Improves visibility into sales activity across all teams
Provides a better customer experience
When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.
Integrate VanillaSoft with hundreds of other applications
Bypass the requirement for technical resources
Enjoy a simple, graphical interface
Transfer information bi-directionally and in real-time
Zapier simplifies app integration by providing a simple, graphical user interface for connecting two or more applications. Within minutes, non-technical users can connect VanillaSoft to hundreds of other applications without the need for technical resources or programing. Providing automatic data transfer in real-time, Zapier makes integrating your sales and marketing tech stack a breeze.
Vidyard GoVideo allows your sales team to quickly and easily embed video directly into their outreach emails simply by clicking on the video icon from within the VanillaSoft email composition window.. Users can either attach a pre-recorded video or create and embed a personalized video on the spot.
Send documents for signature directly from VanillaSoft
Fill variable fields automatically (contact name, company, etc.)
Control which documents users can send
Track document delivery and signature
DocuSign is the premiere electronic signature provider, helping sales teams do business faster while making the customer contract experience easier. With the click of a button, reps can send out contracts for endorsement or track contract status, all from within VanillaSoft.
Capture donations and payments live over the phone
Process credit card transactions immediately
Embed the payment gateway directly into the VanillaSoft user interface
Secure data transfer to PCI compliant payment gateways
VanillaSoft integrates with several widely used merchant services companies offering payment processing. From within the VanillaSoft interface, fundraising or sales agents can immediately collect payment while speaking with the donor or client, avoiding delays in collection and ensuring payment.
Capturing leads and sharing information between VanillaSoft and other applications keeps your sales machine running. With web lead integration, prospect information is immediately sent to VanillaSoft from web forms (or other applications) and routed to the next available agent. Information can also be shared from VanillaSoft to other applications in real time.
Upgrade to VanillaSoft VS Connect for additional capabilities
Voice over IP (VoIP) offers several benefits, including increased productivity, reduced costs, and portability – allowing your agents to work effectively from anywhere there is an internet connection. Integrating your VoIP with VanillaSoft gives agents the ability to automatically dial the next contact as soon as they finish a call, allowing for more efficient prospecting. For additional features, such as manager live call coaching, SMS, and reporting, users can consider using VS Connect.
