Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Plecto, a business performance platform, is ideal for mid-market companies and enterprises that need real-time information about their sales, marketing, and finance performance. It integrates all company data into adaptable dashboards that can be viewed on TV's, mobile devices, or desktops. Plecto can be used by all employees of a company, from the CEO to the management to the commercial staff. It allows them all to work from the same data and produce the same 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
Yes
API Access
Has API
No
Integrations
HubSpot Marketing Hub
Yes
AccessOwl
Yes
Adobe Marketo Engage
No
Adversus
Yes
Agent Legend
No
Aircall
Yes
Botsplash
No
Constant Contact
No
Facebook
Yes
Freshdesk
Yes
Integrations
HubSpot Marketing Hub
Yes
AccessOwl
No
Adobe Marketo Engage
Yes
Adversus
No
Agent Legend
Yes
Aircall
No
Botsplash
Yes
Constant Contact
Yes
Facebook
No
Freshdesk
No
Pricing Details
$200.00 per month
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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
Yes
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
Plecto
Founded
2012
Country
Denmark
Website
www.plecto.com/en/
Vendor Details
Company Name
ICE Mortgage Technology
Founded
2000
Country
United States
Website
www.icemortgagetechnology.com/products/velocify
Product Features
Dashboard
Annotations
Yes
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
Yes
OLAP
Yes
Private Dashboards
Yes
Public Dashboards
Yes
Scorecards
Yes
Themes
Yes
Visual Analytics
Yes
Widgets
Yes
Sales Intelligence
CRM Integration
Yes
Data Cleaning
No
Data Enrichment
Yes
Data Import/Export
Yes
Data Mining
Yes
Data Verification
Yes
Email Integration
Yes
Lead Scoring
Yes
List Building
No
Performance Management
Yes
Pipeline Management
Yes
Predictive Modeling/Analytics
Yes
Prospecting Tools
No
Reporting/Analytics
Yes
Sales Forecasting
Yes
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
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