VanillaSoft Pro Software


 

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.

 

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

7 Reviews of VanillaSoft Pro

Showing 1-7 of 7

 

from GenSales
Specialty: Consulting
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Great Software with lots of customization

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

I like the customization that can be done with VanillaSoft for each Project.

Likes Least

I'm not a big fan of the 3rd party voip provider and wish it was integrated more seamlessly into VS.

Recommendations

Good Software, give it a try! We were on Five9 and made the switch for better control over our experience.

 

from West Coast Call Center
Specialty: Consulting
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

VanillaSoft Pro CRM robust and easy to administrate

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

The company is extremely responsive to customer needs and support requests. When I started my company I needed a scalable CRM with a calendar solution for outside sales reps. Vanillasoft fit the bill in all respects for our niche utilization and blew all other options out of the water in terms of ease of configuration and use. Initially there wasn't an option to auto sync calendars with outside software. About six months after I submitted this as a suggestion, we had a working gmail synchronization capability at no development cost to us.

Likes Least

I am going to ignore the obvious inconvenience that is inherent to hosted services infrequent but nevertheless frustrating slowdowns or communication errors with the hosted server. The only actual disappointment I've had is also something I am sure this is a common problem across all vendors of SAAS solutions: updates and changes. While I love the constant effort at increasing functionality and streamlining usability, I simultaneously hate updates because my user base finds learning new procedures on the fly very challenging. There were several updates that affected my users which came as a surprise with no warning before or change log notification after. We had a few frantic hours of complete chaos. Also due to our company structure Vanillasoft is our sole avenue of completing work and we use the majority of its features quite intensely, so naturally if there is a bug in the new features... I will be the one to find it. There is however an upside at the end of this which supports what I said earlier about responsiveness. After requesting some kind of upgrade notes, all future upgrades have been well documented in advance. The most recent large scale remodel has the ability to switch back and forth between new and old versions and this has given me the ability to prepare my users for the inevitable permanent change over to the newest iteration.

Recommendations

Although many CRM solutions claim to be one size fits all, I speak from experience that most often the promises of customization and add on modules fall short of what you need. Many times I've been party to situations where thousands are spent to develop integrations which never come to fruition or which which work so poorly as to be useless. It took a lot of research to find a solution that was geared toward appointment setting and also allowed the flexibility that we needed to customize individual campaigns for our clients. My recommendation is to take advantage of trial periods and put in the work to thoroughly test the out of the box configuration to see how close it already is to meeting your needs before committing.

 

from SalesRoads
Specialty: Other services
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

An amazing tool for any sales company

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

VanillaSoft has an entrepreneurial mindset and is always willing to help, or discuss ways to improve their service and offerings to their clients.

Likes Least

Some integrations are a little buggy - i.e. not being able to see recurring events on calendars.

Recommendations

None - VanillaSoft is one of the most easy to use, powerful sales tools that you can leverage for your organization.

 

from Starpower
Specialty: Software / IT
Number of employees: More than 1,001 employees Employees number: More than 1,001 employees

Great Product!

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support
Likes Best

Easy to use and integrate. So far many of the employees enjoy the product. Bug-free. The most important thing is the money value of the product paid.

Likes Least

I don't dislike anything about this product that I am using.

Recommendations

The price can be lower and also improve the overall workflow of the product.

 
 
Write a Review