VanillaSoft

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.

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.

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.

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.

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.

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.

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