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features
design
support

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Write a Review

Description

We enhance the commercial operations of the nation's most rapidly expanding companies. In Brazil, these leading firms depend on Exact Sales for their commercial management needs. Exact Sales merges a unique methodology with cutting-edge software solutions. The primary objective is to boost sales, improve value delivery, and drive revenue growth. By streamlining the customer journey, we ensure that leads are efficiently qualified during the Presales phase. Our approach harnesses Big Data to create targeted lead lists, allowing for precise segmentation and more effective prospecting aimed at identifying the ideal contacts. This results in heightened productivity for the sales team through structured email communications and prospecting workflows, facilitating the progression of leads through the sales funnel across various channels. Additionally, we utilize dynamic approach scripts to pinpoint business challenges and evaluate lead readiness while implementing advanced machine learning and Boolean logic for enhanced segmentation. Our innovative strategies empower sales teams to make informed decisions and ultimately achieve greater success in their outreach efforts.

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 

Screenshots View All

Screenshots View All

Integrations

Agent Legend No 
BoldLeads No 
Botsplash No 
Campus Cloud Services SIS No 
Causal No 
Cloudvirga No 
Conversica No 
Cyclr No 
Five9 No 
Formstack Documents No 
Gong No 
Grow No 
HubSpot Marketing Hub No 
Keap No 
LeadsBridge No 
LenderHomePage No 
Mailchimp No 
Mav No 
SlideShare No 
TrueDialog No 

Integrations

Agent Legend Yes 
BoldLeads Yes 
Botsplash Yes 
Campus Cloud Services SIS Yes 
Causal Yes 
Cloudvirga Yes 
Conversica Yes 
Cyclr Yes 
Five9 Yes 
Formstack Documents Yes 
Gong Yes 
Grow Yes 
HubSpot Marketing Hub Yes 
Keap Yes 
LeadsBridge Yes 
LenderHomePage Yes 
Mailchimp Yes 
Mav Yes 
SlideShare Yes 
TrueDialog 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 Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Exact Sales

Founded

2014

Country

Brazil

Website

www.exactsales.com.br/

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

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 Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow 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 

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