Item: VanillaSoft
Rating: 9
Author: Adam Lesar

Overall Satisfaction with VanillaSoft

Use Cases and Deployment Scope

VanillaSoft is used by everyone in the office to manage contacts across multiple campaigns. It makes it incredibly easy to organize contacts, keep important notes and send e-mail and mailings and keep track of them! Integration with software like “RingCentral“ makes one-click dialing simple. There are also a lot of customization options to allow for various email templates to be saved as well as to make resulting each “contact” is done in a clear way that enables future contacts with that patron to be managed appropriately.

Pros and Cons

Pros

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.

Cons

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.

Return on Investment

This has definitely increased my ability to get sales and donations from patrons by helping with followup!
I’m also able to report any issues which has enabled me to get answers for patrons from the arts organization they are patrons of, which then subsequently helps me secure a donation once the answers have been provided.

Key Insights

Do you think VanillaSoft delivers good value for the price?

Yes

Are you happy with VanillaSoft's feature set?

Yes

Did VanillaSoft live up to sales and marketing promises?

Yes

Did implementation of VanillaSoft go as expected?

I wasn't involved with the implementation phase

Would you buy VanillaSoft again?

Yes

Other Software Used

RingCentral

Likelihood to Recommend

VanillaSoft is an easy-to-use and simple software that offers powerful tools. It would be nice if it was more customizable per user so each person can save their own e-mail templates, but it’s still incredibly useful as-is. I’m able to keep track of my contacts with detailed notes and even search through old campaigns to find further useful information.

Comments

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VanillaSoft makes contact management easy