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Who Uses VanillaSoft?
Inside and remote sales teams.
What Is VanillaSoft?
VanillaSoft, the industry's most successful sales engagement platform, empowers sales teams to respond to leads faster, interact more consistently, and generate more qualified sales opportunities. Thousands of users employ VanillaSofts sales cadence automation to drive speed-to-lead, persistency, productivity and revenue-per-rep.
VanillaSoft Details
VanillaSoft
http://www.vanillasoft.com
Founded 2003
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Starting price
Free Version
Free Trial
VanillaSoft deployment and support
Support
- Knowledge Base
- Phone Support
- Chat
Deployment
- Cloud, SaaS, Web-based
- Mac (Desktop)
- Windows (Desktop)
Training
- In Person
- Live Online
- Webinars
- Documentation
VanillaSoft Features
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Inside Sales Software
- API
- Activity Dashboard
- Activity Tracking
- Appointment Scheduling
- Auto-Dialer
- Automatic Call Distribution
- CRM
- Calendar Management
- Call Center Management
- Call Disposition
- Call List Management
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Tracking
- Call Transfer
- Callback Scheduling
- Caller ID
- Campaign Management
- Chat/Messaging
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Templates
- Dashboard
- Data Management
- Email Management
- Email Templates
- IVR / Voice Recognition
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Qualification
- Meeting Management
- Monitoring
- Multi-Channel Communication
- Performance Management
- Real Time Analytics
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Reports
- Sales Trend Analysis
- Task Management
- Third Party Integrations
- Voice Mail
- Workflow Management
Lead Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Monitoring
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Social Media Integration
- Source Tracking
- Task Management
- Template Management
- Third Party Integrations
- Web Forms
- Workflow Management
Predictive Lead Scoring Software
- AI/Machine Learning
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Management
- Contact Database
- Contact Management
- Customer Segmentation
- Customizable Fields
- Customizable Scoring
- Customizable Templates
- Data Enrichment
- Demographic / Firmographic Data
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Multiple Scoring Models
- Opportunity Management
- Pipeline Management
- Predictive Analytics
- Prioritization
- Process/Workflow Automation
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Social Media Integration
- Task Management
- Third Party Integrations
- Web Forms
- Workflow Management
Sales Content Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Scheduling
- Audio File Management
- Audio/Video Recording
- CRM
- Calendar Management
- Call Recording
- Campaign Management
- Chat/Messaging
- Collaboration Tools
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Customizable Branding
- Customizable Templates
- Document Management
- Document Storage
- Email Management
- Email Templates
- Email Tracking
- Engagement Tracking
- For Sales Teams/Organizations
- Interaction Tracking
- Lead Capture
- Lead Management
- Lead Nurturing
- Lead Qualification
- Meeting Management
- Microsoft Outlook Integration
- Performance Management
- Personalization
- Prospecting Tools
- Real Time Notifications
- Reporting & Statistics
- Reporting/Analytics
- Sales Onboarding & Training
- Sales Trend Analysis
- Scheduling
- Social Media Integration
- Task Management
- Template Management
- Third Party Integrations
- User Management
- Video Support
- Workflow Management
Sales Enablement Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Content Delivery
- Content Management
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Templates
- Engagement Tracking
- For Sales Teams/Organizations
- Goal Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Meeting Management
- Opportunity Management
- Performance Management
- Pipeline Management
- Presentation Tools
- Prioritization
- Proposal Management
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Reporting & Statistics
- Sales Onboarding & Training
- Sales Reports
- Sales Trend Analysis
- Task Management
- Task Scheduling
- Template Management
- Third Party Integrations
- Training Management
- Workflow Management
Sales Engagement Platform Software
- Auto-Dialer
- Business Process Automation
- Calendar Management
- Campaign Management
- Communication Management
- Content Management
- For Sales Teams/Organizations
- Lead Generation
- Performance Management
- Prospecting Tools
- Reporting/Analytics
- Sales Pipeline Management
- Strategic Planning
- Workflow Management
Sales Force Automation Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Call Management
- Campaign Management
- Channel Management
- Commission Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Field Sales Management
- Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Proposal Generation
- Real Time Data
- Real Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Sales Forecasting Software
- "What If" Scenarios
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Budgeting/Forecasting
- Business Process Control
- CRM
- Collaboration Tools
- Competitive Analysis
- Contact Database
- Contact Management
- Correlation Analysis
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Visualization
- Drag & Drop
- Dynamic Modeling
- Email Management
- Exception Reporting
- Forecasting
- Graphical Data Presentation
- Lead Capture
- Lead Management
- Lead Qualification
- Modeling & Simulation
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Statistical Analysis
- Task Management
- Third Party Integrations
- Visual Analytics
- Workflow Management
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VanillaSoft Reviews
Read all reviewsOverall rating
Average score
Melissa A.
-
Overall Rating5 /5
-
Ease of Use4 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money4 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 30/03/2018
"Appointment Setting & Prospect Management for the professional"
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.
- Reviewer Source
- Reviewed on 30/03/2018
Jeremy O.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 23/01/2020
"SDR Sales Simplified"
Comments: 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.
Pros: Allows for SDR sales automation, custom rules and workflows, and gets results.
Cons: Could be prettier, I suppose. I’m being picky here - it’s great at what it does.
- Reviewer Source
- Reviewed on 23/01/2020
Rebecca H.
-
Overall Rating3 /5
-
Ease of Use4 /5
-
Features & Functionality1 /5
-
Customer SupportUnrated
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 14/03/2018
"Where's the App and Pause Calling?"
Comments: Should have more portability (create an app) for those on the go and better functionality. Lose the browser only.
Pros: 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.
Cons: 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.
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 14/03/2018
Scott A.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Source: GetApp
- Reviewed on 27/09/2016
"VanillaSoft is Essential to our Success"
Comments:
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.
- Reviewer Source
- Source: GetApp
- Reviewed on 27/09/2016
Chandelor S.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 09/11/2018
"Support unlike any other of its kind!"
Comments: All our information is available in one place. I can see every time a client has been contacted, by who, how long the conversation was, any notes; I can call, set appointment, import leads, and have multiple scripts for everything. There's nothing as comprehensive as this system.
Pros: It would be easy to list 100 reasons why VanillaSoft is such a wonderful system and there's truly not another that compares - but the biggest pro is absolutely in the support team. I am on a first name basis with all of them; I have called more times than I can count and not once have I had a poor experience. They are always there to help me wrap my head around the problems and truly utilize VanillaSoft to do everything my company needs! I can't thank them enough for everything they do.
Cons: It's hard to think of something to list in the cons. It would be nice if I could set things for less than 15 minutes apart - maybe choose any time, but it's so inconsequential it's hardly worth listing
- Reviewer Source
- Reviewed on 09/11/2018
