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Great for early sales development
Updated September 03, 2021

Great for early sales development

David Downer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with VanillaSoft

We utilize the VanillaSoft platform for multiple clients. To generate MQLs & SQLs for our client's sales team. Integrating with our Client's CRMs such as Hubspot and Salesforce, allows us to be transparent with our clients and give them much-needed and desired business intelligence they would not get elsewhere. The ability to coordinate Marketing Campaigns with our clients improves the success of each campaign and provides our clients with the ability to bridge the gap between sales and marketing.
  • The routing capabilities make VanillaSoft stand out from other platforms as you have the ability to customize how a lead/contact is progressed through your funnel.
  • Integrated VoiP with voicemail drop improves the efficiency and quality of the calls being made and helps your agent keep up their energy level and professionalism.
  • Intellective Routing capabilities allow agents to prioritize calling based on any data point.
  • The disconnect on Call Recordings being appended to the record if they do not result within a specific time-frame is a bit of a challenge, as sometimes it takes the agent more time to complete their notes and fill/edit important information.
  • Besides the Routing Queue functionality, perhaps there is a way to set Call 1, 2, 3, 4 & 5's or any number of calls in a cadence to a specified pattern. Such as call 2 comes 18 hrs later, call 3, 48 hours afterwards, etc.
  • Improved efficiency and quality of the sales development stage.
  • Improved insight to agent abilities and effectiveness with great reporting.
SalesVu failed to continue to improve as technology improved and requirements changed. VanillaSoft is flexible and constantly improving itself. Salesforce is a good tool for the complete sales cycle, but is too cumbersome to use for the early stages of sales development. This is where VanillaSoft excels and outshines the rest.

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?

Yes

Would you buy VanillaSoft again?

Yes

In our opinion, VanillaSoft is best used for that heavy lifting of the sales cycle, making those initial prospecting calls to qualify and move a cold unknown lead/contact through the qualification process and getting them in front of a sales professional. It is well suited for filling the gap in the middle of the sales funnel, and connecting marketing efforts with sales development to get quantifiable results that most teams fail to get due to a disconnect between marketing and sales. It is less cumbersome then using Salesforce for this part of the funnel.

Using VanillaSoft