VanillaSoft

Avantages

The platform has amazing reporting features all very attractive in one of the easy to access dashboard. With click to call, automatic recording and all prospect information on one screen with full history I have to say it is better then any other platform I have used.

Inconvénients

I have to say the down fall is at times due to high demand, support can be a bit of a pain as the wait time may be more than just a few minutes and then getting the functionality of platform up and going again can be longer. This is typical however, it can cause an impact on performance with not having lead information. My only other issue is the recording function does not always automatically record, I will have to hang up and recall to enable recording.

Avantages

Ease of use. Our clients really like it - we get great feedback from our clients on the features. We work with marketing teams - they love what we can do for them with VanillaSoft. Love the customer support team - have enabled us to provide more customer support to our clients - makes a small company compete with larger competitors.

Inconvénients

Not really a con - but would like a mobile app so I can address issues that arise when I am not at my desktop.

Avantages

VanillaSoft CRM has the ability to notify a user when a “sent email” from VanillaSoft was opened by a recipient.

Inconvénients

VanillaSoft does NOT report back to the sender of a sent email if any URL links (calls to action) within that email were clicked by the recipient.

Visit Intel Solution: To improve that VanillaSoft email functionality we developed a solution leveraging both the VanillaSoft API and the Visit Intel Short URL logic.
Now when VanillaSoft integration with Visit Intel is enabled…Emails sent from VanillaSoft that contain URL links can be tracked by the sender when they are clicked by the recipient.
As the URLs in those sent emails are clicked by the recipients….VanillaSoft users will receive an automatically generated Visit Intel Site Alert detailing the VanillaSoft email recipient’s activity, listing their company name and contact information, so the sender (VanillaSoft user) can take any necessary action.

Avantages

Very efficient way of managing contacts.

Inconvénients

I found there was a lot of overlap with agents. I would call a lead and they had just hung up with another agent or vice versa.

Avantages

The thing I liked most about this software is that when you are looking through your call logs, it is easy to navigate and find what you are looking for.

Inconvénients

The thing I liked least about this software is that sometimes when you call potential clients on the phone it doesn't always record.