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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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- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
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
(26-50 of 88)Companies can't remove reviews or game the system. Here's why
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
January 05, 2021
VS rocks!
We use it to track our leads coming in to request information for higher education programs. It helps us since the lead's information is all right in front of us and we do not have to look far for certain important information we need to help the lead. It makes things more streamlined and alot easier to manage. The feature used to result calls at the end of each call really helps us communicate to each other and just let the next rep know how the call went and what happened with the call so that we are better prepared.
- Streamlined.
- Everything in one place.
- Lead Tracking.
- Sometimes VS soft phone doesn't function properly
- Logs me out once in a while on its own
- Sometimes locks up when trying to result a call
January 04, 2021
Favorite kind of ice cream? VanillaSoft ... serve
VanillaSoft is being used throughout our entire organization in some way, shape or form... We have different teams, that are all able to use and work with in VanillaSoft, to which all information is easily kept throughout 1 system. We address getting students into school, which means, we help prospects who have done online, in person, and/or over the phone search and requested information regarding furthering education or changing careers.
- Analytics.
- Organization.
- Variety.
December 28, 2020
Admission OutReach Call Center Rep
VanillaSoft is what we use to contact our leads. It is the best because it is easy for people who work remotely to use and people who are still working in the call center! It allows us to quickly receive help from a manager if needed. It is used by our entire organization! Keeping in contact with the leads and campuses is the main function of the call center and VanillaSoft makes everything easier for us all!
- Transfer calls
- Send SMS
- Sets appointments
- Saves time by letting you call, email, and sms all in 1 place!
- It allows us to view stats easily.
- It allows management to view our stats easier.
- It is very convenient for working remotely.
- Technical difficulties.
- Assigning each company with a rep who is there to assist when there are technical issues.
- Give the companies needed information to train employees to fix technical issues on their own.
December 23, 2020
VanillaSoft is Great!
We use VanillaSoft to screen potential prospects looking to further their education. We reach out to leads and connect them directly to the school they requested just to start the process of enrollment. We set company wide goals and push each other to meet requirements to excel in the industry.
- All info is on one screen.
- Easy to use.
- Great at giving us leads as soon as they come in.
- Freezes often, which causes issues when we have to restart program.
- Could use easier text feature that allows us to see full conversation without altering screen.
December 19, 2020
VanillaSoft
VanillaSoft is used by the entire company for the purpose contacting prospective students, data management, productivity tracking and solution. It provides a single platform for multiple locations easing the problem of record tracking and information sharing.
- Ease of use.
- Tailor to our company needs.
- Accessibility to VS corp team to problem solve.
- Increased functionality of reporting.
VanillaSoft is being used by all departments across the whole EA organization I believe. We use it to gather student information, and to locate prospective student leads in the system. We then transfer these students to various schools that we work with. Once transferred, they are able to speak with an advisor to get information on the program of interest. These are students looking to pursue trade programs such as HVAC, CDL, nursing, etc.
- VanillaSoft is very easy to access and operate. It is a very teachable and learnable workplace.
- VanillaSoft has quick navigation tools at your fingertips which is very convenient.
- It has a great activity dashboard which allows you to keep track of your work stats on a daily basis.
- I would say some cons working with VanillaSoft would be its temporary freezing.
- The system does lag from time to time. This causes for a delay in the caller ID to appear and delays accessing customer information.
- I think there should be different formatting of VanillaSoft to fulfill individual preferences.
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 is a fantastic program!
We use VanillaSoft to curate leads who are interested in furthering their education. The program tells us when we need to call them, keeps track of our calls and whether they are positive or negative and results them accordingly.
- Fast.
- Organized.
- Easy to use.
- Occasionally there is lag.
- I wish it could predict a result when I type in comments.
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.
September 03, 2020
A Sales Rep's Best Friend
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!
- Calls quickly and moves to next lead quickly.
- Provides the script and info about the prospect and client all on the same screen.
- Super easy to use overall.
- Sometimes the live transfers are disconnected.
- Being able to delete or edit names under CMV/HUD
August 19, 2020
VanillaSoft
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.
- Notes section, easy to see what other employees think
- More quick results
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
August 11, 2020
VanillaSoft drives sales calls!
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.
- Call lead management
- Sales pipeline management
- Manager oversight of calls
- Integrated email
- Would love to be able to see an overview of lead coding for pipeline management
- Sales analysis/values
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 08, 2020
VanillaSoft Review!
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!
- Custom constituent profile information.
- Segmented scripts.
- SIP error 408.
- Credit card payments not always processing.
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.
May 26, 2020
VanillaSoft Review
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.
- Allowing us to monitor contact with clients
- Allowing us to contact new clients as they are put into the system
- Keeping notes so that we can confirm compliance with customers
- I am not sure how it can be improved as I have not used another system, and this one is fine for us all.
May 26, 2020
Everything in One
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.
- Intellectual routing
- Text and email templates
- One-click dialer
- Requires 2-3 logins before access
- Sometimes text alerts don't show
- Learning curve in the beginning can take a week or two to get used to the software
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
May 21, 2020
VanillaSoft Review
We use VanillaSoft for demand generation, as a white-label service for our clients.
- Very customizable
- Customer support is better than most.
- Training is good.
- Interface is a bit clunky.
- Takes a while to learn because it has so many features
- They sort of nickel-and-dime you with features.
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.