Nexo Blog: B2B sales, marketing, CRM and AI
Sales, artificial intelligence, CRM and strategies to accelerate your sales results.
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Articles — page 3
Company AI usage policy: a practical template for small and midsize businesses
Without rules, everyone uses AI their own way and with whatever data they have. See what a short policy needs to say, with a focus on marketing and sales.
Knowledge base for AI agents: how to build one that sells
An AI agent only answers well what is written well. See what goes into the knowledge base and how to organize, test and maintain the content without losing sales.
AI-to-human handoff: how to transfer without losing the customer
The transfer is where a lot of automation loses the sale. See when to hand off, how to carry the context and how to put a deadline on the agent's queue.
How the owner steps out of sales operations without sinking revenue
The owner only stops being the best salesperson when what they know becomes process. See the transition in stages, from documenting the method to the first hire.
AI in business management: where the owner should start
Before buying a tool, the owner needs to pick a decision or routine to improve. See where AI helps in management and how to connect it to marketing and sales.
AI in customer service: how to implement it without losing sales
AI in customer service works when it handles the repetitive work, knows the company and hands off to a person at the right moment. Here's how to implement it in stages.
How to evaluate sales reps fairly: criteria and metrics
Evaluating a sales rep only by closed deals ignores everything that leads up to them — and often punishes those who operate well while rewarding those who got lucky with the funnel. See how to build a fairer, more useful evaluation.
How to build a data-driven sales culture
Having a dashboard isn't having a data culture. A data-driven sales culture is when the whole team — from the sales rep to the manager — uses information to decide, learn and improve. Here's how to get there.
Revenue predictability: how to stop guessing and build a reliable forecast
A forecast based on gut feeling leads to missed targets and bad decisions. See how to build revenue predictability with process, data and cadence — not luck.
RevOps: what it is, why it matters and where to start
RevOps integrates marketing, sales and customer success around shared data and processes. See what it is, why it matters for B2B and how to start the right way.
How to motivate your sales team with clear targets (without toxic pressure)
Targets that suffocate the team produce the opposite of the intended effect. The difference between a target that motivates and one that paralyzes lies in how it's set, communicated and tracked. Here's how to get it right.
How to build a career path for B2B sales reps
Sales teams with high turnover almost always share one thing: no clear path for growth. A well-structured career path retains the best sales reps and guides the development of the entire team.