Responsive and knowledgeable internal customer support and top notch staff interactions. Google calendar integration allows you to set appointments with confidence that the representative (external agent) will be available for them! Automatic timezone allocation for prospect records which allows appointments to be set for representatives who operate nationwide with no manual accounting for timezone needed; the software is nearly goof proof in calendaring considerations. Unlimited projects allowed and robust customization ensures that every project/marketing campaign is uniquely set up to meet your company or client's needs. I really appreciate the ability to customize result codes and the fact that you are not regulated to rigid categories or outcome processes. Each result can trigger multiple functions and this gives the administrator the power to control and maintain appropriate routing of prospects with minimal user effort. A decent dashboard system and intuitive reporting creation.
My top complaint has to be with the WYSIWYG editor for scripts and email templates, it is sufficient. However, in the NEW VS interface pasting text with from Google Docs or Word invariably produces an error (complete hang on selecting that script, only fixable by reverting to previous version interface) if the document was over a page long, unless pasted as plain text. Even if the original document has all formatting removed prior to copying. I would greatly appreciate a fix for this and support for pasting simple formatting options without errors.
Likelihood to recommend: 10/10
We use this product for cold calling and setting appointments. Works great. Let’s you script calls, setup sequences, and automate workflows. Allows reps to focus on the quality of the conversation because everything else is automated. Our SDR team would not exist if we would not have implemented VanillaSoft. Dump leads in and get to work.
Allows for SDR sales automation, custom rules and workflows, and gets results.
Could be prettier, I suppose. I’m being picky here - it’s great at what it does.
Likelihood to recommend: 10/10
Should have more portability (create an app) for those on the go and better functionality. Lose the browser only.
Easy to use for end user. Open platform and superior navigation/disposition functions. Easy to add tagged fields to pull data in a variety of ways.
No stand alone apps for android, iOS, pc or mac. Just browser functionality. Cannot pause calling (for reporting). If agents stay logged in on their browser it acts like active hours. No way to adjust have to manually adjust reporting.
Likelihood to recommend: 5/10
Overall, this is my "go to" system. I wish it was a little cheaper but it does what we need it to do and it does it very well! If you work in this system every day, it will make you successful! Hit the start button and go!
I have used this system on and off since 2009 and it's come a long way since then. I keep going back to it because it does the main important things very well. Also, I've had telemarketers try two other systems and they all loved Vanillasoft the most. In fact, after deciding to go with a cheaper option, they would come back to me and ask if we could use VS again. Including my son who just told me yesterday that he always loved Vanillasoft because it took the guesswork out of the picture and only showed you one lead at a time. I think that's one of the main benefits. 1. It puts one lead in front of you at a time. It eliminates the question "who should I call?". 2. It doesn't let you think too much or waste time. 3. The follow up system works great. Meaning, it's easy to leave a note and schedule a call back whether its using the calendar feature or using the dispositions that automatically put the lead back in your que at a predetermined date. 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. That's huge! 4. The activity dashboard is awesome. It tells you how many dials, conversations, appts, length of time spent on calls, etc. It really puts all the data right in front of you. 5. Emailing and Document Library: Email right from the system using templates and store docs. Very Easy! 6. Hands down, best customer service in the business!!!
Price: For the first user its going to cost you about $200 if you want all the features. $100 for the basics and then $30 for auto-dialing, $30 for their phone and $30 to record and store calls. Every other user is $80 for the basics + $90 for the rest. So, two users with everything will cost you about $370 a month. With that said, I always go back to it. So, better to spend money on something that will get you results. Reports: They are great and endless... just wish they were easier to put together. It takes some time to really understand how to generate them. Also, wish they had automated reports that once you set up, they just get emailed to you everyday. Integrations: This is a phone marketing system with "some" email capabilities. It's not going to do social or look up lead data etc... I wish it would integrate with other email marketing systems like constant contact. It does tell you when someone opens an email if you're in the lead... but it doesn't tell you how often they opened and I don't believe it lets you call just the people who open your emails. It might but I'm not sure how if it does.
