VanillaSoft Sales Powerhouse
August 29, 2018
VanillaSoft Sales Powerhouse
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with VanillaSoft
Our call center uses VanillaSoft across the entire organization. I develop project databases for each of our clients and our callers use them to cultivate sales leads for our clients. Our own sales team uses VanillaSoft as their prospecting database as well. The customized reporting and tracking of call and login data provides valuable insight to the efficacy of lists or marketing strategies and ROI. As a CRM solution it excess for appointment setting and lead generation marketing.
- It has a robust calendar option that facilitates appointment setting. Creating external agents allows us to set appointments for a client and define that campaigns time requirements. This prevents agents from booking outside requested times. If desired it can also prevent overlapping appointments. The ability to sync with google calendar is useful for sales reps that keep a busy schedule. The option to highlight existing appointments within a certain radius of the current prospect record makes it effortless to group appointments on the same day based on geographic location.
- Result notification emails which are customized per campaign and triggered by termination result are particularly useful. Notices are extremely flexible and can be used to simply provide appointment information, confirmation or to kick off internal work flows.
- Unlimited customized results / terminations are the driving force behind V.S. processes. You can be as detailed and specific as you want and each code. The granular controls for the processes that a result code can be programmed with, allow for a more streamlined usage for callers or users.
- The built in scripting and prospect merge ability is useful, although their formatting support for pasted text could be improved as rich text sometimes causes the system to freeze in their new interface.
- The inability to create customized controls for a "manager" user.... a non-admin user with access to admin side reporting. This is limiting because although I can train others to run reports, I cannot allow them security access to campaign and account settings. This forces me as the admin to perform menial reporting tasks instead of using my time more productively.
- Click to call third party solutions (browser based plug ins that generate sip links from a phone number) have been neutralized with the new interface, which forces an additional per user per month charge to allow click to call dialing with only a select number of supported soft phones.
- Positive impact - 90% of our business functions out of this product so we are completely dependent on it which means if they have problems we are dead in the water. Fortunately this is not a frequent occurrence but has happened on a few occasions.
XenCALL, Convoso XenCALL appears to have all the functionality of VS with added dialing and a more automated (but not complete ATDS) included as well as a browser based softphone. Convoso is similar in offering the same features as XenCALL but the pricing structure includes minute usage. VS does offer VOIP platform for a premium cost but the functionality is not as robust as third party cloud based systems with IVR functionality.