Resource Center
Everything you need to learn, adopt, and get the most out of Coevera — organized into four pillars: Product, Practice, Education, and Company.
Product
Product, setup, & support-related information
Product Demos
Coevera executives showcase how to use key features of the platform in these comprehensive webinars
Coevera Differentiators
What makes our pipeline management different? Given how critical pipeline management is to any business, Coevera delivers the most flexible, visual, and comprehensive solution available today.
Implementation Packages
Coevera offers tailored implementation packages for fast ROI and seamless integration. The packages include Core Implementation, Customer Engagement, Advanced Customer Engagement, Analytics, Automation, Custom Entities, and Specialist Support to enhance CRM adoption, user engagement, and efficiency.
Onboarding
Traditionally onboarding for software applications was a one-off event, however, with API Interfaces and Webhooks there is no longer a single software setup and onboarding—it is a series of iterations.
Your Wingman!
We love it when our customers interact with us because we are all about providing additional value. Our support philosophy is to always go beyond simply solving your immediate issue by offering insight and advice on optimizing and customizing your system.
Coevera Components
Coevera provides out-of-the-box components that most other CRMs (even the biggest and most well-known) only offer as paid third-party apps & integrations…
Helpful Setup Items
Helpful setup items for Coevera Admins, Sales Managers, or End Users
Implementation Overview
Interactive diagram that shows all the different elements that combine for a successful implementation of Coevera.
Product Video Playlists
Detailed product videos that walk you through how to use Coevera with step-by-step guidelines.
Mobile CRM
Experience the most visual mobile CRM on the market. The Coevera Mobile App empowers field sales teams with built-in AI (Voyager), geolocation mapping, and voice-to-text capabilities, ensuring seamless access to critical data and insights anytime, anywhere.
Coevera Concepts
Learn about the concepts that underpin the features & functions of Coevera.
Email Integration
Integrating your email with Coevera brings to life so many options and capabilities that it can transform your whole CRM experience.
Practice
See how Coevera empowers all aspects of Sales
Revenue Intelligence
Intelligent Quota Setting, Accurate Forecasting & Increased speed to close: The Coevera Revenue Intelligence Loop delivers Predictable Revenue and Forecast Accuracy!
Forecasting
Coevera empowers your sales leaders to accurately predict sales, set achievable targets, and take decisive, data-driven action to propel revenue growth.
Account Management
This subsite shows how Coevera uniquely delivers proactive, effective Account Management
Salesperson 3.0
Key traits include confidence, good communication, enthusiasm, passion, honesty, empathy, respect, persistence, resilience, competitiveness, and problem-solving. These traits & characteristics salespeople need to succeed now & in the future.
Opportunity Fitness
Coevera Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.
Lead Management
Transform your lead management from a chaotic scramble to a streamlined, automated process. Coevera ensures every potential customer is captured, intelligently nurtured, and efficiently moved towards a sale.
Document Management
As it gets easier to produce more and more documents to support Sales, it also gets harder and harder to manage them. How much time are your reps wasting searching (or worse recreating) documents at critical stages of their sales cycle? What difference would it make if everything was in the right place and available at the right time?
Sales Management
This subsite explores the sales manager job in detail and provides guidance on how to be successful
Sales Analytics
This subsite explores the different types of sales analytics & how to leverage those insights
Sales Enablement
How to supply salespeople with all the tools and advantages to sell more effectively
RevOps
Learn about the impact of Revenue Operations is having on organizations
Education
Educational assets (videoes, ebooks, Sales POP!) covering both CRM & Sales in general
Sales POP!
Over 1,610 experts offer sales, marketing, and business insights – new original content daily!
E-books
A collection of free publications that cover both Coevera features as well as more general content
Learn CRM
Everything you ever needed to know about what CRM is and how it supports a business
Glossary
Common Sales, Business & CRM terms organized in a handy glossary
Sales Methodologies
Learn about the different sales approaches and the fundamentals of each approach
Coevera
Learn about what makes Coevera the product & Coevera the company so different
The Austrian School of Economics
A Proven Philosophy and Theory Behind Coevera & a Blueprint for a Prosperous Society. In the world of business, understanding the underlying principles that drive success is crucial. At Coevera, we believe that the Austrian School of Economics provides a proven philosophy and theory that guides our approach to customer relationship management and to business in general.
Revolutionizing Sales with Austrian Economics
Welcome to the world where sales and economics intersect. This website is your guide to understanding how Coevera leverages the principles of the Austrian School of Economics to transform your sales approach.
CEO Insights — Business, Trade, Sales & More
Discover how Coevera is not simply a technology company or platform but rather a purpose-driven organization founded on proven and enduring principles and dedicated to making a positive difference not just in business but more broadly in society and across the whole global community.
Coevera Background
Additional information about how Coevera delivers value in multiple different ways
The Coevera Difference
Coevera is unique in the principles and theories that underpin the system
Industries
Here are some examples of how Coevera can support different types of industries
Restoring Purpose to Sales
This subsite explores the dual elements of meaning and character in Sales
Events
Webinars that cover business topics such as Digital Transformation and Automation
Coevera VS Salesforce
Discover why customers choose Coevera over Salesforce and why this is crucial for your CRM. Delve into a comprehensive comparison of distinctive features and discover firsthand experiences and opinions shared by others.
Coevera VS Microsoft Dynamics 365 Sales
Why do customers prefer Coevera over Microsoft Dynamics 365 Sales? Compare the two solutions in detail and find the unique aspects that set Coevera apart from your current CRM solution. Learn what others say about the uniqueness of Coevera.
Let Us Introduce You To Coevera
We look forward to showing you how Coevera helps empower sales to maximize revenue. We will guide you through the product and present all the benefits.
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