Product Feature

Lead Routing

IBM or Joe’s Garage – which incoming lead will your sales rep chase? Already over-burdened managing multiple communications channels and under pressure to hit quota, that IBM lead is surely the most attractive. But is an IBM intern downloading a white paper a more valuable lead than a business owner wanting a quote?

VanillaSoft Rating
Rating 4.6 / 5

Productivity Enhancing Workflows

Keep leads in constant movement throughout the entire sales cycle and ensure every sales rep calls the leads closest to the money. Create customized workflows and automate the sales process to optimize lead performance with our powerful Next Best Record engine.

Speed to Lead

New web leads are routed to the front of the call queue for immediate contact.

Lead Priority

Our Next Best Record engine prioritizes leads every 6 seconds, so your reps will always call the best lead next.

Cadence

Automate call cadence to ensure every lead is worked thoroughly every time.

Learn More About VanillaSoft’s Next Best Record Engine

Click here to watch the full 11-minute video

Enhance your sales productivity

Queue-based Lead Management

Using advanced lead routing, the system eliminates list management and instead presents the salesperson with the next-best lead to call.

Inbound Lead Capture

Receive leads directly from online web forms and route them to the top of the queue.

Intellective Routing

Fine-grained controls allow management to define the priority of leads as they progress through the sales funnel to ensure reps are working leads that are closest to the money.

Outbound Lead Posting

Push information from VanillaSoft to another system (like a CRM) using automated triggers.

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