VanillaSoft Erfahrungen

Appointment Setting & Prospect Management for the professional

Vorteile:

Responsive and knowledgeable internal customer support and top notch staff interactions. Google calendar integration allows you to set appointments with confidence that the representative (external agent) will be available for them! Automatic timezone allocation for prospect records which allows appointments to be set for representatives who operate nationwide with no manual accounting for timezone needed; the software is nearly goof proof in calendaring considerations. Unlimited projects allowed and robust customization ensures that every project/marketing campaign is uniquely set up to meet your company or client's needs. I really appreciate the ability to customize result codes and the fact that you are not regulated to rigid categories or outcome processes. Each result can trigger multiple functions and this gives the administrator the power to control and maintain appropriate routing of prospects with minimal user effort. A decent dashboard system and intuitive reporting creation.

Nachteile:

My top complaint has to be with the WYSIWYG editor for scripts and email templates, it is sufficient. However, in the NEW VS interface pasting text with from Google Docs or Word invariably produces an error (complete hang on selecting that script, only fixable by reverting to previous version interface) if the document was over a page long, unless pasted as plain text. Even if the original document has all formatting removed prior to copying. I would greatly appreciate a fix for this and support for pasting simple formatting options without errors.

SDR Sales Simplified

Kommentare: We use this product for cold calling and setting appointments. Works great. Let’s you script calls, setup sequences, and automate workflows. Allows reps to focus on the quality of the conversation because everything else is automated. Our SDR team would not exist if we would not have implemented VanillaSoft. Dump leads in and get to work.

Vorteile:

Allows for SDR sales automation, custom rules and workflows, and gets results.

Nachteile:

Could be prettier, I suppose. I’m being picky here - it’s great at what it does.

Where's the App and Pause Calling?

Kommentare: Should have more portability (create an app) for those on the go and better functionality. Lose the browser only.

Vorteile:

Easy to use for end user. Open platform and superior navigation/disposition functions. Easy to add tagged fields to pull data in a variety of ways.

Nachteile:

No stand alone apps for android, iOS, pc or mac. Just browser functionality. Cannot pause calling (for reporting). If agents stay logged in on their browser it acts like active hours. No way to adjust have to manually adjust reporting.

VanillaSoft is Essential to our Success

Kommentare: 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.

Support unlike any other of its kind!

Kommentare: All our information is available in one place. I can see every time a client has been contacted, by who, how long the conversation was, any notes; I can call, set appointment, import leads, and have multiple scripts for everything. There's nothing as comprehensive as this system.

Vorteile:

It would be easy to list 100 reasons why VanillaSoft is such a wonderful system and there's truly not another that compares - but the biggest pro is absolutely in the support team. I am on a first name basis with all of them; I have called more times than I can count and not once have I had a poor experience. They are always there to help me wrap my head around the problems and truly utilize VanillaSoft to do everything my company needs! I can't thank them enough for everything they do.

Nachteile:

It's hard to think of something to list in the cons. It would be nice if I could set things for less than 15 minutes apart - maybe choose any time, but it's so inconsequential it's hardly worth listing

Guaranteed positive results. Was obvious for me

Kommentare: Fast outcome. I enjoy using it. Best for beginners too.

Vorteile:

With the huge confidence I had gathered from my friends in the field who has used VanillaSoft, I was rest assured that it would work for me. Since the first day of implementation, I have seen a gradual improvement in my relations. There is more successful deals under this tool.

Nachteile:

In any case, the help desk is friendly and fast. No concerns goes unattended. The features are good for me.

Using VanillaSoft in Higher Education

Kommentare: We are very pleased with VanillaSoft. We were struggling to keep track of our work, analyze our efforts, but this has allowed us to see the data more clearly and constantly pivot or adjust as needed to ensure we meet our goals and outcomes.

Vorteile:

It acts like a CRM for our program in tracking our students and ensuring that we are identifying those who are at risk and most likely need our support the most. The ability to customize the tools according to the numbers we track, and also have the dashboard to encourage healthy competition is bar none to any existing software we have access to.

Nachteile:

We have thoroughly enjoyed VanillaSoft. There's nothing that we haven't liked about it. The ability to customize their tools provides us leverage to automate and streamline.

Great tool for contact centers who need a dialer integrated with CRM.

Kommentare: Greater outbound call efficiency, true CRM features and easy access to call recordings.

Vorteile:

We can support multiple clients and multiple campaigns. Does great job keeping each program separate. Call recordings are easy to access by campaign, agent and lead status. KPI metrics are also easy to find and you can create custom data queries and save them for future use.

Nachteile:

If you need inbound call center features, I highly recommend you select Ring Central as the VoIP partner to integrate with VanillaSoft.

VanillaSoft has made my business more enjoyable than it already was!

Kommentare: Our business is much more efficient and lead conversion is much higher than it was prior to using.

