How VanillaSoft Increased Free Trial Conversion & Sales By 50% With Whatfix

VanillaSoft is an inside sales enablement software that uses Whatfix to onboard and showcase their product’s capabilities to their free-trial users. The implementation of Whatfix has proven to be an overwhelming success for VanillaSoft, engaging their free trial users and ultimately helping them in better conversion to paid plans.

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VanillaSoft is an award-winning Lead Management Software and CRM solution. VanillaSoft enables thousands of individuals and sales teams to do more than store their data and report on it like traditional CRM.

With VanillaSoft, typical users realize a productivity increase of 35% to 100% over traditional CRM, creating an easy to justify ROI. VanillaSoft dials over existing phone systems or VOIP, meaning no new or high fees for telecom. VanillaSoft is based in Plano, Texas, where it has served a global client base since 2005.

The lifeblood of our sales process are the  free trials of our product. We have seen that 50% of our free trialers use Whatfix to get onboard the platform.

 

GENIE-PARKER

Genie Parker
COO, VanillaSoft

Challenge Faced By Vanillasoft

Thousands of sales reps use VanillaSoft’s platform to connect with prospects and customers. But, as the inflow of users signing up for free-trial increased, they found out that the numbers were not proportional to the expected number of conversions.

Changing the strategy to look for an onboarding tool that could serve the new users in real-time, VanillaSoft found Whatfix.

Why VanillaSoft Chose Whatfix?

When VanillaSoft decided to implement an onboarding solution, multiple providers were evaluated. Whatfix stood out in most of the parameters in VanillaSoft’s evaluation criteria.

With Whatfix, VanillaSoft helped free-trial users get onboard with an interactive walkthrough of their software setup. The real-time interactive walkthroughs help the users understand the platform efficiently and perform all the significant tasks promptly.

Whatfix, along with the other measures adopted by VanillaSoft collectively has helped in increasing free-trial to paid conversions by 50%. As a trickle effect, they have seen a reduction in onboarding support queries and operational cost.

We have a lot of variables in place that affects our new sales. But, ever since we implemented Whatfix, our sales have increased by 50%.

GENIE-PARKER

Genie Parker
COO, VanillaSoft

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