VanillaSoft vs. InsideSales.com / XANT PowerDialer for Salesforce (discontinued)

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

Outbound dialing is where it excels. It's especially good with larger teams of reps. Organizing through campaigns and seek lists is very powerful once you understand how to use it. There is definitely a learning curve with seek lists (I've spent tons of time on the phone with their support staff) but once you understand it the possibilities are endless. You can sort which leads show up by a variety of filters. Even with a list of 10,000+ leads and 5 reps calling on it, you can ensure no leads show up in two reps lists, the reps are calling specific territories, and even skipping leads that are likely on their lunch break! One my of favorite tricks with seek lists and only calling people with titles like Director/VP/C-Level before 8:30am or after 5pm their time, when those people are more willing to pick up the phone. They also appreciate a sales rep who is putting in the extra time to call during those blocks.

Incentivized

• 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

• Creates competition between teammates, I have used several outreach tools and this one provides the best interaction with a points system to give that competitive edge to outreach
• Accurately tracks metrics, near realtime tracking of your own and team's metric attainment on a day-to-day basis
• Integrates with Salesforce, having click to dial and a widget embedded in Salesforce made using this tool very easy

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

• No call parking features for inbound calls, if on a call through the dialer, one cannot place that call on hold to take the second call.
• All notes are lost when another inbound call comes in, whether or not you accept that call.

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

I like that it is simple, functional and I can rely on it to help me get my work done everyday. My job became much harder without InsideSales.com. The new CRM I am using has confusing features and too much going on sometimes. There are so many fields and functions that I find unnecessary--what sucks is when I look at my screen at all these empty fields, it makes me feel incomplete. With InsideSales.com, I knew what to put in every box and why it would be important. I could put it in once and whether it was my manager, case admin or data analyst or me, we all knew where to find it. With our new system, I find myself having to do more input and data entry for other people to benefit--no longer a "one shot, one kill" deal.

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

They are providing good support. We can contact any time to raise our query.

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

[PowerDialer for Salesforce, from XANT (formerly InsideSales.com) is] cost effective and can use it without any training that saves lot of time. It helps to connect more [clients] and getting more business. We can easily track inbound and outbound calling. We can check leads to call. Support team is also there for us to help.

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

• Because it manages leads, we call the hottest leads first no matter what time of the day they come in.
• I am able to make more calls every day which helps me to contact more people and create more opportunities for our company.
• It keeps our company up to date with Salesforce helping us know better about what is happening with the lead and opportunity.

Incentivized