Tips for Performing an Effective Sales Audit
What is a sales audit and how to successfully perform it? Read on to learn more about this important procedure and find some useful tips.
Inside Sales
Phone, Text, Email: The 9 Ways to Get in Trouble with Sales Compliance
Multichannel outreach is a pillar of modern sales and marketing strategy—but it’s also a legal minefield. Between evolving federal regulations, state-specific rules, and shifting enforcement priorities, it’s easier than ever to trip up. And the consequences for even small missteps are growing increasingly severe. During VanillaSoft’s recent “Understanding Multichannel Compliance” webinar, Director of Conversation Compliance …
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The Importance of Speed-to-Lead in the Insurance Industry
When a new lead notification appears, indicating a prospective client’s interest via web form submission, the operational decision is immediate: initiate contact or defer? While seemingly a minor procedural choice, a delayed response by your agent can significantly impact lead conversion, potentially redirecting valuable business to competitors. Even a brief delay of 5-10 minutes can …
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Step Up Your Outbound Dialing Strategy: Tips to Make Better Outbound Calls
The effectiveness of your outbound dialing strategy can make or break your sales targets. If we bear in mind that 57% of C-suite executives report making purchase decisions based on direct conversations with sales representatives, it’s clear that your outbound dialing strategy is a revenue-defining competitive advantage. While digital channels multiply, voice conversations remain the …
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Data Hygiene Best Practices: How to Keep Your List Clean
Maintaining clean, accurate data is essential for effective business operations. With 75% of revenue leaders lacking confidence in their CRM data and poor data quality leading to 12% revenue loss, the stakes are high. This article outlines practical data hygiene strategies for sales teams to improve data quality, enhance decision-making, and drive better business outcomes. …
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Lead Management Best Practices for Insurance
Lead management represents the cornerstone of sustainable growth in insurance sales, directly impacting both revenue generation and customer acquisition costs. As enterprise insurance organizations handle increasingly complex sales cycles and diverse lead sources, the systematic approach to lead qualification, nurturing, and conversion becomes a key differentiator in organizational performance. Insurance sales leaders who implement structured …
How to Avoid Being Marked as Spam in Outbound Calls
Enterprise sales teams still rely heavily on outbound calling. Yet, the proliferation of robocalls and scams has made consumers cautious of unexpected calls. Consequently, spam filters and “scam likely” warnings have become commonplace. Sales admins and managers, therefore, face a critical challenge: ensuring their legitimate outreach isn’t mistakenly labeled as spam. This post explores the …
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Tips for Managing a High-Performance Inside Sales Team
Read on to find some tried-and-true tips for managing a high-performance inside sales team and boosting their productivity.
How to Stand Out During Year-End Giving with Omnichannel Engagement
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, …
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Data-Driven Sales Onboarding: Equipping Sales Teams for Success
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 …
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