Likelihood to Recommend Organizations with budget and proper support resources will be able to best leverage the benefits of SalesLoft. Earlier stage organizations with bootstrap budgets would still benefit from SalesLoft, albeit, I personally feel that without the proper RevOp's resources, that SalesLoft potentially loses a bit compared to Outreach.io
Read full review 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.
Read full review Pros The use of cadences allows my team to quickly process calls that have been prequalified by our filters in Salesforce The live call coaching with "drop in" capability has been useful for quality checking the calls, while allowing us to steer a call in a particular direction if necessary Read full review 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. Read full review Cons Calendaring -- specifically ensuring credit is properly aligned when trying to calendar for sellers as a BDR -- even when using a booking/ calendar availability link (a seller's link -- this is the trouble spot from what I recall and why we can't use some of the helpful link scheduling tools in our org). Would love to set up some report automation on the management side -- where specific things could be sent to me (e.g., I would love to set up a report that would auto-populate to show how many dials were completed during a power-hour/blitz period that would hit my alerts in the UI or be sent to email/Slack automatically). A manager-specific view/home screen would be nice but not essential. Read full review 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. Read full review Likelihood to Renew The renewal really depends on who the client is. SalesLoft works for some clients better than others.
Read full review 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.
Read full review Usability SalesLoft is a fantastic product that will be extremely helpful to any Sales Rep looking to organize their information and stay one step ahead. While it has its shares of quirks and bugs it proves to be an awesome tool for anyone that is in the sales industry.
Read full review 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.
Read full review Reliability and Availability 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.
Read full review Performance 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.
Read full review Support Rating great support team
Read full review Response time was acceptable for the relatively few problems any of our users may have encountered. Fortunately, such occasions were rare.
Read full review In-Person Training It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.
Read full review Online Training 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.
Read full review Implementation Rating must invest time and effort in define the best way to integration with
Salesforce in order to get data visualization
Read full review Our implementation was very easy.
Read full review Alternatives Considered We switched from
InsideSales Playbooks to SalesLoft. Salesloft is much easier to use and more intuitive. We had previously used Inside SalesPlaybooks before they changed their name just so we had the powerdialer plug in in
Salesforce then tried implementing PlayBooks and it was a bit cumbersome and not intuitive. We evaluated a few others but SalesLoft was the best choice!
Read full review 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.
Read full review Scalability 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.
Read full review Return on Investment Our sales activities are very predictable and we know how much effort to focus on certain leads. SalesLoft also gives us supporting metrics for individual productivity - we use activity metrics to supplement attainment metrics. Our SDRs have a much wider reach and can process more leads which saves them time and keeps them targeted on the best leads. Read full review 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. Read full review ScreenShots