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VanillaSoft

VanillaSoft

4.5
(70 reviews)
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VanillaSoft is a powerful, cloud-based sales management software designed for outbound call centers and inside sales teams. This solution combines the best of Sales CRM, lead management and telemarketing software into one, easy-to-use solution.

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VanillaSoft Features

Lead Gen

Customer Profile Interview

Initial efforts to understand brand and ideal customer.

Not enough data available

Tactics

Quality, variety, and legitimacy of tactics used for sourcing leads.

Not enough data available

Lead Number

Volume of leads gathered.

Not enough data available

Lead Scoring

Efforts to qualify and rate leads based on legitimacy and potential value.

Not enough data available

Lead Quality

Overall quality of leads gathered.

Not enough data available

Conversions

Success rate of converting leads into customers.

88%
(Based on 5 reviews)

Integrated Workflows

Task Management

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete.

94%
(Based on 5 reviews)

Email Tracking/Automation

Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

96%
(Based on 7 reviews)

Calls and Voice

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls.

95%
(Based on 6 reviews)

Other Outreach Options

Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Not enough data available

CRM Integration

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach.

100%
(Based on 6 reviews)

Attribution

Lead Opportunity

Aligns lead scores with predefined lead distribution criteria

92%
(Based on 15 reviews)

Lead Assignment

Matches and assigns leads to the correct sales representative

93%
(Based on 14 reviews)

Pipeline Acceleration

Determines which leads should be prioritized and then accelerates them up the pipeline

89%
(Based on 11 reviews)

Calling

Record Calls

Records calls for future reference.

91%
(Based on 24 reviews)

Generate Location

Generates an area code local to where the user is calling to increase likelihood of pick-up.

86%
(Based on 23 reviews)

Call Types

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

90%
(Based on 31 reviews)

Click-to-Call

Gathers contacts from integrated tools, allowing users to call with one click.

95%
(Based on 44 reviews)

Incentives

Badges

Assigns achievement badges to high-performing employees based on pre-determined standards.

68%
(Based on 9 reviews)

Triggers

Automatically recognizes achievements that should be added to the leaderboard.

79%
(Based on 13 reviews)

Commission Calculator

Helps users determine sales goals by calculating potential commission rates.

61%
(Based on 10 reviews)

Leaderboards

Highlights top-performing employees to publicly reward their achievements.

87%
(Based on 19 reviews)

Repeatability and Reportability

Content Management

Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

97%
(Based on 5 reviews)

Workflow Management

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.

100%
(Based on 5 reviews)

Workflow Performance

Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

100%
(Based on 5 reviews)

Sales Coaching and Insights

Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Not enough data available

Discovery

Lead Management

Integrates with lead capture and lead intelligence tools to discover leads

99%
(Based on 12 reviews)

Scoring/Ranking

Creates and assigns scoring system to rank the viability of leads

91%
(Based on 10 reviews)

Lead Context

Integrates with CRM or marketing automation tools to contextualize lead data

90%
(Based on 11 reviews)

Contacts

Personalization

Retains a log of extraneous contact information such as timezone and contact engagement.

93%
(Based on 44 reviews)

Information Locater

Finds and opens saved contact information for reference at the time of a new call.

90%
(Based on 33 reviews)

Record Prospect Data

Allows users to denote which contacts they believe are prospective customers.

94%
(Based on 36 reviews)

Personalization

Profiles

Creates user profiles similar to social media pages that display private or public statuses and updates.

84%
(Based on 24 reviews)

Custom Reports

Generates reports with customizable fields to further understand employee performance.

87%
(Based on 33 reviews)

Dashboards

Visualizes individual and team insights such as new leads and outbound calls.

87%
(Based on 32 reviews)

Goal Setting

Allows teams to set trackable goals within the tool.

74%
(Based on 12 reviews)

Management

Conversion Viability

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

97%
(Based on 11 reviews)

Workflow

Aligns lead scores and strategy with existing sales operations

96%
(Based on 14 reviews)

Insights

Notes

Allows users to take notes during or after the call for future reference.

93%
(Based on 46 reviews)

Daily Summary

Delivers users a daily summary of activity.

93%
(Based on 42 reviews)

Automated Voicemails

Sends automated voicemails to prospective clients who fail to answer.

86%
(Based on 23 reviews)

Automated Emails

Sends automated emails to increase engagement with prospective clients.

89%
(Based on 36 reviews)

Sorts Prospects

Organizes contacts based on probability of success.

91%
(Based on 35 reviews)

Administrative

Integration

Integrates with CRM and financial systems to help determine goals

86%
(Based on 27 reviews)

Employee Structure

Organizes team members by roles, activities and objectives and weighs tasks by importance.

87%
(Based on 20 reviews)

Behavior Monitoring

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

90%
(Based on 18 reviews)

Platform

Data Synchronization

Syncs lead data within the sales database for consistency and accuracy

93%
(Based on 12 reviews)

Analysis

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

96%
(Based on 12 reviews)
VanillaSoft
4.5
(70 reviews)