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VanillaSoft Sales CRM Review

VanillaSoft Sales CRM
Our score: 7.9 User satisfaction: 100%

What is VanillaSoft Sales CRM?

VanillaSoft Sales CRM is built keeping simplicity in mind and offers powerful features that allow businesses to enhance productivity, sales accountability and improves contact rates. The sales CRM works particularly well for sale hunters and inside sales. Compared to most other sales CRM solutions that mainly focus on order and account management and customer services functions, VanillaSoft Sales CRM puts more emphasis on lead generation and nurturing, helping in closing new businesses deals more efficiently.

The solution works well in a variety of scenarios ranging from cold calling to hot deals. In addition to the CRM, VanillaSoft also offers ad-on features, including dialing, recording, VoIP, and SmartCaller ID. When used together, all these solutions provide sales teams with powerful tools to improve productivity and boost sales.

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Overview of VanillaSoft Sales CRM Benefits

VanillaSoft Sales CRM is a sales-focused CRM that helps accelerate inside sales performance through customizable workflows. Email marketing, auto dialing, call recording and queue-based lead routing gives the CRM edge over other sales CRMs that mostly focus on the record-keeping and administrative side of sales. Queue-based lead management and routing helps teams manage their priorities in a better way and stay focused on new leads. This means that sales reps get the next-best lead automatically, allowing them to focus on building relationships and nurturing leads. The CRM aims to ensure consistent results by automating best practices.

Automation features such as custom routing filters, lead distribution and preview dialing help create across-the-floor consistency and allows teams to call the most qualified leads first. The logical-branch scripting helps sales reps respond to prospect questions more professionally and clear their objections. The CRM provides the ability to automate processes, customize workflows and predict ROI more accurately. In addition to the base Sales CRM platform, VanillaSoft also offers feature add-ons, including Dialing that allows using automated dialing with the existing lines or purchasing VoIP separately.

The Recording module ties call recordings to contacts and result codes. Telephony add-ons include VoIP that requires no additional hardware setup and SmartCaller ID that displays a caller ID with the local number. These add-ons can be purchased separately and seamlessly integrate with the core platform.

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Overview of VanillaSoft Sales CRM Features

  • Lead management
  • Queue-based lead routing
  • Activity dashboard (real-time)
  • Logical branch scripting
  • Customized web reporting
  • Mass emails (separate purchase)
  • Customized email templates
  • Multi-level, team based selling
  • Web lead integration
  • Appointment setting
  • Call results and monitoring
  • Lead capturing, distribution, nurturing and scoring

VanillaSoft Sales CRM Position In Our Categories

Knowing that businesses have unique business needs, it is only wise that they avoid getting a one-size-fits-all, ideal software system. Still, it is futile to find such an app even among widely used software solutions. The practicable step to undertake would be to note down the varied major functions which merit research such as critical features, plans, technical skill aptitude of staff members, organizational size, etc. Thereafter, you should do the product research systematically. Browse through some of these VanillaSoft Sales CRM review articles and check out the other software solutions in your list more closely. Such all-encompassing product research can make sure you weed out poorly fit apps and select the system that has all the features your company requires to be successful.

Position of VanillaSoft Sales CRM in our main categories:

TOP 500

VanillaSoft Sales CRM is one of the top 500 CRM Software products

If you are considering VanillaSoft Sales CRM it may also be sensible to check out other subcategories of CRM Software gathered in our base of B2B software reviews.

Since each organization has specific business wants, it is advisable for them to refrain from searching for a one-size-fits-all faultless software application. Needless to say, it would be useless to try to find such a system even among popular software solutions. The smart thing to do would be to list the various essential factors that need consideration such as required features, budget, skill levels of staff members, company size etc. Then, you should do your research thoroughly. Read some VanillaSoft Sales CRM CRM Software reviews and investigate each of the other apps in your shortlist in detail. Such in-depth homework can make sure you weed out ill-fitting platforms and zero in on the app that offers all the elements you require for business success.

How Much Does VanillaSoft Sales CRM Cost?

VanillaSoft Sales CRM Pricing Plans:

Free Trial

Base Sales CRM Platform

First user costs $100

Dialing

$30/user/month

Recording

$30/user/month

VoIP

$30/user/month + USF taxes

SmartCaller ID

$2/area code/month

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What are VanillaSoft Sales CRM pricing details?

VanillaSoft Sales CRM Pricing Plans:

Free Trial

Base Sales CRM Platform

First user costs $100

Dialing

$30/user/month

Recording

$30/user/month

VoIP

$30/user/month + USF taxes

SmartCaller ID

$2/area code/month

VanillaSoft Sales CRM offers several enterprise pricing options to meet the needs of different users. Here are the details:

  • Base Sales CRM Platform: $80/user/month (first user costs $100)
  • Dialing: $30/user/month
  • Recording: $30/user/month

*35% discount on these products if paid annually

  • VoIP: $30/user/month + USF taxes
  • SmartCaller ID: $2/area code/month (minimum 6 area codes, with 20+ codes)

User Satisfaction

Positive Social Media Mentions 2
Negative Social Media Mentions 0

We are aware that when you choose to buy a CRM Software it’s crucial not only to learn how experts rank it in their reviews, but also to check whether the actual clients and companies that purchased it are genuinely content with the service. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and VanillaSoft Sales CRM reviews across a broad array of social media sites. The data is then displayed in an easy to understand way indicating how many customers had positive and negative experience with VanillaSoft Sales CRM. With that information available you will be ready to make an informed business choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for VanillaSoft Sales CRM?

At the moment, VanillaSoft Sales CRM offers a streamlined integration with Salesforce Sales Cloud.

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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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