Veloxy Reviews

There are a couple of key things that I love about Veloxy:
1) Push notifications. This has been a HUGE missing thing for the Salesforce app. Veloxy will send you a notification to call a prospect at the time that you've designated.
2) Autologging of sales activities. I don't understand why anyone would ever make a phone call to a lead/opportunity that you know is in Salesforce without using Veloxy. If you call through the app, it will time stamp the conversation and you can immediately put in any notes. Talk-to-text is supported so it's very quick and easy to get your sales activities recorded for reference.
3) "Businesses Around Me" feature is great for our field sales reps. When they come out of an appointment, they're able to check to see if there are any likely prospects to visit while in the area. It's a great way to supplement other prospecting methods.

I can't really think of any cons about using this app. [SENSITIVE CONTENT HIDDEN] has been great about working with us to address any customizations that we may need in order to have the smoothest experience possible.

I love the GEO tracker for my leads. It helps me as a field sales guy to see the opportunities around me.

Not much to dislike about this product. Its very easy to use and it saves you time. It also logs all your interaction and calls for easy record keeping.

I love how effective it makes me and how much time it can save me.

The interface is outdated. It lags and crashes often.

Veloxy saves me 45 or more minutes every day, as I don't have to manually log each activity. For example, logging emails sent. Also, with email tracking, I see in real-time when a prospect opens my email, so I can prioritize with whom I need to follow up. The templates I create for email are helpful because I don’t need to craft new language for common engagement emails - big time saver. Color-coded reminders pop up on my phone and keep me informed of what I should be doing, like focusing on specific tasks leading to sales. When I am out in the field, Veloxy maps out where other accounts and prospects are so I can take advantage of selling more.

I needed to refresh the install of Veloxy when we upgraded to Office 365. No downsides. There were a few missing features several months ago, but were added so I don't have any substanative "cons."

Veloxy opens up the entire business for each rep for people leaders. With out pulling multiple reports with 1 click in veloxy engage, you can see everything you need to see. In addition, I love the notifications of activities as well as the ability to track and measure emails and contacts with a simple click.

Nothing, the designers have really listened and updated the software as needed int he time I have used the software.

I like that the software takes the unknowns out of the equation. I track my emails and can tell whether the emails are being read and if not, I know to change my approach.

I did not understand that when I opened the email on a different device then the one I composed and sent it from, the software would count that as a view. I was thinking the customer was opening the email more than they were. I figured it out though.

I appreciate that businesses are pre-loaded it makes entering new accounts a much quicker and efficient process. Tracking and updating interactions are a breeze

There is a bit of learning curve between the mobile/app version and the desktop

I love how it would track information just by chatting into your phone. Allowing for quick and easy upload of information and sales.

I would like an easier view of when I'm searching an existing client. At times it could be very confusing.

What I like the most is that Veloxy tracks my emails and phone calls to show my activity - but it also tracks my email and shows me when my email has been opened.

The only thing that I find to be a little mundane is that I have to upload prospects using another tool using what that particular tool has in mind - if you want to create your own prospect list you have to use a formatted excel spreadsheet to upload. Once you get the hang of it, it's just a matter of copying and pasting, but it can be time consuming for a newbie.

It is easy to use and keeps me organized

I like everything about Veloxy. It is great!

Veloxy allows the user to call a contact in Salesforce directly from their smartphone and then the app automatically logs that call into Salesforce under the right opportunity/account/prospect.
The software plugs into Outlook to allow the user to utilize email templates from their smartphone or desktop and then logs the outgoing email to Salesforce under the right opportunity/account/prospect.
Veloxy makes inputting new prospects/opportunities/accounts into Salesforce at least 50% faster.
Veloxy will track the emails the user sends to a contact and let the user know when that email is opened as well as how many times it was opened, where in the world the user opened that email and how many times that email was viewed.

This product is not free but the value that it adds to the sales process will meet any Return On Investment model.

Ease of use, the format! Opening it up and seeing the chart of open/closed and various stages of my book of business is so nice and keeps me motivated. Notifications when I am close by an opportunity that i haven't talked to or called in a while is AMAZING!!!! Follow ups are the name of my business so this alone is one of the biggest game changer in my business. I love geo-map. Some of the best information i get is when i pick up the phone and call a prospect. However, it gets lost in the shuffle until my task comes up. It's so nice to pull up the geo map and see all my opportunities in any given area and walk in as if its a warm call. All the info is right there and the person I talk to (if you take great notes, this app will change your life)

It won't let me add a company on the fly.. even if it's on the map. Unfortunately, my company requires the shipping zipcode and not the billing but I understand that it's unique in my company to prefer the shipping zip code. Veloxy's app only asks for the billing zip so when it tries to add it into my CRM, my CRM blocks it from becoming a new account.

The Veloxy Gmail/Plugin helps sync emails to Salesforce more efficiently, reducing time manually copying and pasting email information into Salesforce. All of my outbound emails are currently getting logged automatically, and any responses to my emails from the prospect are also getting logged automatically. This is truly a game changer in automation and efficiency.

For those still using the email functions in Salesforce, this gives you another option to add email templates in Gmail and send an email directly from Gmail. The Difference is how the customer receives the email. The email in Salesforce comes from “Salesforce, on behalf of Jose Rivera”. The email sent in Gmail from Veloxy, shows as coming from your normal Gmail Email.

