La philosophie fondamentale et le processus de développement de VanillaSoft sont centrés sur un concept : Le pouvoir de la simplicité. Grâce à ce principe, VanillaSoft offre une plateforme qui permet aux clients de constater une productivité accrue, des taux de contact plus élevés et des outils uniques de responsabilisation commerciale.
VanillaSoft est l'outil spécialement conçu pour les commerciaux. Alors que le CRM classique offre une gestion des comptes, une gestion des commandes et un service client, VanillaSoft fournit des outils de génération de leads et de maintenance des leads indispensables pour une gestion efficace et la conclusion de nouveaux contrats. Si vous appelez des leads, faites appel au démarchage téléphonique ou tout autre moyen intermédiaire, VanillaSoft est la solution de vente par téléphone qui vous conviendra le mieux.
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.
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.
The company is extremely responsive to customer needs and support requests. When I started my company I needed a scalable CRM with a calendar solution for outside sales reps. Vanillasoft fit the bill in all respects for our niche utilization and blew all other options out of the water in terms of ease of configuration and use. Initially there wasn't an option to auto sync calendars with outside software. About six months after I submitted this as a suggestion, we had a working gmail synchronization capability at no development cost to us.
I am going to ignore the obvious inconvenience that is inherent to hosted services infrequent but nevertheless frustrating slowdowns or communication errors with the hosted server. The only actual disappointment I've had is also something I am sure this is a common problem across all vendors of SAAS solutions: updates and changes. While I love the constant effort at increasing functionality and streamlining usability, I simultaneously hate updates because my user base finds learning new procedures on the fly very challenging. There were several updates that affected my users which came as a surprise with no warning before or change log notification after. We had a few frantic hours of complete chaos. Also due to our company structure Vanillasoft is our sole avenue of completing work and we use the majority of its features quite intensely, so naturally if there is a bug in the new features... I will be the one to find it. There is however an upside at the end of this which supports what I said earlier about responsiveness. After requesting some kind of upgrade notes, all future upgrades have been well documented in advance. The most recent large scale remodel has the ability to switch back and forth between new and old versions and this has given me the ability to prepare my users for the inevitable permanent change over to the newest iteration.
VanillaSoft is my secret weapon! My teams are significantly more productive than they were on any other CRM software, and VanillaSoft is absolutely intuitive, requiring less than 15 minutes of training for new reps.
I have used several CRMs, but VanillaSoft is exactly the software I would create if I made B2B CRMs for a living! It allows my reps to see both the prospect they are calling, and the other contacts in the company, simultaneously, so that they can easily ask for another prospect if they are unable to reach the original target. It gives my reps powerful insight into the company they are calling, and allows them to make independent decisions about who to call next. Of course, these features can be limited if your lead generation model is different. The software is easy to set-up (less than two hours), takes about five minutes to train callers, and then you are up and running with very little investment in time. I highly recommend that any company looking at B2B CRMs take advantage of the free trial and explore how VanillaSoft can enhance your business processes. You will marvel at how simple it is to use compared to any of its competitors!
The software could use a bit more power in its integration capabilities and reporting, but I appreciate that they stay focused on the core objective of keeping my reps productive!
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.
It makes my job easier every day. I can track production on accounts, I can track sales prospecting. Can run various reports which I do both weekly and monthly. I love Vanilla Soft.
routing options, dashboard layout, able to customize. We can send out information on behalf of our clients which is awesome, but then it will also route that record to the front when the email gets opened. This is a great benefit we sell to our clients.
I would like to be able to note a record with having to terminate it. There are times when a client has synced their calendar to ours and this will sometimes block us from being able to terminate a record and I have to go in on the admin side and add a note that way. Too time consuming.
Voici quelques-unes des questions fréquentes sur VanillaSoft.
Types de licences disponibles pour VanillaSoft :
À partir de: $100/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de VanillaSoft.
Utilisateurs habituels du logiciel VanillaSoft :
Grandes entreprises, Entreprises de taille moyenne, Organismes à but non lucratif, PME
Langues dans lesquelles VanillaSoft est disponible :
Types de licences disponibles pour VanillaSoft:
Nous n'avons pas d'informations sur les appareils pris en charge par VanillaSoft.
Applications s'intégrant à VanillaSoft :
Authorize.net, DocuSign, FluentStream, Fonality, RingCentral, Salesforce Sales Cloud, VerticalResponse, Vonage Business
Ressources d'aide disponibles pour VanillaSoft :
Base de connaissances, Support téléphonique