Vorteile:

I like that I never have to look at a calendar and/or constantly have reminders pop up. The que based routing always gives me the most important call to make at the right time.

Nachteile:

I do not like the pop up window I get each time a scheduled call back come up. It is assumed with the software that each time a call is routed that it needs to be called, so the pop up is confusing to me and time consuming.

Just What Inside Sales Teams Need

Kommentare: VanillaSoft is the perfect solution for Inside Sales teams that need to make lots of calls everyday. Unlike other solutions it is built for power dialing and makes our teams drastically more efficient. VanillaSoft elegantly programs their system to make things intuitive and easy to use. As a result, our team can easily learn how to use the system without extensive training. Overall the simplicity of VanillaSoft allows our team to focus on selling instead of navigating their CRM.

Vorteile:

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

The ultimate "Phone" prospecting tool for businesses

Kommentare: Overall, this is my "go to" system. I wish it was a little cheaper but it does what we need it to do and it does it very well! If you work in this system every day, it will make you successful! Hit the start button and go!

Vorteile:

I have used this system on and off since 2009 and it's come a long way since then. I keep going back to it because it does the main important things very well. Also, I've had telemarketers try two other systems and they all loved Vanillasoft the most. In fact, after deciding to go with a cheaper option, they would come back to me and ask if we could use VS again. Including my son who just told me yesterday that he always loved Vanillasoft because it took the guesswork out of the picture and only showed you one lead at a time. I think that's one of the main benefits. 1. It puts one lead in front of you at a time. It eliminates the question "who should I call?". 2. It doesn't let you think too much or waste time. 3. The follow up system works great. Meaning, it's easy to leave a note and schedule a call back whether its using the calendar feature or using the dispositions that automatically put the lead back in your que at a predetermined date. Either way you do it, I always felt completely confident that once I finished with a lead that it would come back to me at the appropriate time without me having to think about it. That's huge! 4. The activity dashboard is awesome. It tells you how many dials, conversations, appts, length of time spent on calls, etc. It really puts all the data right in front of you. 5. Emailing and Document Library: Email right from the system using templates and store docs. Very Easy! 6. Hands down, best customer service in the business!!!

Nachteile:

Price: For the first user its going to cost you about $200 if you want all the features. $100 for the basics and then $30 for auto-dialing, $30 for their phone and $30 to record and store calls. Every other user is $80 for the basics + $90 for the rest. So, two users with everything will cost you about $370 a month. With that said, I always go back to it. So, better to spend money on something that will get you results. Reports: They are great and endless... just wish they were easier to put together. It takes some time to really understand how to generate them. Also, wish they had automated reports that once you set up, they just get emailed to you everyday. Integrations: This is a phone marketing system with "some" email capabilities. It's not going to do social or look up lead data etc... I wish it would integrate with other email marketing systems like constant contact. It does tell you when someone opens an email if you're in the lead... but it doesn't tell you how often they opened and I don't believe it lets you call just the people who open your emails. It might but I'm not sure how if it does.

Revolutionized our organization

Kommentare: VanillaSoft has eliminated many problems such as:
-multiple calls to one prospect from different callers
-calling existing customers as prospects
-time wasting manual reporting
-lack of caller activity visibility

Vorteile:

VanillaSoft streamlines our selling efforts and has completely revolutionized the way we run our company. We've gone from literally using printouts, excel sheets etc to manage our accounts and prospects to everything being through VanillaSoft. VanillaSoft has made us more efficient in calling, reporting, closing new business, pretty much every area of our company has improved by using VanillaSoft.

Nachteile:

There are not many things I dislike about VanillaSoft. Anytime I have a problem, their customer service is very responsive and helpful, and they even take your suggestions for new features and are constantly rolling out improvements.

Very good lead management - calendar functionality could be improved.

Kommentare: Vanilla Soft is an easy-to-use lead management program that has smooth integration of outside applications, a wealth of flexibility in their templates, and (with some improvements) is a contender for a top choice in lead-management systems.

Vorteile:

This is an extremely easy-to-use interface with lots of flexibility to add client information. It connects the end use (employee) and the client in an easy and reliable way - even when involving outside applications. The templates seem flexible and open for a lot of customization.

Nachteile:

The calendar function is lacking in options. There needs to be a drag-and-drop OR drop-down function in Calendar view that allows the end user (employee) to easily reschedule calls without re-resulting them. the calendar should have work-top options so meetings and other office-related things can be scheduled within the calendar. The form tabs should be able to be duplicated within the same lead. Once the form is created and approved by the administrator the end user (employee) should be able to create duplicates of the same form. This would eliminate the need to create duplicate leads in order to access the same form twice.

This is the one CRM that everyone can use AND increase your productivity!

Kommentare: I get more accomplished every day with Vanilla Soft because of the way the leads flow seamlessly. I can make so many more calls and send out more emails and have all the information I need right at my fingertips. I would recommend this product to anyone, no matter what level of computer proficiency they have.

