Velocify

(273)
4.4 out of 5 stars

Velocify is a solution that helps you manage and respond to leads by capturing and automatically de-duping, and distributing inquiries coming from a variety of sources.

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Velocify Features

Attribution
Lead Opportunity

Aligns lead scores with predefined lead distribution criteria

92%
(Based on 15 reviews)
Lead Assignment

Matches and assigns leads to the correct sales representative

92%
(Based on 15 reviews)
Pipeline Acceleration

Determines which leads should be prioritized and then accelerates them up the pipeline

n/a
Calling
Record Calls

Records calls for future reference.

95%
(Based on 18 reviews)
Generate Location

Generates an area code local to where the user is calling to increase likelihood of pick-up.

94%
(Based on 17 reviews)
Call Types

Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise.

95%
(Based on 19 reviews)
Click-to-Call

Gathers contacts from integrated tools, allowing users to call with one click.

97%
(Based on 19 reviews)
Analytics
Open Rates

Records the rate at which emails are opened.

n/a
Link Activity

Records the rate at which links in emails are followed.

n/a
Attachment Activity

Records the rate at which email attachments are opened or downloaded.

n/a
Incentives
Badges

Assigns achievement badges to high-performing employees based on pre-determined standards.

75%
(Based on 12 reviews)
Triggers

Automatically recognizes achievements that should be added to the leaderboard.

79%
(Based on 14 reviews)
Commission Calculator

Helps users determine sales goals by calculating potential commission rates.

n/a
Leaderboards

Highlights top-performing employees to publicly reward their achievements.

n/a
Discovery
Lead Management

Integrates with lead capture and lead intelligence tools to discover leads

93%
(Based on 15 reviews)
Scoring/Ranking

Creates and assigns scoring system to rank the viability of leads

89%
(Based on 14 reviews)
Lead Context

Integrates with CRM or marketing automation tools to contextualize lead data

89%
(Based on 14 reviews)
Contacts
Personalization

Retains a log of extraneous contact information such as timezone and contact engagement.

91%
(Based on 19 reviews)
Information Locater

Finds and opens saved contact information for reference at the time of a new call.

87%
(Based on 19 reviews)
Record Prospect Data

Allows users to denote which contacts they believe are prospective customers.

88%
(Based on 18 reviews)
Customizations
Email Platform Integration

Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

74%
(Based on 8 reviews)
Email Scheduling

Allows administrators to schedule out emails in advance.

78%
(Based on 8 reviews)
Notifications

Reminds administrators to follow-up on emails based on pre-set reminders.

82%
(Based on 9 reviews)
Email Categorization

Allows for the categorization of emails.

n/a
Templates

Allows for the creation of templates for frequently-sent emails.

76%
(Based on 8 reviews)
Personalization
Profiles

Creates user profiles similar to social media pages that display private or public statuses and updates.

n/a
Custom Reports

Generates reports with customizable fields to further understand employee performance.

n/a
Dashboards

Visualizes individual and team insights such as new leads and outbound calls.

94%
(Based on 21 reviews)
Goal Setting

Allows teams to set trackable goals within the tool.

n/a
Management
Conversion Viability

Reports on and analyzes lead scores to determine the conversion rate of lead opportunities

n/a
Workflow

Aligns lead scores and strategy with existing sales operations

91%
(Based on 12 reviews)
Insights
Notes

Allows users to take notes during or after the call for future reference.

92%
(Based on 19 reviews)
Daily Summary

Delivers users a daily summary of activity.

96%
(Based on 20 reviews)
Automated Voicemails

Sends automated voicemails to prospective clients who fail to answer.

92%
(Based on 17 reviews)
Automated Emails

Sends automated emails to increase engagement with prospective clients.

n/a
Sorts Prospects

Organizes contacts based on probability of success.

n/a
Administrative
Integration

Integrates with CRM and financial systems to help determine goals

90%
(Based on 14 reviews)
Employee Structure

Organizes team members by roles, activities and objectives and weighs tasks by importance.

91%
(Based on 12 reviews)
Behavior Monitoring

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

88%
(Based on 14 reviews)
Platform
Data Synchronization

Syncs lead data within the sales database for consistency and accuracy

93%
(Based on 14 reviews)
Analysis

Provides analysis on lead scores, funnel insights, and both open and closed opportunities

93%
(Based on 14 reviews)