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https://dudodiprj2sv7.cloudfront.net/product-logos/tf/BZ/7AEWQ0P9D53N.PNGVanillaSoft - love the product, love the companyWe have used VanillaSoft across the entire organization for ten years. It enables us to hire the best employees; monitor marketing campaigns in real time; address marketing issues; and give invaluable feedback to our clients, which enables them to continuously improve campaigns and/or address problems that arise. These campaigns are typically customer events - lunch 'n learns, trade-shows, webinars, meet and greet, and training sessions, to name a few for high tech companies. These campaigns are typically performed in conjunction with an account based marketing approach. Prospects are very targeted upper-level decision makers. VanillaSoft allows us to reach these prospects in a very targeted manner. By using VanillaSoft we achieve a higher level of customer response, which translates to more customer engagement, which in turn generates more sales.,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.,Would love to see a mobile app - so that I can monitor ongoing campaigns on the go. Periodically questions arise that need my immediate attention - would be nice to pull up the dash board to see what is going on real time from my phone.,10,Been very positive - given us the capability to compete with larger firms by offering the similar functionality at a competitive price. Allows us to give great feedback to our clients, which in turn allows us to make recommendations or changes real time to impact the success of their sales and marketing campaigns. Clients love having the personal responsiveness they get from a smaller firm at a competitive price, versus a larger firm. Feel like we are always working to make them more successful.,An Excellent All-Around CRM Solution for Small to Mid Size BusinessesWe currently use VanillaSoft for outbound sales, both to existing clients and also to prospective customers.,SMS Email Drip Campaigns Easy call scheduling and follow up,SMS could include the ability to text pictures and links Automated SMS campaigns,8,More efficient workplace with a need for fewer employees A higher level of overall service. Easily keeps all sales representatives on the "same page" with detailed notesVanillaSoft Sales PowerhouseOur call center uses VanillaSoft across the entire organization. I develop project databases for each of our clients and our callers use them to cultivate sales leads for our clients. Our own sales team uses VanillaSoft as their prospecting database as well. The customized reporting and tracking of call and login data provides valuable insight to the efficacy of lists or marketing strategies and ROI. As a CRM solution it excess for appointment setting and lead generation marketing.,It has a robust calendar option that facilitates appointment setting. Creating external agents allows us to set appointments for a client and define that campaigns time requirements. This prevents agents from booking outside requested times. If desired it can also prevent overlapping appointments. The ability to sync with google calendar is useful for sales reps that keep a busy schedule. The option to highlight existing appointments within a certain radius of the current prospect record makes it effortless to group appointments on the same day based on geographic location. Result notification emails which are customized per campaign and triggered by termination result are particularly useful. Notices are extremely flexible and can be used to simply provide appointment information, confirmation or to kick off internal work flows. Unlimited customized results / terminations are the driving force behind V.S. processes. You can be as detailed and specific as you want and each code. The granular controls for the processes that a result code can be programmed with, allow for a more streamlined usage for callers or users.,The built in scripting and prospect merge ability is useful, although their formatting support for pasted text could be improved as rich text sometimes causes the system to freeze in their new interface. The inability to create customized controls for a "manager" user.... a non-admin user with access to admin side reporting. This is limiting because although I can train others to run reports, I cannot allow them security access to campaign and account settings. This forces me as the admin to perform menial reporting tasks instead of using my time more productively. Click to call third party solutions (browser based plug ins that generate sip links from a phone number) have been neutralized with the new interface, which forces an additional per user per month charge to allow click to call dialing with only a select number of supported soft phones.,9,Positive impact - 90% of our business functions out of this product so we are completely dependent on it which means if they have problems we are dead in the water. Fortunately this is not a frequent occurrence but has happened on a few occasions.,XenCALL,FluentCloud, Google FormsVanillaSoft: an affordable call center solutionWe use VanillaSoft to drive our fall and spring phonathon campaigns, where students call alumni and friends of the University and solicit their support. Our specific department, the Alumni & Development Center, uses the software, but we've put our infrastructure to work for the rest of University as well, allowing Admissions to call prospective students and student organizations to call their alumni.,VanillaSoft provides a solid call center experience both from a management perspective and from the caller's perspective. VanillaSoft's call routing is easy to understand and configure, but provides a lot of capabilities: based on the results of the call, you can schedule a callback, mark the person as finished, throw them back in the pool to not be called for a specified period or whatever you want to do. It's pretty straightforward to load scripts into the system for callers to use. Segmenting those scripts and matching them up with the person being called happens almost automatically--you tie both to a single field so callers never read the wrong script. You can also customize what data callers see about the person their calling, so they have the most important data at their fingertips and can dig in to find the details they may occasionally need.,VanillaSoft's reporting tools can do MOST things, but they're clunky and hard to use--there's a ton of clicking and waiting as different configuration pages load. Too, it's impossible to compare fields to each other, so it's difficult to know when a particular field was updated by a caller. Because it's licensed by seat, we have each call station assigned to a different seat license. Different callers might sit at different seats each night--without manual, external tracking, we have a hard time tracking caller performance over time.,9,Using VanillaSoft, we were able to let our outside contractor go and hire an in-house staff person who can spend time and energy on things beside phonathon. We consistently see strong ROI from phonathon. Fewer people are picking up the phone these days, but VanillaSoft lets us get through those thing quickly.,,QlikView, RStudio, Toad for OracleVanillaSoft is Hard to BeatMy organization is using VanillaSoft in order to make its phonathon alumni and family fundraising (especially for new acquisitions, LYBUNTs, and SYBUNTs) most efficient, data-driven, and smooth for not only user experience but also the pool of prospects whom we are calling. We use it in conjunction with integrated lists from the Salesforce CRM and the e-mail templating tool partnered with Gmail.,Allows for sorting of data flexibly and clearly whether importing or exporting lists. Facilitates clean data collection (for example when prospects we call update their contact information). Enables callers to make very personalized calls.,Realtime synchronization from a master list of potential prospects to call with even more elastic ability to re-/assign them to specific call lists would be great. Texting functionality could be better in terms of WYSIWYG and user experience. The system for de-/activating profiles is a bit cumbersome at times, with lapsed phonathon callers' profiles becoming completely hidden from the admin side.,9,Phonathon via VanillaSoft reaches more prospects than calling without a CRM to route lists/calls. Phonathon via VanillaSoft is our best mechanism for contact updates in our database. Phonathon via VanillaSoft is our best mechanism for new gifts acquisition among alumni and families of our Institute.,Salesforce Lightning,Salesforce Lightning, Google Analytics, Google Drive, Dropbox Business
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VanillaSoft
7 Ratings
Score 9.2 out of 101
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VanillaSoft Reviews

