VanillaSoft Pro Software

Because it costs so much less than an outside contractor, we were able to hire another staff member to manage the program and do other things.

Pros

VanillaSoft doesn't cost a lot, is really easy to set up and provides almost every single functionality we can think of. Suffice it to say, we get a lot for our money.

Cons

The reporting interface is REALLY clunky to use--you have to click through a bajillion screens to tweak anything and there's not a good way to compare fields to each other or flag changes that callers make.

Pros

The ease of use for callers and administrators. The company was able to customize and pull reports necessary to run our business.

Cons

Sometimes the customer support line was closed or the rep was not knowledgeable of the system. The system was also down frequently.

The ease of this product helps me be most efficient with my time and reach as many customers as possible.

Pros

I like that it is so easy to use that even the most technically challenged people can use it. There are so many options that we are constantly finding new ways to be productive with Vsoft.

Cons

Unfortunately, our material being sent through VSoft gets spammed pretty easily . Also, our emails get spammed as well. We have to constantly change material to make sure it reaches our clients.

Pros

Offers all the features we were looking for: recorded voicemail drop, SMS, email automation, and a full range of reports on user statistics. The Vanillasoft customer support team is one of the best I've ever encountered - in any industry and for any product.

Cons

Additional video walk through (for users and administrators) would be helpful. This would help reduce the time necessary to bring new team members up to speed

Management of both the data and the users.

Pros

Ease of use, short learning curve. Very easy to customize also very easy to teach new users . Ease of use with reporting.

Cons

I have no complaints. The team is always very responsive with any troubleshooting. I can think of nothing that I would change at this time.

Pros

The in-house VoIP is quite helpful in increasing the number of contacts per day. Another advantage is the ease at importing and exporting data to and from VanillaSoft.

Cons

There are a lot of extraneous features that I do not need to use. I am sure they are helpful to other clients, but as I am a department of one I do not need to assign call campaigns to multiple users.

Our appointments are up over 60%.

Pros

I like being able to communicate via phone, text, email, voicemail drop, results driven email and results driven texts.

Cons

I wish it enabled us to use DKIM to improve the deliverability of our emails. I wish I could generate reports and queries using the intellective routing filters.

Pros

Vanillasoft allows us to maintain control over our leads from www.insurancequotes2day.com and never allow a prospect to fall between the cracks.

Cons

The texting feature could allow for attachments as we would like to email quotes out to our prospects.

Trackability

Pros

The ability to easily extract data from the system with many different metrics. Ease of use. Dashboard overview showing how my users are doing.

Cons

Sometimes the query builder can be a bit slow. It would help if I could highlight each metric when building the query and apply all of them at once instead one at a time.

Helps keep projects organized. Call recording is vital for my clients. Reports are easy to export and send to clients at the end of the week.

Pros

The system is very user friendly! It is easy to get a new rep up and running with in a day. The support team is easy to work with and always willing to help.

Cons

I have had no problems. Anything I need done, if I ask support, they show me a way to do it. They are always helpful.

Improved productivity of our callers and better data capture. It's cost effective, and Support is terrific!

Pros

Ease of customization, ease of use, and clean & clear reporting. Ease of adjustments and the ability for users to record copious information about the contacts.

Cons

Sometimes latency issues restrict our ability to be proficient, but that also results from the Internet Routing, not necessarily the platform. VS has recently upgraded their hardware and we have seen awesome improvement.

Pros

It's All inclusive . My increase in productivity is amazing. The sssoft phone is the best & customer service is off the charts.

Cons

Really nothing. it's the best by far than Salesforce.

Increased customer service for my clients.

Pros

We love VanillaSoft, the system helps us keep appointments with my clients and really increases my customer service ability.

Cons

The only issues we have had is with brief outages, but they are rare and taken care of immediately by VanillaSoft customer service.

Pros

Makes phonathon a much smoother, faster, more efficient and user-friendly operation for callers and potential donors. Lovely customer service team and an adaptive and pretty intuitive space.

Cons

Wish there were more custom features and more included in the base price. Great deal and software as-is, though!

Greater outbound call efficiency, true CRM features and easy access to call recordings.

Pros

We can support multiple clients and multiple campaigns. Does great job keeping each program separate. Call recordings are easy to access by campaign, agent and lead status. KPI metrics are also easy to find and you can create custom data queries and save them for future use.

Cons

If you need inbound call center features, I highly recommend you select Ring Central as the VoIP partner to integrate with VanillaSoft.

with the ability to integrate with our existing systems and auto-generated email and SMS messages, we feel we are more effective at reaching every lead by their preferred communication method.

Pros

Vanillasoft allows us the ability to customize our experience to meet any need that might arise. It's easy to configure auto-updates and auto web-leads and that keeps our info up-to-date and allows us to reach our interested lead very quickly.

Cons

Auto-dialing configuration if you don't use their phone system can be tricky. We are using internet explorer since Chrome doesn't have TAPI support. We are, however, hoping to switch to VS provided phone system which would further improve our experience.

Pros

Auto dialing and contact management features are great. It has helped our sales team identify and manage customers from beginning to end.

Cons

Calendar can use some updating. Maybe allowing syncing with outside calendar would work better and easier.

Easy to use, easy to deploy and scale up or down

Pros

ease of use multiple abilities at a controlled cost ease to add or delete additional agents as needed

Cons

I really have no complaints this software has met the majority of my needs however I could use some coaching follow up on possible integrations to other software that I use

VanillaSoft is my secret weapon! My teams are significantly more productive than they were on any other CRM software, and VanillaSoft is absolutely intuitive, requiring less than 15 minutes of training for new reps.

Pros

I have used several CRMs, but VanillaSoft is exactly the software I would create if I made B2B CRMs for a living! It allows my reps to see both the prospect they are calling, and the other contacts in the company, simultaneously, so that they can easily ask for another prospect if they are unable to reach the original target. It gives my reps powerful insight into the company they are calling, and allows them to make independent decisions about who to call next. Of course, these features can be limited if your lead generation model is different. The software is easy to set-up (less than two hours), takes about five minutes to train callers, and then you are up and running with very little investment in time. I highly recommend that any company looking at B2B CRMs take advantage of the free trial and explore how VanillaSoft can enhance your business processes. You will marvel at how simple it is to use compared to any of its competitors!

Cons

The software could use a bit more power in its integration capabilities and reporting, but I appreciate that they stay focused on the core objective of keeping my reps productive!

Increased capability, able to compete against larger competitors and offer a superior product for a competitive price. Clients love the responsiveness we can offer to their questions and suggestions on how they can improve their campaigns.

Pros

Ease of use. Our clients really like it - we get great feedback from our clients on the features. We work with marketing teams - they love what we can do for them with VanillaSoft. Love the customer support team - have enabled us to provide more customer support to our clients - makes a small company compete with larger competitors.

Cons

Not really a con - but would like a mobile app so I can address issues that arise when I am not at my desktop.