The Need
A U.S. national health insurance distributor needed a more user friendly lead management and CRM software with auto dialer capabilities.
Client Required Features:
- Ease of Use/Administration
- Lead Importing/Exporting, Routing & Distribution
- Appointment Setting
- Logical Branch Call Scripting
- Custom Fields & Data Capture
- Auto Dialing (Progressive & Preview)
- VoIP Features and Integration
- Email Templates and Document Libraries
- Call-Activity Dashboards & Web Reporting
The Solution
VanillaSoft’s robust feature set gives them the solution.
The Client
- 50-100 active users
- Main office in Dallas-Fort Worth, TX
- Regions served – United States
- Pain point – Difficult to use software
