Overview
What is VanillaSoft?
VanillaSoft is a solution for managing inside sales and lead management processes. The vendor says typical CRM software requires manual intervention and decision making by salespeople before they ever pick up the phone or send an email. In comparison, the…
Easy to use & highly customizable software
VanillaSoft: Streamlined CRM for all needs
Great for small sales biz!!
Outstanding Tool for Remote Teams
We also use VanillaSoft Connect to …
If you are looking for a customizable sales engagement platform, VanillaSoft is the one!
VanillaSoft - Efficiency for our Sales Department
Vanilla Soft. Not the ice cream but the call tool.
VanillaSoft FTW
User friendly CRM
Efficiently increase engagement
Great call center solution
Great for early sales development
VanillaSoft implementation
Great overall sales engagement platform and CRM!
VanillaSoft is user friendly and promotes employee productivity.
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Pricing
What is VanillaSoft?
VanillaSoft is a solution for managing inside sales and lead management processes. The vendor says typical CRM software requires manual intervention and decision making by salespeople before they ever pick up the phone or send an email. In comparison, the vendor says VanillaSoft facilitates…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
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Yesware, from Vendasta since the October 2022 acquisition, is a service for salespeople that helps them close deals faster. An email service tracks email, templates responses and syncs to CRM.
What is Apollo.io?
Apollo is a sales intelligence platform with tools to help users engage with prospects. Sellers and marketers can use Apollo to discover more customers in market, connect with contacts, and establish a modern go-to-market strategy. Apollo's B2B Database includes over 220M contacts and 30M…
Product Demos
The BEST CRM For Final Expense Telesales
Sam Dunning - How to Do a Demo - INSIDE Inside Sales - bit.ly/subscribe-iis
demo screenshare vanillasoft
Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is VanillaSoft?
VanillaSoft is a solution for managing inside sales and lead management processes. The vendor says typical CRM software requires manual intervention and decision making by salespeople before they ever pick up the phone or send an email. In comparison, the vendor says VanillaSoft facilitates faster, more productive sales conversations.
The vendor’s value proposition is that data-driven workflows and automated functionality let salespeople focus on selling -- not operating software. According to the vendor, efficiency-boosting features include:
- progressive auto dialing
- real-time, next-best-lead routing
- logical branch scripting
- voice mail drop
- email - templates, nurturing, blast
- lead scoring
- inbound web lead capture
- live monitor & eavesdrop
- call recording
Additionally, the vendor says that with VanillaSoft, typical clients see a 94% increase in productivity and that customers also report an overall improvement in follow-up attempts and response times to leads. A free trial is available.
VanillaSoft Features
- Supported: Lead & Sales Tracking
- Supported: Auto Dialing
- Supported: Call Recording
- Supported: VoIP
- Supported: Scripting
- Supported: Appointment Setting
- Supported: Lead Routing & Integration
- Supported: Email & SMS Marketing
VanillaSoft Screenshots
VanillaSoft Video
VanillaSoft Integrations
- DocuSign
- VerticalResponse
- SalesForce
VanillaSoft Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | All Countries |
Supported Languages | English |
VanillaSoft Downloadables
VanillaSoft Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 50% |
Mid-Size Companies (51-500 employees) | 40% |
Enterprises (more than 500 employees) | 10% |
Comparisons
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Reviews and Ratings
(116)Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
VanillaSoft has proven to be a versatile and effective tool for a wide range of industries and departments, addressing various challenges and improving efficiency. Users have reported using VanillaSoft to monitor marketing campaigns in real-time, allowing them to address issues promptly and continuously improve their campaigns. The software has also been utilized for customer events such as trade shows, webinars, and training sessions, providing a centralized platform for event management. VanillaSoft's ability to personalize outreach efforts has resulted in higher customer response and engagement, giving users a distinct edge over other telemarketing firms. Additionally, the software has been instrumental in streamlining lead management processes by providing readily available lead information, facilitating better communication between team members and improved preparation for future calls. Integration with popular CRMs like Hubspot and Salesforce has allowed for transparency and business intelligence, ensuring smooth coordination between sales and marketing teams. Another significant use case of VanillaSoft is its effectiveness in generating marketing qualified leads (MQLs) and sales qualified leads (SQLs) for clients' sales teams, ultimately boosting revenue and campaign success. The software is also relied upon by sales departments to manage customers, track leads, standardize the sales process, and provide performance metrics for coaching purposes. In addition to these broad applications, specific industries have found unique value in VanillaSoft; senior insurance market professionals have praised the software's efficiency in prospecting and automating communication, while educational institutions have successfully used it to gather student information and locate prospective student leads. Overall, VanillaSoft offers a comprehensive solution that solves the problems faced by businesses in various sectors concerning lead management, coordination between teams, campaign effectiveness, performance tracking, and more.
