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 …
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 …
How to Avoid Being Marked as Spam in Outbound Calls Read More »
Read on to find some tried-and-true tips for managing a high-performance inside sales team and boosting their productivity.
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 »
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 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 …
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 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 »
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 »
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