This review was last updated
This CRM Review examines VanillaSoft.
In-Depth CRM Review
5600 Tennyson Parkway, Suite #372
Plano, Texas 75024
CRM Category: Strategic Solution – Cloud
Sub-Category: Contact Manager
Seats: Small Business
About the Company:
Whether you’re a small business or a large enterprise, your inside sales group is an integral part of your revenue stream. If you are a call center, then productivity and quality are essential features of success.
VanillaSoft’s hosted, Web-based applications offer an affordable and easy-to-use solution for making the most of your outbound calling campaigns.
VanillaSoft is the first lead management solution provider to bring the power of simplicity to lead management applications. Our hosted solutions offer all of the features your inside sales representatives or telephone agents need to be productive and successful – such as next best call routing, logical branch scripting, auto-dialling and intuitive contact management – without all of the “bells and whistles” that typically drive up the price of SFA solutions and distract your agents.
With VanillaSoft, your people are focused and effective – this means more quality calls driving more sales to your bottom line.
About the Product:
VanillaSoft is Perfect to Automate:
- Appointment Setting
- Cold calling
- Hot lead prospecting
- Multi-level sales teams
- Sale of products & services by phone
VanillaSoft is the perfect tool for inside sales teams and any other group with phone-driven activities. Not only do we dial your phone for you, our Lead Management CRM productivity tools will actually enable your team to make more timely and higher quality calls. In turn, your management team gains significant and valuable insight into what is working and what is not!
Lead Management, Never Lose a Lead
Data is the life blood of your organization. VanillaSoft is designed to keep your leads in motion until it reaches a final destination. With our automated routing, leads cannot be lost or ignored. VanillaSoft will track and report on the status of the lead. Each and every time a lead is worked, VanillaSoft will record who worked it, the results and exactly when. With dynamic web reporting, all leads can be grouped and reported on by a host of fields such as; source, date, user, and results. There has never been an easier system that is so complete.
Automatic Dialing Without the Cost and Delays
VanillaSoft offers two great flavors of Auto Dialing; preview or click to call and progressive. Many customers report a 30% lift when using progressive dialing vs. manual dialing. VanillaSoft dials over your choice of phone vendors or VoIP providers meaning lower telecom charges and no annoying connection delays and upset prospect or customers found with predictive dialers.
Automatically Route the Next-Best-Call
Next-best-call-routing – drives productivity by utilizing the organization’s business intelligence that has been derived from all calls attempted vs. calls attempted by an individual rep. The collection of all the data enhances the ability of management to determine the likelihood of a sale on a call by call basis. VanillaSoft can route calls that are more likely to have a positive outcome then those that are not. This ensures that the sales organization is focusing their best people on their best opportunities. In addition, VanillaSoft can ensure that web leads, trigger or purchased leads are handled and routed in the most productive manner. You will never have to worry about losing or not working the right leads again.
Real-Time Management Dashboard, Know What is Happening Now
VanillaSoft’s commitment to anywhere, anytime and anyplace is evident in our on demand dashboard. Using a web browser and the Internet, management can see that sales people are logged in and productive. Calling and campaign statistics are displayed in real time and can be drilled down on for agent detail and summary.
VanillaSoft’s Dashboard combined with robust web reporting and our charts provides management multiple layers of campaign management insight.
Record Calls for Training and Quality Assurance
Our unrivaled, state-of-the-art call recording feature actually “marries” the digital recording to the contact record. On top of that you can query your recordings based on the date, caller and even the outcome of the call!
Save Time with Quick Templated Emails
Allow your sales team to quickly communicate via email with prospects and customers by utilizing email templates and attachments pre-built by management. Easily review an agent’s email communications from your own VanillaSoft account. Track bounces, opens and un-opened too!
Eliminate Desktop Distractions
Desktop Distractions often serve as the next reason not to make the next call. At VanillaSoft, we understand the nature of sales people and we have eliminated those pesky distractions that come with other solutions. Our sleek agent desktop keep your sales people’s attention placed on the task at hand, making the next best call. Gone are all of the places to click, search, hunt and peck.
Our customers have shared with us that the “Vanilla-ness” of our agent screen makes their representatives more productive and keeps them focused on the call. Our agent screen is so simple and intuitive that training takes 30 minutes or less. With VanillaSoft your sales people can do two things, make a very smart call and then make the next call. It really is that simple.
Tailor to Your Business Needs
We give our customer a wide range of flexibility and functionality not found in other providers. VanillaSoft allows you the customer to build your campaign the way you need it run. From unlimited custom fields, web lead import and appointment setting modules, VanillaSoft has the power and flexibility to do it all.
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