Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Direct Focus CRM software empowers your sales team with the necessary insights to comprehend customer preferences and provide seamless sales experiences. This platform fosters the development of enduring customer relationships while offering comprehensive support for your sales, marketing, and service operations. Through our advanced lead management system, you can pinpoint and connect with top prospects at the beginning of the sales cycle. It provides a clear view of all lead and customer data, allowing for effective prioritization and qualification through guided surveys. By enhancing the connection between marketing and sales, you can successfully convert a higher number of prospects into loyal customers. The opportunity management features grant you valuable insights into prioritized leads, effectively nurturing your sales pipeline and introducing essential contacts to sway the sales process and hasten purchasing decisions. Furthermore, this solution centralizes product and sales information, facilitating collaboration among your salesforce and ensuring everyone is aligned towards common goals. Ultimately, Direct Focus CRM not only streamlines your sales efforts but also enhances overall productivity and results.
Description
Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Marketo Engage
No
Agent Legend
No
BoldLeads
No
Botsplash
No
CallTools
No
Causal
No
Five9
No
Formstack Documents
No
HubSpot Marketing Hub
No
Keap
No
Integrations
Adobe Marketo Engage
Yes
Agent Legend
Yes
BoldLeads
Yes
Botsplash
Yes
CallTools
Yes
Causal
Yes
Five9
Yes
Formstack Documents
Yes
HubSpot Marketing Hub
Yes
Keap
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$60 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Direct Focus
Founded
1990
Country
United States
Website
directfocussoftware.com/Products/Sales-CRM-Software.aspx
Vendor Details
Company Name
ICE Mortgage Technology
Founded
2000
Country
United States
Website
www.icemortgagetechnology.com/products/velocify
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Inside Sales
Auto-Dialing
Yes
Call List Management
Yes
Call Recording
Yes
Campaign Management
Yes
Dashboard
Yes
Data Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
No
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
Yes
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No