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Velocify Lead Manager Reviews & Product Details - Page 29

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 Information Technology and Services
AI
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Velocify Lead Manager?

The automated distribution and Dial-IQ functionality have completely changed the processes we employ and our sales figures have never been better, but the support and training has proven to be just as impressive as the available functionality. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The initial setup was a bit challenging, but that was mostly due to our having a number of items in flux during the implementation. Once we assigned a dedicated admin, the Velocify support team was able to get us up and running. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

The biggest recommendation I have to to make sure that you have at least one individual set to be the dedicated admin. It takes some time to get comfortable with the distribution and campaign settings and it becomes problematic if the admin is not fully invested in the implementation and ongoing maintenance. Review collected by and hosted on G2.com.

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

We initially turned to Velocify to improve the efficiency of our lead distribution and contact processes. Prior to Velocify, we had a deeply confusing morass of untouched leads that often sat far too long before the initial contact was made. Velocify's distribution and tracking methods have reduced our untouched leads to almost zero and dramatically improved our closing percentages across the board Review collected by and hosted on G2.com.

Matt S.
MS
Residential/Commercial Mortgage Broker
Real Estate
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

Keeps track of all the pertinent information easily categorized. and also allows you to adjust to my liking Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

nothing, pretty much anything can be adjusted to my liking Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

I have been using this system for 2 years+. I highly recommend it to any mortgage professional in need a of a lead system. Review collected by and hosted on G2.com.

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

Because I get the lead moments sooner using this system, I am able to get to the client quicker than my competition Review collected by and hosted on G2.com.

BA
Chief Operating Officer
Law Practice
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Velocify Lead Manager?

The guided selling concept makes setup quick and easy, and makes the process much more streamlined for the end users. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Setup is a little tricky at first but once you get comfortable with the application it is actually very simple. Review collected by and hosted on G2.com.

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

By using Velocify we are able to prioritize our leads and dial through them in much more efficient manner. Leads are touched in the companies systematic process that ensure greater success versus having users randomly calling on leads. We doubled our efficiency rate in the first days and saw a substantial in crease in closed deals. Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

it is easy to use any where. It provides good support in a sales world. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

that you have only limited veiws and options to allow for effecitve follow up Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

ask about each view option and make sure it meets the needs of your sales staff and helps with being efficient in transition to your other programs Review collected by and hosted on G2.com.

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

n/a Review collected by and hosted on G2.com.

Jason C.
JC
Senior Mortgage Advisor/Team Leader
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

The structure and easy set up of their system. Makes managing my leads as simply as it gets Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Their doesn't seem to be any flaws w/ their system that i have come accross Review collected by and hosted on G2.com.

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

I'm a lender and it is perfect what what i need to make sure i don't miss out on any opportunities. Review collected by and hosted on G2.com.

Jacqueline B.
JB
Sr. Loan Officer
Real Estate
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

Velocify puts your most important contacts to the top of your list and reminds you consistently to call Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

Some of the tabs... sometimes customer service wont help you if you didn't set up the account Review collected by and hosted on G2.com.

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

People don't fall through cracks.. as long as inputted in system. Make more calls.. make more sales... Review collected by and hosted on G2.com.

Verified User in Financial Services
UF
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

I like that I will not fogot to call my leads that it gives you a pop up and allows me to set email reminders too, Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

I dislike that you have to go back and hit complete on a calnder event. It should clear it automatically. Review collected by and hosted on G2.com.

Recommendations to others considering Velocify Lead Manager:

Great sales tool so that you are not wasting money on the leads you have purchased. Review collected by and hosted on G2.com.

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

Mkaing sure my leads do not go to waste. They are called in order of priority. Review collected by and hosted on G2.com.

JS
AVP
Financial Services
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Velocify Lead Manager?

