National Cost is a Florida-based engineering company specializing in commercial property assessments, condominium inspections, leed inspections, and cost segregation studies. The company provides engineering reports to save on tax returns and improve cash flow. National Cost has two primary services: Epact 179D energy studies and engineered-based cost segregation studies.

Business Challenges

The company was searching for an automated sales CRM software that would be easy to use, with limited amounts of training. It also wanted a system that would make decision making simple for sales reps by automatically routing the right leads to their queue so they wouldn’t have to choose, and had the capability to send and track emails. The most important issue was having the capability for all salespeople to access and manage over 145,000 leads in a central place, using the same sales process, and communicating a consistent message to prospects and clients. National Cost also needed the ability to easily train new salespeople, group leads, recruit personnel from other areas, as well as provide quick customer support for client calls. Immediate and complete access to contact notes during a call is a crucial part of its business when communicating with customers.

VanillaSoft’s Impact

VanillaSoft solutions for National Cost:

  • VanillaSoft’s easy-to-use, user-friendly layout enabled the company to train new employees and get them up and running in two hours. The company experienced signifi cant time and cost savings for training

Customer Quote

“VanillaSoft is the perfect sales tool to help sales reps to stay on top of clients, identify prospects faster, and focus salespeople on the main goal ─ closing deals!”

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