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VanillaSoft has proven to be a versatile and effective tool for a wide range of industries and departments, addressing various challenges …
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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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…
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For the latest information on pricing, visithttps://www.vanillasoft.com/products
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- 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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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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
VanillaSoft Video
VanillaSoft overview
VanillaSoft Integrations
- DocuSign
- VerticalResponse
- SalesForce
VanillaSoft Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | All Countries |
| Supported Languages | English |
VanillaSoft Downloadables
VanillaSoft Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 50% |
| Mid-Size Companies (51-500 employees) | 40% |
| Enterprises (more than 500 employees) | 10% |
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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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:
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Speak in depth with VanillaSoft to determine if it meets your needs. It is advised to have thorough discussions before making a decision.
-
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.
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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)Companies can't remove reviews or game the system. Here's why
January 12, 2022
Easy to use & highly customizable software
Score 7 out of 10
Vetted Review
Verified User
It has helped us make our calling processes more efficient. The calling team of representatives [was] able to customize the calling list before starting the calls for a day. Also, using VanillaSoft, we are able to run multiple campaigns for the calling simultaneously. It resulted in faster calling, faster results.
September 21, 2021
VanillaSoft: Streamlined CRM for all needs
VanillaSoft is ideal for our business. Everyone in the organization uses it. We make high-volume calls and outbound emails, and VanillaSoft's interface makes it streamlined and effective for day-to-day operations. The administrative options to set up different programs are terrific and allows us to customize as needed. The system makes admin functions a breeze.
September 14, 2021
Great for small sales biz!!
Every employee at our company uses VanillaSoft—the openers, the closers, and me, the administrator. It is crucial in managing our leads and measuring the performance of all team members. Most of our communications to our clients and prospects run through VanillaSoft. We trust VanillaSoft on a day-to-day basis.
September 14, 2021
Outstanding Tool for Remote Teams
VanillaSoft is used by our entire company and keeps all of our leads, accounts, and calls organized.
We also use VanillaSoft Connect to track and record all of our calls which is essential for our QA.
We also use VanillaSoft Connect to track and record all of our calls which is essential for our QA.
September 10, 2021
If you are looking for a customizable sales engagement platform, VanillaSoft is the one!
VanillaSoft is being used by our internal sales team who do outbound calls and convert the leads that come across through our various running digital or online marketing channels and campaigns.
September 10, 2021
VanillaSoft - Efficiency for our Sales Department
Within our company, the sales department uses VanillaSoft to manage our customers, screen potential prospects, track leads, prioritize, and standardize our sales process. It's currently integrated with Salesforce which lets us use the entire database we have in it. It's an easy all-in-one software that optimizes time for our sales department.
September 10, 2021
Vanilla Soft. Not the ice cream but the call tool.
It is being used just by the sales department. It helps with cold calling, managing sales leads, appointment setting, and also helps with keeping leads hot with thorough notes taking to allow passing leads from one caller to another or to the actual sales person themselves. It is really effective in helping with outbound and inbound sales.
September 09, 2021
VanillaSoft FTW
VanillaSoft was selected and deployed as the preferred solution for executing outbound calls supporting marketing campaigns. The solution was adopted for use in the marketing department only and did not serve the needs of other departments for this organization.
September 09, 2021
User friendly CRM
It is used as our CRM by all the staff. Easy to use and navigate.
September 09, 2021
Efficiently increase engagement
VanillaSoft is being leveraged by our demand generation team. It’s is an important part of how a lead moves through our funnel, gets to a sales rep and completes their journey whether it be as converting to a customer or not. This can really help on the engagement and nurture side of things. We have great success leveraging this tool to move people through their journey in our marketing funnel.
September 09, 2021
Great call center solution
We have used the VanillaSoft platform for multiple reasons, the main one is to generate documentation for our client services and client's sales team. With some additional software integration, we have accomplished establishing a transparent channel with our clients, giving them analytics and business intelligence that they won't get elsewhere.
