VanillaSoft

Appointment Setting & Prospect Management for the professional

VanillaSoft is a great CRM

My overall experience with VannilSoft has been great. It allows me to be productive.

Not the best CRM I've used

SDR Sales Simplified

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.

Guaranteed positive results. Was obvious for me

Fast outcome. I enjoy using it. Best for beginners too.

VanillaSoft is Essential to our Success

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.

Support unlike any other of its kind!

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.

Using VanillaSoft in Higher Education

We are very pleased with VanillaSoft. We were struggling to keep track of our work, analyze our efforts, but this has allowed us to see the data more clearly and constantly pivot or adjust as needed to ensure we meet our goals and outcomes.

Just What Inside Sales Teams Need

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.

VanillaSoft has made my business more enjoyable than it already was!

Our business is much more efficient and lead conversion is much higher than it was prior to using.

Vanillasoft Review

It was fairly good overall. Some features I liked about using the software, and others I did not.

Good dialer solution but needs a database backend

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

Good value overall for what we pay for

All in one CRM, Dialing solution with a decent voip solution.

High value product for higher ed call center

Overall, very reliable software that allows us to run our call center completely paperless. Tools available for supervisors to monitor caller productivity are really important to running an efficient call center. Minimal training allows callers to feel comfortable with the software soon after calling. Focus is then on securing gifts from donors.

This is the one CRM that everyone can use AND increase your productivity!

I get more accomplished every day with Vanilla Soft because of the way the leads flow seamlessly. I can make so many more calls and send out more emails and have all the information I need right at my fingertips. I would recommend this product to anyone, no matter what level of computer proficiency they have.

Varified User

excellent platform easy to learn, use and deploy

Easy to use, easy to deploy and scale up or down

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

Because it costs so much less than an outside contractor, we were able to hire another staff member to manage the program and do other things.

Very easy to use. Love the routing options.

It makes my job easier every day. I can track production on accounts, I can track sales prospecting. Can run various reports which I do both weekly and monthly. I love Vanilla Soft.

Get's the job done with ease

with the ability to integrate with our existing systems and auto-generated email and SMS messages, we feel we are more effective at reaching every lead by their preferred communication method.

The only sales & CRM software you'll ever need

Before I have some issues with keeping track of all leads and having them in one place that I can review anytime. Using VanillaSoft has been a solution for that and it greatly increased my productivity.

Essential for our business

We have used VanillaSoft since the early days of the business and it has helped us to maintain exceptional levels of productivity.

Robust customer database

We're able to quickly set up a new campaign and begin to work leads for out clients. Strong leads can be forwarded to the client for immediate follow up. Reporting features are robust and really help tell the story of the success of the program. Call recording capabilities are a great feature for training.

Great Customer Support

Great customer support makes up for any lack of features or the difficulty of using VSoft after transitioning from Salesforce

Extremely useful and easy Customization