VanillaSoft Reviews & Insights

Score3.8 out of 10

117 Reviews and Ratings

Community insights

TrustRadius Insights for VanillaSoft are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Intuitive and User-Friendly Design: Users have consistently praised the intuitive and user-friendly design of VanillaSoft, with many stating that it is easy to navigate and locate necessary features. The well-designed user interface with a logical flow allows users to quickly and efficiently perform tasks without feeling overwhelmed or confused.

High Level of Customization: Many reviewers appreciate the ability to customize the interface of VanillaSoft according to their specific needs. They can personalize the software by adding or deleting sections and customizing specific details. This level of customization ensures that the software aligns perfectly with their business requirements.

Prompt Technical Support: Users highly praise the technical support provided by VanillaSoft, noting that they receive quick and effective solutions whenever they encounter any issues. This prompt support helps companies appear more responsive to clients, while also ensuring immediate problem-solving for enhanced client satisfaction.

VanillaSoft Reviews

7 Reviews

Enterprises (1,001+ employees)

Great call center solution

Rating: 9 out of 10

Incentivized

September 9, 2021

Use Cases and Deployment Scope

We have used the VanillaSoft platform for multiple reasons, the main one is to generate documentation for our client services and client's sales team. With some additional software integration, we have accomplished establishing a transparent channel with our clients, giving them analytics and business intelligence that they won't get elsewhere.

Pros

Integrated VoIP with voicemail drop.
User friendly interface.
Lead prioritization.

Cons

A user level queue view is needed.
Add alternate outbound email addresses.
Needs a time out period customization option.

Likelihood to Recommend

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.

Verified User

Team Lead in Information Technology (Outsourcing/Offshoring company, 5001-10,000 employees)

Vetted Review

1 year of experience

VanillaSoft not so vanilla for higher education fundraising

Rating: 7 out of 10

Incentivized

September 2, 2021

Use Cases and Deployment Scope

VanillaSoft has been implemented as the program we use for our annual giving student workers. We have also allowed development officers use the program to make solicitation calls at end of fiscal/calendar year. VanillaSoft is being used by the annual giving team in the office of advancement.

Pros

Autodial for calling.
Ability to track results.
Has a texting feature.

Cons

More stable platform for calls.
Priority to whitelist outbound numbers.
More appealing display.

Likelihood to Recommend

VanillaSoft is well suited for annual giving calls while remaining very cost effective. The ability to implement is relatively easy and the interface is quite intuitive.
VanillaSoft may not be great in an environment where a very large number of users will be using the program as there are more robust options available.

Greg Brousse

Class Officer, Undergraduate Reunions, Tulane Fund at Tulane University (Higher Education, 5001-10,000 employees)

Vetted Review

2 years of experience

View profile

VanillaSoft is essential for optimal business and employee functioning

Rating: 10 out of 10

Incentivized

December 19, 2020

Use Cases and Deployment Scope

VanillaSoft is being used by all departments across the whole EA organization I believe. We use it to gather student information, and to locate prospective student leads in the system. We then transfer these students to various schools that we work with. Once transferred, they are able to speak with an advisor to get information on the program of interest. These are students looking to pursue trade programs such as HVAC, CDL, nursing, etc.

Pros

VanillaSoft is very easy to access and operate. It is a very teachable and learnable workplace.
VanillaSoft has quick navigation tools at your fingertips which is very convenient.
It has a great activity dashboard which allows you to keep track of your work stats on a daily basis.

Cons

I would say some cons working with VanillaSoft would be its temporary freezing.
The system does lag from time to time. This causes for a delay in the caller ID to appear and delays accessing customer information.
I think there should be different formatting of VanillaSoft to fulfill individual preferences.

Likelihood to Recommend

VanillaSoft is well suited for customer service and accessing necessary information surrounding customers/prospective students. VanillaSoft allows for easy input of lead information, as well as the quick ability to find various leads in the system based on name, phone number, email etc. VanillaSoft allows for easy accessibility and smooth transitioning between different projects.