September 03, 2021
Great for early sales development
We utilize the VanillaSoft platform for multiple clients. To generate MQLs & SQLs for our client's sales team. Integrating with our Client's CRMs such as Hubspot and Salesforce, allows us to be transparent with our clients and give them much-needed and desired business intelligence they would not get elsewhere. The ability to coordinate Marketing Campaigns with our clients improves the success of each campaign and provides our clients with the ability to bridge the gap between sales and marketing.
September 02, 2021
VanillaSoft implementation
We are using it in our Marketing department for constituent solicitation and out reach. It is a modern calling solution that integrates texting and emailing in a prescriptive way instead of all or nothing.
September 02, 2021
Great overall sales engagement platform and CRM!
VanillaSoft is our main front-end phone dialer and CRM system for prospecting in the senior insurance market. I use it extensively every day with prospects and customers regarding Medicare and prescription drug plans. It is very efficient and especially helps with automating communication, and love the text message feature. Our entire organization which is presently just me uses this platform.
September 02, 2021
VanillaSoft is user friendly and promotes employee productivity.
All case managers use it to update their cases and send reports to our nursing homes.
September 02, 2021
Straightforward and effective tool for outbound calling
We use the program at one dept. to reach out to our audiences by phone.
September 02, 2021
VanillaSoft the Perfect Agency Product
We are a marketing agency that uses VanillaSoft as an outsourced telemarketing solution for our clients. We are currently running campaigns for 10 clients and have run over 300 projects since we started using the product back in 2014.
September 02, 2021
Excellent CRM
VanillaSoft is our primary CRM for our appointment setting and sales. I used it at a previous company and when we started our own firm it was our first choice.
September 02, 2021
VanillaSoft makes our business run!
We do telemarketing for associations and events. For the associations, we do membership outreach for renewals. For events, we reach out to prior attendees to corporate conferences and events. We use VanillaSoft as a CRM for these projects. It is crucial to our business. It is used by our whole organization.
September 02, 2021
VanillaSoft not so vanilla for higher education fundraising
VanillaSoft has been implemented as the program we use for our annual giving student workers. We have also allowed development officers use the program to make solicitation calls at end of fiscal/calendar year. VanillaSoft is being used by the annual giving team in the office of advancement.
September 02, 2021
Smart CRM with Call Priority System Perfect for Call Centers
We use VanillaSoft for routing our call priority list. It is done automatically, therefore, it solved our problem of lengthy calling time and who's who is next in the queue, etc. It gave us a quick turnaround in calling our clients, therefore, it saves time and money for the business.
September 02, 2021
VanillaSoft: As Simple as the Name to Implement and Use!
VanillaSoft has been a vital software used here at Stonybrook Water Company for the past 4 years. Having used VanillaSoft at my previous employer, when we wanted to start up our inside Sales Team at Stonybrook, I knew that VanillaSoft was the answer for a CRM for an outbound calling effort. VanillaSoft, as its name implies, is easily ramped up and implemented. It is easy for new team members to be onboarded to using this software and the ability to track outreach through the reporting features is exemplary.
September 01, 2021
VanillaSoft Review
I used VanillaSoft for over 2 years in my current position as Health Advisor. We used the platform for the purpose of touching our leads with the intent to help as many as possible find our amazing health coverage. I loved the ease of use and the ability to contact so many prospects on a daily basis with calls. Text and email marketing. We have switched to another CRM platform, and I miss my VS. I have not been as productive with the new platform, and I'm asking daily to go back to VanillaSoft. Unfortunately, I am not the decision-maker.
I hope to be back soon.
I hope to be back soon.
August 31, 2021
Great tool for fundraising
Our organization is a leader for Jewish life on campus at a major Big 10 university. We utilize VanillaSoft for our telemarketing "phonathon" program, which raises upward of $200,000 in an academic year. Our student callers are very pleased with the ability to have an online system that seamlessly loads prospective donor information, pre-fill scrips for easy recitation, process online gifts and/or result calls all in one place.
August 16, 2021
Improved Call Volume & Performance Tracking
Score 10 out of 10
Vetted Review
Verified User
We utilize VanillaSoft in our sales department. It helps us standardize the way we contact current and potential customers while automating alot of the redundant tasks.