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VanillaSoft

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

VanillaSoft Software - Contact Panel (4 column)
VanillaSoft Software - Integrated Email
VanillaSoft Software - Dashboard
VanillaSoft Software - Calendar
VanillaSoft Software - Contact Panel (3 column)
VanillaSoft video
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VanillaSoft Software - Contact Panel (4 column) - thumbnail
VanillaSoft Software - Integrated Email - thumbnail
VanillaSoft Software - Dashboard - thumbnail
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VanillaSoft Software - Contact Panel (3 column) - thumbnail

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Starting price

N/A
US$14.00/month
N/A
US$24.00/month

Free Version

Free Version No
Free Version Yes
Free Version No
Free Version Yes

Free Trial

Free Trial No
Free Trial Yes
Free Trial Yes
Free Trial Yes

VanillaSoft deployment and support

Support

  • Knowledge Base Software
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)

Training Software

  • In Person
  • Live Online
  • Webinars
  • Documentation

VanillaSoft Features

  • API
  • Activity Dashboard
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  • Activity Tracking
  • Alerts/Notifications
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  • Calendar Sync
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  • Mobile Access
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  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
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  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

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VanillaSoft Reviews

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Overall rating

4.7/5
From 144 users reviews

Average score

Ease of Use 4.7
Customer Service Software 4.7
Features 4.5
Value for Money 4.7

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Melissa A.
IT Manager & Sales Executive
11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2018-03-30

"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 2018-03-30
Jeremy O.
Sales Manager
Computer Software, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-01-23

"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 2020-01-23
Rebecca H.
Business Development Rep
Management Consulting, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    1 /5
  • Customer Support Software
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2018-03-14

"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 2018-03-14
Scott A.
Director of Lead Management
Insurance Software, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 2016-09-27

"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 2016-09-27
Chandelor S.
Office Administrator & Recruiter
Insurance Software, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 2018-11-09

"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 2018-11-09
Read all 144 reviews