Sales engagement platform and B2B data all-in-one enabling faster deal closures
AI Powered
Financial Services Case Studies and Success Stories with Autoklose
CASE STUDY The SALT Group
VanillaSoft helped The SALT Group move from a hard-to-use CRM to a simple, cloud-based sales engagement platform. The SALT Group needed a tool for their call center, consulting group, and inside sale...s team. After switching to VanillaSoft, productivity doubled with the same staff. Turnover dropped, and training time for new hires fell from three days to half a day. Managers used custom reports to spot training needs, and agents earned more commissions.
VanillaSoft helped The SALT Group move from a premise-based CRM to a cloud solution. The old system was hard to use and made reporting difficult. VanillaSoft was easy to set up and needed little IT h...elp. After switching, The SALT Group doubled their appointment setting calls with the same staff. Turnover dropped and training time for new hires went from three days to half a day. Managers used better reports to train agents and agent satisfaction improved.
Education Case Studies and Success Stories with Autoklose
CASE STUDY University of South Florida
VanillaSoft helped the University of South Florida launch a new Digital Engagement Center for fundraising. The team used VanillaSoft’s Intellective Routing and automated cadences to personalize outre...ach and add more touchpoints with alumni. The platform’s flexibility let them customize strategies and adapt as needs changed. USF staff praised the easy onboarding and strong support from VanillaSoft. The solution enabled more effective, targeted fundraising efforts.
VanillaSoft helped the University of South Florida launch a new Digital Engagement Center for fundraising. The team used VanillaSoft’s intellective routing and automated cadences to personalize outre...ach and increase donor engagement. The platform’s flexibility let them customize strategies and add new communication steps easily. Staff praised the smooth onboarding and responsive customer support. These features made it easier to reach the right donors and build a successful fundraising program.
VanillaSoft helped Chaminade Julienne improve their fundraising process. The school replaced manual calling and paper tracking with VanillaSoft’s automated platform. Students learned the system quick...ly and made over 1,800 calls in 11 sessions. They raised $36,000, beating their $20,000 goal by 80%. About 23% of records were closed, and 17% of calls led to a gift or pledge.
VanillaSoft helped Chaminade Julienne Catholic School improve their student fundraising program. The school switched from paper-based processes to VanillaSoft's donor engagement platform. This made i...t easier for students to call and text donors. The onboarding process took only 8-10 hours. In the first month, the school exceeded fundraising targets by 80%, with a 17% pledge rate and a 23% close rate.
VanillaSoft helped Concordia University modernize its fundraising with a digital engagement program and multi-channel outreach. The university faced declining contact rates with traditional phone fun...draising. VanillaSoft enabled automation for calls, texts, emails, and video, and allowed remote work for student teams. The platform's customization and cadence features supported new donor journeys and improved alumni engagement. Concordia praised VanillaSoft's customer support and the ability to run both traditional and digital programs together.
VanillaSoft helped Concordia University improve its fundraising by adding a digital engagement program and a multi-channel approach. The university faced falling contact rates with traditional phone ...fundraising. VanillaSoft's platform let them automate calls, send texts and emails, and personalize outreach. The solution allowed remote work and flexible scheduling for student fundraisers. This new approach made donor engagement more personal and sustainable.
Insurance Case Studies and Success Stories with Autoklose
CASE STUDY Fender Insurance Agency
VanillaSoft helped Fender Insurance Agency modernize its sales process. The agency needed an all-in-one platform for email, phone, and text, plus scalability and fast lead follow-up. VanillaSoft deli...vered these features. The result was a 500% increase in monthly sales across the agency. Fender Insurance Agency hired three new staff to keep up with growth.
VanillaSoft helped Fender Insurance Agency modernize its sales process. The agency needed an all-in-one tool for email, phone, and text, plus fast lead follow-up. VanillaSoft provided a single platfo...rm for all sales communication. The agency saw a 500% increase in monthly sales. They hired three new team members to handle the growth.
VanillaSoft helped Drs. Orders & More fix problems with lost and ignored leads. The company used VanillaSoft’s queue-based routing to make sure every account got attention. Managers gained control ov...er workflow and could assign leads to the right teams. Sales reps had to work every assigned account, not just pick favorites. Drs. Orders & More increased call volume and sales with VanillaSoft’s easy-to-use system.
VanillaSoft helped Drs. Orders & More fix problems with lead management. Before, managers had little control and important leads were lost. With VanillaSoft, they used queue-based contact management ...and rules-based routing. This made sure every account got attention and improved workflow. The company made more calls and got more sales. Managers now have flexibility to monitor and change workflows easily.
Computer Software Case Studies and Success Stories with Autoklose
Case Study CloudTask
CloudTask, a company offering outsourced sales and customer support teams, uses Autoklose to fill their clients’ pipelines to the brim with high-quality leads
CloudTask, a company offering outsourced sales and customer support teams, uses Autoklose to fill their clients’ pipelines to the brim with high-quality leads
CloudTask, a company offering outsourced sales and customer support teams, uses Autoklose to fill their clients’ pipelines to the brim with high-quality leads
CloudTask, a company offering outsourced sales and customer support teams, uses Autoklose to fill their clients’ pipelines to the brim with high-quality leads
VanillaSoft Intellective Routing helped SalesRoads boost sales performance. Before, SalesRoads managed leads manually, which took a lot of time and effort. With Intellective Routing, they used filter...s and queues to target the best leads fast. SalesRoads saw a 20% increase in dials, 22% more conversions, 40% fewer negative outcomes, and 28% more sales. The tool made it easy for their team to focus on leads most likely to convert.
