Velocify Reviews

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.

The best thing about this software is its ability to do click to call. This works in the dialer view or directly from a lead/contact/opportunity page. This type of automation really saves times when you have to make a lot of phone calls and are working inside of Salesforce all day.

I wish that the system had the ability to transcribe recorded phone calls. Recorded phone calls are often stored 2 or 3 times on the Salesforce record, which makes it difficult when you need to go back and listen to something. Transcribing phone calls would be nice so that you could pinpoint certain conversations, and provide coaching opportunities to your team members. If there were also analytics around call times and close rates, that would be helpful as well.

I like the call back calendar the best. The interface to use it is not clunky like other CRMs. I actually used to use outlook because I didn't like the feel of the other call back calendars. In addition, the auto-voicemail feature is awesome! I've never used a CRM that had this feature but it makes dialing out that much easier and more efficient. I also like how you can customize many different voicemails for each different situation.

There is not much to not like. A few suggestions though. For the call back calendar, make the date boxes a different color for days that have calls scheduled. It would be cool to be able to customize the tabs in the lead data section and to customize the layout of the page to suit my personal preferences. That may be an option with the folks on the back end who customize it for us though!

I like that a lot of info can be saved in each profile. I also I like the fact that each note saved has a time and date stamp which helps when needing to know when some action was taken on the profile.

If you do not remember to click save than no reminder msg comes up asking you if you want to save before exiting

Velocify has helped our business tremendously in many different ways. The solution allows us to track and measure just about every aspect of our business. At any time, we can see productivity results by staff member to recognize positive behavior and have visibility to opportunities which allows us to have teachable moments and coaching with our sales team. Velocify gives us a real-time update of what is working and where our efforts are best spent. It allows us to see the return on investment and track every marketing campaign so we can dedicate the bulk of our efforts to what is working and market with laser-like precision.

Honestly, there's nothing I can think of there are so many features and capabilities that there is nothing I haven't been able to do by customizing our enterprise solution.

I've been using Velocify for 3 years running and couldn't be happier with the platform. Makes connecting to customers enjoyable and efficient.

We are a very high volume shop so latency issues and stuttering happen from time to time. Invest a bit more in de-cluttering to maximize speed.

I have always been able to easily organize my day, and work the leads in a most effective way. Utilizing time zones, states etc.

I wish the reminders were more refined. Basically the pop ups for the reminders can be more annoying than helpful.

I used this software at my previous employer. We went from binders of information to a software program that not only kept us organized, but PROMPTED US when to contact someone. Trust in their sales schedule, it works!

I liked it better when it was called Leads360. To me, the name alone told you what the program was. Marking within it's own name!

How easy it is to stay on top of the leads and make sure you're calling the clients in the right time frames.

Some connection issues at times and you can call a lead when another is already on the phone with them. Other than that, no complaints.

-ease of contacting clients (ability to speed dial through calls, avoidance of misdials)
-updates in real time
-great for file organization
-great for note taking on leads

-difficult to filter out old leads
-notes aren't available in main view
-learning curve for some

I like the simplicity of functions. It's great for a small-to-mid-sized company that is growing and doesn't have the time or financial resources to build a customized proprietary tool of their own.

Since we did not have a separate marketing customer data warehouse at the time we integrated with Velocify, we encountered a number of limitations when we tried to customize this tool and make it provide this functionality. Although the Velocify folks were very clear about this upfront, we had to come up with some workarounds in the beginning.

Easy to use, straight forward, very user friendly. Finding and exporting leads is so simple and fast!

The dashboard screen allows me to see all my appointments/activities for the day. It also allows me to change or update cancels or reschedule appointments

The pop screen because if I am in the middle of a call, text or email a student, something will pop up and it's annoying.

The ease of use. Everything is very simple navigate throughout the website. I like how the products allows my company to have a personalized script.

Every so often I will get an error message that pops up when a new lead is added to the system. It is very simple to correct this issue by copy and pasting the leads phone number in the search bar, however sometimes it is a hassle while you are on the phone with someone.

Very easy and understanding to use. I understand each step of how to use it, and the support customer service is very helpful as well.

That one user cant be login at the same time. I believe that it would be more manageable if two user could be login at the same time

I like that this product lets you access all your leads and their information. The new update made it easier to search for a lead.

I don't like that it has a very busy home page. It's overwhelming when you open it up and you have a bunch of data in your face.

It's very easy to integrate with and straightforward for the client to use (they don't have to be an expert in CRM software). It's far easier to integrate with than Salesforce.

There isn't anything that immediately comes to mind in regards to negatives associated with the Velocify LMS solution.

organizes leads by several different values that are lucrative to production. The pre recorded voicemails are awesome!

would like to have the functionality to organize by time zone. This will help in improving the the contact ratio for sales presentations.

Being able to set up call queues to target certain leads with the click of a button is a huge bonus. On top of everything else, Velocify allows you to set future appointments within the system to remind you to reach back out to a lead that you may have let slip your mind since last calling.

I have yet to find anything I like least about Velocify. Everything from top to bottom suits all of my needs.

Great if you only need to build one sales sequence/cadence

If you need to build out multiple cadences for different instances, then this is not the platform for your organization.

Velocify is the best-designed and easiest to use software out there. Plus, the service and responsiveness of everyone involved is top-notch.

They really understand the needs of the user and even have things that they didn't know they needed.

I like that you can customize your system. The response from the support staff is always good. Velocify is also very easy to use and user-friendly.

Although you can customize the interface, you cannot build rules into your system. Also, the mapping of leads from outside vendors is very difficult.

Velocify is a relatively inexpensive way to manage your leads, and it's pretty easy to use.

I don't think the metrics portion of Velocify is as easy to use as it seems on the advertisements and on the training video.

Service and support are very good. The customization of the product allows us to run a very unique business model.

Our account is extremely customized. I would like to see some additional customization/functionality to take advantage of.

I never had a dropped call and I liked the options it has for organizing clients and tracking calls.

I found myself restarting when things froze up or didn't work properly. With so many programs running, it stands out when one had issues more than others.