Case Study: Cogent Analytics achieves 40% more appointments and 86% faster reporting with VanillaSoft

Cogent Analytics Set 40% More Appointments with VanillaSoft

Cogent Analytics, a business-process and performance firm, faced slow, error-prone manual reporting and lead-management workflows. Collecting call data from daily logs and reconciling it into reports could take up to a week, and the company needed better tracking of appointment-setting activities plus call recording for quality review and coaching.

Implementing VanillaSoft introduced an electronic call-activity dashboard, automatic lead routing, appointment-setting/calendar modules, and call recording. Reporting time dropped by 86 (from one week to less than a day), appointments set increased by 40%, and managers gained on-demand call recordings and faster, queryable data for training and performance oversight.

Cogent Analytics

Margie Howell

VP of Internal Operations