VanillaSoft vs. Yesware

VanillaSoft is well suited for the call center scenarios, it helps the representatives to keep all the leads information well organized and in one single place to speed up daily tasks efficiently and effectively. VanillaSoft is easy to set up, even someone who is new can have it up and running in minutes.

Incentivized

Yesware has had the best deliverability of all the email senders I've used (beating Mixmax, Apollo, GMass). Yesware is perfect for sales teams sending outbound. It's not well suited for sending marketing campaigns/newsletters. It's great for startups/SMBs/early mid-market companies on the Premium team for sales teams <10. I haven't experienced the enterprise option, but for small teams it's hard to beat.

Incentivized

• One of my favorite features is the ability to customize routing. Quite often a caller is told by a prospect to call back at a certain date and time, the caller can set that and the record will pop up in the front of the database on that date and time letting you know that you have a call to make.
• We also send out information on behalf of our clients to prospects, which we do directly out of VanillaSoft. After the information is emailed the system will actually let us know when it was opened and moved that prospect record to the front of the database to be a priority in call rotation.
• I also love that we were able to customize it so that the callers have everything they need to see right in front of them. We have a area that has the prospects information, name and address, then an area that has required information fields with questions the caller needs to ask and place answers in the appropriate fields, then we have an area with a notepad, an area to access the calendar, and an area that gives the caller all the previous activity on the record.
• These are considered strengths for us as all of these examples make my job and the callers job much easier and saves us a ton of time and money.

Incentivized

• Personalization- Yesware does a great job at allowing you to customize and edit emails in a way that allows you to send a mass amount, but still have them feel like you spent a lot of time personalizing each one. Allows you to move faster and more efficient.
• Tracking and reporting- the tracking and reporting is very detailed, clear and concise. Allowing you to gain insight into how well your emails are doing in terms of open rates, clicks and reply's. This is extremely helpful for testing out different subject lines and email copy to find out what emails are the most successful and why.
• It is all around easy to use- does not require much training on the tool, if at all. Easy to navigate and set up through Salesforce. Any member of your team can use it to their advantage and hit the ground running very quickly.

Incentivized

• Telephone numbers should contain dialing code in same column when exporting.
• Should be easier to import dialing code for telephone numbers by country code.
• Data should automatically mark other contacts closed when an appointment is scheduled with that company (should say 'having appt').

Incentivized

• We don't use Yesware's dialer tool because it doesn't measure up to the quality or speed of their competitors
• Yesware has kept on a legacy tool, 'MailMerge' which is essentially duplicative to the main tool 'Campaigns', but has one neat feature that allows us to 'CC' another recipient, which is useful we want to reach out to two people at the same account
• Yesware makes sure that users don't add the same prospect to multiple email/call campaigns, but it does not offer that safety measure across users, so theoretically, two sales/marketing reps can be reaching out to the same person

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

I like the product, but due to the limitations I don't love it. I'm curious to revisit other options, particularly in lieu of Yesware's recent price increases (although I'm on a legacy plan). Some of my challenges to be browser related (I'm on an older computer) -- I'll have to see how things go when I receive my new computer. If the glitches (especially with regard to tracking accuracy and send later feature) go away, I'd be much more inclined to renew

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

Yesware is easy to setup and get connected in existing systems. We were able to get started sending the day we puchased our subscription because of the addon for Gmail and easy connection to our CRM. It's also very easy to use in the day to day, kicking off campaigns and seeing their status to as about as easy as it gets. I have not concerns about usability

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

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

Incentivized

Because it deserves this rating. The features and functionality provided are great. Our Sales team is very satisfied with this software as it integrates very well with our other software like Outlook, Salesforce, etc. Yesware provides great follow up with customers, which is essential for sales. Meeting scheduling is also flawless.

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

VanillaSoft has very similar offerings to Outreach in terms of usability and opportunities for streamlined prospect engagement. The main differences lie with their user experience, customer service, and how information is presented through the platform in terms of knowledge base and analytics. Both are suitable tools, the differentiation comes down to preference of interface and data presentation.

Incentivized

WE were looking for a sophisticated tool to solve our outbound efforts and one name keep popping up. Outreach. We tried to set up meetings with them but they discovered us over an email and told us that someone from my org tried to look for their solution however it is not best suited. I replied, that I would still like to look at their tool to understand if this could solve our newly created team for outbound but they decided not to move onto a demo as not having Salesforce kinda was a deal-breaker for them. Hence, we decided to stick to Yesware as we thought it solved our problem, and outreach maybe just looks for Enterprise level customers.

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

• 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

• I think net positive ROI from generating meetings that lead to closed deals. Ultimately very difficult to quantify the ROI since it is essentially automating a lot of the manual prospecting done by BDRs/AEs - so ROI is likely higher than just that quantifiable number around deals closed.

Incentivized