VanillaSoft has tremendously grown my business with its lead integration allowing me to save and follow-up on prospects as well as disposition and drip market.

The intuitive and easy flow of this CRM system is excellent, it helps keep business moving and complications minimized.

I love how easy it is to use, and if I run into any issues, customer service is very helpful in resolving the issue.

Easy to use and integrate. So far many of the employees enjoy the product.

In a time where scams are more common, I felt not as many people picked up with this software. I also needed reports setup, and I was told after I signed the contract this is an extra fee.

I like how it's easy to use, very clear on how to add information and the voicemail dropbox.

The downside was that getting everything set up was very cumbersome.

As a unit leader, the software is amazing and intuitive. Data is in real-time and the UI/Dashboards are customizable to support business needs.

Vanillasoft works great for trying to call as many leads per day as possible. Once you hang up and mark a lead as called, it automatically starts dialing the next lead.

VanillaSoft is easy to configure, fairly simple to use and inexpensive.

Hands down, best customer service in the business.

Calling existing customers as prospects. Time wasting manual reporting.

What I like most about this software is how easy it is to use.

The leads provided and the organization of the system has made my revenue grow. The great way you can use the search bar to find almost any record you need.

Overall it is a perfect solution to my cold calling job, I make continuous calls and it saves a lot of time and help me in focusing in my job.

I like how helpful this software is with finding a good prospect.

I really like how organized it is and how it integrates with my G-Calendar.

They are always there and willing to stick their neck out to help you no matter the personally cost.

I am a user, not an administrator, so my over all experience in the last 5 years has been great. IT is reliable, safe and easy to use.

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

I like the ease of use, the dialer, and tracking all leads/contacts. It also beautifully integrates with my lead vendors and texting CRM, as well as exporting data.

What I liked most about this program was that it was made very easy to use and it gave me the ability to do my job well. I was able to call people so fast and conveniently.

I like the easy access, when it comes to searching for students or even putting in a new students information everything is very accessible.

We never set this up and it was a waste of time on calling some segments.

I like the simplicity and ease of VanillaSoft. It is easy to transition from columns along with the ability to multitask.

Sometimes lags on connecting to calling software.

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

If there was one dislike it would be the slowness (at times) which was probably linked to updates that needed to be installed.

Only downside is if you have a call run over into another time slot. That other call may not pop up after so you nay may miss a scheduled call.

Great overall experience ,and great tech support as well as customer support.

Either way you do it, I always felt completely confident that once I finished with a lead that it would come back to me at the appropriate time without me having to think about it.

Very easy to use, love coming to work. When calling people the previous notes are very helpful.

I feel it is a great software and for sure worth the switch from the previous software.

In the beginning I lost some leads for awhile. But figured out what I was doing wrong.

US Dollar

Compass is a gamification tool that supports users with increasing their sales. The software transforms sales programs into games and provides them with their own challenges, game-rules, and commissions.

The product supports sales teams in improving their sales performance, reduce processing efforts, optimize budgets, and improve collaboration and communication.





LongDescription

Commenting/Notes

Real Time Analytics

Engagement Tracking

Rewards Management

Content Delivery

Agency Commission

Surveys & Feedback

User Management

Electronic Payments

Organizational Charting

Tiered Commissions

Performance Management

Customizable Reports

Document Storage

For Developers

Access Controls/Permissions

Awards Management

Activity Tracking

Leaderboards

Templates

Progress Tracking

SSL Security

Pre-built Templates

Employee Reward Programs

Incentive Management

Approval Process Control

Knowledge Management

Categorization/Grouping

Communication Management

Integrations Management

Goal Management

Customizable Fields

Collaboration Tools

Bonus Management

Sales Trend Analysis

Full Text Search

Sliding Scale Commissions

Template Management

Compensation Plan Modeling

Data Import/Export

Contact Management

Audit Trail

Badge Management

Scoring

Content Management

Multi-Currency

Mobile Access

Sales Reports

Dashboard Creation

Compliance Management

Real Time Data

Performance Metrics

Commission Calculations

Web Notifications

Split Commissions

Commission Scheduling

Role-Based Permissions

Real-Time Notifications

Flat Commissions

Commission Rules/Conditions

Workflow Management

Real-Time Updates

Visual Analytics

Activity Dashboard

Alerts/Notifications

Employee Database

Reporting & Statistics

Compensation Management

Customizable Templates

Commission Statements

Contest Management

For Sales Teams/Organizations

Benefits Management

Commission Calculator

Dashboard

Multi-Language

Real Time Reporting

Percentage Commissions

For Call Centers

Customizable Branding

Commission Management

Goal Setting/Tracking

Reporting/Analytics

Feedback Management

Commission Overrides

Drag & Drop

Gamification

Third-Party Integrations

Campaign Management

Document Management

Compensation Statements

Search/Filter

Merit/Bonus Management

Go to the Compass pricing calculator: https://www.getcompass.ai/pricing

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

Compass

In Person

Live Online

Webinars

Documentation

Videos

VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations.


VanillaSoft uses a queue-based sorting system that also provides lead generation and nurturing tools, helping users to 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. The real-time management dashboard displays information needed to monitor sales campaigns. Lead scoring can incorporate multiple factors or input fields so that it can track different sales funnel.


The solution provides email templates that are predefined by management. VanillaSoft reports back on what emails were opened and the information is recorded in the call history. Automated emails are sent out based on certain triggers per the Email Drip.


VanillaSoft can be deployed across a wide variety of industry verticals including banking, professional services, education, hospitality, merchant services and non-profit. Support is offered via email, phone and other online resources.



Meeting Management

Lead Capture

Customizable Scoring

Sales Pipeline Management

Referral Tracking

Contract/License Management

Automatic Call Distribution

Auto-Dialer

Lead Distribution

Pipeline Management

Customer Database

Call Recording

Calendar Management

Call Management

Activity Management

Call List Management

Call Routing

Opportunity Management

Lead Management

Email Marketing

Territory Management

Queue Management

Lead Segmentation

Source Tracking

Field Sales Management

Computer Telephony Integration

Predictive Analytics

Interaction Tracking

Monitoring

Prioritization

Lead Qualification

Client Management

Sales Forecasting

Prospecting Tools

Data Management

For Insurance Industry

Mac OS

Web browser (OS agnostic)

Windows 8

The VanillaSoft base platform starts at $80 per user per month - $100 for the first user. Customers can receive 35% off if paid annually. Add-on services include automated dialing, recording, VoIP, and SmartCaller ID.

2-10

11-50

VanillaSoft

Compass vs VanillaSoft

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

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