VanillaSoft

VanillaSoft

Lead management software and CRM solution - The Power of Simplicity

4.7/5 (140 reviews)

VanillaSoft Overview

What is VanillaSoft?

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.

VanillaSoft Overview

Pricing

Starting from
$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

Devices
Business size
S M L
Markets
Australia, Canada, United Kingdom, United States
Supported Languages
English

Screenshots

VanillaSoft screenshot: 3-panel-call-screen
VanillaSoft screenshot: 3-panel-call-screen VanillaSoft screenshot: call activity dashboard VanillaSoft screenshot: 4-panel-call-screen VanillaSoft screenshot: calendar

VanillaSoft Reviews

VanillaSoft Reviews

Overall rating
4.7
/
5
Excellent
105

Very good
32

Average
3

Poor
0

Terrible
0

Value for Money
4.7
Features
4.5
Ease of Use
4.7
Customer Support
4.6
98% recommended this app
Melissa A.

Appointment Setting & Prospect Management for the professional


Jeremy O.

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.


Rebecca H.

Where's the App and Pause Calling?

Should have more portability (create an app) for those on the go and better functionality. Lose the browser only.


Kent P.

Revolutionized our organization

VanillaSoft has eliminated many problems such as:
-multiple calls to one prospect from different callers
-calling existing customers as prospects
-time wasting manual reporting
-lack of caller activity visibility


Britt B.

Very good lead management - calendar functionality could be improved.

Vanilla Soft is an easy-to-use lead management program that has smooth integration of outside applications, a wealth of flexibility in their templates, and (with some improvements) is a contender for a top choice in lead-management systems.


Melissa A.
Company size: 13-50 Employees

Appointment Setting & Prospect Management for the professional

Used Daily for 2+ years
Reviewed on 30/03/2018
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

Jeremy O.
Industry: Computer Software
Company size: 51-200 Employees

SDR Sales Simplified

Used Daily for 6-12 months
Reviewed on 23/01/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Rebecca H.
Industry: Management Consulting
Company size: 2-10 Employees

Where's the App and Pause Calling?

Used Daily for 2+ years
Reviewed on 14/03/2018
Review Source: SoftwareAdvice

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 5.0/10

Kent P.
Industry: Wholesale
Company size: 51-200 Employees

Revolutionized our organization

Used Daily for 2+ years
Reviewed on 20/11/2019
Review Source: Capterra

VanillaSoft has eliminated many problems such as:
-multiple calls to one prospect from different callers
-calling existing customers as prospects
-time wasting manual reporting
-lack of caller activity visibility

Pros

VanillaSoft streamlines our selling efforts and has completely revolutionized the way we run our company. We've gone from literally using printouts, excel sheets etc to manage our accounts and prospects to everything being through VanillaSoft. VanillaSoft has made us more efficient in calling, reporting, closing new business, pretty much every area of our company has improved by using VanillaSoft.

Cons

There are not many things I dislike about VanillaSoft. Anytime I have a problem, their customer service is very responsive and helpful, and they even take your suggestions for new features and are constantly rolling out improvements.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Britt B.
Industry: Entertainment
Company size: 51-200 Employees

Very good lead management - calendar functionality could be improved.

Used Daily for 6-12 months
Reviewed on 22/11/2019
Review Source: Capterra

Vanilla Soft is an easy-to-use lead management program that has smooth integration of outside applications, a wealth of flexibility in their templates, and (with some improvements) is a contender for a top choice in lead-management systems.

Pros

This is an extremely easy-to-use interface with lots of flexibility to add client information. It connects the end use (employee) and the client in an easy and reliable way - even when involving outside applications.
The templates seem flexible and open for a lot of customization.

Cons

The calendar function is lacking in options. There needs to be a drag-and-drop OR drop-down function in Calendar view that allows the end user (employee) to easily reschedule calls without re-resulting them. the calendar should have work-top options so meetings and other office-related things can be scheduled within the calendar. The form tabs should be able to be duplicated within the same lead. Once the form is created and approved by the administrator the end user (employee) should be able to create duplicates of the same form. This would eliminate the need to create duplicate leads in order to access the same form twice.

Rating breakdown

Ease of Use

Likelihood to recommend: 7.0/10

User recommendation
9.3/10
Based on 140 user ratings
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VanillaSoft Pricing

VanillaSoft Pricing

Starting from
$100.00/month
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.

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.

Value for Money
4.7/5
Based on 140 user ratings
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VanillaSoft Features

VanillaSoft Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Email Integration
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Search Functionality
Third Party Integration
Workflow Management
Features
4.5/5
Based on 140 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

Additional information for VanillaSoft

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

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

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: $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