Reporting and Analysis
If you’re a sales or operations leader, you need to know what’s working...and what to change. With a clear view of agent and campaign performance, you can adjust and improve on the fly while maintaining compliance.
Hear the Call, See the Analysis.
Vanillasoft’s reporting and analysis, native to the sales engagement software combine powerful, automatic recording and transcription tools with reporting and dashboarding tools that illustrate results.
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. Coaching callers is easier and more effective with the ability to review every call automatically. Score against custom criteria and check for quality and compliance. Callers in need of training can be identified at a glance.
Call Recording and Transcription
Vanillasoft’s call recordings are automatically linked to each contact and call outcome, making it easy for managers to filter and review specific conversations. With transcripts, managers can pinpoint and reference exact phrasing for focused coaching and performance improvement.
Advanced and Custom Reporting
Vanillasoft’s powerful reporting engine provides sales and fundraising leaders with detailed insights into campaigns and caller performance. We enable quick adjustments that capture maximum ROI from each and every prospect.
Vanillasoft’s reporting has made it much easier for remote management. The custom and “pop out.
Agent and Campaign Dashboard
Combine existing reports in one place with visualizations and insights into key data. Add images, text, interactive filters, and even external websites for a comprehensive snapshot.
Integrations and Partnerships
Vanillasoft’s ecosystem of partners can enhance your experience
Sales Engagement plus gamification from SalesScreen drives faster response times, peak sales performance, and agent motivation.
Reps can access Gong insights directly from Vanillasoft with support for multiple users.
Automatically send call recordings for analysis without disrupting user workflows.
Quickly complete enrollments and monitor follow-ups throughout the year in a streamlined, compliant environment.
Explore Vanillasoft Reporting
Watch our product and success team leaders talk about Vanillasoft sales engagement reporting and analysis.
Drive ROI With Data Visualization
Vanillasoft's dashboard is dynamic: It updates in real time and gives insight into key metrics. When clients use these tools effectively, they can track vendor performance and lead spend, and agents get better leads more consistently. More control means better results.
Access Success With Reporting Tools
Transcription and summary are critical for success. Leaders can quickly and effectively see what language is resonating with clients and tap into what successful agents are saying. Vanillasoft enables managers to quickly add that wording into scripts, so all agents can access what's working.
Metrics
Here's how our customers have high-quality conversations with their most valuable leads...faster.
Customer average
Customer average
One of a Kind Sales
Hear It From Our Users
See what our customers have to say about the benefits of Vanillasoft’s sales reporting and analytics.
“Vanillasoft’s platform is so easy to use and integrates with any system.”
“Vanillasoft is so user friendly, anyone can use it.”
"Great, clean, customizable software."
Consult an Expert
See how Vanillasoft enables your agents to have more productive conversations and close more deals. Get started with a personalized walk-through today.
Common Questions and Answers
How do I track team performance with the Vanillasoft sales reporting dashboard?
Can I analyze call recordings to improve sales conversations?
How do I create custom sales reports in Vanillasoft?
What types of sales reporting and analytics can I build in Vanillasoft?
Can I export reports for external stakeholders?
How does Vanillasoft help me monitor lead and campaign performance?
How does reporting support compliance monitoring?
Can I track the effectiveness of scripts and messaging?
How does the reporting dashboard work?
Is reporting included with all Vanillasoft licenses?
Related Resources
Sales Reporting: Sales Manager Reports for Team Success
Learn more about different types of sales reporting and creating data-driven sales reports that will help you speed up your sales cycle.
How to Identify and Measure the Sales Metrics That Matter
Learn how to elevate your sales team’s performance by identifying and measuring key sales metrics that truly drive success and profitability
Tips for Managing a High-Performance Inside Sales Team
Read on to find some tried-and-true tips for managing a high-performance inside sales team and boosting their productivity.