VanillaSoft’s Intellective Routing helped SalesRoads boost sales productivity. SalesRoads used the tool to better prioritize leads and automate routing. They saw a 20% increase in dials, 22% more con...versions, and a 28% rise in sales. Negative dispositions dropped by 40%. The tool made it easy for managers to set up campaigns and for reps to focus on the best leads. SalesRoads now uses Intellective Routing on almost all campaigns for better results.
VanillaSoft helps GenSales work smarter and faster. GenSales needed a web-based sales engagement platform for its remote team. Before VanillaSoft, they used spreadsheets and lacked a true platform. W...ith VanillaSoft, GenSales organizes outbound calls, manages leads, and sets appointments from anywhere. The platform is user-friendly and supports a distributed workforce. GenSales reports better organization and sharper performance since using VanillaSoft.
VanillaSoft helped Superhuman Prospecting grow account growth by 6X. The company needed a flexible lead management platform for its remote team. VanillaSoft let them run custom campaigns for many cli...ents at once. The platform made it easy to switch between campaigns and manage leads. Real-time reporting improved remote management. The team could work faster and serve more clients with VanillaSoft.
CASE STUDY Superhuman Prospecting (Pereus Marketing)
VanillaSoft helped Superhuman Prospecting, a division of Pereus Marketing, grow from 3 to 65 accounts in one year. The company needed a flexible lead management platform for remote cold calling and a...ppointment setting. VanillaSoft's user-friendly interface and custom campaign features let them serve many clients with unique needs. The platform made remote management and real-time reporting easy. This led to faster growth and freed up resources for training and strategy.
VanillaSoft helped One of a Kind Sales boost sales activity and automate routine sales steps. The company used features like Intellective Routing, logical-branch scripting, voicemail drops, and email... templates. They increased call volume by up to 500% without raising operational costs. Consistent messaging and automated follow-up improved conversion rates. Custom dashboards made client communication easier and more effective.
VanillaSoft helps GenSales, a sales enhancement outsourcing firm, manage outbound calls and lead generation. GenSales needed a web-based sales engagement platform to support its remote, experienced S...DR team across the U.S. VanillaSoft replaced spreadsheets, making it easier to organize, report, and communicate. The platform is user-friendly and supports integrations, call recording, and multi-channel outreach. GenSales uses VanillaSoft daily to train, call, and analyze, improving efficiency and results for their B2B clients.
VanillaSoft helped One of a Kind Sales boost sales activity by up to 500%. The platform's Intellective Routing, automated email, and voicemail drops made sales reps more efficient. One of a Kind Sale...s improved call and email volume without extra overhead. Custom dashboards and enhanced reporting improved client communication. The team now averages 20 dials per hour, up from 4-10, delivering better lead generation and client service.
Manufacturing Case Studies and Success Stories with Autoklose
CASE STUDY Nationwide Telemarketing
VanillaSoft helped Nationwide Telemarketing grow company size by 70%. The company struggled to compete and manage calls with manual tools. VanillaSoft enabled call tracking, monitoring, and automated... reporting. Clients could review call records, improving satisfaction. Training improved with call monitoring. Reports now take minutes, not hours. Productivity increased with preview dialing and custom scripts.
VanillaSoft helped Nationwide Telemarketing compete with larger companies. Before, they could not track calls or manage daily work well. After using VanillaSoft, they won bigger clients and grew new ...employee hiring by 70%. Call recording and reporting made clients happier and helped with lawsuits. The company now works faster, makes fewer mistakes, and trains staff better. Reports take minutes instead of an hour.
Automotive Case Studies and Success Stories with Autoklose
CASE STUDY Colt Powertrain
VanillaSoft helped Colt Powertrain move from manual sales processes to an automated CRM solution. The team switched from writing call details on paper to entering data directly into VanillaSoft, redu...cing errors and improving order accuracy. Automated emails and integrated payment processing made communication and transactions faster. Queue-based lead routing stopped duplicate work and cherry-picking. Management gained better reporting and training insights, while sales reps used consistent messaging and logical-branch scripting to gather more information on calls.
VanillaSoft helped Colt Powertrain improve their sales process. The team moved from manual call notes to automated data capture in VanillaSoft. This reduced errors and improved order accuracy. Email ...templates made communication more professional. Queue-based lead routing stopped duplicate work and cherry-picking. The integrated payment gateway increased order processing speed. Management gained better reporting and training insights.
Nvatomate, a data-driven automation agency, managed to boost their email response rates to more than 90% for some industries since implementing Autoklose
CloudTask, a company offering outsourced sales and customer support teams, uses Autoklose to fill their clients’ pipelines to the brim with high-quality leads
