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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
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- 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:
-
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.
-
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
- Run multiple campaigns simultaneously for calling
- Easily customize data fields
- Routing & prioritization of leads
- Reporting, especially custom reports, is difficult to set up
- Integration options are limited compared to other software
- The system freezes sometimes but usually it is running again in a few minutes
September 21, 2021
VanillaSoft: Streamlined CRM for all needs
- Automated dialing.
- Easy to use interface.
- Flexible set up options.
- I wish there was a way to do mass updates.
- I'd like to see more available space provided for document upload.
September 14, 2021
Great for small sales biz!!
- Email templates.
- Calendar functionality.
- Search-ability of contacts.
- Ability to search all notes in a contact.
- Ease of adding images in email template.
- More dialer integrations.
September 14, 2021
Outstanding Tool for Remote Teams
- Provides comprehensive company snapshot.
- Allows for one-click dialing.
- Automatically puts certain tasks on the calendar and sends email to easily add events on Gmail calendar.
- Ability to shorten or lengthen the bottom sections where comments are located.
- Edit script section for free.
- Pre-check phone numbers that are out of service.
September 10, 2021
If you are looking for a customizable sales engagement platform, VanillaSoft is the one!
- Customizable lead management.
- Progressive dialing.
- Stages including MQL/SQL.
- Customization.
- Salesforce integration.
September 10, 2021
VanillaSoft - Efficiency for our Sales Department
- Sends emails automatically.
- User friendly.
- Allows sales department to prioritize based on data points.
- Tracks our calls.
- Organized.
- Slows down occasionally.
- Reports could be better.
- Sometimes logs out.
September 10, 2021
Vanilla Soft. Not the ice cream but the call tool.
- Leads management.
- Email follow up and integration.
- Auto dialing.
- It can have a visual lead management tool.
- Support can be better.
- Cost definitely can be better as compared to competitors.
September 09, 2021
VanillaSoft FTW
- Power dialing.
- Logging call activity.
- Easy to use.
- Easy to implement.
- Reporting on key metrics.
- Integration with CRMs.
September 09, 2021
User friendly CRM
- User friendly.
- Exporting data quickly.
- Importing data quickly.
- Telephone numbers should contain dialing code in same column when exporting.
- Should be easier to import dialing code for telephone numbers by country code.
- Data should automatically mark other contacts closed when an appointment is scheduled with that company (should say 'having appt').
September 09, 2021
Efficiently increase engagement
- Automate workflows.
- Lead management.
- Reaching multiple leads simultaneously.
- User experience.
- Learning curve.
- Customer support response time.
September 09, 2021
Great call center solution
- Integrated VoIP with voicemail drop.
- User friendly interface.
- Lead prioritization.
- A user level queue view is needed.
- Add alternate outbound email addresses.
- Needs a time out period customization option.
September 03, 2021
Great for early sales development
- The routing capabilities make VanillaSoft stand out from other platforms as you have the ability to customize how a lead/contact is progressed through your funnel.
- Integrated VoiP with voicemail drop improves the efficiency and quality of the calls being made and helps your agent keep up their energy level and professionalism.
- Intellective Routing capabilities allow agents to prioritize calling based on any data point.
- The disconnect on Call Recordings being appended to the record if they do not result within a specific time-frame is a bit of a challenge, as sometimes it takes the agent more time to complete their notes and fill/edit important information.
- Besides the Routing Queue functionality, perhaps there is a way to set Call 1, 2, 3, 4 & 5's or any number of calls in a cadence to a specified pattern. Such as call 2 comes 18 hrs later, call 3, 48 hours afterwards, etc.
September 02, 2021
VanillaSoft implementation
- VanillaSoft allows you to mold it to your business, by giving you as many custom fields as you want.
- It has smart marketing technology, where giving specific results guides how a constituent is contacted and managed in the future.
- VoIP line management and assignments are unwieldy.
- Granular permissions and controls for user access don't exist and should.
September 02, 2021
Great overall sales engagement platform and CRM!
- Texting clients brief updates, status requests.
- Allowing for ease of making phone calls.
- Three-way calling where I am calling the insurance carrier with the customer on the line.
- Automated texting.
- Bulk text message capability.
- Sending physical thank-you cards, birthday cards, etc. like other CRMs do.
September 02, 2021
VanillaSoft is user friendly and promotes employee productivity.
- Tracking.
- User friendly.
- Automatic reports.
- Can't close some accounts.
- Only certain # of users.
- Defaults back to previous account when making updates.
September 02, 2021
Straightforward and effective tool for outbound calling
- Support outbound calling.
- Handling scripts.
- Organize data profiles.
- Poor performance in Google Chrome browser. Seems like it's off and on.
- Make a one-on-one data export of routing filters.
September 02, 2021
VanillaSoft the Perfect Agency Product
- Customer service.
- Project setup.
- Reporting both query and new reporting.
- Import of lists.
- Integrate calling within the product (ConnectMeVoice should be behind the scenes).
- Copy reporting from one project to another.
- Copy result codes from one project to another.
September 02, 2021
Excellent CRM
- Integration with our email.
- Follow ups and call backs.
- Easy of use.
- Calendar.
- Tracking.
- Connectivity from time to time.
September 02, 2021
VanillaSoft makes our business run!
- Good database structure.
- Makes it easy to do telemarketing calls efficiently.
- The email component is great - we send emails following most calls.
- Email deliverability has been an issue - we are working on this with them.
September 02, 2021
VanillaSoft not so vanilla for higher education fundraising
- Autodial for calling.
- Ability to track results.
- Has a texting feature.
- More stable platform for calls.
- Priority to whitelist outbound numbers.
- More appealing display.
September 02, 2021
Smart CRM with Call Priority System Perfect for Call Centers
- Auto-routing of call list.
- Customer information management.
- Click-to-call function.
- Saving customer's data.
- Transferring calls between users.
- SMS function for Australia users.
September 02, 2021
VanillaSoft: As Simple as the Name to Implement and Use!
- Easy to set up projects, add lists, and add users.
- Reports are easily obtainable and can be customized.
- Support is outstanding, they are always there for you when needed.
September 01, 2021
VanillaSoft Review
- The ability to reach out several times a day to a new lead.
- The ability to touch leads with calls, text and email.
- The reminders to follow up with prospects.
- Sending drip texts to larger groups.
- Sending drip emails
August 31, 2021
Great tool for fundraising
- Customize fields.
- Segments prospect lists.
- WYSIWYG script design.
- API's to databases (such as Little Green Light).
August 16, 2021
Improved Call Volume & Performance Tracking
Score 10 out of 10
Vetted Review
Verified User
- Automated sending emails.
- Tracks contacts to customers.
- Leaving voicemails using VM-Drop.
- Simplify creating weekly reports for management.
- Enable the use of multiple outbound email addresses.