Case Study: Drs. Orders & More achieves increased sales and efficiency with VanillaSoft

Drs. Orders & More Increasing Sales with Queue-based Routing

Drs. Orders & More is a Notasulga, Alabama–based document retrieval and patient verification service that struggled with a list-based sales system where reps could cherry-pick accounts, leaving important leads ignored or lost. Management needed an automated, queue-based contact management approach to enforce team-based workflows, prioritize follow-ups, and route customers to the right team after each call.

VanillaSoft provided rules-based routing and automated team workflows that forced reps to handle assigned accounts, let managers monitor and adjust queues in real time, and enabled post-call routing to verification or support teams via custom result codes. The change increased dials, efficiency, and sales by ensuring every account received attention and improving accountability and lead handling across teams.

Drs. Orders & More

Jillian M. Smith

Office Administrator