Intuitive and User-Friendly Design: Users have consistently praised the intuitive and user-friendly design of VanillaSoft, with many stating that it is easy to navigate and locate necessary features. The well-designed user interface with a logical flow allows users to quickly and efficiently perform tasks without feeling overwhelmed or confused.
High Level of Customization: Many reviewers appreciate the ability to customize the interface of VanillaSoft according to their specific needs. They can personalize the software by adding or deleting sections and customizing specific details. This level of customization ensures that the software aligns perfectly with their business requirements.
Prompt Technical Support: Users highly praise the technical support provided by VanillaSoft, noting that they receive quick and effective solutions whenever they encounter any issues. This prompt support helps companies appear more responsive to clients, while also ensuring immediate problem-solving for enhanced client satisfaction.
Confusing and Clunky User Interface: Some users have found the user interface of VanillaSoft to be confusing and clunky, making it difficult to find the information they need unless they already know where to look. This issue has been mentioned by multiple reviewers, indicating a recurring concern.
Glitches and Slow Performance: The software has been reported to glitch and slow down at times, causing inconvenience for users. This has been highlighted by a few reviewers who have experienced these issues while using VanillaSoft.
Limited Features and Functionality: Users have identified several areas where VanillaSoft could benefit from improvements in features and functionality. These include the absence of a queue preview at the user level, the need for additional contact management features, limited calendar space, and challenges with searching for specific information within contact notes. Multiple reviewers have pointed out these limitations, suggesting that these areas should be addressed for better user experience.
Based on user reviews, the most common recommendations for VanillaSoft are:
-
Speak in depth with VanillaSoft to determine if it meets your needs. It is advised to have thorough discussions before making a decision.
-
Test out VanillaSoft and take advantage of its features. Users highly recommend trying it and utilizing all the available features, such as compiling lists, tracking progress, and closing successfully. Paying attention during training and seeking guidance from administrators is also recommended.
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Consider integrating VanillaSoft with other products. Users suggest using it alongside other tools and systems to optimize sales procedures. If it integrates well with other systems, users believe it is worth the investment.
Overall, users find VanillaSoft easy to use and implement. They highly recommend it for call centers, appointment setting, telemarketing, and sales teams. Users also emphasize the importance of reviewing daily operations and setting clear goals before transitioning to VanillaSoft.
Attribute Ratings
- 9Likelihood to Renew3 ratings
- 9Availability2 ratings
- 9Performance2 ratings
- 9Usability3 ratings
- 8.9Support Rating3 ratings
- 9Online Training1 rating
- 9In-Person Training2 ratings
- 9Implementation Rating3 ratings
- 9Configurability1 rating
- 9Product Scalability2 ratings
- 9Ease of integration1 rating
- 9Vendor pre-sale2 ratings
- 9Vendor post-sale2 ratings
Reviews
(1-2 of 2)VanillaSoft: Streamlined CRM for all needs
- 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.
- Playbooks, from XANT (formerly InsideSales.com) and Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
- 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.
- Product Features
- Product Usability
- Implemented in-house
- 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.
- Online training
- in-person training
- no training
- 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.
- File import/export
VanillaSoft - love the product, love the company
- Our employees love it - very user friendly, easy to grasp, very little down time to learn it. They feel very confident immediately.
- Great technical support - I can get solutions to customer problems that make our company look more responsive to our clients. Our clients appreciate our solving their problems immediately.
- Because of the real time analytics - we can address immediate issues with marketing campaigns to make our client's personnel look great to their superiors.
- Because of all the functionality - we can provide a turnkey approach from a small company with big company capabilities.
- Would love to see a mobile app - so that I can monitor ongoing campaigns on the go. Periodically questions arise that need my immediate attention - would be nice to pull up the dash board to see what is going on real time from my phone.
- Been very positive - given us the capability to compete with larger firms by offering the similar functionality at a competitive price.
- Allows us to give great feedback to our clients, which in turn allows us to make recommendations or changes real time to impact the success of their sales and marketing campaigns.
- Clients love having the personal responsiveness they get from a smaller firm at a competitive price, versus a larger firm. Feel like we are always working to make them more successful.
- Provide telemarketing support for our client's sales and marketing teams
- Drive registrations to customer events such as webinars, trade shows or customer events
- Identify market segments that sales/marketing teams need to drill down on
- Give feedback regarding why or why not prospects are responding to marketing
- Implemented in-house
- Just understanding the full capabilities of VanillaSoft
- in-person training
- Dashboard - easy to use - see at a glance what is going on with my team and drill down for more details
- Telemarketers love the simplicity, easy to get up to speed and feel very confident in using it