Vanilla Soft

VanillaSoft

Composite Score

8.1 /10

CX Score

8.4 /10

34 Reviews Write a Review

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What is VanillaSoft?

Vanilla Soft Pro is a sales platform that includes best call logic, auto dialing, on-board intelligent messaging, integrated e-mail, and more.

Company Details

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Awards & Recognition

VanillaSoft won the following awards in the Sales Engagement Platforms category

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3 Top Rated Capabilities

4 Top Rated Features

Latest Award, 2024

2023 Emotional Footprint Champion

2023

Service Experience
Contract Negotiation
Conflict Resolution

2023

4 Top Rated Capabilities

6 Top Rated Features

2023

4 Top Rated Capabilities

7 Top Rated Features

2022

VanillaSoft Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on VanillaSoft.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

88 Likeliness to Recommend

97 Plan to Renew

81 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love VanillaSoft?

2% Negative

3% Neutral

95% Positive

Pros

Trustworthy
Efficient Service
Respectful
Client Friendly Policies

Feature Ratings

Average 81

Call Management

Dialer Integration

Next-Best-Action Recommendations

Workflow Automation

Sales Analytics

E-Mail Campaign Management

E-Mail Integration

Conversation Coaching

Internal Sales Collaboration

Pipeline Management

Omnichannel Campaign Management

Vendor Capability Ratings

Average 82

Vendor Support

Quality of Features

Ease of IT Administration

Business Value Created

Breadth of Features

Ease of Implementation

Ease of Data Integration

Usability and Intuitiveness

Ease of Customization

Product Strategy and Rate of Improvement

Availability and Quality of Training

VanillaSoft Reviews

Colin B.

Role: Operations
Industry: Other
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Jan 2022

Simple to use, lacking outside system connectivity

Likeliness to Recommend

6 /10

What differentiates VanillaSoft from other similar products?

It does allow simple workgroups to be created and some level of customization on source and pipelines management

What is your favorite aspect of this product?

The reporting portal was a good thought, it is lacking, but definitely, a tableau inspired visual creator

What do you dislike most about this product?

You can create multiple projects to segregate workflows but cannot pull reporting across the projects; each one needs its suite to be created separately The API and general outside system integration are weak. If you use it for all of your technology solutions, it might be better, but as a CRM only, it will not play well with other apps/software

What recommendations would you give to someone considering this product?

If this will be your end-end solution it is worth a try. If you want this to be a portion of your technology portfolio strategy, it will likely not work.

Pros

Includes Product Enhancements
Trustworthy
Efficient Service
Caring

Cons

Inhibits Innovation
Slower Product Innovation
Less Performance Enhancing

Brian W.

Role: Sales Marketing
Industry: Insurance
Involvement: Initial Implementation

Validated Review

Verified Reviewer

Submitted Jan 2022

Differentiation of a good and great sales agent!

Likeliness to Recommend

10 /10

What differentiates VanillaSoft from other similar products?

Unique callbacks and result codes!

What is your favorite aspect of this product?

Lead Management!

What do you dislike most about this product?

Crashes and downs!

What recommendations would you give to someone considering this product?

Buy it now your sales will increase!

Pros

Helps Innovate
Performance Enhancing
Enables Productivity
Trustworthy

Selena L.

Role: Student Academic
Industry: Other
Involvement: Vendor Selection and Purchasing

Validated Review

Verified Reviewer

Submitted Jan 2022

Simple and efficient software!

Likeliness to Recommend

9 /10

What differentiates VanillaSoft from other similar products?

Because my office was full of college students I needed some thing easy to understand, but complex enough to store all the data and information we needed. VanillaSoft is just that. Other products I found were more difficult for students to interact with and had unnecessary complicated features that interfered with our operation. Vanilla soft was very easy to customize so that we could use what we needed without it being too complicated

What is your favorite aspect of this product?

A lot of our operation involved phone canvassing and I think that’s where the best features exist. All of the information we had about clients was perfectly organized and easily digestible so we were able to be extremely productive throughout the day.

What do you dislike most about this product?

Well there are a lot of amazing things about VanillaSoft, we did have numerous issues regarding logging in to the point where student accounts were suspended for days. Luckily customer support was always able to get the problem fixed, but it did throw a wrench in our operations.

What recommendations would you give to someone considering this product?

I would absolutely recommend this product if you were looking for an intricate software that will properly keep tabs on your clientele, but it’s also very simple and efficient to use.

Pros

Helps Innovate
Reliable
Enables Productivity
Unique Features

VanillaSoft

What is VanillaSoft?

Company Details

Need Assistance?

Awards & Recognition

2023 Emotional Footprint Champion

VanillaSoft Ratings

88 Likeliness to Recommend

97 Plan to Renew

81 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love VanillaSoft?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Call Management CRM integration, click-to-dial, call forward/record/log and many more in one place to ensure each agent can access all the information from a single place.

Dialer Integration The solution provides the ability to integrate with telephony dialer systems to queue and manage outbound call campaigns.

Next-Best-Action Recommendations Suggest recommended actions or next steps to sales representatives i.e. e-mail content, phone touchpoints or objection handling scripts to maximize close rates.

Workflow Automation Provides a business rules engine for managing outbound lead generation campaigns, inbound prospect communication and routing of leads to qualified sales agents.

Sales Analytics Provides dashboards, reporting and analytics tools for managing outbound lead generation campaigns, inbound prospect communications and pipeline tracking.

E-Mail Campaign Management The ability to execute segmented outbound e-mail campaigns to leads and prospects, leverage pre-generated e-mail templates, track and report campaign metrics.

E-Mail Integration The solution provides the ability to send and receive emails via an integrated email client, such as Outlook, or Gmail, or through the tool.

Conversation Coaching Recordings can be ingested from traditional telephony systems or services such as WebEx, Teams or Zoom.

Internal Sales Collaboration The ability to allow sales representatives and their managers to comment on or provide annotations on objects such as call transcripts or emails.

Pipeline Management The solution provides the ability to capture and track prospects throughout the sales lifecycle from initial unqualified lead to conversion.

Omnichannel Campaign Management The solution provides the ability to manage prospect conversations via other channels such as live chat, social and SMS.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

VanillaSoft Reviews

Colin B.

Simple to use, lacking outside system connectivity

Likeliness to Recommend

Pros

Cons

Brian W.

Differentiation of a good and great sales agent!

Likeliness to Recommend

Pros

Selena L.

Simple and efficient software!

Likeliness to Recommend

Pros

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Feature Ratings

Call Management

Dialer Integration

Next-Best-Action Recommendations

Workflow Automation

Sales Analytics

E-Mail Campaign Management

E-Mail Integration

Conversation Coaching

Internal Sales Collaboration

Pipeline Management

Omnichannel Campaign Management

Vendor Capability Ratings

Vendor Support

Quality of Features

Ease of IT Administration

Business Value Created

Breadth of Features

Ease of Implementation

Ease of Data Integration

Usability and Intuitiveness

Ease of Customization

Product Strategy and Rate of Improvement

Availability and Quality of Training