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Velocify Lead Manager Reviews & Product Details - Page 16

Velocify Lead Manager Overview

What is Velocify Lead Manager?

To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify® by ICE Mortgage Technology® puts sales automation to work to keep your team organized and focused on activities that drive more business. Discover the industry’s leading sales automation solution that enables loan officers to more efficiently and effectively drive sales, communicate with borrowers, and close loans faster. Core features include: • Lead Capture and De-Dupe • Configurable Lead Scoring • Flexible Lead Distribution • Continuous Activity Prioritization • Outbound Cloud Dialing • Inbound Call Handling • Automated Lead Nurturing • Real-Time Dashboard and Reporting

Velocify Lead Manager Details
Languages Supported
English
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Product Description

Velocify Lead Manager 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.


Seller Details
Year Founded
2000
HQ Location
Pleasanton, CA
Twitter
@ICE_Markets
71,840 Twitter followers
LinkedIn® Page
www.linkedin.com
511 employees on LinkedIn®
Ownership
NYSE: ELLI
Total Revenue (USD mm)
$360

Tracy R.
TR
Overview Provided by:
B2B SaaS Marketing Leader & Revenue Driver

Recent Velocify Lead Manager Reviews

Verified User
C
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Great tool!"
It is a remarkably beneficial and uncommon platform. I genuinely appreciate the cohesive manner in which they have consolidated everything. I inten...
Navya K.
NK
Navya K.Mid-Market (51-1000 emp.)
5.0 out of 5
"Best tool designed for the unique needs of today's high velocity sales environments"
Better management of sales cycles that makes sales managers and team respond quick to the leads. It is the best CRM and lead management tool with a...
Harsh S.
HS
Harsh S.Small-Business (50 or fewer emp.)
5.0 out of 5
"A 100% useful software"
It's a very helpful & Rare of such an amazing platform. I really liked the way they have kept everything together. I will continue using it & would...
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Velocify Lead Manager Media

Velocify Lead Manager Demo - Continuously Prioritize Activities
Velocify PriorityView ensures reps stay focused on the most important sales activity with a single, centralized list of high-priority sales activities.
Velocify Lead Manager Demo - Dial-IQ Allows Reps to Power Through Call Lists
Velocify's integrated sales dialer Dial-IQ, is built specifically for sales teams that need to operate with a sense of urgency.
Velocify Lead Manager Demo - Gain Actionable Sales Insights
Leverage company and individual performance stats to pinpoint areas of weakness and use insights to focus coaching efforts.
Velocify Lead Manager Demo - Motivate the Right Behaviors and Recognize Success
Leaderboards keep sales teams engaged and competitive each and every day with up to the minute sales activity rankings.
Velocify Lead Manager Demo - Respond Within Seconds With Shotgun Connect
Award hot new incoming leads to sales reps fastest to respond. Shotgun Connect automatically alerts all reps when a new lead comes in. First one to respond wins the lead.
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Video Reviews

294 Velocify Lead Manager Reviews

4.4 out of 5
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294 Velocify Lead Manager Reviews
4.4 out of 5
294 Velocify Lead Manager Reviews
4.4 out of 5

Overall Review Sentiment for Velocify Lead ManagerQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
Verified User in Banking
UB
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

The ability to create it and customize it just for your liking and business needs Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The inability to transfer information to partnering programs Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

It allows me to be organized and keep my thoughts and ideas focused Review collected by and hosted on G2.com.

Verified User in Education Management
UE
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

Easy to move around from report to report. Also enjoy the availability of data Speed to Contact. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

That the leads refresh every 5 minutes...sometimes that will occur will I was still dialing the lead and can cause you to lose focus if someone picks up when your attempting to find the lead again on a certain page you were working. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Have an options tab to add your own personal comments when a specific interaction w a client is not on the list of drop downs. Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

We change lives for the better everyday. Review collected by and hosted on G2.com.

Verified User in Insurance
UI
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

Organized tool to upload your leads. Create follow up dates. Effective way to drill down and monitor your day to day tasks. Click and dial is awesome, schedule calls to dial, change your number for spontaneity Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Only dislike is that I wish I had it earlier Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Get it today. no need to use a pen and paper, outlook, Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Organizing leads, follow up, lead transfer, referral assignments and Velocify solved all these Review collected by and hosted on G2.com.

Verified User in E-Learning
UE
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

I like the ease of being able to disposition calls quickly and get to the next one. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I don't like that the extensions for the phone numbers are not provided. I have to click on the name to go to SalesForce and see it there. Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

The benefits I can see is that it functions much easier with SalesForce and I have been able to accomplish my job of reaching people easier. Review collected by and hosted on G2.com.

Chad H.
CH
Insurance Agent
Insurance
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

The calendar settings and reminders are perfect for managing leads. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Can't think of anything - I think that it covers everything that I need it to. Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Time management for reaching out to leads. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

The staff that we work with daily. our sales manager always goes above and beyond for us. Dave Waltuch is one of the best!! Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

sometimes support isnt very helpful and has to send ticket to someone else. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

definitely beneficial to any company looking for a lead manager. Velocify has exceeded our expectations and helped us grow as a company. the atmosphere is amazing. Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

ALOT! we are utilizing alot of new and old features for our email marketing and looking into more features that will benefit our business model! Review collected by and hosted on G2.com.

Michelle L.
ML
Admissions Advisor
Higher Education
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

Calendar Event Tab is very useful to do follow up calls Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Filters because I feel like there could be a better way to sort Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

NA Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Staying organized and completing follow up calls Review collected by and hosted on G2.com.

Verified User in Capital Markets
CC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

I like best the amount of information you can store with Velocify Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I don't like the amount of reminders that continue to pop up. I wish there was a way to just see all of the follow-ups in one spot instead of continuously getting reminders. Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Trying to keep track of my leads. The benefit is how easy it is to store the information and keep track of my leads. Review collected by and hosted on G2.com.

Verified User in Medical Practice
IM
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

I like how quickly the calls come in and if its a voicemail we know right away it doesn't just ring. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Sometimes the system lags it does not keep up with the persons info as quickly as the call comes in Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Getting people to the correct person quickly. the transfer process is pretty smooth, so instead of having to get up and look its goes right to them. Review collected by and hosted on G2.com.

BP
Assistant Manager
Financial Services
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Velocify Lead Manager?

It does work for you even while you sleep. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I love everything about it except the 3 am emails Review collected by and hosted on G2.com.

What problems is Velocify Lead Manager solving and how is that benefiting you?

Our marketing and tracking of all policy sold has improve tremendously Review collected by and hosted on G2.com.