VanillaSoft announced a trio of new or upgraded integrations for its Sales Engagement Platform. First, VanillaSoft upgraded its integration with Salesforce, providing synchronization of accounts, contacts, leads, activities (e.g., Tasks, Events, History), and opportunities. Custom Object syncing is coming soon. VanillaSoft also announced new technology partnerships with Chorus (ZoomInfo) and Zapier.
The Salesforce integration is bi-directional with instant updates. Prospects from VanillaSoft’s AutoKlose subsidiary are fed to VanillaSoft and uploaded to Salesforce. The integration also supports improved Salesforce reporting and dashboards, providing a unified reporting interface for all sales activities. Salesforce reporting “accurately shows conversion ratios and funnel math from stage-to-stage and team-to-team.”
“In most cases, organizations use SFDC as the primary hub for all their lead and account information,” noted Product Marketing Director Bergen Wilde during a demo to GZ Consulting. “Leads coming in from outside sources, such as marketing automation, would be immediately shared with VanillaSoft.” For example, “marketing may examine old leads or accounts in SFDC and create a new campaign for these, sending them back into VanillaSoft for pursuit by SDRs.”
The upgraded integration “empowers a sales team with immediate information updates across both platforms so agents using either system can take action without delay.”
Updates to Salesforce are always real-time and triggered by VanillaSoft result codes. Updates from Salesforce can be either real-time or performed in batch. For example, Sales Operations can set up real-time synchronization for web form submissions fed into SFDC. Web leads are then synced with VanillaSoft, providing immediate routing of web leads to SDRs, with both platforms tracking submissions and responses.
A novel VanillaSoft use case is multi-client synchronization between VanillaSoft and client Salesforce instances. The VanillaSoft project code acts as a “top-level, self-contained database in VanillaSoft,” which signals the relevant client instance, allowing lead generation companies and agencies to support multiple clients. “Lead generation has always been a consistent market for us because we keep the data segmentation. That’s been since day one – we’ve kept our projects separate,” explained Director of Customer Success Daniel Sims to GZ Consulting. “Tied to that, we have some pretty cool appointment setting functionality that tends to make us attractive to most lead gen companies.”
Other use cases include
- Managing SDR to AE handoffs: As SDRs book meetings, the information and task are posted in Salesforce for the AE. If the client is a no-show, the lead can be passed back to the SDR for rescheduling.
- Upselling: A customer success agent identifies an upsell opportunity and enters it in SFDC. The record then syncs with VanillaSoft, which notifies the SDR to schedule an appointment for the AE.
- Triggered Alerts: Salesforce alerts (e.g., overdue payments, deviations from volume commitments, or new opportunities) are routed to SDRs for follow-up.
VanillaSoft noted that it can store raw MQLs until they are sales qualified, at which time the data is synced with Salesforce. This flow reduces storage fees for low-yield prospects. Thus, contact records can be purchased from AutoKlose and enabled in VanillaSoft, only becoming Salesforce records once they are sales qualified.
VanillaSoft supports both the Salesforce Lightning and Classic user experiences. Integration management is performed within SFDC, so admins do not require a VanillaSoft license.
The Chorus partnership is supported for joint customers, providing access to Chorus recordings and transcripts from VanillaSoft. Similar functionality for Gong is planned for the end of this quarter.
Chorus transcription and analytics are triggered by VanillaSoft result codes, with recordings immediately passed from VanillaSoft to Chorus for processing. A Chorus logo is then displayed within VanillaSoft, providing a hyperlink to the recording, transcript, and analysis.
Zapier provides broad integration with other enterprise software platforms. Sales operations can bi-directionally connect VanillaSoft to hundreds of other applications via a “simple, graphical user interface.”
Zapier is often deployed by SMBs for connecting platforms and triggering workflows.
“VanillaSoft helps SMB sales teams in real-world industries to enhance their sales capabilities and productivity – enabling them to increase their outreach and close more deals,” said VanillaSoft CEO David Hood. “By establishing relationships and enhancing integrations with other key technologies that our customers rely on within their sales organizations, we are working to make their sales processes more seamless, and ultimately are helping them to ensure their sales success.”