VanillaSoft Reviews

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.

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.

VanillaSoft keeps everyone on track and ensures we make the volume of calls that is necessary for success. It is very easy to see who you called in a day and how many calls were made. This makes it very convenient to keep track of all of our lead measures, which lead to our lag measures (our paychecks).

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.

We all pump out a little over 160 calls a day. There are 3 of us inside area developers so that's close to 500 calls a day. Using the VS Connect feature is like lightning moving between prospects. The callbacks come through well with the feature shown in the right top corner. Just one click and you're live. Super easy!

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.

I transitioned from a cold door knocking system to a warm lead calling system. I used my overhead savings to buy warm leads to call. My best door knocking day was 32 doors knocked on. I have dialed upwards of 200 numbers in a single day of calling for only 3 or 4 hours.

I own my insurance agency, and am president/CEO (chief everything officer). VanillaSoft is everything I didn't know I needed in a dialer/CRM system. Intellectual routing takes the thinking out of dialing leads. It's a one click call then next lead. It makes me more efficient and increased my productivity 10x. In a business of volume, more dials equals more profitability.

I am able to dial 5-10x more people in the same amount of time than by doing it manually on my cell phone.

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.

We used Vanilla Soft for over 2 years now and it is our main CRM in terms of dealing with our existing and potential clients. It is the best software for sales and marketing especially the intuitive routing where it auto routes leads that are deemed priority to be contacted. The scheduling of appointment is fantastic, no hassle with all the automated emails sent out.

We have increased our call volumes by 50% compared to the previous manual dialing. Since we've used VanillaSoft, our work efficiency has doubled because of the auto-dialing and auto-routing—no paperwork and no mess.

Our company uses VanillaSoft to make calls to consumers who have expressed interest in our services. I am on a team of a growing number of Inside Sales Agents (we currently have 5). We love the way VanillaSoft is setup for us to make calls—it is so easy to use and disposition the calls. The script is also right in front of us on the same page, so we don't have to click multiple screens. There is also plenty of space for information about the lead and the client. VanillaSoft quickly dials the numbers and moves to the next lead just as fast. We couldn't ask for a better tool!

I'm not sure how to quantify the impact, but I know I can make 20-40 calls an hour with a dialer, and only 10 by manual dialing.

All our sales people use VanillaSoft to prospect. It is the most efficient way to move through a call/contact list with the least distractions.

Sales call volume up at least 50% purely from the efficiency of the call system. Auto-advance to the next record and integrated call software and email means we never need to leave the app. Huge advantage!

It is being used for fundraising for our organization. 30+ employees use the service and I appreciate that VanillaSoft allows for custom software capabilities to me our organizational needs. It addresses fundraising needs and has capabilities for custom constituent profile information. I really appreciate the needs that it fulfills and the service that it provides!

VanillaSoft has permitted us to increase our total number of calls. It is impressive that we have gone from 50 calls per 90 minutes to 75 calls per 90 minutes. We also are able to update contact information more efficiently and successfully because VanillaSoft has features for us to do so.

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.

We have been able to contact a high volume of companies on a daily basis. It has helped keep up with the momentum and daily performance needed to be successful at our job. I have a huge database of many different types of companies all simply categorized and making our day very efficient.

Everybody in the mortgage department here uses this system. We use VanillaSoft to keep track of when we have called people and when we are due to call them again. We also use it to leave notes so we do not forget what we have done for a customer and what needs to be done on the next call. It is also a great way to make sure we are making enough contact with clients.

I would say that our outbound calls have increased massively as we have been able to manage callbacks much more effectively using VanillaSoft. It has also enabled us to focus on how we are using our time in the office and adjust how much time we should be spending calling. Previously, we thought we were making enough calls when we actually weren't.

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.

Outbound calls have increased more than 100% since implementation of VanillaSoft. Additionally, inbound calls have been more efficient and productive, leading to higher workforce efficiency, and more conversion of leads.

The Development Office at Santa Clara University uses VanillaSoft in the outgoing call center for prospect relationship management. It makes it easy to organize all the information and employee notes in one place, which helps the callers have more effective conversations with the prospects.

Definitely. Autodialing makes it extremely efficient to reach more prospects.

We use VanillaSoft for demand generation, as a white-label service for our clients.

Increased by a little bit

We are able to tackle outbound calling projects of all sizes - because VanillaSoft is so easily scalable - we can assist with projects of all sizes. We have worked with different divisions, segments within a singular company - prospects love that we can work with small campaigns to large campaigns, all with the same level of focus and continuity which makes us a trusted/reliable vendor. VanillaSoft gives us the flexibility to work on numerous campaigns while maintaining the same quality. Clients also love when they call me the owner - I can give any answer/address any issues immediately to their satisfaction!

