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Learn how to optimize sales operations for better efficiency, data accuracy, and predictable growth across your entire sales process.
Learn the difference between sales engagement vs. sales enablement, and how to make the most of each of these tools to improve your sales results.
Learn how to coach call center agents effectively to boost CSAT, FCR, and performance with proven frameworks, data-driven feedback, and real examples.
From lead prioritization to outreach cadences and tracking results
Learn how to build an insurance sales funnel that converts. Get practical tips to attract, nurture, and close leads while boosting retention and ROI.
Discover how to sell insurance effectively with proven strategies—build trust, handle objections, and grow sales through smart, client-focused tactics.
Learn proven strategies to manage your insurance sales pipeline, boost conversions, and build lasting client relationships.
From donor engagement to filling the funnel.
Boost donor engagement with effective phone fundraising. Learn key challenges, proven solutions, and strategies to improve retention and ROI.
The landscape of higher education fundraising has never been more challenging or more critical. According to CASE, giving to U.S. higher education institutions was $58 billion in the fiscal year ending June 30, 2023, yet institutions face mounting pressures from declining enrollment, reduced state funding, and evolving donor expectations. In this environment, a strategic approach …
Higher education faces a number of financial challenges: declining state funding, enrollment pressures, and an unsustainable reliance on tuition revenue. In this landscape, strategic donor development has become essential for institutional survival and growth. For university administrators and managers, building strong donor relationships is no longer optional but critical. Yet many struggle to move beyond …
From lead prioritization to outreach cadences and tracking results
Find out what some of the most important do’s and don’ts are when it comes to successful appointment setting calls in 2023.
Service-based business owners waste countless hours playing phone tag with prospects, sending back-and-forth emails to find meeting times, and manually updating calendars. Meanwhile, potential clients abandon the booking process when scheduling becomes too complicated or time-consuming. An automated appointment-setting funnel eliminates this friction by seamlessly guiding prospects from initial interest to confirmed appointment without human …
Every appointment is an opportunity to forge new partnerships, secure deals, and drive growth. Still, reaching prospects and getting them to book an appointment has never been this challenging despite all the available communication channels. Gartner found that contacting a potential customer requires at least 18 calls, while less than 24% of sales emails are …
How to Ensure Your Team Meets Appointment-Setting Goals Read More »
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Our library of documents that get deeper into how Vanillasoft helps your agents have more conversations and close more deals
Learn how to optimize sales operations for better efficiency, data accuracy, and predictable growth across your entire sales process.
Learn the difference between sales engagement vs. sales enablement, and how to make the most of each of these tools to improve your sales results.
Learn how to coach call center agents effectively to boost CSAT, FCR, and performance with proven frameworks, data-driven feedback, and real examples.
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Service-based business owners waste countless hours playing phone tag with prospects, sending back-and-forth emails to find meeting times, and manually updating calendars. Meanwhile, potential clients abandon the booking process when scheduling becomes too complicated or time-consuming. An automated appointment-setting funnel eliminates this friction by seamlessly guiding prospects from initial interest to confirmed appointment without human …
The insurance industry faces an alarming challenge: nearly 90% of insurance agents leave their carriers to pursue opportunities elsewhere, with failure rates for new producers estimated at 70-80%. An effective onboarding process is no longer optional but essential for agency success and growth. This article outlines a comprehensive approach to optimizing your insurance agent onboarding …
How to Optimize the Insurance Agent Onboarding Process Read More »
What selling techniques should you avoid? Lying to get a response, tricking prospects into a conversation, and being overly enthusiastic. If you’re using these techniques, try implementing these alternative suggestions instead. Selling is about creating a relationship based on trust. Recently, the CEO of a company reached out to me via email. He was good …
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