Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, velocify lead manager, velocify loan engage and dial IQ. Velocify pulse is a salesforce automation tool that helps sales teams to manage calls, compose emails and send to prospects and group recipients using built-in templates. It also assists sales representatives to schedule tasks using data automation and also helps to manage follow ups by updating status and setting reminders on the velocify portal.
Velocify is a cloud-based lead management solution that is designed for mortgage brokers, educational institutions and insurance organizations. The solution offers different types of sales products which are velocify pulse, velocify lead manager, velocify loan engage and dial IQ. Velocify pulse is a salesforce automation tool that helps sales teams to manage calls, compose emails and send to prospects and group recipients using built-in templates. It also assists sales representatives to schedule tasks using data automation and also helps to manage follow ups by updating status and setting reminders on the velocify portal.
Specifications
Business Size
Small
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
CRM integration
Email Integration
Lead Generation
Sales Tracking
Opportunity Management
Invoices
Application Integration
Forecasting
Real Time Comparisons
Activity Tracking
Lead Capture
Lead Distribution
Pipeline Management
Sales Analytics
Sales Reporting
Campaign Management
Source Tracking
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.
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