Inside Sales

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 …

Step Up Your Outbound Dialing Strategy: Tips to Make Better Outbound Calls Read More »

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. …

Data Hygiene Best Practices: How to Keep Your List Clean Read More »

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 …

Lead Management Best Practices for Insurance Read More »

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 »

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 …

How to Create a Donor Stewardship Plan 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 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 »