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Description

For large organizations, the Rallyware Performance Enablement Platform delivers the right learning or business activity to the right individual at the right time so that every member of the organization always knows what to do next and how to do it in the best possible way. Implementation of the Rallyware Performance Enablement Platform results in the average 24X ROI for our clients. Rallyware has been adopted in 57 countries supporting over 20 languages for millions of users. A data-driven onboarding experience that delivers clear ROI: By analyzing each individual's live performance data and identifying their knowledge and skill gaps, Rallyware offers personalized paths to success through just-in-time training and business activities, driving their performance growth.

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 

Screenshots View All

Screenshots View All

Integrations

Agent Legend No 
BoldLeads No 
Botsplash No 
Causal No 
Constant Contact No 
Conversica No 
Gong No 
Grow No 
HubSpot Marketing Hub No 
InfoTrax Yes 
Keap No 
LenderHomePage No 
LendingWise No 
Mailchimp No 
Mav No 
Sales Boomerang No 
TrueDialog No 
Ytel No 
iContact No 

Integrations

Agent Legend Yes 
BoldLeads Yes 
Botsplash Yes 
Causal Yes 
Constant Contact Yes 
Conversica Yes 
Gong Yes 
Grow Yes 
HubSpot Marketing Hub Yes 
InfoTrax No 
Keap Yes 
LenderHomePage Yes 
LendingWise Yes 
Mailchimp Yes 
Mav Yes 
Sales Boomerang Yes 
TrueDialog Yes 
Ytel Yes 
iContact Yes 

Pricing Details

$60,000/year
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

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) Yes 
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

Rallyware

Founded

2012

Country

United States

Website

www.rallyware.com

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard No 
Key Performance Indicators No 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Employee Engagement

Benchmarking No 
Cultural Alignment No 
Employee Awards Yes 
Employee Guides No 
Employee Recognition Yes 
Feedback Management No 
Goal Management Yes 
Health & Wellness Programs No 
Performance Management Yes 
Pulse Surveys No 

Employee Recognition

Goals Yes 
Leaderboards / Activity Tracking Yes 
Manager-to-Peer Recognition Yes 
Mention Management No 
Nominations No 
Peer-to-Peer Recognition Yes 
Performance Management Yes 
Rewards Catalog No 
Rewards Points Yes 
Social Recognition No 
eCards No 

Gamification

Badge Management Yes 
Collaboration Tools Yes 
Contest Management Yes 
Feedback Management Yes 
For Call Centers Yes 
For Developers No 
For Education No 
For Onboarding Yes 
For Sales Yes 
Goal Setting / Tracking Yes 
Leaderboards / Activity Tracking Yes 
Performance Metrics Yes 
Rewards Management Yes 

Learning Experience Platforms

Built-in Course Authoring No 
Content Sharing Yes 
Employee Portal Yes 
Gamification Yes 
Microlearning Yes 
Mobile Learning Yes 
Multi-User Collaboration Yes 
Recommendations Yes 
Reporting/Analytics Yes 
Self-Service Content Curation No 
Social Learning No 
Third Party Course Library No 

Learning Management Systems (LMS)

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Corporate / Business Yes 
Customizable Yes 
Gamification Yes 
Learner Portal Yes 
Mobile Learning Yes 
Open Source No 
SCORM Compliance No 
Synchronous Learning No 
Video Conferencing No 
eCommerce No 
eLearning Companies No 

MLM

Commission Management No 
Distributor Management Yes 
Inventory Management No 
Lead Management Yes 
Multi-Country Yes 
Order Management No 
Payment Processing No 
Prospecting Tools Yes 
Sales Reports Yes 
Shipping Management No 

Mobile Learning

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Certification Management No 
Content Management Yes 
Corporate / Business Yes 
Employee Training Yes 
Engagement Monitoring Yes 
Gamification Yes 
Media Management No 
Skills Tracking Yes 
Social Learning No 
Student Portal Yes 
Synchronous Learning No 
Testing / Assessments Yes 
Training Companies Yes 
Video Conferencing No 
Virtual Classroom No 
eCommerce No 

Onboarding

Course Management Yes 
Document Management Yes 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook No 
Employee Portal No 
File Management Yes 
Job Description Management No 
Orientation Management Yes 
Self Service Portal Yes 
Task Management Yes 
Tax Forms No 
Training Management Yes 

Performance Management

360 Degree Feedback Yes 
Compensation Management No 
Custom Rating Scales No 
Customizable Templates Yes 
Individual Development Plans Yes 
On-going Performance Tracking Yes 
Peer Appraisals No 
Review Cycle Tracking No 
Self Service Portal Yes 
Self-Appraisals No 
Skills Assessments Yes 
Weighted Performance Measures No 

Retail Execution

AI / Image Recognition No 
Collaboration Tools Yes 
Data Collection Yes 
Inspection No 
Pricing / Placement Optimization No 
Product Education Yes 
Product Promotion Strategy No 
Retail Site Audit No 
Workforce Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics Yes 
Sales Coaching Analysis Yes 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting No 
Territory Management Yes 

Training

Academic / Education No 
Asynchronous Learning Yes 
Blended Learning Yes 
Built-In Course Authoring Yes 
Built-in LMS Yes 
Certification Management Yes 
Corporate / Business Yes 
Learner Portal Yes 
Mobile Learning Yes 
Simulation No 
Synchronous Learning Yes 
Training Companies Yes 
eCommerce 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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