VanillaSoft Reviews & Insights

Score4 out of 10

117 Reviews and Ratings

Community insights

TrustRadius Insights for VanillaSoft are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive and User-Friendly Design: Users have consistently praised the intuitive and user-friendly design of VanillaSoft, with many stating that it is easy to navigate and locate necessary features. The well-designed user interface with a logical flow allows users to quickly and efficiently perform tasks without feeling overwhelmed or confused.

High Level of Customization: Many reviewers appreciate the ability to customize the interface of VanillaSoft according to their specific needs. They can personalize the software by adding or deleting sections and customizing specific details. This level of customization ensures that the software aligns perfectly with their business requirements.

Prompt Technical Support: Users highly praise the technical support provided by VanillaSoft, noting that they receive quick and effective solutions whenever they encounter any issues. This prompt support helps companies appear more responsive to clients, while also ensuring immediate problem-solving for enhanced client satisfaction.

Reviews

88 Reviews

Easy to use & highly customizable software

Rating: 7 out of 10

January 12, 2022

Use Cases and Deployment Scope

It has helped us make our calling processes more efficient. The calling team of representatives [was] able to customize the calling list before starting the calls for a day. Also, using VanillaSoft, we are able to run multiple campaigns for the calling simultaneously. It resulted in faster calling, faster results.

Pros

Run multiple campaigns simultaneously for calling
Easily customize data fields
Routing & prioritization of leads

Cons

Reporting, especially custom reports, is difficult to set up
Integration options are limited compared to other software
The system freezes sometimes but usually it is running again in a few minutes

Likelihood to Recommend

VanillaSoft is very customizable. It will be best suited for users who like to do a lot of edits in the fields & run multiple campaigns. It helps you keep organized, so very easy to keep track of follow-ups and appointments.

Verified User

Consultant in Marketing (11-50 employees)

Vetted Review

1 year of experience

Great for small sales biz!!

Rating: 8 out of 10

Incentivized

September 14, 2021

Use Cases and Deployment Scope

Every employee at our company uses VanillaSoft—the openers, the closers, and me, the administrator. It is crucial in managing our leads and measuring the performance of all team members. Most of our communications to our clients and prospects run through VanillaSoft. We trust VanillaSoft on a day-to-day basis.

Pros

Email templates.
Calendar functionality.
Search-ability of contacts.

Cons

Ability to search all notes in a contact.
Ease of adding images in email template.
More dialer integrations.

Likelihood to Recommend

If you run a sales office and VanillaSoft is a great CRM to easily track your contacts. The calendar functionality is great and all leads are easily searchable. Outbound product sales is a scenario that would warrant the use of VanillaSoft. A scenario where VanillaSoft might not be very well suited is if your sales required bookings or event planning.

Verified User

Director in Sales (1-10 employees)

Vetted Review

6 years of experience

Outstanding Tool for Remote Teams

Rating: 8 out of 10

Incentivized

September 14, 2021

Use Cases and Deployment Scope

VanillaSoft is used by our entire company and keeps all of our leads, accounts, and calls organized.

We also use VanillaSoft Connect to track and record all of our calls which is essential for our QA.

Pros

Provides comprehensive company snapshot.
Allows for one-click dialing.
Automatically puts certain tasks on the calendar and sends email to easily add events on Gmail calendar.

Cons

Ability to shorten or lengthen the bottom sections where comments are located.
Edit script section for free.
Pre-check phone numbers that are out of service.

Likelihood to Recommend

VanillaSoft is an excellent tool for managing a company's employees and database.

The integration with VS Connect, audio reviews, and reporting functionality are impressive and allow your entire organization to stay organized, on track, and accountable. Highly recommend to companies who have mostly remote workers.

Verified User

Account Manager in Sales (11-50 employees)

Vetted Review

2 years of experience

If you are looking for a customizable sales engagement platform, VanillaSoft is the one!

Rating: 9 out of 10

Incentivized

September 10, 2021

Use Cases and Deployment Scope

VanillaSoft is being used by our internal sales team who do outbound calls and convert the leads that come across through our various running digital or online marketing channels and campaigns.

Pros

Customizable lead management.
Progressive dialing.
Stages including MQL/SQL.

Cons

Customization.
Salesforce integration.

Likelihood to Recommend

It falls best at a place where customization is the key requirement. The endless possibilities and the customization it offers are mind-blowing. However, the same customization sometimes comes up to be a problem. It gets too complex and complicated at times to set up everything, especially in the initial phase of using this software.

Verified User

Account Manager in Sales (11-50 employees)

Vetted Review

2 years of experience

VanillaSoft - Efficiency for our Sales Department

Rating: 8 out of 10

Incentivized

September 10, 2021

Use Cases and Deployment Scope

Within our company, the sales department uses VanillaSoft to manage our customers, screen potential prospects, track leads, prioritize, and standardize our sales process. It's currently integrated with Salesforce which lets us use the entire database we have in it. It's an easy all-in-one software that optimizes time for our sales department.

