Case Study: Integrated Marketing Solutions Provider achieves centralized processes and dramatically faster reporting with VanillaSoft

Integrated Marketing Solutions Provider - Customer Case Study

An Integrated Marketing Solutions Provider based in Columbia, Maryland serving North America and more than 100 users relied on Excel and MS Access to manage outbound calling processes for remote and in-house agents. With no centralized system, routine workflows and reporting were slow and error-prone—compiling reports routinely took 30 minutes or more.

VanillaSoft’s cloud-based solution centralized data and automated lead importing, routing, appointment setting and custom data capture while delivering real-time dashboards and web reporting. The change cut administrative effort and reporting time dramatically (reports now generate in under two minutes), boosted productivity, and earned five-star ratings for ease of use and support.