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…
Easy to use & highly customizable software
VanillaSoft: Streamlined CRM for all needs
Great for small sales biz!!
Outstanding Tool for Remote Teams
We also use VanillaSoft Connect to …
If you are looking for a customizable sales engagement platform, VanillaSoft is the one!
VanillaSoft - Efficiency for our Sales Department
Vanilla Soft. Not the ice cream but the call tool.
VanillaSoft FTW
User friendly CRM
Efficiently increase engagement
Great call center solution
Great for early sales development
VanillaSoft implementation
Great overall sales engagement platform and CRM!
VanillaSoft is user friendly and promotes employee productivity.
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Pricing
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
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Apollo is a sales intelligence platform with tools to help users engage with prospects. Sellers and marketers can use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy. Apollo's B2B Database includes over 220M contacts and 30M…
Product Demos
The BEST CRM For Final Expense Telesales
Sam Dunning - How to Do a Demo - INSIDE Inside Sales - bit.ly/subscribe-iis
demo screenshare vanillasoft
Product Details
- About
- 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 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
- 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.
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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
- 9Likelihood to Renew3 ratings
- 9Availability2 ratings
- 9Performance2 ratings
- 9Usability3 ratings
- 8.9Support Rating3 ratings
- 9Online Training1 rating
- 9In-Person Training2 ratings
- 9Implementation Rating3 ratings
- 9Configurability1 rating
- 9Product Scalability2 ratings
- 9Ease of integration1 rating
- 9Vendor pre-sale2 ratings
- 9Vendor post-sale2 ratings
Reviews
(51-75 of 88)VanillaSoft kills the lead game!
- Keeps reps busy, populates new leads automatically.
- Integrates well with other software.
- Very easy to use.
- After a missed appointment we would like to see better options on resulting lead.
- Auto texting for specific leads.
- More options on resulting leads.
More visibility with VanillaSoft
- Visibility of contact info.
- Advanced search for contact.
- Sales report.
- Calling customers.
- Data fields.
- Lead status.
- Slowness.
- Compatibility.
VanillaSoft Transformed Our Sales Visibility & Performance More Than We Could Have Ever Expected!!!
- Customizable dashboards
- Unlimited dials and texts
- Some software crashes
- Load time
VanillaSoft Recommendation
- Record contacts
- Follow up on leads
- Calendar function is a little tight in room
- Resolution codes should be displayed on front screen by default
It probably could use some beefing up in the Notes area for more in-depth information to be captured.
- There are many accurate explanation options for why a call must be researched, which helps managers resolve issues effectively. There are also a lot of valuable resources available as in scripts and the ability to send more information--these tools really come in handy.
- The option to write comments for calls and general notes gives me the opportunity to thoroughly explain and clarify what went well in the call, or what went wrong as to why someone did not give. This reduces discrepancies between managers and callers and highlights achievements as well as areas for improvement--helps in training.
- After I choose a number to call, I have to double-click a white confirmation button in the top, center of the screen to go through to the call itself. This step is tedious and a hassle when I am trying to call as many contacts as possible.
- I do not understand why I have to double-comment when there is a badge for something like "no number" on the right-hand side. Why can't I just click that and move on? Why do I have to also comment "no number"?
VanillaSoft Saves The Day, Again!
- Easy to use/user-friendly.
- Great program to follow-up on qualified future prospects.
- Sometimes it glitches and slows down.
- Repeats leads several times.
Buy it now
- Clear voice on the call.
- Website is easy to use.
- Putting a voicemail on is timely.
VanillaSoft is great
- Easy to use
- Visually pleasing
- Size of fields
- Number of fields
VanillaSoft will pay for itself 10 fold in the first sale.
- Features are user-friendly and allow for maximum productivity throughout the day.
- The automatic dialing feature allows constant contact and maximum productivity.
- I am completely satisfied with VanillaSoft and have not come across any inconvenience that would cause me to believe that there is a need for improvement.
- 100% satisfied with every aspect.
Easy & Efficient
- Organizes leads for callers.
- Dashboards allow us to view our progress within the team.
- The system is 'buggy'. It freezes sometimes.
- You have to hit save several times for information to update on occasions.
VanillaSoft rocks!
- It filters leads by upcoming interviews.
