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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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Product Demos
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Product Details
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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 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% |
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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 48)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.
- 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
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.
- 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!!
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.
- 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 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.
- 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 09, 2021
User friendly CRM
It is used as our CRM by all the staff. Easy to use and navigate.
- 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
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.
- Automate workflows.
- Lead management.
- Reaching multiple leads simultaneously.
- User experience.
- Learning curve.
- Customer support response time.
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.
- 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 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.
- 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
VanillaSoft is user friendly and promotes employee productivity.
All case managers use it to update their cases and send reports to our nursing homes.
- 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
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.
- 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
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.
- 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!
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.
- 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.
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.
- Customize fields.
- Segments prospect lists.
- WYSIWYG script design.
- API's to databases (such as Little Green Light).
April 08, 2021
CRM and Lead Prioritization Software
[VanillaSoft] is used by our sales department only. We use it for lead prioritization and customer management. It helps us prioritize assisting or calling customers in the order that our company wants to call/manage them in. It's integrated with SalesForce so that helps with the customer service/management side as well.
- Functionality
- User friendly
- Customer management
- Lead prioritization
- Result codes can be glitchy
- No queue preview for user level
- Additional contact management
December 19, 2020
Ease of Use
VanillSoft is being used to help Call Center Reps to make outbound calls to prospective students that are interested in getting certified or gain the education needed for their next career path. This program overall helps to provide great customer service to those prospective students and to get them connected to the advisors of their school choice.
- Simple user interface.
- Easy dialing out feature.
- Ability to text directly to person.
- Call tracking feature.
- Remote use.
- Occasional slowdowns.
- Updated user interface.
- Login feature.
December 19, 2020
VanillaSoft was the Key to our Growth in Enrollment
VanillaSoft is our sales CRM in both our call center and at our school campuses. VS has helped us unify communications between our outreach call center and admissions reps at the schools. VS has been most effective by allowing us to eliminate unnecessary calling by giving us the ability to communicate wrong numbers, non-interested leads, etc. by removing them from calling queues.
- Click to dial, texting, and emailing.
- Lead flow management.
- Lead prioritization.
- Email response history linked into the record would be nice.
- A bulk text blasting platform...even if 3rd party.
- Upgrade to the live dashboard.
August 13, 2020
VanillaSoft Makes My Life Easier
Our entire organization uses VanillaSoft. I am in sales, so I use it for calling the leads that are loaded into it, as well as managing all of my leads. VanillaSoft also helps sales management by calculating various levels of performance to compare to our metrics. This greatly allows our managers to coach their teams and individuals.
- VanillaSoft is very easy to read and to navigate avoiding frustrations.
- Allows auto dial for your VOIP phone saving time that allows more dials.
- I like the pipeline feature that can be accessed at any time.
- I can't think of any at present. I know that my company has been very satisfied with VanillaSoft.
August 12, 2020
Incredibly useful sales tool
We use VanillaSoft as a lead management program. It works great for managing follow-ups. The interface is incredibly user friendly and has many time saving functions like one click emailing and calling. This software also keeps track of which one of our producers is working which lead so their is never any doubt who is working what.
- Follow Up
- Data Management
- User friendly
- Some issues when using VanillaSoft to send emails
June 12, 2020
I scream, you scream, we all scream for VanillaSoft!
VanillaSoft is used by our Area Developers to recruit contractors to serve as licensed installers of our product throughout the US. Our prospects in VanillaSoft are broken down by different campaigns we call in and also broken down by specific industry. It's a great CRM as it gives a map of where the prospect is located so we get a sense of the demographics on where the prospect is located. Our business model is to place installers where the market is hot for outdoor living spaces.
- Love the way you can send emails directly through VanillaSoft. This makes it a one-step process.
- You can add a result code to track your call history.
- The search tool makes it faster to bring up contacts.
- And of course the map is very cool.
- Duplicate accounts: there should be a way to merge duplicates so multiple salespeople are not calling on the same prospects.
- Calendar is a little cumbersome.
- When searching for contact and it's not the correct project name, we should be able to arrow back and it should show the list again without having to search all over again.
June 01, 2020
Easy application
VanillaSoft is being used to build and manage our pipeline. The Area Development side of our company is using it to recruit Installers for our company. It helps us find and gain daily new prospects and contractors over a large user database. We have plenty of contacts, and the overall, the VanillaSoft software is easy to use and easy to manage.
