VanillaSoft is Hard to Beat
August 29, 2018

VanillaSoft is Hard to Beat

Sarah Van Sciver | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with VanillaSoft

My organization is using VanillaSoft in order to make its phonathon alumni and family fundraising (especially for new acquisitions, LYBUNTs, and SYBUNTs) most efficient, data-driven, and smooth for not only user experience but also the pool of prospects whom we are calling. We use it in conjunction with integrated lists from the Salesforce CRM and the e-mail templating tool partnered with Gmail.

Pros

  • Allows for sorting of data flexibly and clearly whether importing or exporting lists.
  • Facilitates clean data collection (for example when prospects we call update their contact information).
  • Enables callers to make very personalized calls.

Cons

  • Realtime synchronization from a master list of potential prospects to call with even more elastic ability to re-/assign them to specific call lists would be great.
  • Texting functionality could be better in terms of WYSIWYG and user experience.
  • The system for de-/activating profiles is a bit cumbersome at times, with lapsed phonathon callers' profiles becoming completely hidden from the admin side.
  • Phonathon via VanillaSoft reaches more prospects than calling without a CRM to route lists/calls.
  • Phonathon via VanillaSoft is our best mechanism for contact updates in our database.
  • Phonathon via VanillaSoft is our best mechanism for new gifts acquisition among alumni and families of our Institute.
Salesforce is our primary CRM for database purposes, contact reporting, and campaign/event management, but there is nothing out there that compares or even comes close to VanillaSoft in its calling capacity, user experience, optimization, strategic benefit, and perfect design to implement better calling campaigns. The two programs (Salesforce and VanillaSoft) are a winning combination, but VanillaSoft is the key ingredient.
VanillaSoft has been great when calling targeted giving acquisition lists, who have a particular affinity we strategically partner with one of our callers. It also works well for new acquisitions who have never been solicited before. It is definitely inappropriate to use as a re-engagement tools for prospects previously requested to be marked as "do not solicit."

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