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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

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

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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