The Email analytics help provide a couple of pieces of information. One; it allows you to see if the prospect has opened the email, and how many times. Two; it helps gauge the interest, based on how many times they’ve opened the email. Three; automatic notification on your phone when they open the email, allowing you to schedule a future task in Salesforce to call the prospect.

The email templates allow you to add in and save favorite templates.

Tracking can be turned off or on at any time, or for specific emails.

Overall, it is an awesome product for anyone in sales! Working with the Veloxy team for any questions has been great as well, they provide A+ customer service and are quick to respond.

Everything about this software is great.

It does so many useful things. I am pretty sure this was programmed by a sales person. It tracks my emails and gives analytic, it tells me who is calling based on my open prospects in sales force, and it reminds me when I have let a prospect slip through the cracks. If I could give it 6 stars I would.

I have no complaints. When I first started using it maybe 2 years ago it had some glitches, but they have fixed them all and made it even better

I had the opportunity to try this app out and begin to use it in my daily functions. It easily syncs between my Salesforce and Outlook. My pipeline is very easy to manage and gives me good visibility into my workload. I only use this app lightly as I am inside sales and most of my time at my computer but if I was on the road I would live in this app. It does a great job of pooling together relevant info and pushing alerts to me with activity. I would definitely recommend giving this app a try and seeing how it would help you have a single source of information.

I only use this app lightly as I am inside sales and most of my time at my computer but if I was on the road I would live in this app.

How many times have you been in a meeting and hand writing notes? Then you go to another meeting and hand write notes? Then after the 12hr day you say I'll type those into SFDC tomorrow, and tomorrow never happens? Me, too! Not anymore, with this app I take my notes right in the app on my iPhone or iPad and schedule the action items in the same screen. Then they are in SFDC before I leave the account. Then when I call to follow up on the visit, Veloxy logs my call in SFDC and prompts me to make a note of the calls content and a follow up action. If Veloxy could just drive me to the appointment, maybe in the next update? What if I'm in a target rich environment and want explore the surrounding businesses to see which are potential customers, it does that very effectively. If your a professional salesperson who want to get an extra 10hrs a week to build your empire and not juggle the administrative side of your business, invest in this app and it's done.

Just is customer support is a litte slow service but over all I am totally satisfied wtih them.

Amazing tool that enhances my daily activity and allows me to track and stay laser focused on my Sales Force funnel and pipeline. Not to mention an amazing Outlook integration to seamlessly keep in contact with my prospects and customers.

I didn't have it in my arsenal sooner! Some features were not available at launch that I would have hoped for, but they all showed up down the road!

The ease of use compared to the standard Saleforce interface. Veloxy continue to add features that are helpful to everyday sales interactions and productivity

None- The team at Veloxy has been extremely helpful and interested to take suggestions to eliminate any items that are not productive in their application

VELOXY MOBILE, THE AI Based Notifications, VELOXY Caller ID

At the moment I can not think of any. I love it

Reminders, geographic reminders, and mapping. Seamless integration with Salesforce and posting to keep up to date PLUS Emails tracking and posting.

This is a con and a pro.. it is in continual improvement so sometimes there is something new that I did not expect.. It's all good. ALSO they listen and add features all the time. That is cool.

I like that I have all my Salesforce leads right at my finger tips on an app. It is a pain to login to SF every time I need to update an opportunity and with Veloxy I can update right from the app for most things. The most valuable part is that I can pull up an Opportunity, click a button to dial the contacts phone number, and it automatically logs the call as an activity when the call is over, which saves me a TON of time! You can also send emails that will track if the prospect has opened it and that is hugely helpful as well.

There are some glitches from time to time, where the app will shutdown or an error will prevent me from making changes to an opp, but I just reopen the app when that happens and everything is fine. If they could work out a few of the bugs it would be perfect.

I have had the privilege of using Veloxy for 3 years. Without this plugin I wouldn't have been as successful in my career. It logs my emails to sfdc. It can create leads, add contacts (through email) and even track emails. I'm an outside sales person prospecting medium to enterprise level business. I also have a call center who can try and take opportunities from me if I don't note these opps. Veloxy adds activity to my prospects and opportunities so I don't have to.

This is worth every penny!

A con would have been not having a desktop analytics page, then they made one! So no cons to report.

I have managed Sales Teams for 20+ years, and surprisingly a good amount struggle to use any CRM's as intended. There are still reps that will track their sales hunting activity via XL spreadsheets or DON'T track ANY activity. I have tried to explain the "why", share examples of successful reps that do effectively us CRM to track their calls, emails, etc.... I have heard every excuse ever given until I discovered Veloxy. Veloxy has changed the game for my team, and they now are able to track EVERYTHING they are doing w/ a simply click. The Veloxy interface is seamless, easy to navigate and doesn't require you to do anything other than simply complete the call, email, task. From an rep and management perspective its easy to create SFDC / Veloxy reports to see HOW MANY calls, emails, etc... are created every day, week, month, etc.... I strongly suggest adopting this SALES tool!!

There is nothing that comes to mind for either myself or my team

It has many businesses you can search around your location. Logging activity is easy and sync with Salesforce.

App on my phone automatically sync with my personal msn email even I deleted my email and reload again. It’s loading all my personal msn emails to my company veloxy history. I can’t use it on my phone for this reason.

I travel a lot for work. It made my daily tasks automated and easy to complete from my mobile device. So much easier than getting my laptop out at airports. It provided me with email analytics that allowed me to see who had opened my emails the previous day, so I had a easy to access call list for the next day.

I don't have any dislikes. It worked exactly as advertised.