In this episode, Tobi is joined by Lisa Vile from Athena Care Homes, and together they delve into the pivotal role of sales in the social care sector, starting with the initial inquiry.

They discuss the importance of understanding the emotional state of potential clients and the need for well-informed responses, as well as best practices to really nail the first follow-up call. Lisa lends her experience to talk about why a cohesive team and positive emotions are so important to the success of a first visit, including tips on how to make the most of that time.

Salesforce for Nonprofits helps care and human services organisations solve business challenges and drive their missions forward.

Our solution allows organisations to:

– Support staff capacity and efficiency with flexible systems

– Use actionable insights to deliver better programs

– Build trust, satisfaction and confidence by understanding and meeting the needs of program participants

Learn more in our latest State of Service Report.