VanillaSoft
7 Ratings
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Score 9.2 out of 101
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Valie Robbins profile photo
September 03, 2018

Review: "VanillaSoft - love the product, love the company"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We have used VanillaSoft across the entire organization for ten years. It enables us to hire the best employees; monitor marketing campaigns in real time; address marketing issues; and give invaluable feedback to our clients, which enables them to continuously improve campaigns and/or address problems that arise. These campaigns are typically customer events - lunch 'n learns, trade-shows, webinars, meet and greet, and training sessions, to name a few for high tech companies. These campaigns are typically performed in conjunction with an account based marketing approach. Prospects are very targeted upper-level decision makers. VanillaSoft allows us to reach these prospects in a very targeted manner. By using VanillaSoft we achieve a higher level of customer response, which translates to more customer engagement, which in turn generates more sales.
  • 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.
  • Would love to see a mobile app - so that I can monitor ongoing campaigns on the go. Periodically questions arise that need my immediate attention - would be nice to pull up the dash board to see what is going on real time from my phone.
It is great for a small company like mine because it's allows for easy scalability - very easy to do. Allows ease of hiring just the number of people that we need from all over the country, so we get the very best at the least cost. We've actually used it to hire internationally - again we can watch the results and address issues immediately - give immediate coaching to improve our results for our clients.
Read Valie Robbins's full review
Jeff Knowles profile photo
August 30, 2018

