Great overall sales engagement platform and CRM!
September 02, 2021
Great overall sales engagement platform and CRM!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with VanillaSoft
VanillaSoft is our main front-end phone dialer and CRM system for prospecting in the senior insurance market. I use it extensively every day with prospects and customers regarding Medicare and prescription drug plans. It is very efficient and especially helps with automating communication, and love the text message feature. Our entire organization which is presently just me uses this platform.
- Texting clients brief updates, status requests.
- Allowing for ease of making phone calls.
- Three-way calling where I am calling the insurance carrier with the customer on the line.
- Automated texting.
- Bulk text message capability.
- Sending physical thank-you cards, birthday cards, etc. like other CRMs do.
- Ability to contact more clients each day.
- The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking.
- Increased sales from the calendar setting and saving my notes.
- AgencyBloc and Rocketlane
VS could add the hard copy mail correspondence to be more on the same level with Rocket Referrals. Also the ability to send out testimonial/review requests would be another nice addition for VS.
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