Case Study: The SALT Group achieves 100% productivity gains with VanillaSoft

The Salt Group Increased Productivity by 100%

The Salt Group, a finance-focused expense reduction review provider, was struggling with a user-unfriendly premise-based CRM, weak reporting that required consultants for custom reports, and the need for a more flexible cloud solution to support multiple sales teams. The company began looking for a better appointment-setting and sales platform and found VanillaSoft, which met most requirements upfront with minimal customization.

VanillaSoft implemented its queue-based lead routing and appointment-setting solution in phases across The Salt Group’s call center and inside sales teams, with onsite consultants planned next. The result was a 100% productivity increase, doubling appointment-setting calls with the same headcount, reducing new-hire training from three days to half a day, and lowering turnover while improving reporting, agent satisfaction, and morale.

The Salt Group

Carrie Griffin

VP of Business Development