Case Study: Outsourced Business Development Firm achieves greater flexibility and rapid onboarding with VanillaSoft

Outsourced Business Development Firm - Customer Case Study

An outsourced business development firm based in Minnesota with more than 100 remote users across North America—focused on prospecting and appointment setting—needed a more flexible, feature-rich platform than their existing ACT/Wired Contacts solution. Their priorities were easy administration, advanced outbound calling tools, lead routing, and quick onboarding, and they evaluated other options like Salesforce and SugarCRM before choosing a new vendor.

VanillaSoft delivered a customizable, easy-to-deploy solution that met those requirements with minimal setup and training, offering lead import/export, routing and distribution, appointment setting, custom fields, call recording, progressive/preview dialing, VoIP integration, and real-time reporting. The client rated ease of use and support five stars, praised fast onboarding and operational flexibility, and reported that the platform successfully streamlined outbound calling and appointment-setting workflows.