Coevera Newsletter (May 28th, 2026)

Coevera

Inside track newsletter

Recent update

› › › › From Coevera

Coevera

› › › › Feature Spotlight

Voyager AI Now Builds Your Account Hierarchies for You

New
Voyager AI Now Builds Your 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. Hierarchies for You

Leave corporate structure to us — and build the right relationships.

Voyager AI continuously scans your Account records and flags missing parents, subsidiaries, or related entities. With one click, jump to the Hierarchy view where AI has already mapped a proposed structure.

Review, approve, and even promote "Ghost Accounts" for companies not yet in your CRM — all in a single guided flow, with full control before anything is committed.

Learn More

Enhancement
Org Charts, Built in a Single Click

Hours of research, merged into one button.

Knowing who holds which role inside your key accountsKey Accounts Key Accounts are whale spenders or VIP customers prioritized by sales reps and customer success; churn from these clients would be a detrimental loss to the company’s revenue. is the biggest intelligence gap in B2BB2B B2B is an acronym for Business-to-Business, a model for selling, relationship-building, or engagement. sales — and Coevera now closes it automatically. Voyager AI analyzes leadership structures, matches them to your Contacts, and surfaces a visual org chart with existing, newly linked, and net-new contacts. Every change is reviewed by your reps before it's applied.

LEARN MORE

Enhancement
AI Smart Fields Get Smarter, Clearer, and More Controlled

More reliable, transparent, and easier to manage at scale.

Bulk AI updates now show live progress, so you always know how many records remain. Each Smart Field surfaces its last update status with clear Error and Warning states. New scheduled-update filters target only the records that need refreshing, and Rich Text Long Text fields finally return beautifully formatted AI contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. — readable and ready to use.

LEARN MORE

The Learning Curve with Kenny:

Human Skills & AI—How Tech-Powered Training Elevates Sales

Learn how to future-proof sales teams with training that blends human strengths and AI-driven technology, with practical insights from John Golden, Chief Strategy and MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. Officer at Pipeliner CRM.

Blend skills with tech
Make training a process, not a “one-off” event
Personalize and meet people where they are

🎙 Listen to J. Golden

🎙 More Podcasts Like This

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 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.
Unlocking the Power of Custom Entities
Mastering & Managing Sales Activities
How to Setup an Event using Coevera
Account 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

Longevity in Sales: Why Success Is a System, Not a Shortcut

How longevity practices unlock peak performance in sales

In sales, we understand one fundamental truth: there is no skipping steps. You can’t jump from a first conversation straight to closing a deal. Every stage—building trust, understanding needs, presenting solutions—matters. If one step is weak, the entire process suffers. Like a clockwork – if one small tool doesn’t work precisely, the whole time measuring gets out of control, and we lose track.

Longevity works the same way.

It is not about following a single protocol or chasing the latest trend. Longevity is a system built on multiple interconnected pillars — sleep, nutrition, exercise, and mental/emotional health.

And just like in sales, each step must be properly completed before moving into the next to make the system work and succeed.

Read Article

Coevera

Featured ExFind Expert

THE LEADERSHIP OPERATING SYSTEM

Jürgen Dauk is a business advisor and leadership systems expert who helps senior leaders and boards redesign how organizations actually work. With decades of executive experience in global technology companies, including Oracle and Avaya, he has led international sales, operations, and business transformation initiatives across Europe. Today, he advises companies on building modern “Leadership Operating Systems” that enable faster decision-making, distributed leadership, and outcome-driven organizations.

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 Jürgen

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

Jon Benson • From Copywriter to Conductor: Jon Benson on the New Role of AI in Marketing

VIDEO INTERVIEW
From Copywriter to Conductor: Jon Benson on the New Role of AI in Marketing

Is AI replacing marketers, or the marketers who refuse to embrace it?

Jon Benson — inventor of the video sales letter format and founder of BNSN AI — joins John Golden to unpack the new pace of marketing, the end of SaaSSaaS SaaS is an acronym for Software as a Service., and how to keep copy human in an AI-first world

▶️ Watch Jon

🌐 more on salespop.net

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+1-888-CRM-1081 or +1-888-276-1081

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.

Let Us Introduce You To Coevera

We look forward to showing you how Coevera helps empower sales to maximize revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales..

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

Schedule a Free Demo

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Coevera Inside Track Newsletter from May 28th, 2026

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