VanillaSoft Reviews

Pros

Easy to use with the right features you need to make sure your inside sales team is being as effective as possible!

Pros

Ease of customization, ease of use, and clean & clear reporting. Ease of adjustments and the ability for users to record copious information about the contacts.

Cons

Sometimes latency issues restrict our ability to be proficient, but that also results from the Internet Routing, not necessarily the platform. VS has recently upgraded their hardware and we have seen awesome improvement.

Pros

PROS ITS USER FRIENDLY, but i have nothing good to say about your support what so ever . Every time I called they treated me like I was insane.

Cons

CONS - I HAVE BEEN LOGGED OUT OF My account over 30 times . Someone is physically logging me out. It has been 2 months. I have lost 1000s of dollars and my privacy is invaded. I have the pictures and i am going to conitnue to make it my personal vendetta to let everyone know how I SPENT 1000S $ ON LEAD MONEY AND SOMEONE IS STILL GETTING INTO MY ACCOUNT. MONTHS I HAVE REACHED OUT THEY ARE USELESS !!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Pros

When we were searching for a new phonathon software, we looked into all of the well-known higher ed fundraising platforms. None of them had the capabilities and powers that VanillaSoft offered. In VanillaSoft, we have full control of our data - we can easily update, manipulate, and report on everything we do. The customization is one of the biggest benefits for us. We can literally add fields as necessary, at any time.

Cons

Since it's a sales-based software, we don't have as much "control" over our calling pools. The software doesn't tell you exactly how many prospects will be released at certain times.

Pros

Offers all the features we were looking for: recorded voicemail drop, SMS, email automation, and a full range of reports on user statistics. The Vanillasoft customer support team is one of the best I've ever encountered - in any industry and for any product.

Cons

Additional video walk through (for users and administrators) would be helpful. This would help reduce the time necessary to bring new team members up to speed

Pros

User friendly....great support...completely customizable....Scalable to any size operation

Pros

You can add a custom script for your sales people to use. You can write prewritten emails and texts that get sent out with the click of a button. It connects directly to Gmail for Business. It has a great calendar feature. Offers VOIP and Texting. The click to call makes it easy to call leads.

Cons

You can only see one lead at a time. Don't offer MMS texting.

Pros

It's a super easy system to navigate and I love that it is web based, so that I am able to use this marketing tool from anywhere. I also love that I am able to toggle from previous updates.

Cons

So far I don't have any complaints with using VanillaSoft.

Pros

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.

Cons

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.

Pros

Makes phonathon a much smoother, faster, more efficient and user-friendly operation for callers and potential donors. Lovely customer service team and an adaptive and pretty intuitive space.

Cons

Wish there were more custom features and more included in the base price. Great deal and software as-is, though!

Pros

I have used several CRMs, but VanillaSoft is exactly the software I would create if I made B2B CRMs for a living! It allows my reps to see both the prospect they are calling, and the other contacts in the company, simultaneously, so that they can easily ask for another prospect if they are unable to reach the original target. It gives my reps powerful insight into the company they are calling, and allows them to make independent decisions about who to call next. Of course, these features can be limited if your lead generation model is different. The software is easy to set-up (less than two hours), takes about five minutes to train callers, and then you are up and running with very little investment in time. I highly recommend that any company looking at B2B CRMs take advantage of the free trial and explore how VanillaSoft can enhance your business processes. You will marvel at how simple it is to use compared to any of its competitors!

Cons

The software could use a bit more power in its integration capabilities and reporting, but I appreciate that they stay focused on the core objective of keeping my reps productive!

Pros

I use the admin side more than the user side, but both are easy. I work with the contact management, deduping, intellective routing/filters, and email features the most.

Cons

The deduping feature can be irritating because the quick select is lacking in options, so often I have thousands of duplicates and I have to go through and select the ones I want deleted one at a time. It takes FOREVER.

Pros

Really easy for student callers to use. New layout is very functional and straightforward; doesn't require much training to learn. Provides the right features without cluttering the dashboard. Call scripting is simple and effective, reporting functionality is robust, workflow/routing allows for segmentation and efficiency.

Cons

Email client is a bit difficult to use and doesn't have a very modern look to it. Occasional service outages hamper productivity, but this is not often.

Pros

Vanillasoft allows us the ability to customize our experience to meet any need that might arise. It's easy to configure auto-updates and auto web-leads and that keeps our info up-to-date and allows us to reach our interested lead very quickly.

Cons

Auto-dialing configuration if you don't use their phone system can be tricky. We are using internet explorer since Chrome doesn't have TAPI support. We are, however, hoping to switch to VS provided phone system which would further improve our experience.

Pros

My favorite thing about VanillaSoft is that this platform allows me maximum efficiency, but requires minimal effort. It is an incredibly easy tool to use, and keeps me very well organized. Unlike other systems I've used in the past, VanillaSoft is a great value, and definitely worth the investment.

Cons

There was a time or two that I've observed the same lead being worked by two agents in our office at the same time, but I'm almost certain this was user error - not a malfunction with the software. Unless there's a way to program the cue to bypass a lead that is being worked, I have no complaints.

Pros

I like that Vanilla Soft keeps all my leads organized and helps me to schedule appointments easily. Never miss a scheduled call or double book with this system. All appts are easy to see. Arrange views by day..week..month. send out auto emails for specific results!

Cons

Only downside is if you have a call run over into another time slot. That other call may not pop up after so you nay may miss a scheduled call.

Pros

There is alot of flexibility within the vanillasoft platform, from using there built in emailing and text messaging to managing sales reps phone extensions. Coupling that with there partner connect me voice for local touch dialing, call routing and inbound call handling it has made our reps more productive.

Cons

The admin interface is a bit daunting for a standard manager with little technical expertise.
Cant blacklist calling specific states instean have to use a workaround with setting call times outside of normal dialing times..

Pros

This software is very user friendly. Our agents adapted to this software quickly and needed just a few moments of training before they were all hands on! The layout is simple which makes managing the sales leads even easier for an agent!

Cons

If there was one dislike it would be the slowness (at times) which was probably linked to updates that needed to be installed.

Pros

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

Cons

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.

Pros

Quick and resourceful system with all the efficiency to obtain customer leads .

Cons

I love every feature the system has and can't complain about one thing .

Pros

The intuitive and easy flow of this CRM system is excellent, it helps keep business moving and complications minimized.

Cons

I do not like being unable to re assign a call back time to a contact after scheduling a call back.

Pros

Auto dialing and contact management features are great. It has helped our sales team identify and manage customers from beginning to end.

Cons

Calendar can use some updating. Maybe allowing syncing with outside calendar would work better and easier.

Pros

I love how easy it is to use, and if I run into any issues, customer service is very helpful in resolving the issue.

Cons

It does go down from time to time, but not often enough to complain.

Pros

East of use, intuitive, I can navigate easily and it's quick and easy.

Cons

When I move around the application and come back to main screen, it doesn't save my "comments".

Pros

Very easy to learn and navigate. I like having all the features at my fingertips, like text, email, call and keeping notes and comments.

Cons

In the beginning I lost some leads for awhile. But figured out what I was doing wrong.