part One & Part Two

Watch Here *

^* Coevera UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Credentials Required

FEATURED ARTICLE

YOUR HEALTH IS YOUR COMPETITIVE EDGE

How longevity practices unlock peak performance in sales

Your energy is your currency in sales — and most reps are spending it faster than they replenish it.

Longevity coach Claudia Kimla Stern reveals why sleep, nutrition, movement, and mindset aren't four separate habits but one interconnected system. Optimize one without the others and the gains evaporate. Get the system right and you compound focus, resilience, and consistency — quarterQuarter Quarter is a three-month period in a company’s fiscal year commonly used to make comparative performance analyses, detect or forecast business trends, report earnings, and pay shareholder dividends. after quarter.

Inside the article:

Why poor sleep silently sabotages your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.
The nutrition pattern that stabilizes afternoon energy
Stress-regulation moves you can run between calls
Why consistency beats intensity in sales and in health

"Longevity is not a checklist. It's a system." — Claudia Kimla Stern

Read Article

Coevera

Featured ExFind Expert

Meet the Mind Behind 2V2R: Andy Hedrick on Rapid B2BB2B B2B is an acronym for Business-to-Business, a model for selling, relationship-building, or engagement. Sales Growth

30+ years of B2B expertise, distilled into a framework that puts Value and Verified Results ahead of Risk.

This month, we're spotlighting Andy Hedrick, Founder & CEO of Green Path Tech and author of The 2V2R Rapid Sales Growth System. With 30+ years in B2B sales, Andy helps teams win faster by proving Value and Verified Results outweigh Risk. Don't miss his expert take on scaling pipeline with purpose.

Don’t forget as a customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. you have access to the ExFind database of global experts and practitioners should you need to find someone to help you with a project or challenge in your business.

Learn More About Andy

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

Larry Weidel • What Separates the Top 1% from Everyone Else? Larry Weidel Reveals the Blueprint

VIDEO INTERVIEW
The Blueprint to the Top 1%: What High Performers Do Differently

Inside the mindset shifts, community power, and "cycle of winning" that separate elite performers from everyone else.

Think talent decides the top 1%? Think again. In this must-watch video, discover the repeatable "cycle of winning" behind elite performance — why mindset beats talent, why structured communities crush solo hustle, and how investing in yourself today rewires your trajectory. Watch the full blueprint now.

▶️ Watch Larry

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Nikolaus Kimla

CEO Pipelinersales Inc.

A serial entrepreneur, Nikolaus is the driving force behind Coevera with a singular vision to deliver the most effective CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. possible. He is dedicated to helping salespeople and sales leaders to be more efficient, productive and ultimately, more successful.

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We will guide you through the product and present all the benefits.

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Coevera Inside Track Newsletter from April 29th, 2026

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