VanillaSoft

VanillaSoft

Lead management software and CRM solution - The Power of Simplicity

4.7/5 (140 opiniones)

Información general sobre VanillaSoft

¿Qué es VanillaSoft?

VanillaSoft's core philosophy and development process center on one concept: The Power of Simplicity. Through this principle, VanillaSoft offers a platform that allows customers to see increased productivity, higher contact rates, and sales accountability tools like no other.

VanillaSoft is the tool built specifically for sales hunters. While traditional CRM provides features for account management, order management, and customer service functions, VanillaSoft provides the lead generation and nurturing tools required to successfully manage and close new business. If you call hot leads, rely on cold calling, or anywhere in between, VanillaSoft is the sales-by-phone solution for you.

Información general sobre VanillaSoft

Precio

A partir de
USD 100.00/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

The VanillaSoft base platform starts at $80 per user per month - $100 for the first user. Customers can receive 35% off if paid annually. Add-on services include automated dialing, recording, VoIP, and SmartCaller ID.


Funciones de VanillaSoft

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Australia, Canadá, Reino Unido, Estados Unidos
Idiomas admitidos
Inglés

Capturas de pantalla

Captura de pantalla de VanillaSoft: 3-panel-call-screen
Captura de pantalla de VanillaSoft: 3-panel-call-screen Captura de pantalla de VanillaSoft: call activity dashboard Captura de pantalla de VanillaSoft: 4-panel-call-screen Captura de pantalla de VanillaSoft: calendar

Opiniones de VanillaSoft

Opiniones de VanillaSoft

Calificación general
4.7
/
5 140 opiniones
Excelente
105

Muy bien
32

Normal
3

Pobre
0

Malo
0

Relación calidad-precio
4.7
Funciones
4.5
Facilidad de uso
4.7
Asistencia al cliente
4.6
98% Un ha recomendado esta aplicación
Melissa A.

Appointment Setting & Prospect Management for the professional


Traducir con Google
Britt B.

Very good lead management - calendar functionality could be improved.

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.


Traducir con Google
Jeremy O.

SDR Sales Simplified

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.


Traducir con Google
Kent P.

Revolutionized our organization

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


Traducir con Google
Rebecca H.

Where's the App and Pause Calling?

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


Traducir con Google
Melissa A.
Tamaño de la empresa: 13-50 empleados
Translate to español

Appointment Setting & Prospect Management for the professional

Software usado A diario durante Más de dos años
Revisado el 30/3/2018
Fuente de la reseña: Capterra

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Britt B.
Sector: Entretenimiento
Tamaño de la empresa: 51-200 empleados
Translate to español

Very good lead management - calendar functionality could be improved.

Software usado A diario durante 6-12 meses
Revisado el 22/11/2019
Fuente de la reseña: Capterra

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.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Facilidad de uso

Probabilidad de recomendación: 7.0/10

Jeremy O.
Sector: Software informático
Tamaño de la empresa: 51-200 empleados
Translate to español

SDR Sales Simplified

Software usado A diario durante 6-12 meses
Revisado el 23/1/2020
Fuente de la reseña: Capterra

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.

Puntos a favor

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

Puntos en contra

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

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Kent P.
Sector: Comercio mayorista
Tamaño de la empresa: 51-200 empleados
Translate to español

Revolutionized our organization

Software usado A diario durante Más de dos años
Revisado el 20/11/2019
Fuente de la reseña: Capterra

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

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Rebecca H.
Sector: Consultoría de gestión
Tamaño de la empresa: 2-10 empleados
Translate to español

Where's the App and Pause Calling?

Software usado A diario durante Más de dos años
Revisado el 14/3/2018
Fuente de la reseña: SoftwareAdvice

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

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Facilidad de uso

Probabilidad de recomendación: 5.0/10

Recomendación de usuario
9.3/10
Basado en 140 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de VanillaSoft

Precios de VanillaSoft

A partir de
USD 100.00/mes
Prueba gratis
Suscripción
Relación calidad-precio

The VanillaSoft base platform starts at $80 per user per month - $100 for the first user. Customers can receive 35% off if paid annually. Add-on services include automated dialing, recording, VoIP, and SmartCaller ID.

The VanillaSoft base platform starts at $80 per user per month - $100 for the first user. Customers can receive 35% off if paid annually. Add-on services include automated dialing, recording, VoIP, and SmartCaller ID.

