Easy to use & highly customizable software
It has helped us make our calling processes more efficient. The calling team of representatives [was] able to customize the calling list …
VanillaSoft
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VanillaSoft
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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/Freemium Version
- Premium Consulting / Integration Services
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Product Details
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
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VanillaSoft Integrations
- DocuSign
- VerticalResponse, from Deluxe
- SalesForce
VanillaSoft Competitors
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% |
VanillaSoft Technical Details
| Deployment Types | SaaS |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | All Countries |
| Supported Languages | English |
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Frequently Asked Questions
What are VanillaSoft's top competitors?
What is VanillaSoft's best feature?
Reviewers rate Availability and Performance and Usability highest, with a score of 9.1.
Who uses VanillaSoft?
The most common users of VanillaSoft are from Small Businesses (1-50 employees) and the Marketing & Advertising industry.
Reviews and Ratings
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January 12, 2022
Easy to use & highly customizable software
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 27, 2021
VanillaSoft review
We were looking for something where we could control our screens, build specific call routes, and even manipulate data on a daily basis. We took a chance when looking into a sales-based software and haven't been disappointed as this has fit almost every need we were looking for.
- Building custom reports.
- Toggle between campaigns with 1 click.
- Intuitive and user friendly.
- Integrations lack a little bit.
- Reporting can be tricky to set up.
- Would like customizable data tables.
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.
- Online training
- in-person training
- no training
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 14, 2021
Outstanding Tool for Remote Teams
VanillaSoft is used by our entire company and keeps all of our leads, accounts, and calls organized.
We also use VanillaSoft Connect to track and record all of our calls which is essential for our QA.
We also use VanillaSoft Connect to track and record all of our calls which is essential for our QA.
- 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!
VanillaSoft is being used by our internal sales team who do outbound calls and convert the leads that come across through our various running digital or online marketing channels and campaigns.
- Customizable lead management.
- Progressive dialing.
- Stages including MQL/SQL.
- Customization.
- Salesforce integration.
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 10, 2021
Vanilla Soft. Not the ice cream but the call tool.
It is being used just by the sales department. It helps with cold calling, managing sales leads, appointment setting, and also helps with keeping leads hot with thorough notes taking to allow passing leads from one caller to another or to the actual sales person themselves. It is really effective in helping with outbound and inbound sales.
- 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
VanillaSoft was selected and deployed as the preferred solution for executing outbound calls supporting marketing campaigns. The solution was adopted for use in the marketing department only and did not serve the needs of other departments for this organization.
- Power dialing.
- Logging call activity.
- Easy to use.
- Easy to implement.
- Reporting on key metrics.
- Integration with CRMs.
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 03, 2021
Great for early sales development
We utilize the VanillaSoft platform for multiple clients. To generate MQLs & SQLs for 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 ability to bridge the gap between sales and marketing.
- 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
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
Great overall sales engagement platform and CRM!
VanillaSoft is our main front-end phone dialer and CRM system for prospecting in the senior insurance market. I use it extensively every day with prospects and customers regarding Medicare and prescription drug plans. It is very efficient and especially helps with automating communication, and love the text message feature. Our entire organization which is presently just me uses this platform.
- 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.
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
Straightforward and effective tool for outbound calling
We use the program at one dept. to reach out to our audiences by phone.
- 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
We are a marketing agency that uses VanillaSoft as an outsourced telemarketing solution for our clients. We are currently running campaigns for 10 clients and have run over 300 projects since we started using the product back in 2014.
- 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
VanillaSoft is our primary CRM for our appointment setting and sales. I used it at a previous company and when we started our own firm it was our first choice.
- 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!
We do telemarketing for associations and events. For the associations, we do membership outreach for renewals. For events, we reach out to prior attendees to corporate conferences and events. We use VanillaSoft as a CRM for these projects. It is crucial to our business. It is used by our whole organization.
- 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
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.
September 01, 2021
VanillaSoft Review
I used VanillaSoft for over 2 years in my current position as Health Advisor. We used the platform for the purpose of touching our leads with the intent to help as many as possible find our amazing health coverage. I loved the ease of use and the ability to contact so many prospects on a daily basis with calls. Text and email marketing. We have switched to another CRM platform, and I miss my VS. I have not been as productive with the new platform, and I'm asking daily to go back to VanillaSoft. Unfortunately, I am not the decision-maker.
I hope to be back soon.
I hope to be back soon.
- 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
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).