Vorteile:

I have not used a software program that is this easy to use. It literally took me about 15 minutes to get the hang of it. You can send emails with2 clicks (you choose the appropriate email). You click to call, you can input information, close the lead and another one pops up! This program keeps track of your progress throughout the workday. You see where you are spending your time. I love this program

Nachteile:

The only thing I don't like it that only one record is displayed at a time. I am on the phone all day and I have cold-called the same person twice. Of course, there is a feature that shows a list of the calls I have made but you must click the one you are looking for and I think it could be more streamlined.

VanillaSoft has been a great tool to help us manage our call center.

Kommentare: VanillaSoft has been a great tool to manage our prospecting efforts and coordinate communication with prospects.

Vorteile:

The user interface is easy to navigate and understand. There are great features/functions that increase our productivity. We are able to integrate extra marketing touches, like emails and efaxes into campaigns that our callers can initiate with the click of a button.

Nachteile:

Since we work with multiple client campaigns it is sometimes challenging to integrate with their CRM. I'd like to see API integrations for additional CRMs. They are in beta tests with Zapier, which should help.

Calling Alumni Made Easy and Efficient with VanillaSoft

Kommentare: I am enabling my school to reach out to numerous alumni, document their experiences and giving and provide meaningful feedback to Bucknell. I have enjoyed being able to speak with a diverse set of individuals, without any technical difficulties, in a short time thanks to VanillaSoft.

Vorteile:

I like the simple interface that VanillaSoft uses. I use the software to call alumni of my school and being able to learn the ins and outs of it was easy due to its user-friendly design. I rarely have to touch my keyboard, only needing a mouse to make calls, mark calls according to how they went, etc, This saves time and enables me to call a large number of alumni in a productive manner.

Nachteile:

While there are not many aspects of VanillaSoft I dislike, one component of the software that could be improved is the number of choices made available to me when detailing what happened on a phone call. For example, I would like to have more options to choose from when explaining why someone may have decided not to donate that would not require me to have to manually type it out. Additionally, not being able to process credit card donations within the software itself can require me to engage in duplicitous actions, but other than that, VanillaSoft is great!

Great business development tool for fast contact

Kommentare: It is a good system overall, despite lacking timely support.

Vorteile:

Visibility of pertinent information on a contact is great, including other contacts at the same business.

Nachteile:

Customer service is not great. There's a number of things you can't do yourself on the platform, such as changing attachment library size - 20MB is certainly not enough for a large agency with many clients and campaigns. We have called and emailed a number of times and has now been over a month with no response.

I have been using VanillaSoft for over 5 years. Their product is wonderful!

Kommentare: Helps keep projects organized. Call recording is vital for my clients. Reports are easy to export and send to clients at the end of the week.

Vorteile:

The system is very user friendly! It is easy to get a new rep up and running with in a day. The support team is easy to work with and always willing to help.

Nachteile:

I have had no problems. Anything I need done, if I ask support, they show me a way to do it. They are always helpful.

VanillaSoft is incredibly user friendly and easy to learn.

Kommentare: Trackability

Vorteile:

The ability to easily extract data from the system with many different metrics. Ease of use. Dashboard overview showing how my users are doing.

Nachteile:

Sometimes the query builder can be a bit slow. It would help if I could highlight each metric when building the query and apply all of them at once instead one at a time.

Vanilla Soft is very easy to use and helps me to the most efficient I can be.

Kommentare: The ease of this product helps me be most efficient with my time and reach as many customers as possible.

Vorteile:

I like that it is so easy to use that even the most technically challenged people can use it. There are so many options that we are constantly finding new ways to be productive with Vsoft.

Nachteile:

Unfortunately, our material being sent through VSoft gets spammed pretty easily . Also, our emails get spammed as well. We have to constantly change material to make sure it reaches our clients.

The Best Marketing tool you can use

Kommentare: The leads provided and the organization of the system has made my revenue grow. The great way you can use the search bar to find almost any record you need.

Vorteile:

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

Nachteile:

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

Intuitive and Effecient

Kommentare: Overall experience very good.

Vorteile:

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

Nachteile:

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

Great Experience!

Kommentare: It's made us more organized with client relations.

Vorteile:

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

Nachteile:

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

VanillaSoft - GREAT SOFTWARE

Kommentare: Overall experience with VanillaSoft has been very positive. No major business issues have come up with the software preventing productivity that hasn't been solved - which is a major plus.

Vorteile:

The best thing that I like about Vanilla Soft is it's user friendly compatibility. It is very easy to navigate and has made business incredibly simple.

Nachteile:

I can't think of cons about Vanilla Soft at the moment.

Text feature is the best

Kommentare: My time to the lead is now seconds instead of hours.

Vorteile:

Texting is crucial. Organized texting is life changing through VanillaSoft.

Nachteile:

VanillaSoft would improve if they allow more integrations.