- It filters leads by financial aid appointments.
- There aren't any areas for improvement.
- There were lots of changes made initially to accommodate our environment.
VanillaSoft Review
- Easy to learn/use for the caller and admin side.
- Many customizable features.
- Sometimes runs slow.
Helpfulness
- Management
- Contact
- Contacts could be shown as soon as you log in.
- Searching for someone's information.
The Only Outbound Dialing Software You'll Ever Need
- Result codes.
- Robust VOIP.
- Email sequencing.
- Tracking.
VanillaSoft is the best CRM in the business. Change my mind!
- Automated lead population
- Simplistic user-friendly.
- Auto capitalization
- Email rejected or not valid
VanillaSoft is an excellent tool for appointment setting
VanillaSoft is an excellent system to manage your
prospects for appointment setting. It is very easy to use and I like
the ability to see the time and date of prior calls and the notes of the
conversation. New contacts and phone
numbers can be added easily. It’s a
great time-saving tool to use for appointment setting. If an issue arises, the help support staff
resolves it quickly and is very courteous. The whole team uses VanillaSoft.
- Recordings of calls for easy access.
- The ability to type lengthy notes and review them before a call.
- Would like to see it move a bit quicker after resulting a call.
Pursue new business with intelligence
- Good format, easy to learn, and use/user-friendly.
- The reporting tools are extensive and easy to create.
- I would like to see the timezone as a report filter field.
- Integration with AdobeSign like it already does with DocuSign.
Quality product with a good user interface!
- From a caller's perspective, the VanillaSoft interface is rather easy to navigate.
- VanillaSoft has many options to allow for detailed record-keeping of calls and individuals being called.
- VanillaSoft, to my knowledge, does not have a function where you can record a voicemail that is automatically sent to individuals who do not pick up their phones.
- From a manager's perspective, there are many nuances to working with the VanillaSoft software that can be difficult to become accustomed to.
Great software, great support, and great customization!
- 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.
VanillaSoft: Making Work Wonderful
- The search function is user-friendly.
- The layout of VanillaSoft makes it easy to see at a glance the info you need.
- I think the search function needs an update.
- Notes can be hard to read at the bottom of the page.
Affordable Sales Improvement
- Lead flow management.
- Lead cadence.
- Would like to see more how-to videos and instructional documentation.
VanillaSoft Above All CRMS and SEPs
To the best of my knowledge, my whole organization uses VanillaSoft. That is dozens of campaigns and probably over one hundred reps. Depending on the campaign, we all sync it to different programs. On my end, my VanillaSoft account is connected to MicroSIP (for the autodialer functions) and Pipedrive (for the client's perusal). As for what business problems this CRM/SEP addresses, I think there is only one word to sum it up best: organization. Without fantastic systems like VanillaSoft, any sales or management professional would be living a nightmare right out of Death Of A Salesman. Leveraging modern technology like this is an absolute imperative for success in 2020 and beyond. Thank you for making my work so easy, I do not see myself using another program ever again.
- Autodialer
- Cadence staging
- Glitching when logging in
- Appointment callbacks do not always properly close, prompting me to call back after having done so, and even sometimes after the lead is closed
VanillaSoft makes contact management easy
- Ease of use and simple functionality. The layout for the screen is simple and easy to read. It takes minimal time to learn how to use it.
- Customizable buttons and information screens. We are able to add specific information about patrons to panels that make finding information easy. Also, we can add buttons to make resulting in each contact easy.
- The ability for each user to save our own email templates rather than having to create them for the whole team. More personalization would be nice
- Email functionality could improve also. It uses an HTML based text similar to google docs but Google Docs is way better. It would be nice if it was easier to copy and paste text - sometimes formatting changes during pasting text.
VanillaSoft for outreach is a winner!
- You are able to prerecord a voicemail for prospects who do not answer a call.
- The reliability of calls not dropping is dependable as long as you have service.
- You aren't able to draft ready to send messages unless you are an administrator.
- It might be helpful to have an option of a three-way call.
VanillaSoft is a sweet way to make the most of your time
- VanillaSoft transitions from call-to-call very well.
- VanillaSoft keeps track of all of the leads, comments, and appointment sets.
- Sometimes the auto dial is difficult to use.
- Sometimes stalls.