The Need
A Canadian business development firm was using a home-grown solution that lacked key features for managing lead generation, pipeline management and appointment setting.
Client Required Features:
- Ease of Use/Administration
- Lead Importing/Exporting, Routing & Distribution
- Appointment Setting
- Custom Fields & Data Capture
- Digital Call Recording
- Auto Dialing (Progressive & Preview)
- VoIP Features & Integration
- Call-Activity Dashboards & Web Reporting
The Solution
VanillaSoft, a software-as-a-service solution for inside sales and appointment setting, offered a feature-rich, scalable alternative.
Customer Quote
“We had originally built our own solution in house because it was difficult to find a turn-key solution for outbound sales calls that met our specific needs. As we began growing, we were thrilled to find VanillaSoft. It was easy to implement into a relatively complex organizational structure and met all of our needs when it came to features and reporting. It is definitely a solution built for inside sales and appointment-setting professionals”
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