Who Uses This Software?

Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.

Average Ratings

229 reviews
  • Overall 4.3 / 5
  • Ease of Use 4.2 / 5
  • Customer Service 4.2 / 5
  • Features 4.2 / 5
  • Value for Money 4.2 / 5

Product Details

  • Starting Price US$60.00/month
  • Pricing Details Velocify LeadManager is an intelligent sales automation platform.
  • Free Version No
  • Free Trial Yes
  • Deployment Cloud, SaaS, Web
  • Training In Person
    Live Online
    Webinars
  • Support Business Hours
    Online

Vendor Details

  • Velocify
  • http://www.velocify.com/
  • Founded 2004

About Velocify

Velocify is the leading sales acceleration platform. The company helps more than 1,500 sales teams sell more by streamlining and optimizing the sales process from start to finish. Velocifys platform helps sales teams prospect with more precision, accelerate lead engagement, and implement effective workflows, ultimately helping sales teams find and convert more leads.

Velocify Features

  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management
  • Campaign Management
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Billing & Invoicing
  • Broker / Agent Portal
  • Claims Management
  • Commission Management
  • Customer Portal
  • Document Management
  • Insurance Rating
  • Marketing Automation
  • Policy Management
  • Quote Management
  • Reinsurance Administration
  • Underwriting Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

Velocify Most Helpful Reviews

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

Reviewed on 31/3/2014
Joseph S.
Financial Services
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

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.

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.

Reviewed on 6/7/2017
Todd H.
Health and Life Agent
Insurance, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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]

Efficient program for outreach and contact tracking

Reviewed on 6/7/2017
Roxanne P.
Director of Admissions
Primary/Secondary Education, 13-50 Employees
Used the Software for: 1+ year
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Client since 2009

Reviewed on 7/7/2017
J stephen S.
IT Manager
Financial Services, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

Velocify - Your Right Hand Software

Reviewed on 6/7/2017
Rosemary H.
Admissions Representative
13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: 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.

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