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

13 Reviews of VanillaSoft Pro

 

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Software Advice Reviews (10)
More Reviews (3)

Showing 1-10 of 10

Lewis from USHA
Specialty: Insurance
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2017

December 2017

Very Innovative System

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Once the system is fine tuned it works like a charm.

Pros

The system can text email and call with one click. Organizes the leads and brings them up for you to call however often you want.

Cons

A little less complicated. It is hard to get it all situated and set up. I dont like how you can get blocked on SMS. lol

Review Source
 
 

Suzanne from Sellstate Realty Systems
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

I used them in a trial to determine if we wanted to purchase this for our company

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

My agents liked the general setup and had an easy time learning how to use it. All in all, I think this is a wonderful CRM

Pros

Very user-friendly helps with organization, the set up is perfect for call Centers and the price per month well worth it. The staff and support staff were wonderful with my questions. Also, I liked the way you can assign leads.

Cons

none except the maybe the use of the calendar. I had trouble with that.

Review Source
 
 

Cameron from Parkbench.com
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

VS Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Been using it for about 2+ months now - it's a great, easy to use the tool. I'm in Account Management, so it's great to keep track of when clients have been contacted, for how long, and the purpose of the call.

Pros

Scheduling callbacks and logs of completed calls/actions

Cons

Not being able to leave the active page once calling someone - will render that call as unrecorded / a lot harder to find

Advice to Others

Great product. As always, do research about what your NEEDS are, and make a decision from there.

 
 

Cass from I T Weapons
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Great software

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Super easy to set up and use. Everything is up and running in no time.

 
 

Christopher from Power Cheer Inc
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Managing my leads and contacts

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I loved how fast and easy the software was to use. It was an easy system to implement and even easier to teach my staff. I was able to track and follow new leads and potential clients and keep information clean and organized.

Cons

None to list.

Advice to Others

None to list.

 
 

JL from Parkbench Inc
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2016

November 2016

Great piece of software - missing some key features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The platform itself is super easy to use. It definitely make the sales guys move faster in their day to day. The pricing is simple, straight forward. You can add on and remove bundles on you own without having to talk to a sales rep which make it easy to decide how much you want to pay. You can also add certain features to certain users instead of a group purchase, which you can rarely do on CRM's.

Pros

Ease of use - speed of activity!

Cons

The support. The online knowledge base is less than most, and the email support is not as fast to give same day resolutions. You almost have to call every time. There's also a lot of room for added features which would make this my favourite CRM ever. A few more integrations are still missing, but that said, they also have unbeatable features such as SMS messaging which I haven't seen any company come close to doing as well as Vanilla!

Advice to Others

You wont be disappointed, but don't put all of your eggs in one basket. This is a nice add-on, not a full CRM.

 
 

Zarian from GenSales
Specialty: Consulting

February 2016

February 2016

Great Software with lots of customization

Ease-of-use

Functionality

Product Quality

Customer 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.

 
 

Melissa from West Coast Call Center
Specialty: Consulting

August 2015

August 2015

VanillaSoft Pro CRM robust and easy to administrate

Ease-of-use

Functionality

Product Quality

Customer 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.

 
 

Dave from SalesRoads
Specialty: Other services

August 2015

August 2015

An amazing tool for any sales company

Ease-of-use

Functionality

Product Quality

Customer 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.

 
 

JOE from Starpower
Specialty: Software / IT

October 2014

October 2014

Great Product!

Ease-of-use

Functionality

Product Quality

Customer 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.

 
 
 
Showing 1-3 of 3

Scott from BenefitMall
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2016

September 2016

VanillaSoft is Essential to our Success

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Our Lead Management team of 13 reps uses VanillaSoft as our primary CRM in setting appointments for a sales team of over 100 located throughout the United States. The following VanillaSoft features are keys to our success:

Auto dialing with VOIP – allows us to make over 65,000 dials each month with minimal loss of production time from our reps. Quality and connection of calls are excellent.
Branch Scripting- provides easy transition for our new hires to feel comfortable and prepared to handle objections.
Google Calendar (appointment setting) – This is one of the most valuable features to our team because it allow us to view our external sales agent’s calendar in real time reducing the chance for double booking appointments.
Salesforce Integration – Using VanillaSoft’s Salesforce integration our Marketing department has pushed over 400,000 leads to VanillaSoft and continues to update VanillaSoft with new web leads daily. All activities (calls, appointments, emails, etc..) generated in VanillaSoft are instantly uploaded into our Salesforce platform for lead tracking and reporting to our Sales team and Sr. Management.
Support – There is NO better support team. This team works tireless to insure they respond to your my support ticket with a one call resolution. Their engineers were instrumental in the VanillaSoft - Salesforce integration by demonstrating their extensive working knowledge of both VanillaSoft and Salesforce with our Salesforce Dev team. This experience and willingness to get and stay engaged made for a smooth and fast integration.

Review Source: GetApp
 

David from SalesRoads
Number of employees: 51-200 employees Employees number: 51-200 employees

September 2016

September 2016

Just What Inside Sales Teams Need

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

VanillaSoft is the perfect solution for Inside Sales teams that need to make lots of calls everyday. Unlike other solutions it is built for power dialing and makes our teams drastically more efficient. VanillaSoft elegantly programs their system to make things intuitive and easy to use. As a result, our team can easily learn how to use the system without extensive training. Overall the simplicity of VanillaSoft allows our team to focus on selling instead of navigating their CRM.

Pros

Easy to use with the right features you need to make sure your inside sales team is being as effective as possible!

Review Source: GetApp
 

Joseph from Education Affiliates
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

September 2016

September 2016

VanillaSoft Changed our Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have used VanillaSoft at Education Affiliates for almost 7 years. VanillaSoft has been a huge asset for us. It reduced our response time for internet inquiries to 8 seconds! The support team at VS is amazing. They are responsive to our needs and they treat us like partners in our business goals and objectives. VS is very easy to use and can be set up for most businesses in a day. I cannot say enough about how happy we are with VanillaSoft!!!

Pros

User friendly....great support...completely customizable....Scalable to any size operation

Review Source: GetApp