VanillaSoft Unite for Salesforce Cover
  • Delivers real-time, bi-directional updates
  • Reduces SFDC costs
  • Improves visibility into sales activity across all teams
  • Provides a better customer experience

VanillaSoft Unite for Salesforce

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VanillaSoft Unite for Salesforce

VanillaSoft Unite for Salesforce Cover
  • Delivers real-time, bi-directional updates
  • Reduces SFDC costs
  • 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.

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Zapier Cover
  • 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

Zapier Cover
  • 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.

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Vidyard Cover
  • Record personal video messages
  • Simplify complex concepts
  • Send customized product demos
  • Increase engagement response rate

Vidyard

Vidyard Cover
  • Record personal video messages
  • Simplify complex concepts
  • Send customized product demos
  • Increase engagement response rate

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.

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DocuSign Cover
  • 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

DocuSign Cover
  • 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.

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Payment Gateways Cover

Payment Gateways

  • 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

Payment Gateways


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Payment Gateways

Payment Gateways Cover
  • 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.

Supported Services

  • net
  • BeanStream
  • Blackbaud Merchant Services
  • Bluefin PayConex
  • Flo2Cash
  • iATS Payments
  • Payment Express
  • PayPal PayFlow
  • Paystation
  • USA e-Pay
Web Leads & Custom Integration Cover

Web Leads & Custom Integration

  • Enable real-time, bi-directional communication
  • Capture customer web form submissions
  • Send XML, HTTP Form POST, and JSON
  • Forward incoming leads directly to agents

Web Leads & Custom Integration

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Web Leads & Custom Integration

Web Leads & Custom Integration Cover
  • Enable real-time, bi-directional communication
  • Capture customer web form submissions
  • Send XML, HTTP Form POST, and JSON
  • Forward incoming leads directly to agents

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.

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VoIP Providers Cover

VoIP Providers

  • Make calls using your existing VoIP solution
  • Dial automatically as each new contact appears
  • Record calls (if supported by your VoIP)
  • Upgrade to VanillaSoft VS Connect for additional capabilities

VoIP Providers

VoIP Providers Cover
  • Make calls using your existing VoIP solution
  • Dial automatically as each new contact appears
  • Record calls (if supported by your VoIP)
  • 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.

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