Relación calidad-precio
4.7/5
Basado en 140 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de VanillaSoft

Funciones de VanillaSoft

API
Análisis de ventas
Base de datos de contactos
Captura de clientes potenciales
Creación de informes de ventas
Creación de informes y estadísticas
Datos en tiempo real
Funcionalidad de búsqueda
Gestión de clientes potenciales
Gestión de contactos
Herramientas de colaboración
Importación y exportación de datos
Integración de CRM
Integración de correo electrónico
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Panel de actividades
Seguimiento de actividades
Seguimiento de ventas
Funciones
4.5/5
Basado en 140 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Vídeos y tutoriales

Vídeos y tutoriales

Más información sobre VanillaSoft

Más información sobre VanillaSoft

Funciones principales de VanillaSoft

  • Appointment Setting
  • Call Recording
  • Cold Calling
  • Custom Fields
  • Email Marketing
  • Flexible Data Querying
  • Inbound Web Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Scoring
  • Live Monitoring & Eavesdrop
  • Logical Branch Scripting
  • Outbound Lead Posting
  • Progressive & Preview Dialing
  • Real-Time Dashboard
  • Salesforce Integration
  • SmartCaller ID
  • Team-Based Selling
  • VoIP
  • Voice Drop
  • Web Reporting

Beneficios

Organizations using VanillaSoft queue-based lead management solution outperform their peers that use typical list-based CRM platforms in the following areas:

Speed to Lead: VanillaSoft clients typically make an initial call attempt in 1 hour or less. The industry average is 8 hours until first contact.

List Penetration: Agents using VanillaSoft average over eight attempts per contact while peers on list-based systems average two attempts per contact.

Productivity: Sales-by-phone professionals who use VanillaSoft average 23 calls per hour compared to the industry average of eight calls per hour.

Decay Rate: VanillaSoft clients experience a 6% decay rate while their peers on list-based solutions experience a decay rate of 36%.

(data from “The Technology-to-Performance Chain: How Lead Management Systems Drive Inside Sales Performance,” conducted by the prestigious University of Ottawa's Telfer School of Management)

Análisis de GetApp

Análisis de GetApp

In an effort to simplify the tasks involved with modern sales-by-phone efforts, VanillaSoft has developed a sales acceleration tool unlike any other in the marketplace. The cloud-based solution relies on intelligent queue-based lead management practices to increase sales-by-phone productivity and efficiencies. VanillaSoft streamlines the sales-by-phone process, so agents can focus on making more calls and generating more sales.

Designed for businesses of all sizes and industries, and frequently used by the inside sales, call center, and telemarketing departments within those organizations, VanillaSoft says it can automate workflows and increase outbound phone calls by up to 100%. Key features of VanillaSoft’s platform include queue-based priority lead routing, auto dialing, logical branch scripting, email drip lead nurturing, mass emails, email templates, inbound web lead capture, lead scoring, lead nurturing drip campaigns, and contact routing based on open email triggers.

Logical Branch Scripting

¿Qué es VanillaSoft?

VanillaSoft is a lead management and CRM solution for businesses that use inside sales, appointment setting, outbound call centers, and telemarketers. The web-based platform speeds up the sales process and converts more leads to sales using a combination of features that include priority lead routing, auto-dialing, and logical branch scripting.

Because VanillaSoft was created to meet the needs of sales hunters, the platform includes components that generally aren’t seen in CRM platforms designed for more general audiences. For example, custom routing and distribution models can be setup to route and distribute leads to sales agents based on unique needs. Tools like lead scoring, email nurturing campaigns, and a call-activity dashboard also help sales teams make more sales calls and manage promising leads in an effective and efficient manner.

Email Templates

Características principales de VanillaSoft

Auto-Dialing

VanillaSoft’s auto-dialing feature makes it possible for sales agents and telemarketers to complete more calls with fewer mistakes. The platform’s auto-dial feature provides users with both preview and progressive dialing modes. This creates call continuity and increases call activity levels.

The most popular type of auto-dialing within VanillaSoft is progressive dialing. When your agents use progressive dialing, they are provided with the next best records on their screens as soon as their previous calls have ended. The record that appears on the agent’s screen is then dialed automatically by the software, which removes the lag time between outbound calls.

Voice Drop

Lead Scoring

VanillaSoft enables sales agents to score and rate leads while telephone conversations are still in process. The platform’s lead scoring feature provides agents with the ability to assign scores based on menu-driven responses. This collection of data points can then be used to calculate a lead score and determine which leads are cold, warm, or hot.

