1. Home
  2. Sales Engagement Platforms (SEPs)
  3. VanillaSoft Reviews
  4. User Review of VanillaSoft
VanillaSoft: Streamlined CRM for all needs
Updated September 21, 2021

VanillaSoft: Streamlined CRM for all needs

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with VanillaSoft

VanillaSoft is ideal for our business. Everyone in the organization uses it. We make high-volume calls and outbound emails, and VanillaSoft's interface makes it streamlined and effective for day-to-day operations. The administrative options to set up different programs are terrific and allows us to customize as needed. The system makes admin functions a breeze.
  • Automated dialing.
  • Easy to use interface.
  • Flexible set up options.
  • I wish there was a way to do mass updates.
  • I'd like to see more available space provided for document upload.
  • Increased productivity.
  • Efficient reporting.
  • Time saver.
  • Quick turnaround on project for clients.
It's been so many years since I've used the others, but the VanillaSoft is well above and beyond the two I listed. The ease of functions, flexibility in setup, and the outbound calling and email features are leaps and bounds above the others. I could not see ever going back to the others, we've been so pleased with VanillaSoft.

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

For sales outreach automation, VanillaSoft is fantastic. I would highly recommend it as a great tool for both users and administrators. We have been using VanillaSoft for many years, and will continue. Both the Admins and the call team enjoy the streamlined, easy to use, interface and options. It makes our jobs simpler.

Using VanillaSoft

12 - Outbound call associates, call team manager, multiple admins. Functions include setup, reporting, reviewing call recordings. Outbound calling and emails.
4 - We have about four key staff members who know VanillaSoft inside and out. They are in management, and all enjoy the ease of use VanillaSoft provides.
  • Calling.
  • E-mails.
  • Reporting.
  • Update our records with info from clients by matching contact ID.
  • Being able to send customized leads in real time.
  • Enabling our call team to increase productivity tremendously.
  • More email automation.
  • Setting up various types of new client programs.
  • Use our training guide as a fast track to get team members familiar with VanillaSoft.
We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.

Evaluating VanillaSoft and Competitors

Yes - InsideSales. Replaced it as our primary CRM. We were not pleased with the functionality of the other CRM. We needed a solution that would integrate with our mass outbound calling. The dialer is simpler, setup is simpler, and all admin functions are simpler as well. It was a fantastic choice.
  • Product Features
  • Product Usability
We do a large amount of outbound calling and emails. The VanillaSoft setup is perfect for us. The cost was well worth what we would get in return for productivity. Our entire team and management all agreed this was a switch we wanted to make. It has proved to be well worth it!
I felt pleased with our research, evaluation, and selection process. VanillaSoft was exactly the type of CRM that would work perfect for us.

VanillaSoft Implementation

It was a simple process, and the VanillaSoft team was great for support.
  • Implemented in-house
Change management was a small part of the implementation and was well-handled - That we did have to "settle" for CRMs that weren't efficient for us. The VanillaSoft team was there to help every step of the way, and training our team was very smooth.
  • I really don't recall any issues that were significant.
  • Just training team in general. No significant issues, just taking the time to review and learn.

VanillaSoft Training

  • Online training
  • in-person training
  • no training
It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.
It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.
Occasionally, members of the call team work on very simple calling projects. There is a tiny amount of training, but then they are ready to proceed.

Configuring VanillaSoft

Personally I think it's just right. I can configure very detailed setups of programs that will best service our clients.
Just take the time to explore admin options. If questions, support will help you out. Once you get a feel for all you can do within VanillaSoft, you will be amazed at the ease of configuring project setups. Specifically, the automated leads option is crucial for us, as well as the customization of call guides and emails.
Some - we have done small customizations to the interface - Just to make it most streamlined for our specific projects. It was extremely easy to do.
No - we have not done any custom code
Not at this time, but we'll continue to explore all options as project continue.

VanillaSoft Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Yes it was. I was not personally involved though.
Multiple times. I know Daniel called me personally many times to help explain some setup options I was trying to get configured.

Using VanillaSoft

The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Setting up programs exactly as needed.
  • The dialer/calling setup.
  • Exporting files, uploading, mass updates. All simple and easy to use.
  • Some fields cannot be mass updated.
  • Load times usually quick, occasionally will take a while.

VanillaSoft Reliability

VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.
It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.
I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.

Integrating VanillaSoft

I've just done importing/exporting of files. VanillaSoft has been the greatest, most easy to use, CRM I've ever used.
  • File import/export
All I can comment on is the fact that loading/exporting files is such an easy process with VanillaSoft. I love it.

Relationship with VanillaSoft

I wasn't the key contact on this phase. However, I was told the VanillaSoft team was great. Always responsive, and we were up and running quickly.
They are always available for support. For urgent needs I can get someone the phone. If I just have a general questions, I can email one of many contacts at VanillaSoft and know that they will respond in a timely manner. I have nothing but positive input on ease of working with them.

Upgrading VanillaSoft