VanillaSoft Reviews & Pricing

by VanillaSoft | Founded 2005, Plano, TX

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Overview Benefits Reviews Features

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What is VanillaSoft?

Industry Specialties: Serves all industries.

VanillaSoft is a cloud-based sales engagement solution that helps businesses improve their sales processes and increase revenue-per-rep by securing more leads, driving higher interaction rates and utilizing sales cadence automation to close deals faster.

Combining features for lead management, telemarketing and contact management, it streamlines sales operations to manage, route, market and sell efficiently.

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VanillaSoft Benefits and Insights

Why use VanillaSoft?

Key differentiators & advantages of VanillaSoft

Increased Productivity: Workflow automation and strategic infrastructure for sales assistance boost selling productivity.
Higher Contact Rates: Progressive auto-dialing and dynamically branched call scripts facilitate higher contact rates for each salesperson.
Less Lead Decay: Queue-based technology for lead management reduces lead decay by up to 30%.
Sales Accountability: Complete visibility of sales process execution and sales enablement features improve lead interaction quality and quantity, empowering users for better sales accountability.
Higher Revenues: Proactive engagement, better lead qualification and cadence automation improve business revenue on individual-, team- and organization-levels.
Ease of Usage: A simple, easy-to-use interface improves adoption rates, while reducing the learning curve.

Industry Expertise

Suited for in-office and remote sales teams across a wide range of industries, including hospitality, education, banking, non-profits, merchant services and other professional services. VanillaSoft serves thousands of users worldwide, engaging over 15,000,000 contacts every month.

Key Features

Lead Management: Save and track leads centrally, add custom fields and tags, and define lead qualifying parameters for automated lead scoring and prioritization. Organize leads from an organization into accounts. Filter and segment leads for targeted campaigns. Track real-time sales activity for all leads with a visual dashboard.
Auto-Dialling: Progressive and preview auto-dialing reduces downtime between sales calls and provides all relevant information about a contact before the call. Flexible integration with all telephone systems is also available.
Call Recording: Log, record and store all sales calls for easy review and quality control. Filter and segment call recordings based on individual contacts and accounts, salespersons, specific date ranges and call outcomes. Analyze recordings to understand and improve lead quality, target buyers and messaging.
VoIP: Enterprise-class VoIP enables rule-based automatic call distribution and live call monitoring. Inbound calls are matched up to existing records to pull out contact data. Pre-recorded voice mails and built-in SMS messaging facilitates seamless communication.
Logical Branch Call Scripting: Build team-based scenario scripts for each pipeline stage, factoring in all potential objections, concerns and responses for better prospect engagement.
Appointment Setting: Manage multiple calendars in a single interface to set up appointments for inside sales, outside sales and clients. Send personalized messages to attendees using templates, collect relevant data before the appointment and employ reminders to ensure higher attendance rates.
Lead Routing: Queue-based lead management and automated call cadence ensure each lead is worked through thoroughly. Inbound leads are prioritized automatically to improve engagement and conversion rates. Automate lead prioritization and customize workflows to optimize performance.
Email and SMS Marketing: Build seamless communication across all touchpoints with SMS and email features. Create customizable templates. Enable SMS reminders and one-on-one chats with prospects. Manage drip or mass email marketing campaigns, with an option to send attachments in multiple formats and embed videos within the mail.
Performance Management: Track real-time sales activities and outcomes for each sales representative to ensure KPIs are being met.
Reports: Get detailed reports about leads across the sales pipeline, sales activities, interaction rate, engagement rate and more to actively track, analyze and improve sales methodology as well as execution.

Limitations

These limitations are current as of the writing of this review:

Slow to load
Calling feature is slow
Reports need more customization options
User interface and navigation could be more intuitive
Calendar feature does not have drag-and-drop functionality.

Suite Support

VanillaSoft offers support through phone, email and a support portal. Support experts are available between 9 a.m. and 8 p.m. (ET) Monday to Friday, and between 10 a.m. to 4 p.m. (ET) on Saturday.

Email: Users can email support experts at [email protected].

Phone: Phone support experts are available at +1-866-763-8826 (ext. 2) and +44-0-3300-527-468 (ext. 2).

Training: VanillaSoft offers training through documentation, webinars, videos and in-person support.

Tickets: Submit tickets and escalate issues on the support portal with key details. Support experts respond to the tickets during business hours in priority order.