Velocify

Velocify

von Velocify

Wer nutzt diese Software?

Mittlere Unternehmen und Konzerne aus dem B2B- und B2C-Bereich, die mit einer großen Anzahl von Leads arbeiten. Die bedienten Hauptindustrien sind: Hypothek, Versicherung, finanzierte Bildung, Schulden, Technologie, Call Center, Unternehmensdienstleistungen.

Durchschnittliche Bewertung

230 Bewertungen
  • Gesamt 4.3/5
  • Benutzerfreundlichkeit 4.2/5
  • Kundenservice 4.2/5
  • Funktionen 4.2/5
  • Preis-Leistungs-Verhältnis 4.2/5

Produktinformationen

  • Startpreis 60,00 $/Monat
  • Kostenlose Version Nein
  • Gratis Testen Ja
  • Einsatz Cloud, SaaS, Web
  • Training Persönlich
    Live Online
    Webinare
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

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

Über Velocify

Velocify ist die führende Plattform für Verkaufsbeschleunigung. Das Unternehmen hilft mehr als 1.500 Verkaufsteams beim Verkauf, indem es den Verkaufsprozess von Anfang bis Ende rationalisiert und optimiert. Die Velocify-Plattform hilft Vertriebsteams dabei, genauere Prognosen zu erstellen, das Lead-Engagement zu beschleunigen und effektive Arbeitsabläufe zu implementieren. So können Vertriebsteams letztendlich mehr Leads finden und konvertieren.

Velocify Funktionen

  • Anrufaufzeichnung
  • Automatische Einwahl
  • Dashboard
  • Datenmanagement
  • Kampagnenmanagement
  • Lead Scoring
  • Lead-Distribution
  • Lead-Erfassung
  • Leistungsmanagement
  • Management der Anruflisten
  • Kampagnenmanagement
  • Lead Scoring
  • Lead Segmentierung
  • Lead-Distribution
  • Lead-Erfassung
  • Lead-Pflege
  • Pipeline-Management
  • Planungs-Tools
  • Quellen-Nachverfolgung
  • Verfolgung von Interaktionen
  • Angebotserstellung
  • Anrufmanagement
  • Chancenmanagement
  • E-Mail Marketing
  • Gebietsmanagement
  • Kampagnenmanagement
  • Kanalmanagement
  • Kontaktmanagement
  • Kundendatenbank
  • Leadmanagement
  • Leistungskennzahlen
  • Provisionsmanagement
  • Verkaufsprognose
  • Vertragsmanagement
  • Vertriebsaußendienst-Management
  • Zugriffsquellen-Verfolgung
  • Abrechnung & Rechnungsstellung
  • Angebotsmanagement
  • Dokumentenmanagement
  • Kundenportal
  • Makler- / Agenten-Portal
  • Marketing-Automatisierung
  • Provisionsmanagement
  • Reklamationsabwicklung
  • Richtlinien Managemen-
  • Rückversicherungs-Management
  • Underwriting-Management
  • Versicherungseinstufung

Die hilfreichsten Reviews für Velocify

Velocify Consulting-Creating Simplicity, Efficiency, reporting and Consistency of Use

Bewertet am 8.11.2014
V consulting O.
Computer-Software
Quelle des Nutzers 
Quelle: GetApp
5/5
Gesamt
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: I have been an administrator on this system since 2005. I have used the system at a high level longer than anyone in the U.S. The system can be used in any industry in B2C or B2B that needs to manage their leads. It can be used for inside sales or far flung outside sales reps. Proper use of Velocify will be a game changer if the system is set up properly. Jay Dunsing V Consulting 630-936-0621 JayDunsing@Gmail.com Pros-Top product features:
- Totally customizable to any industry or work flow (use your company language)
- Shotgun connect (increases speed to call)
- Pull Distribution (leads can be shared based upon criteria)
- Click to Dial (increases calls made by users)
- Lead Prioritization (management sets criteria for which leads are priority)
- Reporting (various canned and ad hoc reports)
- Status specific and smart drip email
- Ease of use (ramp up time for users 2-5 days)
- Blast email capability
- Local caller ID (customer sees local area code on caller ID)
- Lead distribution (granular lead distribution capability)
- Calendar Events/Reminders (via dashboard, email, pop-up or phone call)
- Pre-recorded voice mail messages
- Many other features
Cons-While I personally have not had an issue with customer support, I have heard that some companies have had issues. Support requests are done via email. Your request/issue has to be spelled out very clearly. It's difficult to talk with a live person. Ease-of-use--If the system is set up correctly, it is very easy to use. Less is more in the initial setup. There can be a lot of moving parts behind the scenes that have causal effects. A well-thought-out strategy for using Velocify is needed upfront. Functionality--The system is feature-rich. Most companies don't use all the features provided effectively. Product Quality--In my opinion, Velocify is the Cadillac of the lead management space. The company regularly enhances the product features.

Vorteile: See above

Nachteile: See above

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

Bewertet am 31.3.2014
Joseph S.
Finanzdienstleistungen
Quelle des Nutzers 
Quelle: SoftwareAdvice
5/5
Gesamt
4.5/5
Benutzerfreundlichkeit
4.5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: 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.

Nachteile: 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.

Client since 2009

Bewertet am 7.7.2017
J stephen S.
IT Manager
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
Quelle: SoftwareAdvice
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.

Vorteile: 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.

Nachteile: 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.

It may not be in the top 10, but it's worth a look

Bewertet am 12.11.2019
Jessica M.
Corporate Office Director
Gesundheit, Wellness & Fitness, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: It saved us. It grew our enrollments. It kept us organized. It helped guide us to how often to contact leads. It helped us track our moves.

Vorteile: I used this software at my previous employer. We went from binders of information to a software program that not only kept us organized, but PROMPTED US when to contact someone. Trust in their sales schedule, it works!

Nachteile: I liked it better when it was called Leads360. To me, the name alone told you what the program was. Marking within it's own name!

Velocify

Bewertet am 4.5.2018
Victor C.
Agency Owner
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
Quelle: SoftwareAdvice
1/5
Gesamt
2/5
Benutzerfreundlichkeit
2/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print on contract when I signed as I was in a bind at the time I had tried to set up another CRM and then afterwards they could not take leads from lead provider directly and I had to change quick, I did look at the contract but probably buried somewhere in fine print year to year. The CRM worked well for a while I had an email provider integrated that I was having issues with I canceled the email provider but when I went to sign a new email provider volocify told me they are no longer doing integrations to use their email system I tried to work with them on this but I could not get emails to look right, This is besides the fact that over in AEP all of a sudden on my internet leads if client put # for apt number then most of the lead info did not show, I spent 2 weeks in mid AEP trying to work with them to fix this but they never were able to fix this or explain why what previously worked no longer worked. There were several other issues besides this and the customer service went downhill very much since they were bought out. I called and spoke to a manager who told me I was in contract till sept, I told her of the issues I was having and that I was not told about this yearly contract but moreover I am no longer being provided with the services I was originally getting She said no problem just send email to cancel and she would take care of it right away. I did this but was charged again the next month, I emailed her what happened then she emails me my contract I have been trying to get high up to managers, Mostly I get told I will get a callback but never do. but today I snapped and finally got a phone number to another manager and she gave final no regardless they will continue to charge through sept no matter what I would urge anyone looking into this CRM to choose another

Vorteile: none none none anymore they will charge you full year if you cancel, even if they made changes that dont work for you

Nachteile: 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

Lies weitere Bewertungen