[ Vanilla... Reviews ](https://www.g2.com/products/vanillasoft/reviews) [ Vanilla... Reviews ](https://www.g2.com/products/vanillasoft/reviews) # Vanillasoft Features ##### ## Attribution (3) Lead Opportunity Aligns lead scores with predefined lead distribution criteria Lead Assignment Matches and assigns leads to the correct sales representative Pipeline Acceleration Determines which leads should be prioritized and then accelerates them up the pipeline Show More ##### ## Discovery (3) Lead Management Integrates with lead capture and lead intelligence tools to discover leads Scoring/Ranking Creates and assigns scoring system to rank the viability of leads Lead Context Integrates with CRM or marketing automation tools to contextualize lead data Show More ##### ## Management (2) Conversion Viability Reports on and analyzes lead scores to determine the conversion rate of lead opportunities Workflow Aligns lead scores and strategy with existing sales operations Show More ##### ## Platform (2) Data Synchronization Syncs lead data within the sales database for consistency and accuracy Analysis Provides analysis on lead scores, funnel insights, and both open and closed opportunities Show More ##### ## Calling (5) Record Calls Records calls for future reference. Generate Location Generates an area code local to where the user is calling to increase likelihood of pick-up. Call Types Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. Click-to-Call Gathers contacts from integrated tools, allowing users to call with one click. Auto Dialer Has auto-dialing or predictive dialing functionality. Show More ##### ## Contacts (3) Personalization Retains a log of extraneous contact information such as timezone and contact engagement. Information Locater Finds and opens saved contact information for reference at the time of a new call. Record Prospect Data Allows users to denote which contacts they believe are prospective customers. Show More ##### ## Insights (6) Notes Allows users to take notes during or after the call for future reference. Daily Summary Delivers users a daily summary of activity. Automated Voicemails Sends automated voicemails to prospective clients who fail to answer. Automated Emails Sends automated emails to increase engagement with prospective clients. Sorts Prospects Organizes contacts based on probability of success. Automated Note Taking Automatically transcribes and summarizes meeting discussions. Show More ##### ## Incentives (4) Badges Assigns achievement badges to high-performing employees based on pre-determined standards. Triggers Automatically recognizes achievements that should be added to the leaderboard. Commission Calculator Helps users determine sales goals by calculating potential commission rates. Leaderboards Highlights top-performing employees to publicly reward their achievements. Show More ##### ## Personalization (4) Profiles Creates user profiles similar to social media pages that display private or public statuses and updates. Custom Reports Generates reports with customizable fields to further understand employee performance. Dashboards Visualizes individual and team insights such as new leads and outbound calls. Goal Setting Allows teams to set trackable goals within the tool. Show More ##### ## Administrative (3) Integration Integrates with CRM and financial systems to help determine goals Employee Structure Organizes team members by roles, activities and objectives and weighs tasks by importance. Behavior Monitoring Allows managers and administrators to peruse profiles and monitor employee behavior and performance. Show More ##### ## Integrated Workflows (7) Task Management Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. Email Tracking/Automation Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence. Calls and Voice Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. Other Outreach Options Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. CRM Integration Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. Calendar Integrates with calendar software so users can seamlessly schedule calls. Shared Records Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on. Show More ##### ## Repeatability and Reportability (5) Content Management Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. Workflow Management Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. Workflow Performance Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members. Sales Coaching and Insights Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints. Gamification Provides gamifaction features to rank sales reps on performance Show More ##### ## AI and Automation (5) Lead Prioritization Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. Lead Scoring Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage Best Time of Day Scheduling Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations Buyer Intelligence Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. Machine Learning Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior. Show More ##### ## Generative AI (1) AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Agentic AI - Lead Scoring (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Sales Performance Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Outbound Call Tracking (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Sales Engagement (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![Salesloft](https://images.g2crowd.com/uploads/product/hd_favicon/2d02119c72d837152a0d46213a959f70/salesloft.svg "Salesloft") Salesloft 4.5/5 (4,153) ](https://www.g2.com/products/salesloft/reviews) [ ![Outreach](https://images.g2crowd.com/uploads/product/hd_favicon/1521467568/outreach.png "Outreach") Outreach 4.3/5 (3,498) ](https://www.g2.com/products/outreach/reviews) [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5 (13,244) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ View All Alternatives ](https://www.g2.com/products/vanillasoft/competitors/alternatives) Vanillasoft Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6bf05a04df3304c320e77ab36fcfd79a/salesloft.jpg "Product Avatar Image") Salesloft 4.5/5 (4,287) [ Compare Now ](https://www.g2.com/compare/salesloft-vs-vanillasoft) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_53e7c66e55b3e527e6d79f9fb234c7c6/outreach.png "Product Avatar Image") Outreach 4.3/5 (3,571) [ Compare Now ](https://www.g2.com/compare/outreach-vs-vanillasoft) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_dffc82f76cb0e8a579d2a1543c4d1fde/phoneburner.png "Product Avatar Image") PhoneBurner 4.7/5 (285) [ Compare Now ](https://www.g2.com/compare/phoneburner-vs-vanillasoft) ##### Categories on G2 [ Sales Engagement ](https://www.g2.com/categories/sales-engagement)[ Outbound Call Tracking ](https://www.g2.com/categories/outbound-call-tracking)[ Sales Performance Management ](https://www.g2.com/categories/sales-performance-management) [ Lead Scoring ](https://www.g2.com/categories/lead-scoring) Show More ##### Explore More [ Best PRM software for remote teams ](https://www.g2.com/discussions/best-prm-software-for-remote-teams)[ Best dam software solutions for creative agencies ](https://www.g2.com/discussions/best-dam-software-solutions-for-creative-agencies)[ Best knowledge base software for IT companies ](https://www.g2.com/discussions/best-knowledge-base-software-for-it-companies) [ Travel Management Platforms ](https://www.g2.com/discussions/what-do-you-think-of-these-travel-management-platforms)[ What platform integrates translation management with CMS systems? ](https://www.g2.com/discussions/what-platform-integrates-translation-management-with-cms-systems)[ Pros and Cons Details ](https://www.g2.com/products/vanillasoft/reviews?qs=pros-and-cons) Show More [ Best PRM software for remote teams ](https://www.g2.com/discussions/best-prm-software-for-remote-teams)[ Best dam software solutions for creative agencies ](https://www.g2.com/discussions/best-dam-software-solutions-for-creative-agencies)[ Best knowledge base software for IT companies ](https://www.g2.com/discussions/best-knowledge-base-software-for-it-companies) [ Travel Management Platforms ](https://www.g2.com/discussions/what-do-you-think-of-these-travel-management-platforms)[ What platform integrates translation management with CMS systems? ](https://www.g2.com/discussions/what-platform-integrates-translation-management-with-cms-systems)[ Pros and Cons Details ](https://www.g2.com/products/vanillasoft/reviews?qs=pros-and-cons)