Orum vs. VanillaSoft

Orum is really well suited for my role as a business development representative, and allows me to reach hundreds of prospects a week where as doing so before was extremely difficult if not impossible. However, in my role and tasks as an account manager, Orum is not as effective as it does not allow me to utilize my own number to call them through Orum, and this often leads to confusion when calling my customers.

Incentivized

VanillaSoft is well suited for any marketing operations or sales operations team looking for a tool to help them efficiently reach prospects and engage with them through a streamlined method. This can be a great way to manage that engagement, measure it, and keep track of various aspects of prospects.

Incentivized

• Streamlines the dialing process. Reps can easily move from dialing one prospect to the next.
• Easily integrates with Outreach & Salesforce to ensure the correct data is fed to the correct Rep at the correct time.
• Gives our leadership the ability to listen & coach on live calls
• Easily manage users within the app - licensing and permissions are simple.

Incentivized

• Our employees love it - very user friendly, easy to grasp, very little down time to learn it. They feel very confident immediately.
• Great technical support - I can get solutions to customer problems that make our company look more responsive to our clients. Our clients appreciate our solving their problems immediately.
• Because of the real time analytics - we can address immediate issues with marketing campaigns to make our client's personnel look great to their superiors.
• Because of all the functionality - we can provide a turnkey approach from a small company with big company capabilities.

Incentivized

• Calls get cut off more regularly than I would expect. I am not sure if that is an issue on Orum's end, but I don't think it is a network issue either so I am not sure why.
• In the search lists, it would be nice if we could add favorite cadences or separate by our own.

Incentivized

• It really needs an "undo" button. I can't tell you how many times I was typing notes etc and hit a wrong button and all was gone so I had to start over.
• This may be the way we have it set up....we have term codes which are how the callers terminate a call they were on. They finish the call, then type notes in the notepad section of what happened, then they terminate the call. But there are times that I need to go onto a record and just leave a note but don't need to terminate it as anything. If there is a way to do that, it would make my life a lot easier.

Incentivized

We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.

Incentivized

Orum has truly leveled up my calling abilities like no tool has. Its intuitive UI, rapid auto-dialer, and customizability have made it my go-to call tool. There may be slight improvements to be made from a CRM integration standpoint (much of which isn't Orum's fault because outreach doesn't give data), but beyond that I would give a strong recommendation for users looking to implement personalization at scale.

Incentivized

The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.

Incentivized

It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.

Incentivized

I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.

Incentivized

I have not needed to interact with their support team yet, so I cannot give a valid response. So far, their tool is simple and straightforward to use.

Response time was acceptable for the relatively few problems any of our users may have encountered. Fortunately, such occasions were rare.

Incentivized

It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.

Incentivized

It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.

Incentivized

Our implementation was very easy.

Incentivized

Because Orum is much more efficient, easier to use, create a solid workflow and overall is a much better experience, which helps getting revenue and better results. Other tools would use a lot of my time with no results, while Orum has been much more efficient saves me time and makes me feel more productive and efficient.

Incentivized

VanillaSoft stacks up against Microsoft Power BI very well by allowing the data visualization in a more effective way, Power BI has positioned itself as one of the more robust and intuitive tools for business intelligence and data presentation. VanillaSoft and Microsoft Power BI are a great bundle for the report and analytics team.

Incentivized

VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.

Incentivized

• My personal ROI has been approximately a 100% increase in the number of calls I can make in a given amount of time, vs. calling directly from Outreach before (roughly 50 calls per hour to 100+). The increased potential for business is worth the cost of admission for me.

• Ability to contact more clients each day.
• The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking.
• Increased sales from the calendar setting and saving my notes.

Incentivized