Velocify Review

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Last updated: Jan 20, 2020

Velocify Review

ITQlick rating
(4.3/5)

Starting from $60 per user/month

Velocify intelligent sales automation solutions include Velocify LeadManager and Velocify Dial-IQ products that deliver clear, repeatable processes that can systematically accelerate sales performance through r...

  • Categories (4/13):

    • Sales Force Automation (SFA)
    • Sales Automation
    • Marketing Automation
    • Small Business CRM

Shlomi Lavi / updated: Jan 20, 2020

What is Velocify?

Velocify is web-based sales automation software that integrates with your CRM. Two main modules of Velocify include LeadManager, a sales automation application, and Dial-IQ, a cloud-based integrated dialing solution. The company was founded in 2004 by Jeff Solomon, Charles Chase and Tony Christopoulos. The software is designed to provide a secure and flexible platform for mobility and IT integration for the purpose of seamless marketing and sales operations.

Average Rating -

The rating of Velocify is 4.3 stars out of 5. The rating is based on ITQlick expert review.

Typical Customers

The core services that Velocify provides make it suitable for small, medium and big business enterprises as well as startups. Velocify has already worked with more than 1500 companies to enhance the sales performance. This includes a broad spectrum of companies across a variety of industries including finance, insurance, education and technology. Prestigious industrial names such as M&T Bank and Kanopy Insurance are among the customers of Velocify.

Features

Different components of Velocify use the strategy and implantation expertise for the purpose of IT integration of core business systems. The essential components of system integration employed are Customer Relationship Management (CRM), Marketing Automation (MA), Enterprise Resource Planning (ERP) etc.

Along with a combination of web services and standard API protocols. Main features of marketing automation include campaign dashboard, product catalogue email marketing and mailing list management. For sales automation, Velocify provides billing and invoicing services, contact management, lead management and lead tracking. Cloud-based services such as outbound cloud dialing, inbound call handling and phone-based lead routing make sure that the sales environment is optimized for improved sales performance.

Velocify 6 Pros

  • The real-time integrators of the software are connected with more than 1400 lead providers for timely and regular updates.
  • Lead scoring feature of the software is configurable which significantly simplifies the measurement of lead quality. This also allows manipulating lead scores.
  • You can run multiple distribution programs simultaneously, thanks to the powerful and efficient distribution engine and an administration platform that is highly configurable.
  • Sales activities of the team can be prioritized and streamlined with the proprietary prioritization engine of Velocify.
  • Velocify app for iPhone and iPad is available for download from Apple App Store. Besides, 24/7 customer support service is available via phone and internet.
  • Velocify is supported by major operating systems and platforms such as Windows, Linux and iOS.

Velocify 2 Cons

  • Excessive manual configuration makes Velocify a bit difficult for users with no technical background.
  • While the application gives a decent control over lead flow design to the user, the control features lose their charm if the user is not directly involved with the lead flow.

Competitors & Alternatives

The key competitors for Velocify are Koala Cloud Call Center and Sales Dialer.

Koala Cloud Call Center combines lead development with a call center to provide a sales management solution. It is available as a cloud based solution and its features include opportunity management as well as lead nurturing to develop prospects, along with account tracking to store all key customer information. Additionally it includes all the main call center features for both inbound & outbound call management with integration to lead management to ensure targeted calling to potential prospects.

Velocify provides a similar type of solution for sales automation with most call management features also included. However in addition to lead capturing, it also handles lead distribution and recycling with support for workflows to manage the sales development process. Leads can also be scored for sales conversions. Velocify also has APIs to integrate with other customer applications, while having a certified connection with Salesforce for its CRM solution.

Then there is Sales Dialer which combines its own CRM solution for lead development with a call center. While it includes most of the features of Velocify and is cloud based, it also supports email marketing and analytic tools to review the effectiveness of the lead development process as well as the calling campaigns. It also integrates with social media for improved customer engagement and opportunity development.

While Velocify does not provide all of these features, it can be accessed via mobile devices. Additionally it includes executive dashboards for performance monitoring with KPIs, and provides guided selling with best practices to improve sales conversion.

Velocify Pricing Information

The cost of license starting from $60 per user/month. The experts at ITQlick has reviewed Velocify pricing and gave the software a total cost of ownership (TCO) rating of 4 out of 10. Custom price cost for your business is available upon request.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching Velocify in action

Velocify Categories

Sales Force Automation (SFA)
Sales Automation
Marketing Automation
Small Business CRM
Online CRM
Mobile CRM
Mac CRM
Insurance CRM
Customer Engagement
CRM
Complaint Management
Call Center

Specifications

Company:
Address: Sepulveda Boulevard, Los Angeles, CA
Customers: Small business, Medium business, Large business
Business Area: Customer service, Marketing, Sales management
Platforms: Desktop, Mobile, Cloud
Operating Systems: Mac OS, Windows, Linux

Velocify Features

Billing/Invoicing
Call Center Management
Campaign Dashboard
Lead Management
Marketing Automation
Sales Automation
Workflow Rules & Management
Automatic Call Scheduling
Campaign Management
Campaign Performance Reports
Contact Management
Contact Scheduler
Email Marketing
Email Performance Reports
Email Triggers

Velocify Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
License pricing license pricing (if provided by the software vendor)
Hosting
Functionality score
Fit small business
Fit medium business
Fit large business
Software review
Compare
Velocify
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
89/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
4/10
License pricing license pricing (if provided by the software vendor)
$60 per user/month
Hosting
On premise and Cloud
Functionality score
35
Fit small business
Fit medium business
Fit large business
Software review
Xactly
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
92/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
5.4/10
License pricing license pricing (if provided by the software vendor)
Pricing not available
Hosting
NA
Functionality score
3
Fit small business
Fit medium business
Fit large business
Software review
Powerdialer
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
92/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
6.2/10
License pricing license pricing (if provided by the software vendor)
$295 per user/month
Hosting
On premise
Functionality score
4
Fit small business
Fit medium business
Fit large business
Software review
Pipedrive
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
91/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2/10
License pricing license pricing (if provided by the software vendor)
$12 per user/month
Hosting
On premise and Cloud
Functionality score
19
Fit small business
Fit medium business
Fit large business
Software review
Satori
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
91/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
4.4/10
License pricing license pricing (if provided by the software vendor)
$33 per user/month
Hosting
NA
Functionality score
4
Fit small business
Fit medium business
Fit large business
Software review