TrustRadius
https://dudodiprj2sv7.cloudfront.net/product-logos/tf/BZ/7AEWQ0P9D53N.PNGVanillaSoftVanillaSoft - love the product, love the company2018-09-03T22:49:13.416ZWe 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.,Valie RobbinsAn Excellent All-Around CRM Solution for Small to Mid Size Businesses2018-08-30T16:48:30.314ZWe 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 notesJeff KnowlesVanillaSoft Sales Powerhouse2018-08-29T18:33:53.683ZOur 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 FormsMelissa AlmeidaVanillaSoft: an affordable call center solution2018-08-29T18:18:32.382ZWe 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 OracleJake TolbertVanillaSoft is Hard to Beat2018-08-29T18:16:57.408ZMy 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 BusinessSarah Van Sciver
Unspecified
VanillaSoft
7 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
