VanillaSoft is a powerful sales management software designed for inside sales teams. This solution combines important features for CRM, lead management and telemarketing in an easy-to-use, simple solution that can be accessed from any computer. Because it was built with a focus on sales, VanillaSoft increases productivity, contact rates and close efficiency.
Rather than using a traditional list-based CRM platform, VanillaSoft utilities a queue-based sorting system that also provides lead generation and nurturing tools, helping to better manage sales in the pipeline and secure new business.
VanillaSoft offers integrated applications to manage lead tracking, auto dialing, email marketing, appointment setting and call recordings. Within those, each applications has specialized features and tools. The real-time management dashboard displays everything needed to monitor all sales campaigns on a single page. It can be broken out by user, group, call result and lead source. Lead scoring can incorporate multiple factors or input fields, so it tracks a more accurate sales funnel.
The software also comes with email templates that are predefined by management. VanillaSoft reports back on what emails were opened and information is recorded in the call history. Automated emails are sent out based on certain triggers per the Email Drip.
VanillaSoft is great for sales and appointment setting professionals who use the phone as their primary outreach tool. Because it’s flexible, it can be deployed across a wide variety of industry verticals including banking, professional services, education, hospitality, merchant services and non-profit.
Dexter from Apollo Data
I upgraded to the Professional version, and an important feature of the Light version is no longer included for free! Therefore they expect me to pay even more for functionality!
Laura from OnBrand24
We have found this project to be exactly what we needed. I tested how quickly I could make a phone call, send an email and write notes in this compared to other CRMs and the difference in time is amazing. I highly recommend the product. There is a learning curve to set up your projects but once that happens you are on track to make more connections and have better control over your data. Thier customer service is amazing. I have NEVER worked with such a fantastic group of support staff ever.