The difference between an average sales pipeline and a thriving one often comes down to how well you manage your appointment-setting process. For growing businesses, hiring the right appointment setters and making sure they hit the ground running is crucial.  A skilled appointment setter can help you engage leads faster, schedule more demos, and ultimately … How to Hire and Onboard Appointment Setters Read More » The post How to Hire and Onboard Appointment Setters appeared first on VanillaSoft ..read more

Donor retention is a critical measure of success for fundraising in higher education institutions.  Retaining donors not only ensures a steady stream of support, but also leads to stronger alumni relations and more sustainable funding. This blog explores the importance of donor retention, methods to calculate it, and strategies to enhance it effectively. What Is … How to Increase Donor Retention Read More » The post How to Increase Donor Retention appeared first on VanillaSoft ..read more

The year-end giving season is a time of immense generosity; a period where individuals and communities rally together to support the causes closest to their hearts.  But today’s donors, particularly those contributing to universities and colleges, are more discerning than ever. There are numerous causes and initiatives fighting for their attention. Donors seek deeper connections, … How to Stand Out During Year-End Giving with Omnichannel Engagement Read More » The post How to Stand Out During Year-End Giving with Omnichannel Engagement appeared first on VanillaSoft ..read more

Imagine your new sales reps hitting the ground running, armed with the knowledge and skills to close deals from day one.  Data-driven onboarding makes this possible. Instead of relying on lagging indicators like “time-to-productivity,” you could actually have a clear view of each rep’s progress, just like a report card for your sales team.  This … Data-Driven Sales Onboarding: Equipping Sales Teams for Success Read More » The post Data-Driven Sales Onboarding: Equipping Sales Teams for Success appeared first on VanillaSoft ..read more

The fundraising process extends well beyond when a donor makes a gift to your organization. The main goal of your fundraising effort is to build a loyal donor base and secure a consistent flow of donations.  That’s why donor stewardship should be viewed as just as important in your fundraising cycle as the phases leading … How to Create a Donor Stewardship Plan Read More » The post How to Create a Donor Stewardship Plan appeared first on VanillaSoft ..read more

The insurance industry is heavily regulated, and for good reason. Consumers rely on insurance agents to provide accurate information and recommendations about products that protect their homes, health, and financial well-being. So having a compliant insurance sales process is important not just to avoid legal issues, but also because without it building trust with clients … How to Build a Compliant Insurance Sales Process Read More » The post How to Build a Compliant Insurance Sales Process appeared first on VanillaSoft ..read more

The insurance industry is constantly evolving, with communication channels and regulations undergoing rapid transformations even as we speak.  Adding to this complexity, customers increasingly expect seamless service and communication regardless of whether they’re scrolling through social media, talking on the phone with an insurance sales agent, or checking email on the go.  For insurance agents, … Multi-Channel Insurance Sales Outreach: Increasing Deliverability Across Platforms Read More » The post Multi-Channel Insurance Sales Outreach: Increasing Deliverability Across Platforms ..read more

In sales, effective leadership and team management are factors that can mean the difference between a high-performing, motivated sales force, and a disengaged, underachieving team.  We recently had the opportunity to sit down with four industry experts who shared their invaluable insights – Marcus Chan, of Venli Consulting Group, Zach Miller, CRO at VanillaSoft, Matt … Mastering Sales Leadership and Team Management: Insights from Industry Experts Read More » The post Mastering Sales Leadership and Team Management: Insights from Industry Experts appeared first on VanillaSoft ..read more

Learn how to sell insurance during open enrollment and discover tips and tricks for hitting your targets and outperforming your competitors. The post Open Enrollment Tips: Get Ready to Sell Insurance appeared first on VanillaSoft ..read more

Company growth is exciting as it’s a sign that your hard work is paying off and that things are clicking.  But to truly capitalize on potential opportunities and keep that momentum going, you also need to start scaling your sales team and processes. Iff this is something you’re not familiar with, however, the process can … Scaling Sales Teams Efficiently: The Role of Automation in Sales Onboarding Read More » The post Scaling Sales Teams Efficiently: The Role of Automation in Sales Onboarding appeared first on VanillaSoft ..read more