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Marketing and Advertising Case Studies and Customer Success Stories with Autoklose

Superhuman Prospecting - Marketing And Advertising

Vanillasoft helped Superhuman Prospecting grow accounts from 3 to 65 in one year. The lead management platform made it easy... to run custom campaigns for many clients. Vanillasoft's reporting tools improved remote management and team efficiency. The software allowed fast toggling between campaigns and real-time performance tracking. Superhuman Prospecting saw a 6X increase in account growth after adopting Vanillasoft.

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SalesRoads - Marketing And Advertising

Vanillasoft Intellective Routing helped SalesRoads boost sales productivity. The team saw a 20% increase in dials and a 22% jump... in conversions. Negative dispositions dropped by 40%, and sales rose by 28%. Intellective Routing made it easy to prioritize leads and target the right prospects. SalesRoads now uses this sales engagement tool on nearly all campaigns for better results.

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One of a Kind Sales - Marketing And Advertising

Vanillasoft helped One of a Kind Sales boost call volume by up to 500% without raising costs. The platform's Intellective... Routing, automated email, and voicemail drops improved sales activity and messaging. One of a Kind Sales used Vanillasoft to streamline lead generation and client communication. Custom dashboards gave clients real-time updates and better campaign results. The team now averages 20 dials per hour, up from just 4-10.

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GenSales - Marketing And Advertising

Vanillasoft helps GenSales boost lead generation and appointment setting for B2B clients. GenSales switched from spreadsheets to Vanillasoft’s web-based sales... engagement platform. The platform supports a distributed sales team, offers database intelligence, and streamlines outbound calls. GenSales reports improved organization, reporting, and flexibility. The team values Vanillasoft’s user-friendly interface and dedicated support.

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Superhuman Prospecting (Pereus Marketing) - Marketing And Advertising

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 appointment 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.

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SalesRoads - Marketing And Advertising

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 conversions, 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.

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One of a Kind Sales - Marketing And Advertising

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 Sales 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.

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GenSales - Marketing And Advertising

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 SDR 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.

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Superhuman Prospecting - Marketing And Advertising

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 clients 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.

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SalesRoads - Marketing And Advertising - Medium

Vanillasoft Intellective Routing helped SalesRoads boost sales productivity. The platform delivered a 20% increase in dials and a 22% rise... in conversions. SalesRoads also saw a 40% drop in negative dispositions and a 28% increase in sales. Intellective Routing made lead prioritization easy and reduced manual work. SalesRoads now uses it on nearly all campaigns for better results.

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One of a Kind Sales - Marketing And Advertising

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.

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GenSales - Marketing And Advertising

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. With 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.

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Education Case Studies and Customer Success Stories with Autoklose

Concordia University - Education

VanillaSoft helped Concordia University transform its fundraising with a Digital Engagement Program and multi-channel outreach. The university faced declining contact... rates with traditional phone solicitation. VanillaSoft enabled automation for calls, texts, emails, and video, plus cloud-based integration. The platform supported remote work, letting more students participate. Concordia now runs both Student Ambassador and Digital Engagement Programs, improving donor engagement and alumni involvement.

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University of South Florida - Education

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 outreach and boost donations. The platform’s flexibility let them customize strategies and add new touchpoints like texts and emails. USF praised the easy onboarding and strong customer support. The solution enabled more effective, targeted donor engagement.

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Concordia University - Education

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 fundraising. 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.

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The University of South Florida - Education

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 outreach 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.

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Chaminade Julienne - Education

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 quickly 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.

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Concordia University - Education - Medium

Montreal, Canada

Concordia University used Vanillasoft to transform its fundraising. They replaced manual phone calls with automated, multi-channel outreach. The new system... let them personalize donor engagement and run both traditional and digital programs. In just four months, each digital engagement officer averaged 2,479 touchpoints and 16 meetings. Students and donors both gave positive feedback on the new approach.

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Chaminade Julienne Catholic School - Education - Small

Dayton, USA

Vanillasoft helped Chaminade Julienne Catholic School exceed fundraising targets by 80% in the first month. The school switched from manual,... paper-based processes to Vanillasoft's donor engagement platform. Students made 1,800 calls, achieving a 17% pledge rate and a 23% close rate. The fall campaign raised over $36,000, surpassing the $20,000 goal. The platform enabled quick onboarding, improved donor experience, and delivered a 290% ROI.