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.

My agents are making 40 dials per hour on an average. I think this is a 50% increase in comparison to how many we were reaching before. This platform really helped us in our productivity.

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.

Our call volumes have honestly stayed about the same. Each rep has a certain standard number of calls they are expected to make each day. However, VanillaSoft has dramatically increased the quality of these calls. Instead of wasting time on old leads or the same leads over and over. The quality of leads however, is much better.

I've been utilizing VanillaSoft for 4 years now at my job in sales for major arts organizations in Southern California. VanillaSoft provides an excellent interface for phone work. It makes important data visible and accessible, with useful fills to organize contacts. VanillaSoft allows our company to manage multiple campaigns at one time while keeping data from each campaign searchable and active. I am impressed by the advanced search capabilities that can pull up contacts from every campaign ever created in our system. Furthermore, with one click from the stats page, we can create reports to pull up sales records daily, weekly, monthly, and for all time. Vanilla soft records all phone calls made with time, date and notes easy to view on the contact page. It also allows us to place our contacts' buying history right next to the contact information for easy viewing while making calls. Administrators can create fields for users to fill in sales details, auto-sum pricing and load into a printable pdf. We can also easily print mailing labels from the contact page. Lastly, users can sign in online to access campaigns from multiple locations. I consider VanillaSoft the ideal platform for sales success.

We've been able to increase our call rates by 30 calls an hour through more efficient software from VanillaSoft.

All sales agents use VanillaSoft on a daily basis within the organization. Our managers, directors, including myself as the CSO of Live Rich Closing utilize the incredible customizable reporting and dashboards to manage sales performance across our multiple marketing channels for our clients. Rather than just the one department of sales, our entire organization utilizes the platform due to how clearly you can utilize the result codes and sort out the high-performers from the bottom-tier agents. The business problem this addresses for an organization like ours with 30+ agents is communication. We are a fully virtual team so it is critical to have access to call recordings and dial records from a daily, weekly and monthly standpoint in order to make the most money for our clients.

I can't imagine how many people were impacted when we initially started with VanillaSoft. Our clients were able to see 200%+ in outbound call volume when we integrated VanillaSoft within our organization. With the custom dashboard access, performance visibility made it much easier to manage and deliver results on multiple projects.

VanillaSoft is used by the Bucknell student-calling program for managing the university's alumni information and giving records. It is being used by that department to address the problem of repeatedly calling alumni, disorganized record keeping, and call marking for research and managing alumni relationships / collecting alumni/parent feedback effectively. It is also used to manage credit-card versus pledge-letter funds and keeping an accurate record of conversations had with alumni/parents.

I do not know what business development/outbound call volume was like before VanillaSoft because we have been using it for as long as I can remember, but I assume that it has greatly increased our efficiency in marking calls because it is much easier to find tabs and sub-tabs beneath them that properly address the issue or request at hand, which means less effort on the end of the caller writing comments and less work on the end of the supervisor correcting mistakes and dividing calls into different categories for research/processing, etc.

VanillaSoft is used by the Sales department only. One of the problems I have solved with VanillaSoft is that cold callers are able to get through the leads a lot quicker than other systems. This allows more leads to be called on. Another problem that was solved is the idea of having to go back and forth to send emails or make calls. With VanillaSoft everything can be done from the system without having to switch tabs. It even allows us to view a script to help during the calling process. This system also allows you to view a dashboard of all your callers to help see the progress of each team member.

Unfortunately, I am unable to really quantify the call volumes because these were measured by management. I did notice, however, that I was able to make around 5 more calls per hour which say a lot about productivity. The difference would have been 12 (on Salesforce) to 17 (on VanillaSoft) calls per hour. This allows for more opportunities to reach potential prospects.

My outbound call volume has increased and typically stays the same with the ease of VanillaSoft's click to dial.

We use Vanilla Soft for sales. We have a group calling opt-in data contacts via Bria softphone VOIP that is integrated into Vanilla Soft. It keeps track of results and notations. The result codes change the next action needed or taken within each contact. We can pull reports and quickly identify issues and successes.

Outbound calls have been maximized and proven efficient by setting the parameters of call attempts, and how often it gets called based on the stage the contact is on. The call queue is visible in a list format so you can see what is coming, contacts are automatically routed to calling agents based on the queue they are in.

We utilize the VanillaSoft platform for multiple clients. To generate MQLs & SQLs to 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 bridging of the gap between sales and marketing.

It has allowed us to increase the productivity of our sales development reps by 150%.