List of VanillaSoft Sales Engagement Platform Customers
Plano, 75093, TX,
United States
Since 2010, our global team of researchers has been studying VanillaSoft Sales Engagement Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased VanillaSoft Sales Engagement Platform for Sales Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using VanillaSoft Sales Engagement Platform for Sales Engagement include: Pilot Flying J, a United States based Retail organisation with 30000 employees and revenues of $45.00 billion, King's College London, a United Kingdom based Education organisation with 8500 employees and revenues of $1.55 billion, USHEALTH Group, a United States based Insurance organisation with 860 employees and revenues of $470.0 million, Hofstra University, a United States based Education organisation with 2500 employees and revenues of $440.0 million, Education Affiliates, a United States based Education organisation with 2000 employees and revenues of $250.0 million and many others.
Contact us if you need a completed and verified list of companies using VanillaSoft Sales Engagement Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The VanillaSoft Sales Engagement Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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CIH Equipment Company, Inc. | Professional Services | 40 | $5M | United States | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2016 | n/a |
In 2016, CIH Equipment Company, Inc. implemented VanillaSoft Sales Engagement Platform as the core system to re-establish its sales organization. The deployment centered on VanillaSoft CRM and the platform call center capabilities, with configuration for outbound dialing, email automation, and scripted call and email workflows to support a revived Sales Department. The project included creation of sales and email scripts and the implementation of multi-step email drip campaigns to standardize prospecting cadence.
The VanillaSoft Sales Engagement Platform rollout was paired with hands-on training for sales personnel and process governance to operationalize scripted workflows and campaign management. Operational coverage focused on the Sales Department and tied into business development activities, where the sales leader also recruited distribution agreements with manufacturers to enable e-commerce channels. CIH reported that re-establishing the sales function with VanillaSoft and associated process changes doubled company revenue in less than three years.
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Cogent Analytics | Professional Services | 120 | $15M | United States | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2014 | n/a |
In 2014, Cogent Analytics implemented VanillaSoft Sales Engagement Platform to centralize outbound outreach and appointment-setting workflows. The deployment targeted sales engagement workflows, and the project was positioned within Cogent Analytics’ internal operations and inside sales functions, consistent with the Sales Engagement category.
Configuration emphasized real-time activity monitoring, using VanillaSoft Sales Engagement Platform’s call-activity dashboard and immediate reporting as primary operational controls. The implementation included appointment scheduling workflows and automated call activity tracking, enabling structured call queues and activity-based prioritization to support lead follow-up and cadence execution.
Operational coverage focused on sales and business development teams across the company’s United States operations, with internal operations adopting dashboard metrics for daily performance management. Governance concentrated on activity-driven coaching and reporting, where leaders used immediate reporting to adjust call plans and resource allocation.
Cogent Analytics reported a direct outcome, We’ve seen a 40% increase in appointments with VanillaSoft’s call-activity dashboard and immediate reporting, Margie Howell, VP of Internal Operations Cogent Analytics. The case underscores the role of real-time sales activity visibility and structured appointment workflows within a Sales Engagement implementation.
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Education Affiliates | Education | 2000 | $250M | United States | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2014 | n/a |
In 2014, Education Affiliates implemented VanillaSoft Sales Engagement Platform to modernize outbound outreach in its call center supporting 52 career and nursing schools nationwide. The deployment focused on increasing call center productivity and integrating with their current systems to consolidate lead handling and follow up workflows.
The VanillaSoft Sales Engagement Platform was configured to centralize sales engagement workflows including automated lead routing, call scripting, campaign cadences, and click to dial functionality consistent with Sales Engagement use cases. Configuration emphasized queue management and activity orchestration to support admissions and enrollment teams across distributed sites.
Integrations were implemented with the institution's existing operational systems to enable lead synchronization and activity tracking across student recruitment processes. Rollout followed a centralized governance model in the call center, standardizing workflows, training agents on scripted cadences, and instrumenting engagement activity for operational oversight. The implementation produced a dramatic increase in call center productivity as reported by the customer while enabling more consistent outreach across its nationwide campus network.
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Fender Insurance Agency | Insurance | 5 | $1M | United States | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2019 | n/a |
In 2019, Fender Insurance Agency implemented VanillaSoft Sales Engagement Platform to centralize outbound prospecting and lead follow up. The deployment targeted core sales and agent operations within the five person agency, aligning the application with Sales Engagement workflows for insurance agent acquisition and retention.
The VanillaSoft Sales Engagement Platform configuration emphasized cadence automation, lead routing, call logging, automated email sequences, and task orchestration to standardize prospect touchpoints. Setup included contact management and activity tracking for agents, with scripting and workflow rules to enforce consistent follow up and to institutionalize repeatable outreach processes.
Governance focused on redefining ownership and processes for inbound leads, standardizing cadences and agent responsibilities across the agency, and operationalizing routine reporting and activity audits. Fender Insurance Agency recorded a 500% increase in sales after the implementation, with the VanillaSoft Sales Engagement Platform serving as the primary sales engagement layer for lead conversion activities.
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GenSales | Professional Services | 25 | $3M | United States | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2019 | n/a |
In 2019, GenSales implemented VanillaSoft Sales Engagement Platform to centralize its outbound prospecting and calling workflows. The deployment positioned VanillaSoft Sales Engagement Platform as the primary Sales Engagement application supporting the small professional services firm’s sales function and daily outreach efforts.
Configuration emphasized core Sales Engagement capabilities, including centralized call list management, automated call cadences and work queues, scripted call flows, and activity logging for outbound prospecting. The implementation established structured lead handoff and follow-up sequences, and configured user profiles and permissions tailored to account manager roles, replacing ad hoc spreadsheet lists with platform-driven staging and workflow orchestration.
The solution was provisioned as a hosted application that became the operational layer for callers and senior account managers, without named third party system changes. Senior Account Manager Heather Connors described prior processes that relied on spreadsheets and accounting software to support prospecting, which informed the implementation focus on list orchestration and call workflow automation.
Governance centered on standardizing list creation, cadence adherence and activity recording to shift prospect assembly from individual sellers to centralized platform workflows. Rollout prioritized hands-on caller training and process documentation, leveraging practitioner experience to drive adoption and embed the VanillaSoft Sales Engagement Platform into GenSales sales and prospecting routines.
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Education | 2500 | $440M | United States | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2018 | n/a |
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Banking and Financial Services | 25 | $3M | United States | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2016 | n/a |
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Education | 8500 | $1.6B | United Kingdom | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2019 | n/a |
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Automotive | 35 | $4M | United States | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2018 | n/a |
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Banking and Financial Services | 50 | $5M | United States | VanillaSoft | VanillaSoft Sales Engagement Platform | Sales Engagement | 2012 | n/a |
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