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University of South Florida - Education - Very Large

Vanillasoft helped the University of South Florida relaunch their fundraising with a new Digital Engagement Center. The team used Vanillasoft’s... Intellective Routing and automated cadences to personalize outreach and boost donations. The platform’s flexibility let them customize strategies and add new touchpoints easily. Onboarding was smooth, and customer support was fast and helpful. USF saw improved donor engagement and a more effective fundraising process.

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Insurance Case Studies and Customer Success Stories with Autoklose

Fender Insurance Agency - Insurance

Vanillasoft helped Fender Insurance Agency boost sales by 500% per month. The agency needed a single platform for email, phone,... and text, plus fast lead response. Vanillasoft delivered all-in-one sales engagement and automation. This led to three new hires to handle the growth. The agency now responds to leads instantly and manages all communication in one place.

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Fender Insurance Agency - Insurance

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 platform for all sales communication. The agency saw a 500% increase in monthly sales. They hired three new team members to handle the growth.

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Fender Insurance Agency - Insurance

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 delivered 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.

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Automotive Case Studies and Customer Success Stories with Autoklose

Colt Powertrain - Automotive

Vanillasoft helped Colt Powertrain move from manual call tracking to automated sales management. The team used custom data fields, automated... emails, and integrated payment processing to boost efficiency. Queue-based lead routing and logical-branch scripting improved data capture and reduced duplicate work. Centralized reporting and live call monitoring made training and management easier. Colt Powertrain now delivers consistent messaging and faster order processing with Vanillasoft.

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Colt Powertrain - Automotive

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.

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Colt Powertrain - Automotive - Medium

USA

Colt Powertrain used Vanillasoft to improve their sales process. Before, their call center team tracked calls on paper and had... no CRM. After switching to Vanillasoft, they automated data entry and used email templates to communicate better. The sales team became more efficient and professional. The new CRM helped them focus on productivity and grow their business.

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Financial Services Case Studies and Customer Success Stories with Autoklose

The SALT Group - Financial Services

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 sales 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.

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The SALT Group - Financial Services - Medium

Vanillasoft helped The SALT Group double its appointment setting calls with no increase in staff. The company switched from a... premise-based CRM to Vanillasoft for better productivity and easier reporting. Turnover dropped thanks to queue-based lead management. Training time for new agents fell from three days to half a day. Key features used include appointment setting, progressive dialing, and Docusign integration.

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Manufacturing Case Studies and Customer Success Stories with Autoklose

Nationwide Telemarketing - 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.

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Nationwide Telemarketing - Telemarketing

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.

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Construction Case Studies and Customer Success Stories with Autoklose

National Cost - Construction

Vanillasoft helped National Cost, a Florida-based engineering firm, train new sales staff in just two hours. The company needed a... simple sales CRM to manage over 145,000 leads and ensure a consistent sales process. Vanillasoft's user-friendly platform made onboarding fast and saved time and money. Sales reps now access contact notes quickly and focus on closing deals.

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Health, Wellness and Fitness Case Studies and Customer Success Stories with Autoklose

 

Drs. Orders & More - Health, Wellness And Fitness - Small

USA

Vanillasoft helped Drs. Orders & More fix stalled production by automating lead routing. Managers gained control over lead flow and... could assign accounts to the right teams. Sales reps now handle every assigned account, so no leads are ignored. The queue-based system improved workflow and team efficiency. Custom codes let reps route calls to verification or support for special attention.

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Management Consulting Case Studies and Customer Success Stories with Autoklose

Cogent Analytics - Management Consulting - Medium

Vanillasoft helped Cogent Analytics move from manual reporting to automated call performance tracking. The call-activity dashboard led to a 40%... increase in appointments and reduced reporting time by 86%. Cogent now manages leads more easily with automatic lead routing and uses call recording for quality review. The platform improved sales performance, data collection, and reporting efficiency. Cogent uses features like appointment setting, call scripting, and custom reporting to boost productivity.

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Consumer Services Case Studies and Customer Success Stories with Autoklose

Drs. Orders & More - Business Services

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 over 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.

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