ConnectAndSell vs. Vtiger

If your organization relies on outbound leads through cold calling, this is a great tool for you. ConnectAndSell definitely made the associate's jobs easier at our company and allowed them to produce greater output than they could have done manually without such a tool. This tool is less appropriate if cold calling isn't a big part of your company's lead generation efforts.

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vTiger packs a ton of functionality and capability, but the challenge is getting there. In today's day where everyone is doing more with less, having a solution that meets a couple specific needs and does that well is essential. To me, at times I feel as though vTiger is trying to be a "jack of all trades" solution which ultimately ends up making it more confusing to use. However, on the flip side of that, if you take the time to learn everything about vTiger, I am sure it is an awesome tool but there is a learning curve associated with it. Finally, I would like to see more integrations with other vendors moving forward so if we cannot use vTiger for everything, at least it would have the ability to "talk" with other programs.

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• Builds lead lists.
• Maximizes connections with prospects.
• Provides guidance for how to approach future prospects.
• Leaves strategic voicemails for prospects.
• Sends emails based on programmable metrics.

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• User-friendly interface.
• Reliable tracking system and alerts to maintain overall control of the proceses.
• Meets all the needs of the average company.

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• One thing that's been difficult about Connect and Sell is some people can tell you've been patched through so if you can work past the initial conversation it ends up working great.
• The system has worked great with outreach which we've integrated our contacts directly into the system. Because of this the connection between outreach and connect and sell don't always communicate calls and metrics which are crucial for us to know conversion rates.
• We had a hard time getting the system implemented quickly and working the way we wanted it to. Because of the implementation specialist we were working with problems weren't solved quickly rather they were worked through quickly however they were solved.

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• Though you can create reports however you want, they may need to come out in multiple files. I wish this could be aggregated.
• It's still very simple. There is room for improvement with the setup of the admin panel.
• The dropdowns function funny when scrolled down. It's picky but it's frustrating.
• The search function could be improved.

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For the right reps who are good at talking to prospects who aren't expecting their call, this is a no brainer.

In the Last versions they have done a strong effort in creating a powerful data screen. Inside the screen you have access to signing, communications with multiple tools integration and connections with all modules related. With a single view you have all control over your data relations. It is similar to a control managing.

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I have had a few support calls with their people. They are totally reachable and helpful, sharing screens, controlling my screen, showing why things happened, not just correcting it. If you have an issue with the software, let them help. They are there for you, and they are friendly, accessible, and happy to do their job.

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It is as good as you could expect for a company that operates from another continent. Emails are quickly responded to and do not usually require additional questions or answers. It is quite rare for a company of their size to be as responsive as they are and that makes them a sound choice to deal with.

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We have moved to Salesloft. Salesloft gave us greater visibility into performance metrics and integrated with more software which in turn helped streamline our business.

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VTiger had better overall cost and native capabilities that other solutions lacked. We used Nutshell CRM for over a year. It was a very efficient contact management system, but it seemed that if we needed to do anything but record contacts, we had to use an add-on. We spent a lot of time exporting and importing between different services. Quoting, invoicing, and payments all had to be manually transferred to our accounting system. It was very frustrating

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• It gives you greater potential to lock in a client, but I'm not sure from my end if this ROI is worth the headaches. It has a lot of work before it can become a truly reliable source for outbounding.

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• Integration Across the Organization - What started out as just a CRM tool for sales is now being used for ticket management and project management.
• Steep Learning Curve - It is not as intuitive out of the box and really requires a dedicated person to be a vTiger expert which can be challenging and time consuming.
• Reliability - Sometimes features that worked yesterday don't work today, thus causing more time to complete the same exact task that was done previously. The thing that comes to mind specifically is the main search box as 1/2 the time it works, 1/2 the time it doesn't work.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info