Lead-Management-Software und CRM-Lösung – Die Macht des Einfachen4.7/5 (114 Bewertungen)
Die Kernphilosophie und der Entwicklungsprozess von VanillaSoft basieren auf einem Konzept: Die Macht des Einfachen. Durch dieses Prinzip bietet VanillaSoft eine Plattform, auf der die Kunden von gesteigerter Produktivität, höheren Kontaktraten und Tools zur Umsatzkontrolle profitieren.
VanillaSoft wurde speziell für Sales Hunters entwickelt. Im traditionellen CRM stehen Funktionen für die Kontenverwaltung, die Auftragsverwaltung und den Kundenservice im Vordergrund. VanillaSoft hingegen stellt Tools zur Lead-Generierung und -Pflege bereit, die erforderlich sind, um neue Geschäfte erfolgreich zu managen und abzuschließen. Egal, ob du Hot Leads anrufst, auf Kaltakquise angewiesen bist oder dich irgendwo dazwischen befindest: VanillaSoft ist die Lösung für den Verkauf über das Telefon.
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!
Business problems solved: How to cost effectively and easily create, manage and execute outbound programs
Benefits: Competitive pricing, simple functionality
Easy to set up new campaigns and easy for callers to make dials. VOIP is decent quality and VS doesn't charge anything for the calls regardless if they are domestic or international. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition.
When a call has a positive result, VS should have a database on the back end that allows positive results to flow automatically into a specific client location or folder for client management purposes. Reporting is extremely difficult to customize and exporting lists from VS results in nearly 100 unneeded columns being added. Recording feature is a huge benefit but they are only saved for a limited amount of time and there have been times when a call was not recorded despite the fact that recording was enabled for that campaign and that disposition
I know it may seem silly, but I am not a huge computer person even though my job is working on the computer, so I am really grateful that VanillaSoft is so clear to follow. Learning something new doesn't take long, and that's not because I'm a savant. It's because the software is so very user-friendly. There are many features that make my work easier, and make things easier for the company.
I rarely have any problems, but on the occasion that I have had to contact customer support, they respond solve the problem swiftly, even if the problem is my own fault.
I use the admin side more than the user side, but both are easy. I work with the contact management, deduping, intellective routing/filters, and email features the most.
The deduping feature can be irritating because the quick select is lacking in options, so often I have thousands of duplicates and I have to go through and select the ones I want deleted one at a time. It takes FOREVER.
Weiter unter folgen häufig gestellte Fragen über VanillaSoft.
VanillaSoft bietet folgende Kostenpläne an:
Beginnt ab: 100,00 $/Monat
Kostenlose Testversion: Verfügbar
Wir haben keine Informationen über die Funktionen von VanillaSoft
VanillaSoft hat die folgenden typischen Kunden:
Großunternehmen, Mittlere Unternehmen, Non-Profit, Kleine Unternehmen
VanillaSoft unterstützt die folgenden Sprachen:
VanillaSoft hat folgende Preismodelle:
Wir haben keine Informationen darüber, welche Geräte VanillaSoft unterstützt
VanillaSoft kann in folgende Anwendungen integriert werden:
Authorize.net, DocuSign, FluentStream, Fonality, RingCentral, Salesforce Sales Cloud, VerticalResponse, Vonage Business
VanillaSoft bietet folgende Optionen für Kundensupport: