Velocify

Velocify

Generate sales with auto-prioritization

4.3/5 (226 reviews)

Velocify Overview

Velocify is a cloud CRM application that incorporates the use of telecommunications, email marketing, sales management, customer/staff management and calendar scheduling all within the one platform. From the user dashboard you can navigate to view live reports of sales activity and staff success rates both present and past. You can view custom reports as Velocify will automatically generate your preferred reporting and analysis criteria.

The built in sales algorithm within the application automatically allocates certain leads to specific members of staff and will notify employees via email or SMS. These leads are determined based on the priority of the client and the seniority of the member of staff. The software also recognizes customer telephone numbers and will monitor and record telephone calls for training and sales purposes.

A scheduling and calendar application is embedded into the software for all users to monitor and plan sales meetings, training days, appointments and contractual anniversaries. Managers can also use this tool to audit employee success and tracking as well as review client birthdays and special sales occasions.

Velocify is fully integrated with it's free to download mobile application. Once downloaded users can login with their credentials and view the entire backend of the software and database with complete transparency. Users can also add leads, edit leads, close leads, schedule meetings, edit events and contact clients/leads via SMS, email or telephone.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Velocify Reviews

Overall rating
4.3/5
86% positive reviews
129
Excellent
66
Very good
20
Average
9
Poor
2
Terrible
Joseph S.

Velocify's LeadManager and Dial-IQ are in a Class of their Own

Reviewed on 2014/03/31
Review Source: SoftwareAdvice

Pros

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.

Cons

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.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Todd H.

I enjoy using Velocify and have commended many changes they have made over the years. They seem to be always striving to improve and I value that.

Used Daily for 2+ years
Reviewed on 2017/07/06
Review Source: SoftwareAdvice

See Cons for comments. Thanks for listening.

Pros

Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze.

Cons

I would like some improvements personally. Where I would like to see changes is on the dashboard. When I go to the Dashboard it auto sends you to todays day, which is good, but if I go to any other day, say to manage the leads and or push them to another date, when I go back after having changed the calendar date it doesnt leave me on that day to continue my changes... instead it takes me to that days date. Another thing I would like to see you add would be the ability to take one day or even better multiple days and have the ability to move all of the calendar events on that day to another day. The key to our business is time. With all the apps that we do and the little time we have to organize the leads those little things would be tremendously helpful. Again, the ability to take old dates and roll all of those callbacks to a date of choosing would be awesome and even better if we could select several days. Contact me with any other questions at [email protected]

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Roxanne P.

Efficient program for outreach and contact tracking

Used Daily for 1+ year
Reviewed on 2017/07/06
Review Source: SoftwareAdvice

Overall, the product is good as long as it's drawbacks don't inherently interfere with your needs. I also appreciate the improvement efforts they've made in the last 1.5 years that we've been with them and look forward to even more added benefit.

Pros

I like how easily customized it is to your individual needs everything from reporting to statuses, to action options, to prioritization. I like how it ties into outside phone systems and allows for detailed prioritization when figuring out how to do your day. It has increased the teams outreach efficiency by about 80% compared to last and other system options, went from 13 clicks to 3. Customer service is mostly responsive.

Cons

How many layers have to be factored in when customizing, but once you know them all it's not that bad, just can't be overlooked. I don't care for the standard reports, or how the system prefers to look at user activity in the same date ranges as the date that a lead is added to the system - disregards work on older leads. While they're making strides on some reporting I've had mostly limited benefit from the Report Hub, and have had many that don't work, where a ticket has to be submitted.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
J stephen S.

Client since 2009

Used Daily for 2+ years
Reviewed on 2017/07/07
Review Source: SoftwareAdvice

A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Rosemary H.

Velocify - Your Right Hand Software

Used Daily for 2+ years
Reviewed on 2017/07/06
Review Source: SoftwareAdvice

I am very happy with the software and recommend it.

Pros

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.

Cons

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.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10

Velocify Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

- Standard
- Plus
- Advanced
- Pemium

Velocify Features

  • API

  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Automatic Reminders
  • CRM Integration
  • Calendar Management
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Email Integration
  • Mobile Integration
  • Real Time Data
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

Additional information for Velocify

Key features of Velocify

  • Appointment scheduling
  • Automated Email & SMS
  • Automatic call distribution
  • Automatic sales prioritization
  • Call analytics
  • Call recording
  • Call transfers & conferencing
  • Captures forms leads
  • Customer telephone detection
  • Customizable insights
  • De-duplicates leads
  • Free mobile app
  • Instant sales notification
  • Integrated calender
  • Integrates with Salesforce
  • Interactive voice response
  • Monitors employee sales
  • Multiple distribution programs
  • Rapid sales automization
  • Real-time reports

Benefits

- Reporting and management: Velocify offers you the ability to view and customize real-time reports and allocates specific sales leads to certain sales reps.

- Automatic lead handling: The platform prioritizes sales and Velocify will send SMS or email notification prompting you of important leads.

- Integrated telephone management: Velocify can record sales calls and keep them on a database for training and referencing. The application can also facilitate call transfers and call conferencing.

- Mobile application: The mobile application by Velocify will all you to view all leads, both recent and historic, contact leads via email, SMS or call, edit and upload new leads, create events and sales email campaigns.

- Calendar and scheduling: A complete detailed calendar is embedded into the software allowing you to create appointments, allocate certain meeting times to staff, and view old appointments for training purposes.

- Monitor user success levels: Velocify allows user admins to view and evaluate staff success rates and sales output with real-time revenue and sales reporting.

Velocify FAQs

Below are some frequently asked questions for Velocify.

Q. What type of pricing plans does Velocify offer?

Velocify offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

- Standard
- Plus
- Advanced
- Pemium

Q. What are the main features of Velocify?

Velocify offers the following features:

  • Appointment scheduling
  • Automated Email & SMS
  • Automatic call distribution
  • Automatic sales prioritization
  • Call analytics
  • Call recording
  • Call transfers & conferencing
  • Captures forms leads
  • Customer telephone detection
  • Customizable insights
  • De-duplicates leads
  • Free mobile app
  • Instant sales notification
  • Integrated calender
  • Integrates with Salesforce
  • Interactive voice response
  • Monitors employee sales
  • Multiple distribution programs
  • Rapid sales automization
  • Real-time reports

Q. Who are the typical users of Velocify?

Velocify has the following typical customers:

Large Enterprises, Mid Size Business

Q. What languages does Velocify support?

Velocify supports the following languages:

English

Q. What type of pricing plans does Velocify offer?

Velocify has the following pricing plans:

Subscription

Q. Does Velocify support mobile devices?

Velocify supports the following devices:

iPhone

Q. What other apps does Velocify integrate with?

Velocify integrates with the following applications:

CallTools, Domo, Experiture, Five9, Grow, LeadsBridge, Marketo, Numetric, Ytel Platform, truDigital Signage

Q. What level of support does Velocify offer?

Velocify offers the following support options:

FAQs, Online Support, Phone Support, Video Tutorials