Likelihood to recommend: 10/10
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.
Likelihood to recommend: 10/10
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.
In an effort to simplify the tasks involved with modern sales-by-phone efforts, VanillaSoft has developed a sales acceleration tool unlike any other in the marketplace. The cloud-based solution relies on intelligent queue-based lead management practices to increase sales-by-phone productivity and efficiencies. VanillaSoft streamlines the sales-by-phone process, so agents can focus on making more calls and generating more sales.
Designed for businesses of all sizes and industries, and frequently used by the inside sales, call center, and telemarketing departments within those organizations, VanillaSoft says it can automate workflows and increase outbound phone calls by up to 100%. Key features of VanillaSoft’s platform include queue-based priority lead routing, auto dialing, logical branch scripting, email drip lead nurturing, mass emails, email templates, inbound web lead capture, lead scoring, lead nurturing drip campaigns, and contact routing based on open email triggers.
VanillaSoft is a lead management and CRM solution for businesses that use inside sales, appointment setting, outbound call centers, and telemarketers. The web-based platform speeds up the sales process and converts more leads to sales using a combination of features that include priority lead routing, auto-dialing, and logical branch scripting.
Because VanillaSoft was created to meet the needs of sales hunters, the platform includes components that generally aren’t seen in CRM platforms designed for more general audiences. For example, custom routing and distribution models can be setup to route and distribute leads to sales agents based on unique needs. Tools like lead scoring, email nurturing campaigns, and a call-activity dashboard also help sales teams make more sales calls and manage promising leads in an effective and efficient manner.
VanillaSoft’s auto-dialing feature makes it possible for sales agents and telemarketers to complete more calls with fewer mistakes. The platform’s auto-dial feature provides users with both preview and progressive dialing modes. This creates call continuity and increases call activity levels.
The most popular type of auto-dialing within VanillaSoft is progressive dialing. When your agents use progressive dialing, they are provided with the next best records on their screens as soon as their previous calls have ended. The record that appears on the agent’s screen is then dialed automatically by the software, which removes the lag time between outbound calls.
VanillaSoft enables sales agents to score and rate leads while telephone conversations are still in process. The platform’s lead scoring feature provides agents with the ability to assign scores based on menu-driven responses. This collection of data points can then be used to calculate a lead score and determine which leads are cold, warm, or hot.
In order to focus your energies on the leads most likely to convert, you should use VanillaSoft’s lead scoring feature to determine the likelihood of a lead converting while a call is still in process. Using menu-driven responses, you can input data points into the VanillaSoft platform. The software then uses this information to provide actionable intelligence to sales agents. In addition to determining the highest value leads, its lead scoring tools can also act as a guide in deciding when you (or your agents) should reconnect with particular leads.
Email marketing tools help sales teams stay in front of their customers in between phone calls. Emails are a valuable tool for educating and qualifying leads, as well as for brand building purposes. The software’s email marketing module includes tools for creating templates, sending automated drip emails, and managing email campaigns.
Using VanillaSoft’s email drip lead nurturing feature, you can create an email campaign that automatically sends messages to your contacts whenever certain triggers are met. For example, an email might be sent out one hour after the last call was placed to the lead or one day after an appointment date has been set. Email drip campaigns setup with VanillaSoft can contain multiple rules for triggering emails.
Detailed call statistics for each campaign and agent are available through VanillaSoft’s call-activity management dashboard. Users can see the number of calls per campaign, broken down by lead source. They can also run the dashboard for different periods of time to track historical results.
To better monitor your sales campaigns, visit your call-activity dashboard on a regular basis. The dashboard allows you to visualize how your agents are performing. You can view the total calls by lead source, contact positives by lead source, calls by result group, or stacked rankings of users by calls attempted. With this information in hand, you’ll be better able to reward top agents and determine what lower ranking salespeople could do to improve their performance records.
VanillaSoft integrates with Salesforce and Docusign.
VanillaSoft offers it’s base Sales CRM for a per user, base monthly fee. Add-on features and product are available for an additional cost.