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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…
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
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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% |
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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
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
February 17, 2020
Great software, great support, and great customization!
VanillaSoft is being utilized as a calling software for fundraising initiatives at Bucknell University's Student Calling Program. It easily connects Bucknell's student callers with prospective donors and is a great software for capturing necessary data and results. The administrative back end is very user-friendly, and the end-user result is just as simple to use.
- I believe VanillaSoft does a great job of being able to be customized for each individual account. It is largely used in sales but has recently started integrating with higher education institutions. Sales and higher ed fundraising are similar, but the language is very different. VanillaSoft does a great job of being able to fulfill all needs for any company needing to make customization quickly.
- VanillaSoft has an amazing support team. Any questions, concerns, or issues are addressed immediately and continuously communicated.
- VanillaSoft does a great job of continually working to improve its product from suggestions made to them. The company is always willing to listen to their customers.
- I would like to see the routing filters (list builder) to be a little more visible in anticipating when prospects/leads will be coming to the front of the calling queue.
- The outbound calls - Although masked with local area code - we are not able to have the name of our organization masking it since they are all different VOIP lines.
- Great new initiative is texting through VanillaSoft. It's nice to have everything all housed under one system.
February 13, 2020
We Love VanillaSoft!
VanillaSoft is used by everyone in our company, including bookkeeping. It is a precise tool to keep contacts and appointments organized, plus it's very easy to use. If we didn't have this system, we would not be able to keep with all of the appointments and data we are responsible for.
- Calendar.
- Data collection.
- Customer service and response times.
- Nothing that I can think of!
- We have definitely had a positive impact with VanillaSoft, being able to route a large amount of contacts and increase our outbound calling.
VanillaSoft is easier for new employees to use quickly.
10
Sales, client retention and prospecting, billing.
2
VanillaSoft does require support employees that have a computer background and proficiency. Navigation and set up on the administrative side requires someone who can think methodically. Once it is understood, it's easy to navigate but takes some time and experience.
- Client Retention
- Prospecting
- Billing
- Email Drip Campaigns
- Hoping for Texting Videos
No
- Price
- Product Features
- Product Usability
- Product Reputation
Features were the deciding factor. We are able to store a lot of information about clients and prospects along with documents.
There is nothing to change.
- Implemented in-house
No
Change management was a small part of the implementation and was well-handled
- Set up of Emails and Documents
No
All of the time! Their support team is wonderful!
- Email Campaigns
- Text Messaging
- None
No
February 06, 2020
Plain Flavor but Good Communication
We've been using VanillaSoft for email campaigns to attract potential attendees to a series of technology webinars hosted by major tech companies that we help implement.
- Makes it easy to load contact lists and messages.
- Enables smooth, continuous transmission of messages.
- Occasionally forced sign-out and need to sign in again to continue the process.
- Would benefit by installing an automatic clicker to save time and manual labor.
- Helped us maximize webinar attendance.
- Follow-up contacts help keep our clients top of mind.
We were seeking a straightforward platform for our marketing campaigns with a smooth learning curve so that novice users could adapt quickly and engage with minimal difficulties.