Merchant Services Case Study

The Need

A merchant services company was looking for a cloud-based CRM and lead management software solution that offered scripting and call recording capabilities.

Client Required Features:
  • Ease of Use/Administration
  • Lead Importing/Exporting
  • Routing & Distribution
  • Appointment Setting
  • Logical Branch Call Scripting
  • Custom Fields & Data Capture
  • Digital Call Recording
  • Email Templates & Document Libraries
  • Call-Activity Dashboards & Web Reporting

The Solution

VanillaSoft’s logical branch scripting, intelligent call recording, and other easy-to-use features fit the bill.

Customer Quote

“We are very happy with VanillaSoft Professional. VanillaSoft is software created by call center experts for call center professionals. It understands the user experience and delivered on fulfilling all of my purchase criteria and more. Functionality, plus ease of set up, smooth onboarding, and excellent customer service and support makes VanillaSoft a no-brainer.”