Velocify Reviews

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.

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,...

Read more

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...

Read more

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

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.

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 love the ease of setup for this product. They make the back end interface easy to figure out and the customer support for questions is on all the points. I have utilized Velocify for a few years now and absolutely love it. Turned our sales teams 8 mins between lead to call down to 2 mins (avg). Can't argue with results.

There can be intermittent down times, they are still fixing a few things but while they are rare, it is a pain in the face. The program also runs primarily on Java, which means that a lot of cookie clean up has to happen in your browser. Which can sort of be a little rough, but its a minor issue.

Velocity is very easy to use and is a great software for pulling leads. Customer service is also really helpful and they are willing to fly out to your office for additional training with an additional cost. There are few bugs too with the software.

No cons were added to this review

I like that it integrates sms capability along with ease of finding leads easily

There has been issues with velocify freezing up and when you think its down it places 10 comments instead.

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

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...

Read more

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.

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.

It helped me orgainze my leads. I actully spent many nights helping them taylor this program for Insurance Agents.

Not only did I spend a ton of my time helping them taylor this program for Insurance Agents, I also helped them get into Allstate Insurance. The least part I like is how they used me and then once they where done they disgaured me like a piece of trash. Shame on them.

Multiple views and charts to work with to track overall performance and productivity. Click to dial function is nice for tracking. Priority view is nicely customizable.

Some limitations in customization for ability to pull lead specific reports from the system. Would like to be able to pull email lists of clients to allow for email campaigns on top of call campaigns but that may be a company restriction placed upon the product and not a product limitation.

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!

This is an easy to use CRM system. I love to use the calendar so that it keeps accountable and on track with my follow up phone calls. The automated emails is great and helps me avoid letting things slip through the cracks.

I really don't have anything that I don't like about this product or vendor. If I had to say something it would be that I would like to be able to add some more email campaigns. We are on a Standard User, I am told if we were Premium we could add campaigns.

Functionality. You can easily filter leads based on your wants or needs. I also like the function where I can search a name and see how many times we have spoken to them in the past and how often. It helps with building rapport.

Unless I don't know how to do this, I would like to see a function that allows you to capture multiple emails at once for a generalized email.

The ease of the website, lots of options for follow up borrowers. I can mark an option that will bring back a particular borrower in a specified list. The calling feature is great when it works. The information and automated text and email is great for initial contact.

Sometimes the calling feature doesn't advance to the next borrower, I have to go in and do it manually. Incoming calls are always gone when I recieve the notice .

It's foolproof! Once the system is set up to fit your individual company's needs, you'll wonder how you ever lived without it. Every client we have is in this system. We send out all necessary forms directly through Velocify thanks to the auto emails/drip campaign and their merge feature. You enter in all information one time and can send out documents, emails, and nurture campaigns automatically based on your company's individual needs. Even better than the software itself are the employees of Velocify. I have never encountered a group of individuals as kind or as knowledgeable as them. There are no "dumb questions" they take their time to explain and teach you everything you could ever need and more.

If I had to pick on thing, I would say the dialer. It doesn't allow mutli-line/multi-call dialing for aged data. The program is perfect for new fresh leads or (as we do) if you post (transfer) data from a dialer system. All of our good leads live in Velocify, and the aged data is in our dialer.

The website is easy to navigate though. Its a clean webpage without a lot going on (colors, advertisements, etc) & all the details that I need are located in one screen.

The only thing that's a Con for me would be that I have to choose a "search" method when looking up a borrower every time I finish a file. I like searching by the last name, if I could some way keep that setting, it would save me a few clicks and some time.

The features are great, click to dial, easy logging of activity, call tracking for management. Gives users the ability to call the most appropriate leads at the most appropriate times.

The customer service/support team can use some assistance when an issue needs to be escalated. The product can also improve on the internal calendar management.

Velocify allows you to be "Proactive"....it'll remind you, you don't have to try to remember...or set other calendar events somewhere else.

No software solution is "Perfect" (just it's users;)....but, they've really tried hard! This is not an intuitive product...but, it is also customizable..that may be where it becomes more difficult. It's ability to be customizable is where it becomes more effective for each user...no "Out of the Box" solution would be able to provide the level of functionality which we are getting from Velocify....for that, we needed to be able to customize.

I liked the canned voicemail options Velocify provided. I formerly worked as an Admissions Officer, and I cannot tell you how many times a day I would leave the same voicemail verbatim. Velocify allows me to make a call and designate a prerecorded message to leave on a voicemail, so I'm not wasting my time or breath. The shotgun connect feature as it makes connecting with customers easy, basically doing a round robin of all available reps when there's a live customer on the phone.

The effort it takes to configure the software to pass along information to our Student Information System. It's a costly and time-consuming effort.

Navigation, reporting, scheduling is second to none. Great! Allows reviewing of recorded calls, monitoring who is on the line at any given moment and total hours spent on phone.

Not too many as I can tell. Seems as if there is a slight delay in conversation when speaking through the software to a client

I love the ease of use Velocify provides. Also the ability to customize it is awesome. In the end I am an end user but my marketing team raves about their ability to do what's needed to improve our contact rate all the time.

I really do not know what to write about the cons. I only use the software as an outbound caller and do not know the inner workings of it.

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