- VanillaSoft is great at keeping up to date on calendar call backs.
- Helps generate new leads fast!
- Can dial and contact a lot of people in a day to build a pipeline.
- We have repeat clients in our database.
- Maybe add a skip button for results.
- Add an important note to the call.
I am the only one using VanillaSoft in my company. I am testing it out for my team before they start to use it. It is possible that the entire company will at some point use it.
VanillaSoft is a CRM and Dialer. It has solved the problem my industry is facing due to the Covid-19 situation. I work mainly with seniors which made me unable to leave my house for 2 months. I was able to transition my entire business online.
VanillaSoft is a CRM and Dialer. It has solved the problem my industry is facing due to the Covid-19 situation. I work mainly with seniors which made me unable to leave my house for 2 months. I was able to transition my entire business online.
- The ability to create rules makes it very easy to prioritize my best leads.
- The CRM works seamlessly with the dialer to automate calling.
- The CRM is a great way to manage customer relations and keep track of paperwork that needs completed.
- I wish VanillaSoft could hotkey my call dispositions. This might be a feature, but I haven't figured it out.
- VanillaSoft should include the call recording feature free of charge.
- VanillaSoft does not automatically dial out on Chrome requiring me to use Mozilla Firefox.
It is used for appointment setting for small business clients throughout the country. Vanilla Soft is used for tracking CRM and representatives' time making calls. It's got many more uses with management, but that's my personal experience with it.
- VanillaSoft makes follow up easy and seamless. I live off of the notes and reminders!
- I inherit accounts from other reps and I can hit the ground running on those accounts.
- I used Vanilla Soft in the early 2000s. I just came back to it last year, no real training needed.
- I would like user-defined callback time-frames. Maybe the company I work for set these. The user needs the option! I can try a cold-call again in 2 days, (often too soon) or 7 days (on the same day of the week that I already couldn't make a connection) or go to another screen and set up an official callback (which gets me excited for no reason, because the callback is being used for call spacing, and not a true follow up). Let me tell the system how many days I want to space my call so I can quickly move on to the next call.
- Main numbers have ext box, but add-on numbers you're referred to DON'T. I end up putting extensions in the contact's TITLE just to keep it in a visible place. It can be difficult getting an extension. If you don't see that you got it in the previous call, you lose a lot of steam, and sales can be grueling enough as it is.
- Maybe a place for highlights about a client. Notes age out with newer notes. Critical info often gets lost in the string of transactions.
May 21, 2020
VanillaSoft Review
VanillaSoft is used as a lead management tool for our intake department. We use it to manage online leads and track them through our intake funnel.
- Easy to track leads and pick up a colleague's trail
- User-friendly and intuitive design--there is never a question of where the right button is.
- Highly customizable, easy to add or delete sections, as well as personalize the specifics to your business
- The design is clunky and unappealing, it is hard to find the information you need unless you know where to look
- Pop-ups and notifications interfere with the workflow, it forces a user to deal with the notification before proceeding
- The cue system means there is no landing page. After finalizing a lead, a user is redirected to another lead depending on the cue, takes a lot of control out of users' hands
March 27, 2020
VanillaSoft Review
VanillaSoft is being used only in our B2B calling efforts. When we switched to VanillaSoft, we get more insights into how everyone's performing, we were able to reach out to a lot more prospects compared to previous CRM, and it increased our deliverables. The on-boarding of new users is very easy. The default page for callers is not hard to navigate, you can easily make 300 calls or even more within an eight-hour shift.
- Time tracking and performance tracking.
- User friendly-interface.
- The "Run Query" button should not require double clicks.
March 11, 2020
VanillaSoft kills the lead game!
VanillaSoft is used as a management tool for prospective students. It addresses any "lags" in new leads, meaning it automatically populates the next lead for each admissions person. We also utilize text messaging, along with appointments to help organize the leads. They are automatically put into recirculation as needed.
- Keeps reps busy, populates new leads automatically.
- Integrates well with other software.
- Very easy to use.
- After a missed appointment we would like to see better options on resulting lead.
- Auto texting for specific leads.
- More options on resulting leads.