Data Management

Data that drives decisions.

Build a stronger business data foundation

Every business decision depends on the quality of the data behind it. Build a stronger data foundation by capturing consistent, meaningful business data across every customer interaction. With trusted data at the core of your sales process, your organization can generate more accurate reporting, uncover deeper insights, automate workflows, and improve sales execution with confidence.

Capture data across every customer interaction

Every customer interaction is an opportunity to collect valuable business information. Capture data from calls, emails, appointments, outcomes, and other sales activities to build a complete picture of every customer relationship, creating the foundation for more accurate reporting, deeper analysis, and better business decisions.

Build a complete customer history
Create a stronger business data foundation
Improve reporting and analysis accuracy

Create custom data fields

No two sales organizations measure success the same way. Custom data fields let you capture the customer, lead, campaign, and operational information that's unique to your business, creating richer datasets that support better reporting, deeper analysis, and more informed business decisions.

Track data unique to your sales process
Build richer customer and lead profiles
Support better business decisions

Generate calculated data

The most valuable business insights often come from combining existing business data in new ways. Generate calculated data from customer, lead, and activity records to create business metrics that reveal performance, efficiency, and opportunities standard data alone cannot measure.

Combine existing data into new insights
Measure performance beyond standardized fields
Reveal trends hidden in operational data

Standardize data collection

Consistent data leads to better decisions. Standardized data collection helps every sales representative capture customer interactions the same way, ensuring important information isn't missed and creating reliable, consistent business data regardless of experience, tenure, or individual work habits.

Reduce variability across revenue teams
Improve reporting and analysis accuracy
Build confidence in business decisions

Put data to work

The value of business data extends beyond reporting. Use trusted business data to automate workflows, prioritize leads, optimize sales execution, and drive more informed decisions across your organization. The all-in-one platform connects reporting to routing and prioritization seamlessly.

Improve sales execution automatically
Power workflows and leader prioritization
Turn information into business outcomes
Connect automatically back to Lead Management

Data management capabilities

Build a stronger foundation for reporting, analysis, and sales execution with flexible data management capabilities. Capture business-specific information, create custom metrics, standardize data collection, and use operational data to automate workflows and drive better business decisions.

Custom fields

Capture the information that's unique to your business with custom fields tailored to your sales process. Create and manage custom data points for leads, contacts, campaigns, and activities, ensuring the information most important to your organization is available throughout the platform for reporting, analysis, routing, and automation.

Create fields unique to your business
Capture data beyond standard CRM fields
Support reporting, routing, and automation
Adapt data collection to your workflows

Calculated fields

Create new business data from the information you already collect. Calculated fields apply formulas to existing data to generate custom values that become part of your business dataset, making them available throughout Vanillasoft for reporting, analysis, routing, workflows, and automation.

Created new business metrics automatically
Apply formulas to existing data
Reuse calculated variables across the platform
Support reporting, routing, and automation

Dynamic field calculations

Keep business data accurate and up to date with calculations that automatically update as information changes. For example, automatically calculate hours of calling per appointment, days since last contact, lead age, or conversion rates as new activity is recorded. Every report, workflow, routing decision, and analysis is based on the latest available information.

Automatically recalculate business metrics
Keep data accurate and up to date
Trigger actions using current values
Support real-time reporting and automation

Result codes & metadata

Capture meaningful business data as part of every customer interaction. Result codes and metadata standardize how agents record call outcomes, email responses, appointments, objections, and other sales activities, creating consistent, structured data that improves reporting, analysis, routing, and workflow automation.

Capture structure interaction outcomes
Standardize sales activity across every team
Create consistent business data automatically
Power reporting, analysis and automation

Data automation & workflow integration

Turn business data into business action. Use the latest business data to automatically recalculate lead scores and feed them into Intellective Routing, ensuring the next day's calling queue always reflects the most current business information—without manual reporting or reprioritization.

Automatically recalculate business metrics
Feed updated scores into intellective routing
Eliminate manual lead repiroritization
Turn business insights into automated action

Metrics

Here's how our customers have high-quality conversations with their most valuable leads...faster.

35%

Increase in call connection

Customer average

More actions per hour

Customer average

500%

Increase in activity

One of a Kind Sales

Consult an expert

See how Vanillasoft enables your agents to have more productive conversations and close more deals. Get started with a personalized walkthrough today.

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