Salesbook vs. VanillaSoft

The most important thing is definitely the tablet app. It has the entire sales process built into it - from making a presentation, preparing an offer (and even comparing competitors' offers) to signing a contract and sending a follow up to the customer. The implementation went very smoothly, but you also have to put some effort into it. For what it's worth afterwards, the savings in time and money are invaluable.

VanillaSoft is well suited for the call center scenarios, it helps the representatives to keep all the leads information well organized and in one single place to speed up daily tasks efficiently and effectively. VanillaSoft is easy to set up, even someone who is new can have it up and running in minutes.

Incentivized

• The detailed reports help a lot in analyzing sales.
• Thanks to the tablet app, I don't have to enter the data into another system after the meeting with the client. I can do it during the meeting.
• Smooth integration with external tools.

• One of my favorite features is the ability to customize routing. Quite often a caller is told by a prospect to call back at a certain date and time, the caller can set that and the record will pop up in the front of the database on that date and time letting you know that you have a call to make.
• We also send out information on behalf of our clients to prospects, which we do directly out of VanillaSoft. After the information is emailed the system will actually let us know when it was opened and moved that prospect record to the front of the database to be a priority in call rotation.
• I also love that we were able to customize it so that the callers have everything they need to see right in front of them. We have a area that has the prospects information, name and address, then an area that has required information fields with questions the caller needs to ask and place answers in the appropriate fields, then we have an area with a notepad, an area to access the calendar, and an area that gives the caller all the previous activity on the record.
• These are considered strengths for us as all of these examples make my job and the callers job much easier and saves us a ton of time and money.

Incentivized

• Telephone numbers should contain dialing code in same column when exporting.
• Should be easier to import dialing code for telephone numbers by country code.
• Data should automatically mark other contacts closed when an appointment is scheduled with that company (should say 'having appt').

Incentivized

We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.

Incentivized

The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.

Incentivized

It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.

Incentivized

I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.

Incentivized

Response time was acceptable for the relatively few problems any of our users may have encountered. Fortunately, such occasions were rare.

Incentivized

It was very helpful and informative. The learning of the tool is something anyone can do, as the setup is so well thought out.

Incentivized

It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.

Incentivized

Our implementation was very easy.

Incentivized

VanillaSoft has very similar offerings to Outreach in terms of usability and opportunities for streamlined prospect engagement. The main differences lie with their user experience, customer service, and how information is presented through the platform in terms of knowledge base and analytics. Both are suitable tools, the differentiation comes down to preference of interface and data presentation.

Incentivized

VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.

Incentivized

• Ability to contact more clients each day.
• The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking.
• Increased sales from the calendar setting and saving my notes.

Incentivized