Integrations
When sales development reps (SDRs) engage leads using Vanillasoft, all updates are immediately transferred to Salesforce leads, contacts, opportunities, accounts, activities, and custom objects. This helps to ensure immediate follow-up by account executives (AEs) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately, improving customer experience through responsive, timely, and personal communications.