VanillaSoft

VanillaSoft

Lead management software and CRM solution - The Power of Simplicity

4.7/5 (109 reviews)

VanillaSoft Overview

VanillaSoft's core philosophy and development process center on one concept: The Power of Simplicity. Through this principle, VanillaSoft offers a platform that allows customers to see increased productivity, higher contact rates, and sales accountability tools like no other.

VanillaSoft is the tool built specifically for sales hunters. While traditional CRM provides features for account management, order management, and customer service functions, VanillaSoft provides the lead generation and nurturing tools required to successfully manage and close new business. If you call hot leads, rely on cold calling, or anywhere in between, VanillaSoft is the sales-by-phone solution for you.

Pricing

Starting from
US$100,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, United Kingdom, United States

Supported Languages

English

VanillaSoft Reviews

Overall rating
4.7/5
97% positive reviews
79
Excellent
27
Very good
3
Average
0
Poor
0
Terrible
Melissa A.

Appointment Setting & Prospect Management for the professional

Used Daily for 2+ years
Reviewed on 2018/03/30
Review Source: Capterra

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Melissa A.

VanillaSoft Pro CRM robust and easy to administrate

Reviewed on 2015/08/17
Review Source: SoftwareAdvice

Pros

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.

Cons

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Robyn S.

Best B2B CRM for Outbound Lead Generation

Used Daily for 2+ years
Reviewed on 2018/04/25
Review Source: Capterra

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Eric N.

Good dialer solution but needs a database backend

Used Daily for 2+ years
Reviewed on 2019/04/03
Review Source: Capterra

Business problems solved: How to cost effectively and easily create, manage and execute outbound programs
Benefits: Competitive pricing, simple functionality

Pros

Easy to set up new campaigns and easy for callers to make dials. VOIP is decent quality and VS doesn't charge anything for the calls regardless if they are domestic or international. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition.

Cons

When a call has a positive result, VS should have a database on the back end that allows positive results to flow automatically into a specific client location or folder for client management purposes. Reporting is extremely difficult to customize and exporting lists from VS results in nearly 100 unneeded columns being added. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition

Rating breakdown

Ease of Use

Likelihood to recommend

7.0/10
Olivia M.

Easy to use and many features to serve all of my needs

Used Daily for 2+ years
Reviewed on 2018/11/16
Review Source: Capterra

I know it may seem silly, but I am not a huge computer person even though my job is working on the computer, so I am really grateful that VanillaSoft is so clear to follow. Learning something new doesn't take long, and that's not because I'm a savant. It's because the software is so very user-friendly. There are many features that make my work easier, and make things easier for the company.
I rarely have any problems, but on the occasion that I have had to contact customer support, they respond solve the problem swiftly, even if the problem is my own fault.

Pros

I use the admin side more than the user side, but both are easy. I work with the contact management, deduping, intellective routing/filters, and email features the most.

Cons

The deduping feature can be irritating because the quick select is lacking in options, so often I have thousands of duplicates and I have to go through and select the ones I want deleted one at a time. It takes FOREVER.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

VanillaSoft Pricing

Starting from
US$100,00/month
Pricing options
Free Trial
Subscription
Value for money

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.

VanillaSoft Features

  • Activity Dashboard
  • Monitoring

  • API
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Collaboration Tools
  • Contact Database
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Lead Capture
  • Lead Management
  • Real Time Data
  • Reporting & Statistics
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Third Party Integration

Additional information for VanillaSoft

Key features of VanillaSoft

  • Appointment Setting
  • Call Recording
  • Cold Calling
  • Custom Fields
  • Email Marketing
  • Flexible Data Querying
  • Inbound Web Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Scoring
  • Live Monitoring & Eavesdrop
  • Logical Branch Scripting
  • Outbound Lead Posting
  • Progressive & Preview Dialing
  • Real-Time Dashboard
  • Salesforce Integration
  • SmartCaller ID
  • Team-Based Selling
  • VoIP
  • Voice Drop
  • Web Reporting

Benefits

Organizations using VanillaSoft queue-based lead management solution outperform their peers that use typical list-based CRM platforms in the following areas:

Speed to Lead: VanillaSoft clients typically make an initial call attempt in 1 hour or less. The industry average is 8 hours until first contact.

List Penetration: Agents using VanillaSoft average over eight attempts per contact while peers on list-based systems average two attempts per contact.

Productivity: Sales-by-phone professionals who use VanillaSoft average 23 calls per hour compared to the industry average of eight calls per hour.

Decay Rate: VanillaSoft clients experience a 6% decay rate while their peers on list-based solutions experience a decay rate of 36%.

(data from “The Technology-to-Performance Chain: How Lead Management Systems Drive Inside Sales Performance,” conducted by the prestigious University of Ottawa's Telfer School of Management)

GetApp Analysis

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.

Logical Branch Scripting

What is VanillaSoft?

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.

Email Templates

VanillaSoft Main Features

Auto-Dialing

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.

Voice Drop

Lead Scoring

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.

Lead Scoring

Email Drip Lead Nurturing

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.

Email Drip Campaigns

Call-Activity Management Dashboard

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.

Tracking Dashboard

VanillaSoft Integrations

VanillaSoft integrates with Salesforce and Docusign.

VanillaSoft Pricing

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.

VanillaSoft Bottom Line

  • Queue-based lead management software
  • Increases outbound phone calls for sales teams
  • Designed for any industry where sales-by-phone is a priority
  • Automatically distributes leads evenly and thoroughly
  • Simplifies the tasks involved with modern sales-by-phone efforts

VanillaSoft FAQs

Below are some frequently asked questions for VanillaSoft.

Q. What type of pricing plans does VanillaSoft offer?

VanillaSoft offers the following pricing plans:

Starting from: US$100,00/month

Pricing model: Subscription

Free Trial: Available

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.

Q. What are the main features of VanillaSoft?

VanillaSoft offers the following features:

  • Appointment Setting
  • Call Recording
  • Cold Calling
  • Custom Fields
  • Email Marketing
  • Flexible Data Querying
  • Inbound Web Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Scoring
  • Live Monitoring & Eavesdrop
  • Logical Branch Scripting
  • Outbound Lead Posting
  • Progressive & Preview Dialing
  • Real-Time Dashboard
  • Salesforce Integration
  • SmartCaller ID
  • Team-Based Selling
  • VoIP
  • Voice Drop
  • Web Reporting

Q. Who are the typical users of VanillaSoft?

VanillaSoft has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Small Business

Q. What languages does VanillaSoft support?

VanillaSoft supports the following languages:

English

Q. What type of pricing plans does VanillaSoft offer?

VanillaSoft has the following pricing plans:

Subscription

Q. Does VanillaSoft support mobile devices?

We do not have any information about what devices VanillaSoft supports

Q. What other apps does VanillaSoft integrate with?

VanillaSoft integrates with the following applications:

Authorize.net, DocuSign, FluentStream, Fonality, RingCentral, Salesforce Sales Cloud, VerticalResponse, Vonage Business

Q. What level of support does VanillaSoft offer?

VanillaSoft offers the following support options:

Knowledge Base, Phone Support