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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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- No setup fee
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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demo screenshare vanillasoft
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Product Details
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- Integrations
- Competitors
- Tech Details
- Downloadables
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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% |
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
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- 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 56)Companies can't remove reviews or game the system. Here's why
September 21, 2021
VanillaSoft: Streamlined CRM for all needs
- Playbooks, from XANT (formerly InsideSales.com) and Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
It's been so many years since I've used the others, but the VanillaSoft is well above and beyond the two I listed. The ease of functions, flexibility in setup, and the outbound calling and email features are leaps and bounds above the others. I could not see ever going back to the others, we've been so pleased with VanillaSoft.
September 14, 2021
Great for small sales biz!!
Simply put, VanillaSoft is a better value for your dollar than any CRM I have tried on the market. Although Salesforce is a good product, it is way too expensive for many small to medium-sized businesses. VanillaSoft offers a premiere CRM experience that businesses of any size can benefit from at a reasonable price.
September 10, 2021
If you are looking for a customizable sales engagement platform, VanillaSoft is the one!
- Salesloft and Outreach
VanillaSoft is a lot easier to use and manage (from the admin perspective) when compared to using Salesloft or Outreach. Since our main requirement was related to customization of the whole product, VanillaSoft hit the nail hard at the right place and the right time for us. Also, the lead scoring, single data point tracking, as well as pricing, helped us choose VanillaSoft over others.
September 10, 2021
VanillaSoft - Efficiency for our Sales Department
September 10, 2021
Vanilla Soft. Not the ice cream but the call tool.
VanillaSoft has more internal functionality than ring central. It has an easy learning process for our virtual assistants and allows for immediate implementation. It allows for us to check our staffs' productivity and keep things in check. Also, it makes dialing really really easy especially if we are doing multiple seats in volume.
September 09, 2021
VanillaSoft FTW
- Five9, DialSource, PowerDialer for Salesforce and from XANT (formerly InsideSales.com)
VanillaSoft differs from other solutions in cost, ease of use, and implementation.
September 09, 2021
Efficiently increase engagement
- Outreach
VanillaSoft has very similar offerings to Outreach in terms of usability and opportunities for streamlined prospect engagement. The main differences lie with their user experience, customer service, and how information is presented through the platform in terms of knowledge base and analytics. Both are suitable tools, the differentiation comes down to preference of interface and data presentation.
September 09, 2021
Great call center solution
VanillaSoft stacks up against Microsoft Power BI very well by allowing the data visualization in a more effective way, Power BI has positioned itself as one of the more robust and intuitive tools for business intelligence and data presentation. VanillaSoft and Microsoft Power BI are a great bundle for the report and analytics team.
September 03, 2021
Great for early sales development
SalesVu failed to continue to improve as technology improved and requirements changed. VanillaSoft is flexible and constantly improving itself. Salesforce is a good tool for the complete sales cycle, but is too cumbersome to use for the early stages of sales development. This is where VanillaSoft excels and outshines the rest.
September 02, 2021
VanillaSoft implementation
The companies we evaluated are not on the list you provided. VanillaSoft was selected due to its flexibility and other stewardship connection streams.
September 02, 2021
Great overall sales engagement platform and CRM!
- AgencyBloc and Rocketlane
VS could add the hard copy mail correspondence to be more on the same level with Rocket Referrals. Also the ability to send out testimonial/review requests would be another nice addition for VS.
September 02, 2021
VanillaSoft the Perfect Agency Product
I forgot the name of the product but it was not suited well for agencies.
September 02, 2021
VanillaSoft not so vanilla for higher education fundraising
Ruffalo Noel Levitz Engage was the previous platform used. VanillaSoft is much more user-friendly and allows in-house customization and implementation reducing costs.
September 02, 2021
Smart CRM with Call Priority System Perfect for Call Centers
VanillaSoft is easy to use and set up. It does not require any coding or complicated setup. The dashboard is pretty straightforward.
September 01, 2021
VanillaSoft Review
August 31, 2021
Great tool for fundraising
I cannot recall which other products we considered so many years ago, but VanillaSoft has been a great choice. We have been so impressed with their Support team's responsiveness.
January 04, 2021
Favorite kind of ice cream? VanillaSoft ... serve
I have not been able to use any other systems like VanillaSoft and I am actually very happy about that. VanillaSoft does any and everything I need it to in order to work. What I like best about VanillaSoft is that it is so easy to navigate the system by the categories, resulting codes, reviewing data, and etc. I like how you are able to see all your work for the day. The upsides to VanillaSoft is that everything is traceable as you can see what was done and worked before you, you can keep track afterwards, it's easy to look someone up as you have many ways to try and locate things if and when needed.
I have not used any other products like VanillaSoft. Since I have been with my company we have only operated with VanillaSoft. I assume this is because of the many benefits that come with working with VanillaSoft and lack of issues experienced over the years. I hope to continue with it.
December 19, 2020
VanillaSoft is a fantastic program!
VanillaSoft is used for a different purpose than Revolution EHR, so it's hard to compare the two. VanillaSoft has been easier to learn how to use though.
December 19, 2020
VanillaSoft was the Key to our Growth in Enrollment
VanillaSoft is far more user friendly than any other CRM I have ever used. With GoldMine, CampusNexus, etc., we were never able to make changes ourselves. Any changes had to be made by developers. With VanillaSoft, you can completely customize the experience yourself and you don't need to be tech-savvy to do it. VanillaSoft understands sales-engagement like no other company and has designed its product to be as dynamic as the sales groups that use it.
September 03, 2020
A Sales Rep's Best Friend
VanillaSoft is so much better than ViciDial overall.
August 19, 2020
VanillaSoft
I haven't used any other products
August 13, 2020
VanillaSoft Makes My Life Easier
All these systems were great, but VanillaSoft in my opinion is less complicated, easier to use and navigate, as well as VanillaSoft is just as productive, fast and effective as the others are. Their customer support is second to none. I feel very very confident in trusting VanillaSoft for my CRM needs.
August 11, 2020
VanillaSoft drives sales calls!
VanillaSoft is the best sales-call data system. No other program keeps the salespeople as focused.
June 12, 2020
I scream, you scream, we all scream for VanillaSoft!
VanillaSoft fits well with our smaller organization. It's user-friendly and easy to navigate. I will be exploring the rest of the features to train my team to get the most functionality it has to offer for us. I really like using the VS Connect as I've never used that type of outside dialing feature. Great tool!