VanillaSoft Review: "An Excellent All-Around CRM Solution for Small to Mid Size Businesses"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We currently use VanillaSoft for outbound sales, both to existing clients and also to prospective customers.
  • SMS
  • Email Drip Campaigns
  • Easy call scheduling and follow up
  • SMS could include the ability to text pictures and links
  • Automated SMS campaigns
In my opinion, VanillaSoft is most appropriate for small to medium sized businesses who are looking for an easy to implement CRM system with the ability to reach customers in a variety of ways (call, text, email).
Read Jeff Knowles's full review
Melissa Almeida profile photo
August 29, 2018

User Review: "VanillaSoft Sales Powerhouse"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Our call center uses VanillaSoft across the entire organization. I develop project databases for each of our clients and our callers use them to cultivate sales leads for our clients. Our own sales team uses VanillaSoft as their prospecting database as well. The customized reporting and tracking of call and login data provides valuable insight to the efficacy of lists or marketing strategies and ROI. As a CRM solution it excess for appointment setting and lead generation marketing.
  • It has a robust calendar option that facilitates appointment setting. Creating external agents allows us to set appointments for a client and define that campaigns time requirements. This prevents agents from booking outside requested times. If desired it can also prevent overlapping appointments. The ability to sync with google calendar is useful for sales reps that keep a busy schedule. The option to highlight existing appointments within a certain radius of the current prospect record makes it effortless to group appointments on the same day based on geographic location.
  • Result notification emails which are customized per campaign and triggered by termination result are particularly useful. Notices are extremely flexible and can be used to simply provide appointment information, confirmation or to kick off internal work flows.
  • Unlimited customized results / terminations are the driving force behind V.S. processes. You can be as detailed and specific as you want and each code. The granular controls for the processes that a result code can be programmed with, allow for a more streamlined usage for callers or users.
  • The built in scripting and prospect merge ability is useful, although their formatting support for pasted text could be improved as rich text sometimes causes the system to freeze in their new interface.
  • The inability to create customized controls for a "manager" user.... a non-admin user with access to admin side reporting. This is limiting because although I can train others to run reports, I cannot allow them security access to campaign and account settings. This forces me as the admin to perform menial reporting tasks instead of using my time more productively.
  • Click to call third party solutions (browser based plug ins that generate sip links from a phone number) have been neutralized with the new interface, which forces an additional per user per month charge to allow click to call dialing with only a select number of supported soft phones.
VanillaSoft is a robust, well-executed solution for sales and marketing over the phone, multi-channel integrated marketing and tracking is also supported with their email drip feature. The option for mass emails with a third-party integration is less than spectacular in execution. The web lead form integration directly imports website visits into your CRM as prospects, but the auto-generated code is not pleasing nor does it include appropriate field functionality as assigned within VanillaSoft you'll have to figure that out by trial and error.
Read Melissa Almeida's full review
Jake Tolbert profile photo
August 29, 2018

