Vanillasoft

📍 Rachel Spencer is at Philadelphia’s Annual Fundraising Conference! She's excited to connect with advancement professionals who are passionate about building stronger donor relationships and creating more effective fundraising programs. If you’re attending, be sure to say hello to Rachel and the Vanillasoft team! We’d love to hear what’s top of mind for your team and share how we’re helping organizations modernize their outreach and engagement efforts. #Fundraising #AnnualGiving #DonorEngagement

We're excited to be attending BIG 10 Development '26! 🎉 If you''ll be there, stop by and connect with the Vanillasoft team, Rachel Spencer, Emily Etzkorn and Jeannie Zaemes to see how advancement teams are engaging more donors, improving caller productivity, and building stronger fundraising pipelines with a purpose-built engagement platform. Whether you're looking to streamline outreach, improve follow-up, or empower your student callers with better tools, we'd love to chat. 📍 See you at BIG 10 Development '26! Learn more: https://hubs.la/Q04ptW7F0 #BIG10Development #AnnualGiving #Fundraising #DonorEngagement

We're excited to be a Presenting Sponsor of the upcoming Midwest "Meeting of the Minds" Annual Giving and Advancement Services Conference! If you're attending, be sure to connect with Rachel Spencer and Jordan Hiatt, and don't miss Rachel's session, "Pipeline… What Now?!!", where she'll share practical strategies for building and managing a stronger donor pipeline. We'd love to connect, talk donor engagement, and show you how Vanillasoft helps advancement teams work smarter. See you in Chicago! https://hubs.la/Q04nWhX_0 #MidwestMOTM #AnnualGiving #Fundraising #DonorEngagement

As AI search continues to reshape how buyers discover brands, content strategy needs to evolve. As our VP of Marketing, James Bishop, MBA , shared with CMSWire: "Content that was once written only to get organic search results now needs to be written with the mindset of 'what do I want the AEO engines to say about me." A great perspective on the future of Answer Engine Optimization (AEO). Read the full article from CMSWire: https://hubs.la/Q04n7YQp0

https://lnkd.in/ea7UCWrK

We're excited to welcome Alex Terry as our new CEO as we continue building the future of AI-powered sales engagement. At the same time, David Hood steps into the role of Chairman after leading Vanillasoft for more than 20 years. We're grateful for David's leadership and excited for what's ahead with Alex at the helm. Read the full announcement: https://hubs.la/Q04mDVQ20

An automated sales pipeline does more than organize leads. It ensures every inquiry gets a timely response, every follow-up happens when it should, and every opportunity receives the attention it deserves. Without automation, leads get missed, follow-ups slip, and revenue leaks from your pipeline. With the right process in place, your team spends less time managing tasks and more time having meaningful sales conversations. Learn how to build a sales pipeline that works around the clock: https://hubs.la/Q04msfNy0 #SalesEngagement #SalesAutomation

More outreach isn't the answer. Better outreach is. Too many sales teams focus on increasing activity when the real issue is their cadence. The right sequence, timing, and channel mix can make the difference between getting ignored and getting a response. A high-performing sales cadence isn't about doing more. It's about doing the right things in the right order. Learn how to build one that converts: https://hubs.la/Q04lJ4YV0 #SalesEngagement #SalesCadence

A CRM won't fix a sales productivity problem. There. We said it. CRMs are great at tracking what happened. - Open deals - Past activities - Pipeline forecasts. What they don't do? Help reps execute great outreach today. That's where a Sales Engagement Platform comes in. CRM = system of record. Sales Engagement Platform = system of action. The best sales teams don't choose between the two. They use both. https://lnkd.in/gaUAMR-Q #SalesEngagement #CRM

When I was at HubSpot managing the consulting team, one of the most useful coaching practices we rolled out was call scorecards. The idea was simple. I would sit in on one or two consultant calls each week, score them against a consistent framework, and use that as the basis for more specific feedback. It helped. But the constraint was obvious. I could only coach what I had time to hear. That is what stood out to me in Vanillasoft's new AI-powered Caller Scorecard release. The headline is that AI can evaluate calls. The more interesting operator story is what that does for managers. If every qualifying conversation can be evaluated against a consistent scorecard, managers are no longer relying only on the handful of calls they personally review. They can see patterns across more conversations, identify where each caller needs support, and spend coaching time on the highest-leverage development areas. That matters because good coaching is not just about telling someone what went wrong on one call. It is about helping them understand the pattern behind the behavior and giving them something specific to work on next. For phone-first teams, this is where AI call evaluation may become useful. Not as a replacement for manager judgment, but as a way to make coaching more consistent, more evidence-based, and less dependent on random sampling. The call still matters. The manager still matters. AI just gives the manager a better starting point. https://lnkd.in/eQU3k_K6 3Sixty Insights