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VanillaSoft

VanillaSoft

Overview

What is 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…

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Recent Reviews

TrustRadius Insights

VanillaSoft has proven to be a versatile and effective tool for a wide range of industries and departments, addressing various challenges …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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VanillaSoft

VanillaSoft

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What is 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…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.vanillasoft.com/products

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

The BEST CRM For Final Expense Telesales

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Sam Dunning - How to Do a Demo - INSIDE Inside Sales - bit.ly/subscribe-iis

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demo screenshare vanillasoft

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Product Details

What is 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

  • Supported: Lead & Sales Tracking
  • Supported: Auto Dialing
  • Supported: Call Recording
  • Supported: VoIP
  • Supported: Scripting
  • Supported: Appointment Setting
  • Supported: Lead Routing & Integration
  • Supported: Email & SMS Marketing

VanillaSoft Screenshots

Screenshot of The VanillaSoft Call Activity Dashboard makes it quick and easy to monitor your sales campaigns.Screenshot of Easily build your own reports using the VanillaSoft Web Reports Wizard.Screenshot of VanillaSoft offers the ability to arrange modules into four panels for access to almost everything in one screen.Screenshot of VanillaSoft caller screens can be displayed in three panels

VanillaSoft Video

VanillaSoft overview

VanillaSoft Integrations

VanillaSoft Competitors

VanillaSoft Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesAll Countries
Supported LanguagesEnglish

VanillaSoft Downloadables

Frequently Asked Questions

Outreach and Salesloft are common alternatives for VanillaSoft.

Reviewers rate Usability and Implementation Rating highest, with a score of 9.

The most common users of VanillaSoft are from Small Businesses (1-50 employees).

VanillaSoft Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)50%
Mid-Size Companies (51-500 employees)40%
Enterprises (more than 500 employees)10%
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Comparisons

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Reviews and Ratings

(116)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

VanillaSoft has proven to be a versatile and effective tool for a wide range of industries and departments, addressing various challenges and improving efficiency. Users have reported using VanillaSoft to monitor marketing campaigns in real-time, allowing them to address issues promptly and continuously improve their campaigns. The software has also been utilized for customer events such as trade shows, webinars, and training sessions, providing a centralized platform for event management. VanillaSoft's ability to personalize outreach efforts has resulted in higher customer response and engagement, giving users a distinct edge over other telemarketing firms. Additionally, the software has been instrumental in streamlining lead management processes by providing readily available lead information, facilitating better communication between team members and improved preparation for future calls. Integration with popular CRMs like Hubspot and Salesforce has allowed for transparency and business intelligence, ensuring smooth coordination between sales and marketing teams. Another significant use case of VanillaSoft is its effectiveness in generating marketing qualified leads (MQLs) and sales qualified leads (SQLs) for clients' sales teams, ultimately boosting revenue and campaign success. The software is also relied upon by sales departments to manage customers, track leads, standardize the sales process, and provide performance metrics for coaching purposes. In addition to these broad applications, specific industries have found unique value in VanillaSoft; senior insurance market professionals have praised the software's efficiency in prospecting and automating communication, while educational institutions have successfully used it to gather student information and locate prospective student leads. Overall, VanillaSoft offers a comprehensive solution that solves the problems faced by businesses in various sectors concerning lead management, coordination between teams, campaign effectiveness, performance tracking, and more.

Intuitive and User-Friendly Design: Users have consistently praised the intuitive and user-friendly design of VanillaSoft, with many stating that it is easy to navigate and locate necessary features. The well-designed user interface with a logical flow allows users to quickly and efficiently perform tasks without feeling overwhelmed or confused.

High Level of Customization: Many reviewers appreciate the ability to customize the interface of VanillaSoft according to their specific needs. They can personalize the software by adding or deleting sections and customizing specific details. This level of customization ensures that the software aligns perfectly with their business requirements.

Prompt Technical Support: Users highly praise the technical support provided by VanillaSoft, noting that they receive quick and effective solutions whenever they encounter any issues. This prompt support helps companies appear more responsive to clients, while also ensuring immediate problem-solving for enhanced client satisfaction.

Confusing and Clunky User Interface: Some users have found the user interface of VanillaSoft to be confusing and clunky, making it difficult to find the information they need unless they already know where to look. This issue has been mentioned by multiple reviewers, indicating a recurring concern.

Glitches and Slow Performance: The software has been reported to glitch and slow down at times, causing inconvenience for users. This has been highlighted by a few reviewers who have experienced these issues while using VanillaSoft.

Limited Features and Functionality: Users have identified several areas where VanillaSoft could benefit from improvements in features and functionality. These include the absence of a queue preview at the user level, the need for additional contact management features, limited calendar space, and challenges with searching for specific information within contact notes. Multiple reviewers have pointed out these limitations, suggesting that these areas should be addressed for better user experience.

Based on user reviews, the most common recommendations for VanillaSoft are:

  1. Speak in depth with VanillaSoft to determine if it meets your needs. It is advised to have thorough discussions before making a decision.

  2. Test out VanillaSoft and take advantage of its features. Users highly recommend trying it and utilizing all the available features, such as compiling lists, tracking progress, and closing successfully. Paying attention during training and seeking guidance from administrators is also recommended.

  3. Consider integrating VanillaSoft with other products. Users suggest using it alongside other tools and systems to optimize sales procedures. If it integrates well with other systems, users believe it is worth the investment.

Overall, users find VanillaSoft easy to use and implement. They highly recommend it for call centers, appointment setting, telemarketing, and sales teams. Users also emphasize the importance of reviewing daily operations and setting clear goals before transitioning to VanillaSoft.