Review: "VanillaSoft: an affordable call center solution"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We use VanillaSoft to drive our fall and spring phonathon campaigns, where students call alumni and friends of the University and solicit their support. Our specific department, the Alumni & Development Center, uses the software, but we've put our infrastructure to work for the rest of University as well, allowing Admissions to call prospective students and student organizations to call their alumni.
  • VanillaSoft provides a solid call center experience both from a management perspective and from the caller's perspective.
  • VanillaSoft's call routing is easy to understand and configure, but provides a lot of capabilities: based on the results of the call, you can schedule a callback, mark the person as finished, throw them back in the pool to not be called for a specified period or whatever you want to do.
  • It's pretty straightforward to load scripts into the system for callers to use. Segmenting those scripts and matching them up with the person being called happens almost automatically--you tie both to a single field so callers never read the wrong script. You can also customize what data callers see about the person their calling, so they have the most important data at their fingertips and can dig in to find the details they may occasionally need.
  • VanillaSoft's reporting tools can do MOST things, but they're clunky and hard to use--there's a ton of clicking and waiting as different configuration pages load. Too, it's impossible to compare fields to each other, so it's difficult to know when a particular field was updated by a caller.
  • Because it's licensed by seat, we have each call station assigned to a different seat license. Different callers might sit at different seats each night--without manual, external tracking, we have a hard time tracking caller performance over time.
VanillaSoft isn't terribly expensive, especially when compared with other outside contractors who offer to handle phonathon operations. It offers a lot of features and capabilities at a fair price, making it well worth the price we pay, even for a smaller nonprofit. Too, the contracts are month to month, so we don't have pay for seats during the summer or winter when we're not doing calling--we simply pay for the months that we use. In short, it's a good value and fairly simple to configure.
Read Jake Tolbert's full review
Sarah Van Sciver profile photo
August 29, 2018

User Review: "VanillaSoft is Hard to Beat"

Score 9 out of 10
Vetted Review
Verified User
Review Source
My organization is using VanillaSoft in order to make its phonathon alumni and family fundraising (especially for new acquisitions, LYBUNTs, and SYBUNTs) most efficient, data-driven, and smooth for not only user experience but also the pool of prospects whom we are calling. We use it in conjunction with integrated lists from the Salesforce CRM and the e-mail templating tool partnered with Gmail.
  • Allows for sorting of data flexibly and clearly whether importing or exporting lists.
  • Facilitates clean data collection (for example when prospects we call update their contact information).
  • Enables callers to make very personalized calls.
  • Realtime synchronization from a master list of potential prospects to call with even more elastic ability to re-/assign them to specific call lists would be great.
  • Texting functionality could be better in terms of WYSIWYG and user experience.
  • The system for de-/activating profiles is a bit cumbersome at times, with lapsed phonathon callers' profiles becoming completely hidden from the admin side.
VanillaSoft has been great when calling targeted giving acquisition lists, who have a particular affinity we strategically partner with one of our callers. It also works well for new acquisitions who have never been solicited before. It is definitely inappropriate to use as a re-engagement tools for prospects previously requested to be marked as "do not solicit."
Read Sarah Van Sciver's full review
No photo available
August 29, 2018

User Review: "Nothing Vanilla about VanillaSoft"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use VanillaSoft company-wide. We use it to build individual databases for our clients. We do B2B appointment setting, so we import telemarketing lists and have it set up so that the data goes into the correct fields. We were able to customize it to fit our needs and it works perfectly. I work with VanillaSoft both on the front end and the back end. I like that we can have "administrators" that can make changes on the back end. I would say that VanillaSoft is the hub of our business. All of our clients information is stored in their individual databases along with their prospect lists. We also have it set up so the callers can make calls and make notes directly on the record. We have individual client calendars in each of the databases so the callers can place their appointment on the calendar and then also several clients that sync their calendars to it. We are able to track and run reporting on everything we need. We can track production/amount of appointments, who scheduled the appointment, how many calls it took to schedule the appointment, how long the caller was on the phone, etc.
  • 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.
  • 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.
I feel VanillaSoft is absolutely the best CRM that I have ever used. I have been in the telemarketing industry for over 15 years and have used many different platforms. By far VanillaSoft is the best. Easy to use, easy to track progress, and stores everything we need to engage the prospect once we get them on the phone. VanillaSoft is well suited in everything we do on a daily basis. If I had to pick something that it can't do very well and is not suited for is sending information for out clients. Currently the information has to be in text format, no logos or pictures etc. It would be nice if we could import any type of information that our clients would like us to send.
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No photo available
January 26, 2018

