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Pursue new business with intelligence
February 18, 2020

Pursue new business with intelligence

Alex Tucker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with VanillaSoft

We use Vanilla Soft for sales. We have a group calling opt-in data contacts via Bria softphone VOIP that is integrated into Vanilla Soft. It keeps track of results and notations. The result codes change the next action needed or taken within each contact. We can pull reports and quickly identify issues and successes.
  • 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.
  • Increased visibility in gauging performance.
  • More time freed up because of easy CRM administrating.
VanillaSoft is unique in format. It's quite easy to use and easy on the eyes. It's very user-friendly. Custom buttons make resulting in each contact easy. You can attach call recordings to each contact. One feature we use a lot is uploading documents that have fields mapped in order to grab contact details to populate to the document which saves a lot of time.

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

VanillaSoft is well suited for needs to identify different stages of client interaction and where they are in the process. You can set contacts to different teams that hold team-specific result codes, calling patterns, etc. Instead of having one big pool of contacts you can break it up into segments based on where the contact is in the process.