Ellie Mae’s Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments.
- Ellie Mae’s Velocify helps sales teams keep pace with the speed of opportunity to maximize revenue.
- Velocify, a part of Ellie Mae’s end-to-end digital mortgage portfolio, allows you to streamline and optimize your sales process.
Customer Relationship Management (CRM)
- It is a set of applications, policies and technologies used by companies to manage and analyze customer interactions and data throughout the business relationship.
- It helps in improving the rapport between businesses and customers, which assists in customer retention and drives sales growth.
- The CRM system’s main job is to collect information on customers, and compile points of contact between the customer and the agency from channels including the website, direct mail, telephone, live chat, social media and extraneous marketing tactics.
- It also serves as a central repository to track and store the customers’ personal data, buying preferences, and purchase history.
Ellie Mae’s Velocify Integration
Marketing teams rely upon Marketo to attract, nurture, qualify, and deliver win-ready leads to sales. Once a prospect moves to an MQL, however, marketing is often left in the dark, losing visibility into how a lead is progressing down the sales funnel. When you combine Marketo with Velocify’s sales acceleration solution every prospect touchpoint captured by Marketo is fed directly into sales. Sales teams can leverage this data to distribute the right leads to the right reps, prioritize leads when they are at their highest likelihood to close, and tailor communications to match each prospect’s journey.
Key Benefits of Ellie Mae’s Velocify Integration:
Automatically retrieve mortgage leads and distribute them to your sales team. Reassign unworked leads, prioritize all sales communications, and create customized sales workflows.
- Touchpoint Tracking: Immediate access to each and every marketing and sales activity enables reps to tailor communications to a prospect’s individual journey.
- Automated Lead Nurture: Keep prospects engaged with automated drip email campaigns based on lead status or action.
- Closed-Looped Reporting: Combine two powerful data sets for full visibility into the entire sales cycle, from campaign to lead source to closed deal.
Increased Production
It utilizes LeadManager’s advanced logic to prioritize leads, setup reminders, and trigger follow-up actions. Allowing for greater efficiency and increased production.
Expanded Reach
- It utilizes LeadManager to automate routine tasks, such as setting reminders and determining contact hierarchy and method of contact.
Faster Response Time
- Its solution integrate texting into a unified, multi-channel sales engagement solution that automatically distributes leads to the right rep at the right time for immediate follow-up.
Looking for more information on integrating Encompass 360 with Velocify or need help in integrating right technology or HMDA reporting, leave us a message.
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