Pros

Sends emails automatically.
User friendly.
Allows sales department to prioritize based on data points.
Tracks our calls.
Organized.

Cons

Slows down occasionally.
Reports could be better.
Sometimes logs out.

Likelihood to Recommend

VanillaSoft helps the company optimize its efforts and time. Resources are limited, and for a sales department to have everything there just to be able to make hundreds of calls a day is what the company needs. It's better suited for high volume cold calling (call centers), but for other types of businesses, it works just fine. Easy to use, the information you need is accessible for everyone.

Tomas Aguerrebehere

Supplier Relations Manager LATAM at Expereo (201-500 employees)

Vetted Review

1 year of experience

Vanilla Soft. Not the ice cream but the call tool.

Rating: 7 out of 10

Incentivized

September 10, 2021

Use Cases and Deployment Scope

It is being used just by the sales department. It helps with cold calling, managing sales leads, appointment setting, and also helps with keeping leads hot with thorough notes taking to allow passing leads from one caller to another or to the actual sales person themselves. It is really effective in helping with outbound and inbound sales.

Pros

Leads management.
Email follow up and integration.
Auto dialing.

Cons

It can have a visual lead management tool.
Support can be better.
Cost definitely can be better as compared to competitors.

Likelihood to Recommend

If you have an outbound marketing team (especially virtual assistant) it is definitely great to have this! We have been using it with our virtual assistant team in Philippines for outbound cold calling and it keeps the process really really tight. If you have a decent size team this is your solution.

Moses Thien

Co-Founder in Customer Service at Automate Accelerator (1-10 employees)

Vetted Review

1 year of experience

VanillaSoft FTW

Rating: 8 out of 10

Incentivized

September 9, 2021

Use Cases and Deployment Scope

VanillaSoft was selected and deployed as the preferred solution for executing outbound calls supporting marketing campaigns. The solution was adopted for use in the marketing department only and did not serve the needs of other departments for this organization.

Pros

Power dialing.
Logging call activity.
Easy to use.
Easy to implement.

Cons

Reporting on key metrics.
Integration with CRMs.

Likelihood to Recommend

VanillaSoft is an excellent option for smaller offices looking to drive their sales revenue by adding a power dialing solution without having to invest a large amount of money to do so.

Stacy Venditto

Marketing Director in Marketing at Agile Network (51-200 employees)

Vetted Review

5 years of experience

User friendly CRM

Rating: 7 out of 10

Incentivized

September 9, 2021

Use Cases and Deployment Scope

It is used as our CRM by all the staff. Easy to use and navigate.

Pros

User friendly.
Exporting data quickly.
Importing data quickly.

Cons

Telephone numbers should contain dialing code in same column when exporting.
Should be easier to import dialing code for telephone numbers by country code.
Data should automatically mark other contacts closed when an appointment is scheduled with that company (should say 'having appt').

Likelihood to Recommend

It's easy to use.
Could do with refining the export process.
Should be easier to import both the UK and overseas telephone numbers from one spreadsheet.

Verified User

Partner (1-10 employees)

Vetted Review

4 years of experience

Efficiently increase engagement

Rating: 7 out of 10

Incentivized

September 9, 2021

Use Cases and Deployment Scope

VanillaSoft is being leveraged by our demand generation team. It’s is an important part of how a lead moves through our funnel, gets to a sales rep and completes their journey whether it be as converting to a customer or not. This can really help on the engagement and nurture side of things. We have great success leveraging this tool to move people through their journey in our marketing funnel.

Pros

Automate workflows.
Lead management.
Reaching multiple leads simultaneously.

Cons

User experience.
Learning curve.
Customer support response time.

Likelihood to Recommend

VanillaSoft is well suited for any marketing operations or sales operations team looking for a tool to help them efficiently reach prospects and engage with them through a streamlined method. This can be a great way to manage that engagement, measure it, and keep track of various aspects of prospects.

Verified User

Analyst in Marketing (501-1000 employees)

Vetted Review

1 year of experience

Great call center solution

Rating: 9 out of 10

Incentivized

September 9, 2021

Use Cases and Deployment Scope

We have used the VanillaSoft platform for multiple reasons, the main one is to generate documentation for our client services and client's sales team. With some additional software integration, we have accomplished establishing a transparent channel with our clients, giving them analytics and business intelligence that they won't get elsewhere.

Pros

Integrated VoIP with voicemail drop.
User friendly interface.
Lead prioritization.

Cons

A user level queue view is needed.
Add alternate outbound email addresses.
Needs a time out period customization option.

Likelihood to Recommend

VanillaSoft is well suited for the call center scenarios, it helps the representatives to keep all the leads information well organized and in one single place to speed up daily tasks efficiently and effectively. VanillaSoft is easy to set up, even someone who is new can have it up and running in minutes.

Verified User

Team Lead in Information Technology (5001-10,000 employees)

Vetted Review

1 year of experience

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