Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Gain insights into potential customer attrition ranked by likelihood of loss, customer worth, and retention periods, which facilitates timely intervention and effective retention of assets. Receive tailored suggestions on actions that enhance customer interactions, allowing you to concentrate your sales efforts on distribution partners likely to thrive alongside you in the future. Comprehend the impact of distribution partners on customer retention across different product lines. Direct your upselling and cross-selling initiatives towards customers expected to increase in value over time. Spyglaz refocuses attention on your most essential assets: your customers and distribution partners. By harnessing advanced machine learning techniques, we analyze behavioral patterns and provide actionable insights to drive rapid growth. With the vast amount of data at your disposal, uncovering hidden opportunities within countless records can be a challenge, but our tools are designed to make that process seamless. Ultimately, this approach empowers businesses to optimize their strategies and maximize their growth potential.
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
Botsplash
No
CallTools
No
Campus Cloud Services SIS
No
Cloudvirga
No
Constant Contact
No
Conversica
No
Cyclr
No
Five9
No
Integrations
Adobe Marketo Engage
Yes
Agent Legend
Yes
Botsplash
Yes
CallTools
Yes
Campus Cloud Services SIS
Yes
Cloudvirga
Yes
Constant Contact
Yes
Conversica
Yes
Cyclr
Yes
Five9
Yes
Pricing Details
$200 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
No
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
Spyglaz
Founded
2015
Country
United States
Website
www.spyglaz.com
Vendor Details
Company Name
ICE Mortgage Technology
Founded
2000
Country
United States
Website
www.icemortgagetechnology.com/products/velocify
Product Features
Big Data
Collaboration
No
Data Blends
No
Data Cleansing
No
Data Mining
No
Data Visualization
No
Data Warehousing
No
High Volume Processing
No
No-Code Sandbox
No
Predictive Analytics
Yes
Templates
No
Inside Sales
Auto-Dialing
No
Call List Management
No
Call Recording
No
Campaign Management
No
Dashboard
No
Data Management
No
Lead Capture
Yes
Lead Distribution
No
Lead Scoring
Yes
Performance Management
No
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
Yes
Lead Distribution
No
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
No
Lead Scoring
No
Sales Intelligence
Yes
Search Marketing
No
Segmentation
No
Social Marketing
No
Website Visitor Tracking
No
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training 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