VanillaSoft Above All CRMS and SEPs
February 14, 2020

VanillaSoft Above All CRMS and SEPs

Devon Palmer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with VanillaSoft

My organization, SalesRoads, uses VanillaSoft as our CRM and SEP. It houses all of our leads' email addresses, phone numbers and direct extensions, addresses, notes, job titles... EVERYTHING! I cannot fathom the missed opportunities and lack of professionalism if we were without VanillaSoft. Simply put, this thing is the best.

To the best of my knowledge, my whole organization uses VanillaSoft. That is dozens of campaigns and probably over one hundred reps. Depending on the campaign, we all sync it to different programs. On my end, my VanillaSoft account is connected to MicroSIP (for the autodialer functions) and Pipedrive (for the client's perusal). As for what business problems this CRM/SEP addresses, I think there is only one word to sum it up best: organization. Without fantastic systems like VanillaSoft, any sales or management professional would be living a nightmare right out of Death Of A Salesman. Leveraging modern technology like this is an absolute imperative for success in 2020 and beyond. Thank you for making my work so easy, I do not see myself using another program ever again.

  • Autodialer
  • Cadence staging
  • Glitching when logging in
  • Appointment callbacks do not always properly close, prompting me to call back after having done so, and even sometimes after the lead is closed
  • Increased productivity
  • Increased sales
I had used Salesforce before and VanillaSoft is better. Zoho looks obscenely amateur by comparison. The cadence structure is by far my #1 favorite feature. We have built it over 20 email templates deep at times.

Do you think VanillaSoft delivers good value for the price?

Not sure

Are you happy with VanillaSoft's feature set?

Yes

Did VanillaSoft live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of VanillaSoft go as expected?

I wasn't involved with the implementation phase

Would you buy VanillaSoft again?

Yes

VanillaSoft is best used for tracking and leveraging leads. I would imagine it is less appropriate outside of a sales environment. I do not think it would be appropriate for the medical industry, for instance.