VanillaSoft Reviews

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.

We currently use VanillaSoft for outbound sales, both to existing clients and also to prospective customers.

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.

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.

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.

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.

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.