What We Built Recently
Vanillasoft is the only all-in-one sales engagement platform, built for what’s next. Have a look at what our team has released recently
Recent Updates
Vanillasoft is the only all-in-one sales engagement platform thats built for what’s next. We are constantly releasing new features and functions to help agents with what’s next. The next lead, the next call, the next SMS or email and less busy work.
SMS Automation - send appointment link instantly
Call Summary - see previous summaries on the contact screen
AI Powered Caller Scorecard
Email nurturing - warm up your cold leads so they are ready to call
Email conversations - no swivel chair, all emails in one inbox
Appointment Scheduler - prospects book directly in agent calendars
Call Transcriptions - call review and training, no switching to another app
Upgraded workflow segments - segment your leads by date, location, or calculated fields
Sales SMS Automation
Pounce on each new opportunity immediately. New incoming webleads will be able to immediately be sent an SMS message from an agent, complete with their Appointment Scheduler booking link.
Agents will be able to have greater flexibility and control to manage their top contacts with the ability to create nurture campaigns with email and SMS.
Call Summary From Contact Page
Call analysis enhancements will provide transcription summaries on the contact page for easier agent access. Contacts reactions and conversations with your agents will be evaluated. Agent’s performance will be sharper and more immediate.
AI Powered Caller Scorecard
Sales leaders will have more ways to measure campaign performance with new agent level score cards. AI will help evaluate performance to train and sharpen their skills.
Email Nurturing
Create nurture campaigns directly from the agent for a higher degree of personalization and deliverability.
Pre-engagement warm-up
Lead nurturing
Cold lead re-engagement
Post-sale follow-up
Email Conversations
Entire email conversations happen in the Vanillasoft inbox. Sent from a personal email account, with better deliverability than mass marketing emails, agents now receive replies within Vanillasoft. No need to monitor a separate app or window. Vanillasoft analysis and workflow integrate are built right in.
Track opens, clicks and replies
Sentiment analysis of any email reply
Immediately trigger the correct workflow
Appointment Scheduler
Prospects can now book directly into the Vanillasoft agent calendar. The agent calendar is integrated with the Vanillasoft app. Only one calendar to manage, no separate screen, easier and more consistent bookings.
No follow-up or back and forth to pick a date and time
Link to the calendar from Vanillasoft email or SMS
Unique calendar links for each agent
Call Transcription
With call transcripts, managers can pinpoint and reference exact phrasing or conversation points for focused coaching and performance improvement. Built into the Vanillasoft app, no need to import or export data to other systems for analysis.
Complete transcription plus a summary
Recordings are linked to each contact and call outcome
Perfect for call review, training, and data capture
Updated Workflow Segmentation
Record segmentation for routing and prioritization of leads has more power and flexibility. Campaign segmentation can be based on specific dates like renewal dates or birthdays, or on geographical location, or on lead status or any calculated field.
More powerful campaign workflows for cadences and lead personalization
Generate new data to be used in further segmentation
Calculate age, event anniversary, "IF" conditions and more