Velocify, a part of the ICE Mortgage Technology Platform, puts sales automation to work for you to keep your team organized and focused on activities that drive more business. Velocify is one of leading web-based CRM and sales management platforms, serving more than 1,500 companies.
What is Velocify?
- Velocify is online customer relationship management and sales automation software.
- Its platform helps sales teams prospect with more precision, accelerate lead engagement, and implement effective workflows, ultimately helping sales teams find and convert more leads.
- It incorporates online marketing, sales, customer care, and communication features.
- It allows users to monitor all sales and lead generation activities to help maximize conversion rates and ensure comprehensive and detailed revenue analytics with customized real-time reports.
Velocify Features
- It is primarily geared towards helping businesses convert prospects and leads into paying customers, as well as to automate the company’s sales operations.
- It comes with robust features, allowing you to improve the performance and productivity of your sales and management teams.
- It keeps sales and marketing personnel up-to-date by providing them with reliable and accurate reports so they have a complete picture of everything that’s happening in the pipeline.
- It also has other capabilities in the bag including lead scoring and prioritization, duplicate lead management tools, lead routing capabilities, and workflow automation.
- Velocify CRM software solution supports Salesforce integration, allowing you to leverage everything that is good from both systems, further enhancing your capabilities when it comes to identifying real leads, converting those leads, and closing sales.
- The web-based platform also provides users with a free mobile application that enables field agents and representatives to monitor sales leads and activities whenever and wherever they are.
- The algorithm powering the platform automatically allocates leads to specific teams and team members. The system sends out notifications via email or SMS.
- Velocify Pulse is designed to give sales teams and marketers the ability to keep pace or stay in touch with the modern consumer.
- It allows your team to turn fast-paced, high-volume opportunities into better conversion rates and improved customer satisfaction.
- Its many different features allow agents and sales reps to be quick on their feet when engaging new leads and maintaining consistent follow-ups.
- Velocify Pulse comes with opportunity management, team management, and business management tools and capabilities that allow your sales team to connect with more leads and convert them more efficiently.
- Velocify LeadManager is a lead management software solution designed specifically for sales teams relying on finding the right lead to engage with and convert.
- It helps to put the right lead next to the right salesperson so you have a far greater chance of converting that lead into a customer.
- It helps to improve productivity by automating routine communications, allowing sales personnel to respond quickly by providing actionable sales insights and making the process of following the appropriate sales process a lot easier for sale reps and teams.
- Velocify LoanEngage is a feature-rich, mortgage CRM solution designed to help establish and develop business relationships.
- Velocify LoanEngage is the only mortgage CRM software powerful enough to unite lenders and loan officers.
- It is ideal for retail mortgage lenders and loan companies as it allows them to effectively manage customer relationships—arguably the most important asset in the industry.
- It helps to enhance productivity, compliance, and visibility.
- It comes with a wide range of features, including referral management, reporting and analytics, marketing automation, and sales lifecycle management. Other useful features are as follows:
- Unified dashboard
- Partner management portal
- Automated communication
- Intelligent sales workflow
- Simplified solutions
- Personalized loan presentations
- Velocify Dial-IQ is a click-to-call sales dialer that allows sales agents and teams to have more conversations and engagement with the real leads at the right time.
- It is designed to help ensure a strong emphasis on efficient voice engagement and sales acceleration, which subsequently facilitates the growth of your company’s conversion rate.
- It comes with a wide range of features, including click-to-dial, inbound/outbound blending, power dialing, reporting and analytics, shotgun connect, international dialing, local presence, pre-recorded voicemails, live coaching, and call recordings.
Velocify is a CRM software solution that gives users the ability to customize and access real-time reports, allocate specific sales leads to specific sales agents and representatives, and other crucial management processes. The software solution facilitates the optimization and streamlining of the lead engagement and sales processes from beginning to end. It is certainly one of the software solutions worth considering.
Looking for more information on integrating Encompass 360 with Velocify, 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.
