Case Study: National Cost reduces sales time and streamlines lead management with VanillaSoft

National Cost Shaving Time and Effort off the Sales Process

National Cost is a Florida-based engineering and tax-advisory firm that provides commercial property assessments, LEED and energy studies, and engineered cost segregation to help clients improve cash flow. The company needed an easy-to-use CRM to centralize and manage more than 145,000 leads, minimize training time, ensure consistent messaging, enable quick access to contact notes during calls, and automatically route the right leads to the right reps while tracking email communications.

They implemented VanillaSoft’s queue-based CRM with rules-driven lead routing, cloud-based shared records, automated team escalators, and email templates. The platform cut training to about two hours, reduced time and cost overhead, ensured consistent, automated follow-up and messaging, improved lead assignment and management, and helped sales reps focus on contacting prospects and closing deals.

National Cost

Lee Ferry

President