Review: "Applies the Demand Waterfall (from Sirius Decisions) with VanillaSoft"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Used within the telemarketing/inside sales department. Vanillasoft' LEAD ROUTING function helps us to actually operationalize and merge 1 process and 1 method: The Demand Gen Waterfall (from Sirius Decisions), and the "specialist model" (from insidesales.com). The other problem it addresses, for us, is the advantage of running several projects which can be customized independently.
  • Lead Routing (ideal for inside sales specialist model)
  • Call Results/ outcomes (ideal for Segmentation and rich reporting)
  • Script and scoring (with automated calculations).
  • Support
  • Smoother VoIP implementation for European coverage
  • Price
Again, if you are interested in the operationalization of the DEMAND WATERFALL (by Sirius Decisions), run an Inside Sales/Telemarketing Specialist model, and care about a precise segmentation of results then Vanillasoft should be the tool to go for. VanillaSoft is ideal for Complex Sales environments which may involve Named Account, Account-Based Marketing activities, for instance.
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VanillaSoft Scorecard Summary

Feature Scorecard Summary

Contact preview (6)
8.2
Dialer-CRM integration (6)
7.7
Call notes & tags (7)
8.8
Automatic call logging (7)
9.8
Outbound dialing (6)
9.0
Inbound routing (2)
8.0
Custom caller ID (4)
9.0
Click-to-call (7)
8.5
Recorded voicemail drop (4)
8.8
Dialer contact import (5)
8.2
Campaign & list management (7)
9.0
Follow-up calls (7)
9.0
Dialer reporting & analytics (7)
9.0
Dialer compliance (6)
9.0

About VanillaSoft

VanillaSoft is a solution for managing inside sales and lead management processes. The vendor says typical CRM software requires manual intervention and decision making by salespeople before they ever pick up the phone or send an email. In comparison, the vendor says VanillaSoft facilitates faster, more productive sales conversations.

The vendor’s value proposition is that data-driven workflows and automated functionality let salespeople focus on selling -- not operating software. According to the vendor, efficiency-boosting features include:

  • progressive auto dialing
  • real-time, next-best-lead routing
  • logical branch scripting
  • voice mail drop
  • email - templates, nurturing, blast
  • lead scoring
  • inbound web lead capture
  • live monitor & eavesdrop
  • call recording

Additionally, the vendor says that with VanillaSoft, typical clients see a 94% increase in productivity and that customers also report an overall improvement in follow-up attempts and response times to leads. A free trial is available.


VanillaSoft Features

Dialer Logistics Features
Has featureSingle line dialing
Does not have featureDouble line dialing
Does not have featureTriple line dialing
Does not have featureCall into server with landline
Has featureCall into server with VoIP "soft phone"
Does not have featureCall into server with mobile phone
Does not have featurePredictive dialer
Does not have featurePower dialer
Preview Dialer Features
Has featureContact preview
Has featureDialer-CRM integration
Has featureBuilt-in CRM
Does not have featureDialer integration to social media
Does not have featureSI database integration
Has featureCall notes & tags
Has featureAutomatic call logging
Core Dialer Features
Has featureOutbound dialing
Has featureInbound routing
Has featureCustom caller ID
Has featureClick-to-call
Has featureRecorded voicemail drop
Has featureDialer contact import
Has featureCampaign & list management
Call Follow-up and Quality Assurance Features
Has featureSales emails
Has featureFollow-up calls
Has featureAppointment scheduling
Has featureCalendar sync
Has featureDialer reporting & analytics
Has featureDialer call recording
Has featureDialer call monitoring
Has featureDialer compliance

VanillaSoft Screenshots

VanillaSoft Integrations

VanillaSoft Competitors

Velocify, InsideSales, Five9

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?No
EditionPricing DetailsTerms
VanillaSoft Pro$80user

VanillaSoft offers several add-ons to use in conjunction with our base platforms including: Auto Dialing Call Recording VoIP SmartCaller ID SMS

VanillaSoft Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
50%
Mid-Size Companies (51-500 employees)
40%
Enterprises (> 500 employees)Enterprises (> 500 employees)
10%

VanillaSoft Support Options

 Free VersionPaid Version
Phone
Email
FAQ/Knowledgebase
Video Tutorials / Webinar

VanillaSoft Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:All Countries
Supported Languages: English