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Customer Stories

See What Our Customers Are Saying

Real stories from real teams who’ve transformed their outreach with VanillaSoft’s powerful sales engagement tools.

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Turn conversations into conversions.

VanillaSoft serves up a real time lead management CRM and fully integrated sales dialler.

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Turn conversations into conversions.

Did you know it can take up to 18 touches to make contact with a prospect? Let’s be real – your team is more than likely not doing that many touches. You, my friend, have a leaky funnel. You are disqualifying quality prospects before they have truly been exhausted. That’s where we can help.

customer story hero image
Customer Stories

See What Our Customers Are Saying

Real stories from real teams who’ve transformed their outreach with VanillaSoft’s powerful sales engagement tools.

Customer Stories

See What Our Customers Are Saying

Real stories from real teams who’ve transformed their outreach with VanillaSoft’s powerful sales engagement tools.

FAQ

Frequently Asked Questions

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

FAQ

Automate outreach and follow-ups

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

Consult an
Expert

See how your agents can have more good conversations and close more deals, get started on a personalized walk through today.

Get a Demo
4.6/5 Rating
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Ready to Serve Up Leads?

Sign Up for a Demo Today

See how VanillaSoft can help you increase sales with a free, personalized demo.

Platform

Turn conversations into conversions.

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

Platform

Turn conversations into conversions.

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

4.6/5 Rating
Platform

Turn conversations into conversions.

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

4.6/5 Rating
Platform

Turn conversations into conversions.

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

4.6/5 Rating
Platform

Turn conversations into conversions.

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

4.6/5 Rating
Platform

Turn conversations into conversions.

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

4.6/5 Rating
Platform

Turn conversations into conversions.

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

4.6/5 Rating
Customer Stories

Created for leaders with ambition.

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

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Each year that we have been using VanillaSoft, we have been able to top the previous year’s performance by a lot.”

Shawn Finder
Shawn Finder
GM of Sales
Lead Routing

Enhance Your Sales

Productivity

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort.

Using advanced lead routing, the system eliminates list management and instead presents the salesperson with the next-best lead to call.

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Request a Demo
Fundraising

Bringing Your Strategy to Life

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort

Capterra
94%
Boost

To productivity reported by users on reviews on Capterra.com

G2
4.6
User rating

Nominated as 2025 Winter High Performer by G2.com

Software Reviews
97%
Retention

Users have reported that they plan to renew on Softwarereviews.com

Fundraising

Bringing Your Strategy to Life

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort

Capterra
94%
Boost

To productivity reported by users on reviews on Capterra.com

+20%
Increase in New Donor Acquisition
G2
4.6
User rating

Nominated as 2025 Winter High Performer by G2.com

Software Reviews
97%
Retention

Users have reported that they plan to renew on Softwarereviews.com

Fundraising

Bringing Your Strategy to Life

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort

Capterra
94%
Boost

To productivity reported by users on reviews on Capterra.com

+20%
Increase in New Donor Acquisition
G2
4.6
User rating

Nominated as 2025 Winter High Performer by G2.com

+42%
Increase in Giving Rate
Software Reviews
97%
Retention

Users have reported that they plan to renew on Softwarereviews.com

Fundraising

Bringing Your Strategy to Life

Automate outreach and follow-ups so your team stays focused on closing more deals with less effort

Capterra
94%
Boost

To productivity reported by users on reviews on Capterra.com

+42%
Increase in Giving Rate
G2
4.6
User rating

Nominated as 2025 Winter High Performer by G2.com

+20%
Increase in New Donor Acquisition
Software Reviews
97%
Retention

Users have reported that they plan to renew on Softwarereviews.com

+36%
Increase in Funds Raised
Speed to Lead

VanillaSoft pushes the next best record to agents in real time, so the top records are always worked first, and agents don’t waste time figuring out who to contact next.

  • Ingest from multiple sources

  • Powerful real time ranking filters

  • Queue based routing

Salesforce

When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.

  • Delivers real-time, bi-directional updates

  • Reduces SFDC costs

  • Improves visibility into sales activity across all teams

  • Provides a better customer experience

Salesforce

When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.

  • Delivers real-time, bi-directional updates

  • Reduces SFDC costs

  • Improves visibility into sales activity across all teams

  • Provides a better customer experience

Emily Kelly
Emily Kelly
University of Cincinnati Foundation
Salesforce

Salesforce

When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.

  • Delivers real-time, bi-directional updates

  • Reduces SFDC costs

  • Improves visibility into sales activity across all teams

  • Provides a better customer experience

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When sales development reps (SDRs) engage leads using VanillaSoft, all updates are immediately transferred to Salesforce Leads, Contacts, Opportunities, and Accounts, helping to ensure immediate follow-up by account executives (AE) working in Salesforce. Likewise, when Salesforce users identify upsell opportunities, or if accounts are flagged for payment issues, the SDR team is notified immediately – improving customer experience through responsive, timely, and personal communications.

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Insurance Sales

Insurance programs and agencies use Vanillasoft for their sales solutions. With our tools, they can make better use of leads, connect with prospects more often, and help agents be more effective:

  • Exceptional speed to lead: route and engage warm leads in real time.

  • Automate agent administrative work.

  • Engage across multiple channels with highest returns.

  • Monitor campaign and team performance.

Customer Testimonials

Hear it from our users

See what our customers have to say

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The university of georgia
Admin, Division of Development and Alumni Relations
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Testing

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