We have been using Veloxy for nearly 3 years starting with the team that I lead as a pilot, and then eventually rolling it out to the entire sales organization at our company. [SENSITIVE CONTENT HIDDEN] has been excellent to work with throughout the entire process, and we would like to think that some of the enhancements of the product have come from the feedback from our field sales team. ;-) The field sales team is able to spend less time recording their sales activities in Salesforce, and more time actually selling.
Pros
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.
Cons
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.
Rating breakdown
Likelihood to recommend: 10/10
Email templates to reminders its a great tool to optimize your sales.
Pros
I love the GEO tracker for my leads. It helps me as a field sales guy to see the opportunities around me.
Cons
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.
Rating breakdown
Likelihood to recommend: 10/10
Best Experience? Being able to know where my salesforce accounts are at when I am out and about! I purposely get lost when i go door pulling, and it makes it worthwhile when your Veloxy alerts you of other nearby businesses from your saleforce.
Pros
I love how effective it makes me and how much time it can save me.
Cons
The interface is outdated. It lags and crashes often.
Rating breakdown
Likelihood to recommend: 10/10
I can focus better on communicating with propsects and there for make more sales.
Pros
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.
Cons
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."
Rating breakdown
Likelihood to recommend: 10/10
Pros
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.
Cons
Nothing, the designers have really listened and updated the software as needed int he time I have used the software.
Rating breakdown
Likelihood to recommend: 10/10
Veloxy offers a 15-day free trial for new users, after which the software is available across 3 pricing tiers, details of which are outlined below:
Veloxy Mobile – $39 User/Month or $29 User/Month (billed annually)
Veloxy Engage Pro – $35 User/Month or $25 User/Month (billed annually)
Veloxy Suite – $65 User/Month or $49 User/Month (billed annually)