In order to focus your energies on the leads most likely to convert, you should use VanillaSoft’s lead scoring feature to determine the likelihood of a lead converting while a call is still in process. Using menu-driven responses, you can input data points into the VanillaSoft platform. The software then uses this information to provide actionable intelligence to sales agents. In addition to determining the highest value leads, its lead scoring tools can also act as a guide in deciding when you (or your agents) should reconnect with particular leads.

Lead Scoring

Email Drip Lead Nurturing

Email marketing tools help sales teams stay in front of their customers in between phone calls. Emails are a valuable tool for educating and qualifying leads, as well as for brand building purposes. The software’s email marketing module includes tools for creating templates, sending automated drip emails, and managing email campaigns.

Using VanillaSoft’s email drip lead nurturing feature, you can create an email campaign that automatically sends messages to your contacts whenever certain triggers are met. For example, an email might be sent out one hour after the last call was placed to the lead or one day after an appointment date has been set. Email drip campaigns setup with VanillaSoft can contain multiple rules for triggering emails.

Email Drip Campaigns

Call-Activity Management Dashboard

Detailed call statistics for each campaign and agent are available through VanillaSoft’s call-activity management dashboard. Users can see the number of calls per campaign, broken down by lead source. They can also run the dashboard for different periods of time to track historical results.

To better monitor your sales campaigns, visit your call-activity dashboard on a regular basis. The dashboard allows you to visualize how your agents are performing. You can view the total calls by lead source, contact positives by lead source, calls by result group, or stacked rankings of users by calls attempted. With this information in hand, you’ll be better able to reward top agents and determine what lower ranking salespeople could do to improve their performance records.

Tracking Dashboard

Integraciones con VanillaSoft

VanillaSoft integrates with Salesforce and Docusign.

Precios de VanillaSoft

VanillaSoft offers it’s base Sales CRM for a per user, base monthly fee. Add-on features and product are available for an additional cost.

VanillaSoft - Resumen

  • Queue-based lead management software
  • Increases outbound phone calls for sales teams
  • Designed for any industry where sales-by-phone is a priority
  • Automatically distributes leads evenly and thoroughly
  • Simplifies the tasks involved with modern sales-by-phone efforts

Preguntas frecuentes sobre VanillaSoft

Preguntas frecuentes sobre VanillaSoft

He aquí algunas preguntas frecuentes sobre VanillaSoft.

P. ¿Qué tipo de planes de precios ofrece VanillaSoft?

VanillaSoft ofrece los siguientes planes de precios:

A partir de: USD 100.00/mes

Modelo de precios: Suscripción

Prueba gratis: Disponible

The VanillaSoft base platform starts at $80 per user per month - $100 for the first user. Customers can receive 35% off if paid annually. Add-on services include automated dialing, recording, VoIP, and SmartCaller ID.

P. ¿Cuáles son las características principales de VanillaSoft?

VanillaSoft ofrece las siguientes características:

  • Appointment Setting
  • Call Recording
  • Cold Calling
  • Custom Fields
  • Email Marketing
  • Flexible Data Querying
  • Inbound Web Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Scoring
  • Live Monitoring & Eavesdrop
  • Logical Branch Scripting
  • Outbound Lead Posting
  • Progressive & Preview Dialing
  • Real-Time Dashboard
  • Salesforce Integration
  • SmartCaller ID
  • Team-Based Selling
  • VoIP
  • Voice Drop
  • Web Reporting

P. ¿Quiénes son los usuarios habituales de VanillaSoft?

Los clientes habituales de VanillaSoft son:

Empresas Grandes, Empresas medianas, Sin ánimo de lucro, Empresas pequeñas

P. ¿Qué idiomas admite VanillaSoft?

VanillaSoft admite los siguientes idiomas:

Inglés

P. ¿Qué tipo de planes de precios ofrece VanillaSoft?

VanillaSoft cuenta con los siguientes planes de precios:

Suscripción

P. ¿VanillaSoft es compatible con dispositivos móviles?

No tenemos información sobre los dispositivos compatibles con VanillaSoft

P. ¿Con qué otras aplicaciones se integra VanillaSoft?

VanillaSoft se integra con las siguientes aplicaciones:

Authorize.net, DocuSign, FluentStream, Fonality, RingCentral, Salesforce Sales Cloud, VerticalResponse, Vonage Business

P. ¿Qué tipo de asistencia ofrece VanillaSoft?

VanillaSoft ofrece las siguientes opciones de asistencia:

Base de conocimientos, Asistencia telefónica