Attribute Ratings

Reviews

(1-25 of 88)
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January 12, 2022

Easy to use & highly customizable software

Verified User
Consultant in Marketing
Information Technology & Services Company, 11-50 employees
Score 7 out of 10
Vetted Review
Verified User
Likelihood to Recommend
VanillaSoft is very customizable. It will be best suited for users who like to do a lot of edits in the fields & run multiple campaigns. It helps you keep organized, so very easy to keep track of follow-ups and appointments.
September 21, 2021

VanillaSoft: Streamlined CRM for all needs

Verified User
Account Manager in Sales
Marketing & Advertising Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
For sales outreach automation, VanillaSoft is fantastic. I would highly recommend it as a great tool for both users and administrators. We have been using VanillaSoft for many years, and will continue. Both the Admins and the call team enjoy the streamlined, easy to use, interface and options. It makes our jobs simpler.
September 14, 2021

Great for small sales biz!!

Verified User
Director in Sales
Business Supplies & Equipment Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
If you run a sales office and VanillaSoft is a great CRM to easily track your contacts. The calendar functionality is great and all leads are easily searchable. Outbound product sales is a scenario that would warrant the use of VanillaSoft. A scenario where VanillaSoft might not be very well suited is if your sales required bookings or event planning.
September 14, 2021

Outstanding Tool for Remote Teams

Verified User
Account Manager in Sales
Information Technology & Services Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
VanillaSoft is an excellent tool for managing a company's employees and database.

The integration with VS Connect, audio reviews, and reporting functionality are impressive and allow your entire organization to stay organized, on track, and accountable. Highly recommend to companies who have mostly remote workers.
September 10, 2021

If you are looking for a customizable sales engagement platform, VanillaSoft is the one!

Verified User
Account Manager in Sales
Information Technology & Services Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
It falls best at a place where customization is the key requirement. The endless possibilities and the customization it offers are mind-blowing. However, the same customization sometimes comes up to be a problem. It gets too complex and complicated at times to set up everything, especially in the initial phase of using this software.
September 10, 2021

VanillaSoft - Efficiency for our Sales Department

TA
Tomas Aguerrebehere
Supplier Relations Manager LATAM
Expereo (Telecommunications, 201-500 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
VanillaSoft helps the company optimize its efforts and time. Resources are limited, and for a sales department to have everything there just to be able to make hundreds of calls a day is what the company needs. It's better suited for high volume cold calling (call centers), but for other types of businesses, it works just fine. Easy to use, the information you need is accessible for everyone.
September 10, 2021

Vanilla Soft. Not the ice cream but the call tool.

MT
Moses Thien
Co-Founder
Automate Accelerator (Marketing & Advertising, 1-10 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
If you have an outbound marketing team (especially virtual assistant) it is definitely great to have this! We have been using it with our virtual assistant team in Philippines for outbound cold calling and it keeps the process really really tight. If you have a decent size team this is your solution.
September 09, 2021

Efficiently increase engagement

Verified User
Analyst in Marketing
Machinery Company, 501-1000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
September 09, 2021

Great call center solution

Verified User
Team Lead in Information Technology
Outsourcing/Offshoring Company, 5001-10,000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
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.
September 03, 2021

Great for early sales development

David Downer | TrustRadius Reviewer
David Downer
Operations Director & Client Program Manager
ProSales Connection, LLC (Marketing & Advertising, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
In our opinion, VanillaSoft is best used for that heavy lifting of the sales cycle, making those initial prospecting calls to qualify and move a cold unknown lead/contact through the qualification process and getting them in front of a sales professional. It is well suited for filling the gap in the middle of the sales funnel, and connecting marketing efforts with sales development to get quantifiable results that most teams fail to get due to a disconnect between marketing and sales. It is less cumbersome then using Salesforce for this part of the funnel.
September 02, 2021

Great overall sales engagement platform and CRM!

JC
Justin Colvin
Owner/Agent
The Medicare Help Desk (Insurance, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Great for managing your front- and back-end communications with prospects and clients and the time/date stamp shows proof of those things communicated with customers for compliance purposes. Also, the ability to record and save phone calls.
September 02, 2021

VanillaSoft not so vanilla for higher education fundraising

Greg Brousse | TrustRadius Reviewer
Greg Brousse
Class Officer, Undergraduate Reunions, Tulane Fund
Tulane University (Higher Education, 5001-10,000 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
VanillaSoft is well suited for annual giving calls while remaining very cost effective. The ability to implement is relatively easy and the interface is quite intuitive.
VanillaSoft may not be great in an environment where a very large number of users will be using the program as there are more robust options available.
September 02, 2021

Smart CRM with Call Priority System Perfect for Call Centers

NS
Neil Sipe
Internet Marketing Manager
Rogers Property Group (Real Estate, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
This application is perfect for call centers or any businesses that require frequent contact with clients. If you have a massive database, VanillaSoft is the best to streamline the process of contacting them. This is less appropriate if you only have a few contacts in the database.
September 02, 2021

VanillaSoft: As Simple as the Name to Implement and Use!

Verified User
Manager in Sales
Business Supplies & Equipment Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
VanillaSoft is great for an inside Sales Team, enabling us to power remote workers located in other parts of the country with the VanillaSoft platform to make appointments for our outside sales representatives. Having also used VanillaSoft in a call center environment, I can say that VanillaSoft is easily customized to suit different needs. The support they offer is tremendous and the ability to get a live person on the phone is fantastic.
September 01, 2021

VanillaSoft Review

Verified User
Advisor in Sales
Insurance Company, 51-200 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
What I really liked was also one of the things I didn't like. I liked being able to reach out several times a day based on perimeters set in force, I didn't like sharing prospects with others as it would sometimes feel like someone else had just made an attempt to contact a lead.
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