Velocify is a comprehensive lead management solution that is perfect for mortgage brokers, educational institutions and insurance organizations that primarily sell their products or services over the phone or via email. The company is focused on helping its customers convert leads into clients and automate their sales operations.
Velocify also has some robust reporting features that keep your management team up-to-date on what’s really happening in the pipeline. Additional capabilities include workflow automation, lead scoring and prioritization, duplicate lead management tools and lead routing capabilities.
Velocify is recommended to businesses which sell high-value goods or services in the B2C space and are looking for an adequate solution to manage leads coming in through the Internet. The solution serves a wide range of industry size including small businesses and large enterprises. The software is priced monthly and on a per user basis.
Zakory B. Especialidad: Software informático Número de empleados: 201-500 empleados
The cadence is fantastic. Helps keep me organized with leads and integrates with other software. Very clean interface that's easy to understand.
I don't like that it can only have 100 leads at a time front facing. It also populates time zones internationally incorrectly. I.e. Australia leads pop up on Friday when it's Saturday down under.
Joseph S. Especialidad: Servicios financieros
Velocify demonstrates a deep and unique understanding of the fundamentals of lead conversion and the science which goes into it. The research, studies, surveys, and whitepapers behind their solution are extremely valuable resources that helped us implement and improve our best sales practices for optimal results. Specifically, LeadManager paired with Dial-IQ have helped us dial a new lead within seconds, positioning us to be among the first to contact a prospect, and as a result, we have achieved a 90% contact rate we were never able to achieve in the past. The custom and infinite automated lead distribution programs and methods allow us to create a unique and custom sales cycle for each marketing campaign with a combination of automated calls, emails, and SMS text to optimize conversions. This ensures that no leads fall through the cracks and continues to nurture our database. Velocify's performance-based lead distribution and lead prioritization have helped us leverage our best performers, pairing each lead with the most suited sales rep as well as prioritizing our leads to make the most out of both our leads' and salesforce's time and resources. Call scripts, automated emails, and SMS ensure that all sales reps presentations are consistent with our brand. The infinite reporting abilities make our data 100% transparent, allowing us to measure metrics and analyze data in ways we never knew possible. Results, along with Velocify's lead scoring feature, are instrumental in measuring and fine-tuning our contact and distribution strategies, as well as modifying and adjusting our marketing and buying strategy, saving us very valuable marketing dollars. The list goes on and on.
If I had to write something in this box, I would say that I can see how some users who are new to Velocify (or who are generally new to sales automation) may feel that certain functionality, such as reporting, distribution, or email capabilities may seem limited or difficult. It is absolutely the opposite, and I feel that Velocify should better educate its clients on how to truly uncover its full potential so that they can unleash its true power. Each of our businesses has unique needs, and the uniqueness of Velocify lies in its infinite customization abilities, which makes it fit each of our needs. Velocify comes built with the most basic, fundamental sales practices and reporting for the beginner. However, as your needs change and experience level expands, Velocify becomes the sales executive's and administrator's playground, a place where you can let your imagination run wild while knowing that automating almost everything is possible and easy. The reporting functionality and transparency's ability to inspect, modify, and fine-tune is second to none.
If you are looking into a solution like Velocify, then you are probably looking for ways to better optimize your lead management and sales processes, improve your salesforce's efficiency and lead conversions, and ultimately improve your marketing ROI and bottom line. You do understand that optimal results require a great deal of discipline as well as a set of behaviors and sales best practices, that your salesforce is not able to achieve or perform on its own, and that there are certain fundamentals that will drive your business to the next level. If these are not the main drivers behind looking into such a solution, then probably this solution is not for you. Be specific about what you need the software to do for you, share your current business strategies, challenges, and goals. Dedicate a sales executive to administer such a solution, not just a technical person. At the end, Velocify will help introduce you to new best sales practices and also help automate and implement your own. Make sure you have the right people on this; if they are and have been in sales management for more than a day, they will quickly uncover the true value of Velocify.
Victor C. Especialidad: Seguros Número de empleados: 2-10 empleados
I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print on contract when I signed as I was in a bind at the time I had tried to set up another CRM and then afterwards they could not take leads from lead provider directly and I had to change quick, I did look at the contract but probably buried somewhere in fine print year to year.
The CRM worked well for a while I had an email provider integrated that I was having issues with I canceled the email provider but when I went to sign a new email provider volocify told me they are no longer doing integrations to use their email system
I tried to work with them on this but I could not get emails to look right,
This is besides the fact that over in AEP all of a sudden on my internet leads if client put # for apt number then most of the lead info did not show, I spent 2 weeks in mid AEP trying to work with them to fix this but they never were able to fix this or explain why what previously worked no longer worked.
There were several other issues besides this and the customer service went downhill very much since they were bought out.
I called and spoke to a manager who told me I was in contract till sept, I told her of the issues I was having and that I was not told about this yearly contract but moreover I am no longer being provided with the services I was originally getting
She said no problem just send email to cancel and she would take care of it right away.
I did this but was charged again the next month, I emailed her what happened then she emails me my contract
I have been trying to get high up to managers, Mostly I get told I will get a callback but never do. but today I snapped and finally got a phone number to another manager and she gave final no regardless they will continue to charge through sept no matter what
I would urge anyone looking into this CRM to choose another
none none none anymore they will charge you full year if you cancel, even if they made changes that dont work for you
they will charge you full year if you cancel, even if they made changes that don't work for you. if you have an issue with it its very hard to speak with someone
J stephen S. Especialidad: Servicios financieros Número de empleados: 51-200 empleados
A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.
Features, performance, and support are superb. Rarely experience downtime and the interruptions in service that do occur are resolved quickly. Very flexible system that can be tailored to exacting specifications and needs. Readily accessible support documents and instructional videos assists users in educating/familiarizing themselves with how to use system features.
Price can get prohibitive when adding additional features beyond the basic lead management functions. Per user fees and restrictive contract terms can leave companies with very expensive empty "seats" if the number of active users decreases (especially early in the annual contract cycle). Administrator seats incur all the same fees that basic users do even though few to none of the features being charged for are needed or utilized by Admin.
Rosemary H. Número de empleados: 13-50 empleados
I am very happy with the software and recommend it.
Velocify is that the program that works for you, based on your settings. For instance, I am able to make notes and follow up when the client wants to be reached as velocify emails you a reminder to contact them. I am also able to filter search results/settings based on how many times a client was reached or if they are non-responsive. Under each tab (based on your settings) you are able to enter quite a bit of information and required infomation in order for the lead to be saved.
Every so often I do see glitches here and there just like you would with any software, but the support team is very responsive and will guide you through the process of fixing any glitches that may arise. They are also able to do screensharing to fix any issue.