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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