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Description
Visually prioritize your data for enhanced efficiency in prospecting tasks. With a single click, you can conduct research that significantly increases productivity. Eliminate the overwhelming amount of data to emphasize only the essential information required during phone conversations. We advocate for the principle that having less data can lead to better outcomes. This approach is particularly beneficial for Sales Development Representatives (SDRs) and business development teams. Utilize data filtering to streamline priorities for account executives and account-based selling strategies. By incorporating location-centric data alongside lead and account information, you can effectively strategize for travel and meetings. Take advantage of location-based functionalities to promote local events such as expos, workshops, user group meetings, and other regional gatherings. Tailor campaigns to target specific industries related to upcoming conferences in your vicinity. Ensure effective communication prior to travel arrangements for meetings with prospects and clients. Customize user views depending on the role, such as SDRs versus Regional Managers, or filter by division. This system promotes repeatable and scalable processes. Additionally, it simplifies training and expedites onboarding by providing all team members within a group with uniform features. Furthermore, all desktop functionalities are optimized for seamless use on mobile devices, ensuring productivity even while on the move. This holistic approach not only enhances individual performance but also fosters team collaboration and efficiency.
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
Botsplash
No
CallTools
No
Campus Cloud Services SIS
No
Constant Contact
No
Cyclr
No
Five9
No
Formstack Documents
No
Gong
No
Grow
No
Integrations
Adobe Marketo Engage
Yes
Botsplash
Yes
CallTools
Yes
Campus Cloud Services SIS
Yes
Constant Contact
Yes
Cyclr
Yes
Five9
Yes
Formstack Documents
Yes
Gong
Yes
Grow
Yes
Pricing Details
$21 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
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)
No
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Valgen
Country
United States
Website
www.valgen.com
Vendor Details
Company Name
ICE Mortgage Technology
Founded
2000
Country
United States
Website
www.icemortgagetechnology.com/products/velocify
Product Features
Inside Sales
Auto-Dialing
No
Call List Management
Yes
Call Recording
No
Campaign Management
Yes
Dashboard
Yes
Data Management
No
Lead Capture
Yes
Lead Distribution
No
Lead Scoring
Yes
Performance Management
Yes
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