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Professional Services

When you work with Vanillasoft, we’ll ensure our CRM integrates seamlessly with your other systems and delivers the results you need. With expert-led onboarding, setup, and support, you’ll be covered from day one.

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White Glove Onboarding

Vanillasoft provides personalized setup that aligns with your existing sales processes. Your platform is configured immediately to match how your team works, so user adoption is smooth and agents can hit the ground running.

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Hands-Free Integrations and Setup

Vanillasoft’s team configures your system, connects your data sources, and manages complex integrations so you don’t have to. There's no DIY setup delays: just a ready-to-use platform built for speed and scale.

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Long-Term Expert Support

Our teams are available beyond onboarding. As you evolve and optimize over time, we can be your consultants in long-term sales performance, from routing logic to deliverability strategy and user journey.

Refine and Enhance Performance

Once you're up and running, we can test new methodologies like custom data filters to see how they impact results. By going slow and implementing incrementally, measuring performance across metrics, we can help you fine-tune your sales processes. Companies that worked with us have seen an unmistakable increase in connect rates and sales metrics.

Metrics

Here's how our customers have high-quality conversations with their most valuable leads...faster.

35%
Increase in call connection

Customer average

3x
More actions per hour

Customer average

500%
Increase in activity

One of a Kind Sales

Customer Testimonials

Hear It From Our Users

Don’t just take it from us. See what our customers have to say about our professional services.

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“I’ve used Vanillasoft for the last 13 years…Customer Support will always get you straightened out.”

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BJ S
Platinum Agent
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"Excellent service and support: 2+ years of reliable performance."

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Tina F
Licensed Agent

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Expert

See how Vanillasoft enables your agents to have more productive conversations and close more deals. Get started with a personalized walk-through today.

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