Chino Chikwere

Call Center Representative in Customer Service at Education Affiliates (Education Management, 1001-5000 employees)

Vetted Review

4 years of experience

VanillaSoft was the Key to our Growth in Enrollment

Rating: 10 out of 10

Incentivized

December 19, 2020

Use Cases and Deployment Scope

VanillaSoft is our sales CRM in both our call center and at our school campuses. VS has helped us unify communications between our outreach call center and admissions reps at the schools. VS has been most effective by allowing us to eliminate unnecessary calling by giving us the ability to communicate wrong numbers, non-interested leads, etc. by removing them from calling queues.

Pros

Click to dial, texting, and emailing.
Lead flow management.
Lead prioritization.

Cons

Email response history linked into the record would be nice.
A bulk text blasting platform...even if 3rd party.
Upgrade to the live dashboard.

Likelihood to Recommend

If you are a phone, text and email driven sales group AND you'd like the ability to set up and customize your own CRM platform....look no further than VanillaSoft. The ease of set-up is amazing. The support is top-level and the reliability is near perfect. With VS, you don't need to wait on "developers" to build your platform. A novice can jump right in and build a fully custom sales-engagement tool that is sure to improve overall outreach efforts.

Joe Sego

National Director of Call Center Services in Sales at Education Affiliates (Education Management, 1001-5000 employees)

Vetted Review

13 years of experience

CRM and Lead Prioritization Software

Rating: 8 out of 10

Incentivized

November 24, 2020

Use Cases and Deployment Scope

[VanillaSoft] is used by our sales department only. We use it for lead prioritization and customer management. It helps us prioritize assisting or calling customers in the order that our company wants to call/manage them in. It's integrated with SalesForce so that helps with the customer service/management side as well.

Pros

Functionality
User friendly
Customer management
Lead prioritization

Cons

Result codes can be glitchy
No queue preview for user level
Additional contact management

Likelihood to Recommend

VanillaSoft is really good for companies who need help with call/priority management. Even more so for companies that have reps who have either hundreds of thousands of clients they work with. It helps the employees to make more calls in a shorter period of time. It helps them maximize their time.

Verified User

Account Manager in Sales (Transportation/Trucking/Railroad company, 10,001+ employees)

Vetted Review

1 year of experience

VanillaSoft rocks!

Rating: 10 out of 10

Incentivized

February 20, 2020

Use Cases and Deployment Scope

VanillaSoft is being used by the Admissions Department only. It is an excellent time management tool. It keeps the team organized and on top of things when used properly. We absolutely love it. We see our appointments and all the prospects we need to follow-up with. All of our activity is in front of us.

Pros

It filters leads by upcoming interviews.
It filters leads by financial aid appointments.

Cons

There aren't any areas for improvement.
There were lots of changes made initially to accommodate our environment.

Likelihood to Recommend

I would recommend this product to anyone that has to reach out to people on a daily basis. The autodialer is an excellent tool for anyone in sales that has to make a lot of calls. Now we just pick up the phone and click on the prospects number and the system dials for us! This is a win, win. It is also great for those that are not organized!

Verified User

Employee (Education Management company, 10,001+ employees)

Vetted Review

1 year of experience

Helpfulness

Rating: 8 out of 10

Incentivized

February 20, 2020

Use Cases and Deployment Scope

VanillaSoft is being used by our organization to keep track of students that come into our campus whether they came to enroll in school or they came just to get information on the programs that we offer here at Fortis. It doesn't address any business problems it just helps use maintain our students and which representative they saw when they came in.

Pros

Management
Contact

Cons

Contacts could be shown as soon as you log in.
Searching for someone's information.

Likelihood to Recommend

It is well suited when, as stated before, to keep track of students and their information when they come in to get information about the school or to enroll in the program of their choice. It is less appropriate when we have to look up a student and it's hard to find and then we have to do a reverse search using their phone number. It would be better if we could just type in the first three letters of their first name and the first three letters of their last name in order to look them up.

Verified User

Administrative Assistant in Human Resources (Education Management company, 5001-10,000 employees)

Vetted Review

1 year of experience

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