Vanillasoft Reviews

I wouldnt want to rate vanillasoft yet because i havent had the chance to use it... but it wouldnt allow me to log in even though ive subscribed into the program already...

Working with Rachel Spencer is amazing! She always has time for you and nothing is too much hard work! Thanks for all of your help Rachel- you are amazing!

Working with Michael Bialek is great! He just gets it and patiently works through all your questions and concerns. Great to work with :)

I have been using Vanilla Soft for a few years. It is a great way to keep organized.

We have used VanllaSoft in our associate customer retention service! Our associates use the product daily, my managers can monitor productivity, customer retention and service! A must for all businesses.
Wilfredo Jauregui, Vice President

Helped me uncover issues with my computer

We have had experience with another company offering a CRM for a couple years that was less than productive lets say. We joined Vanillasoft within the last 12 months and it has worked great!

No dropped calls, great customer service, adequate reports, and very user friendly. Makes it easy to train a new salesperson on the system.

Would definitely recommend to a friend.

Everything is great except I would love to be able to click and drag my calendar events.

We been using VanillaSoft CRM for over 4 years now. The customer service continues to wow me. The management team understands our company needs and really work hard to implement new ideas that might benefit our business. They continue to innovate new processes that help our sales reps become more productive.

I call this CRM the "modern day" CRM. CRM designed for sales reps not sales reporting. Often Sales CRM are very management/reports focused not prospecting and pipeline management focused. Prior to my sales management career I was a top producing B2B sales rep for many years. I wish I had VanillaSoft during my sales days. My team is so spoiled! They have no clue how good they have it.

What I love most about VanillaSoft is:

1. the service - amazing
2. Pipeline management - you will never lost track of a lead in this system
3. email integration - click a link to send an email template -
4. Easy to use - I can train a new sales rep in less than 30 minutes!
5. To the point - this is a sales CRM. It helps you closes sales and follow up!
6. Custom Reports - build any manager report needed.

Overall:

VanillaSoft is a clean, easy to use cloud crm, the software is intuitive, the customer service is great, and their management team continues to innovate.

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.

I recommend them highly
we are never disappointed when we call with a question or to ask for help you always get a reliable and helpful person. It's nice to know you can count on your vendor to be able to make your work day a little better.

VanillaSoft continues to add features and capabilities to their robust offering. They have, by far, one of the best Tech Support departments that I have ever dealt with!!

Any time I need help to change something they are all very friendly and help me within minutes.

Freezes often and very slow

VanillaSoft has been a great tool for our new call center. It's very user friendly and has an easy to learn GUI. The support team is quick, knowledgeable and usually able to help with issues on the spot.

That said, there are some things that could be improved to enhance our experience. A centralized library for items such as result codes, scripts and documents that could be accessed across all projects would be very helpful for us. Cloning projects is great but we do make changes to new projects that we would like to also change across older projects as well. We often jump from project to project, sometimes 3 times in a day, and would like everything to be uniform for stat tracking purposes. Currently I manually go through and make changes to all projects which is tedious.

Overall we love VanillaSoft and would recommend it to any business making large volumes of calls.

Thank you Vanilla Soft! Completely Satisfied Customer!

In 2007, with the arrival of the DNC, we were perplexed about how to get ahead with our company. After manyattempts, that all led to a centralized server which was way too expensive to acquire and maintain for a small 25 employee telemarketing business like ours, Vanilla Soft appeared like no-brainer. They were offering a user friendly and simple platform accessible from anywhere. Their technical support in French has been invaluable for us in an almost exclusive French speaking community.
Thank you VanillaSoft!
Stéphane Blouin
EXL-OR inc
www.respirezmieux.ca

OK.. lacking on call return with local presence

I've been using VS for 4 years, and have previous experience with Sharkware, Maximizer, Goldmine, and SalesForce. I also had a CRM built from scratch, using .Net framework. The features and functionality that VS provides is awesome, and their technical support is not only superior to any I have experienced is 20+ years of marketing, but by far the friendliest. I don't look at VS being a vendor I buy from, I see them as my partner is our business.

The support team has always been quick to respond to my questions via email and telephone. Everyone representative I have spoken to has expert knowledge on the product and has always been able to reach a solution quickly.

Exceptional service, timely answers to queries, and progressive continual system updates, with no outage times to boot.

Vanilla Soft has been one of the easiest programs to learn how to use and to train others to use. It is also very easy to keep myself organize. Highly recommend it for anyone.

We implemented VanillaSoft's lead management & VoiP tools and the results have been amazing. Our centralized call center reps make outbound calls to prospects to set appointments for our field sales team members across the country. Our reps love how easy VanillaSoft is to use and the real-time dashboard helps our Demand Gen Team monitor lead flow and success metrics. I highly recommend VanillaSoft for prospecting and sales by phone!

As someone who has used other CRMs and struggled to understand how to learn the nuances, I find Vanillasoft to be very user-friendly. It's very customizeable, and you don't have to have a background in coding to learn how to get the most out of the system. On the occasions that a solution is not intuitive, the support response is invaluable. They are quick to reply and happy to help provide answers. Best of all, Vanillasoft is constantly seeking to offer more, and listens to the requests of users of the product, seeking to implement positive changes.

VanillaSoft usually works fine, but every so often it doesn't communicate with Connect Me Voice, and I have to re-enter my credentials and password within certain users' profiles. Also, sometimes it has an error message that says it cannot process my request at this time. Other than that though, it seems to work very well. The only other thing I would change is the way to sort and delete duplicate leads that I have uploaded. You can delete all duplicate leads added today but you cannot pick a date range of duplicates that you would like to delete. You just have to weed through which can take forever! It just isn't very user friendly in that aspect. Also, sometimes it is off with the time zone when your phone number is a certain area code, but your address is in another. I wish it would default to the address to gather the time zone information instead of the phone number.