Velocify demonstrates a deep and unique understanding of the fundamentals of lead conversion and the science which goes into it. Their research, studies, surveys and whitepapers behind their solution are extremely valuable resources that helped us implement and continue to 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, ensure that no leads fall through the cracks and continue 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 prioritize our leads making the most out of

our leads and sales force's time and resources. Call scripts, automated emails & 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 thought possible as well as data we never considered measuring. The results along with Velocify's lead scoring feature were instrumental in measuring and fine tuning our contact and distribution strategies as well as modifying and adjusting our marketing and buying

strategies optimizing our conversions and improving them by as much as 400% saving us very valuable marketing dollars for a better ROI. List goes on and on... Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

If I should write something in this box, I can see how some users who are new to Velocify (generally new to intelligent 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 can better educate its clients on how to truly uncover its full potential, learn all its features, unleash its true power and show them how each directly impact their business. Each of our businesses has unique needs and the uniqueness of Velocify lies in its infinite customization abilities to fit each of our needs. Velocify comes built with the basic most fundamental sales practices and reporting for the beginner. However, as your needs change and experience level expands, Velocify becomes the sales executives' and administrators' playground - a place where you can let your imagination run wild knowing that automating almost everything is possible, easy and the reporting functionality and transparency allowing you to inspect, modify and fine tune is second to none. Review collected by and hosted on G2.com.

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

Prior to selecting Velocify, we identified our business' specific needs and challenges first. We needed a solution that improves our speed to contact a lead, a custom sales cycle for each of our unique marketing campaigns (both inbound and outbound), automate a contact strategy for each of those campaigns that consists of calls, emails and SMS not only to boost our short term conversions but also nurture our database

for future results, we knew that certain sales reps perform better than others with certain leads or sources and we needed to better leverage that, we realized we were asking more from our sales reps than they can handle, so we needed ways to prioritize their work flow, leads and

improve their efficiency. We also needed a solution that helps speed up new hires' ramp up time and frees up the sales reps' time to what they are best at - selling! Shifting gears between the various lead types and sources was difficult so we needed sales scripts functionality and alert systems as well as creating consistency between their sales presentations and our brand. Last, reporting and lead analytics was a very big

factor. We needed full transparency over our data to not only measure each of those metrics but also use the data to improve our lead buying strategies, marketing efforts, improve our lead distribution, utilize our "Big Data" and much more. I am extremely satisfied that Velocify not only presented a solution for each of our challenges and needs but also opened up new ways to enhance our performance by measuring and automating aspects of our business we didn't even consider. Review collected by and hosted on G2.com.

Verified User in Internet
AI
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Velocify Lead Manager?

Velocify can be easily customized without IT Support which allows you to build the system around your company's sales process. In addition, they provide good support documentation as well as support via email & phone. The system is user friendly, so you can train new salespeople quickly. It's one of the most adaptable lead management system's on the market. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

We use Velocify's Click To Dial functionality for the efficiency it provides our Sales Team in making calls but more importantly for the insight we get on call attempts and talk time. There are some standard reports provided, however, we'd like to see a little more robustness in the dialing reporting so we can drill deeper into individual performance as it relates to the calls they make. Review collected by and hosted on G2.com.

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

We were looking for a better way to measure sales & marketing performance, as well as provide our sales team with a simple way to manage their leads and effectively call and follow up on sales opportunities. Velocify has provided us with the reporting needed to insure our sales team is putting forth the effort to convert leads. In addition, it allows our marketing team to measure performance of individual campaigns. In the first 2 months of using Velocify we realized significant improvement on our ability to convert internet leads. Review collected by and hosted on G2.com.

Pamela U.
PU
Founder
Marketing and Advertising
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Velocify Lead Manager?

I have been using Velocify for 2 years now. It's extremely user friendly. And Easy to use. Review collected by and hosted on G2.com.

What do you dislike about Velocify Lead Manager?

The extra charges for everything like text messaging. Review collected by and hosted on G2.com.

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

Lead generating tool that's easy to use wherever you are. Review collected by and hosted on G2.com.