Avis clients sur Velocify

Logiciel de gestion

Avantages :

Ce logiciel nous permet la bonne gestion de nos clientèle dans le domaine l'assurance habitation.

Inconvénients :

Nous n'avons pas trouvé aucun inconvénients pour ce logiciel c'est recommandable aux utilisateurs.

Great at cadence and keeping your organized.

Avantages :

The cadence is fantastic. Helps keep me organized with leads and integrates with other software. Very clean interface that's easy to understand.

Inconvénients :

I don't like that it can only have 100 leads at a time front facing. It also populates time zones internationally incorrectly. I.e. Australia leads pop up on Friday when it's Saturday down under.

Velocify helps Loan Officers

Commentaires : The learning curve is pretty steep but once you are trained it’s easy to use.

Avantages :

I like the many different reporting options and ease with assigning leads.

Inconvénients :

Velocify is very complicated, and you can’t combine leads and call data into reports together. Tech support could be better and customization is not available.

Velocify

Commentaires : I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print on contract when I signed as I was in a bind at the time I had tried to set up another CRM and then afterwards they could not take leads from lead provider directly and I had to change quick, I did look at the contract but probably buried somewhere in fine print year to year. The CRM worked well for a while I had an email provider integrated that I was having issues with I canceled the email provider but when I went to sign a new email provider volocify told me they are no longer doing integrations to use their email system I tried to work with them on this but I could not get emails to look right, This is besides the fact that over in AEP all of a sudden on my internet leads if client put # for apt number then most of the lead info did not show, I spent 2 weeks in mid AEP trying to work with them to fix this but they never were able to fix this or explain why what previously worked no longer worked. There were several other issues besides this and the customer service went downhill very much since they were bought out. I called and spoke to a manager who told me I was in contract till sept, I told her of the issues I was having and that I was not told about this yearly contract but moreover I am no longer being provided with the services I was originally getting She said no problem just send email to cancel and she would take care of it right away. I did this but was charged again the next month, I emailed her what happened then she emails me my contract I have been trying to get high up to managers, Mostly I get told I will get a callback but never do. but today I snapped and finally got a phone number to another manager and she gave final no regardless they will continue to charge through sept no matter what I would urge anyone looking into this CRM to choose another

Avantages :

none none none anymore they will charge you full year if you cancel, even if they made changes that dont work for you

Inconvénients :

they will charge you full year if you cancel, even if they made changes that don't work for you. if you have an issue with it its very hard to speak with someone

Velocify's LeadManager and Dial-IQ are in a Class of their Own

Avantages :

Velocify demonstrates a deep and unique understanding of the fundamentals of lead conversion and the science which goes into it. The research, studies, surveys, and whitepapers behind their solution are extremely valuable resources that helped us implement and improve our best sales practices for optimal results. Specifically, LeadManager paired with Dial-IQ have helped us dial a new lead within seconds, positioning us to be among the first to contact a prospect, and as a result, we have achieved a 90% contact rate we were never able to achieve in the past. The custom and infinite automated lead distribution programs and methods allow us to create a unique and custom sales cycle for each marketing campaign with a combination of automated calls, emails, and SMS text to optimize conversions. This ensures that no leads fall through the cracks and continues to nurture our database. Velocify's performance-based lead distribution and lead prioritization have helped us leverage our best performers, pairing each lead with the most suited sales rep as well as prioritizing our leads to make the most out of both our leads' and salesforce's time and resources. Call scripts, automated emails, and SMS ensure that all sales reps presentations are consistent with our brand. The infinite reporting abilities make our data 100% transparent, allowing us to measure metrics and analyze data in ways we never knew possible. Results, along with Velocify's lead scoring feature, are instrumental in measuring and fine-tuning our contact and distribution strategies, as well as modifying and adjusting our marketing and buying strategy, saving us very valuable marketing dollars. The list goes on and on.

Inconvénients :

If I had to write something in this box, I would say that I can see how some users who are new to Velocify (or who are generally new to sales automation) may feel that certain functionality, such as reporting, distribution, or email capabilities may seem limited or difficult. It is absolutely the opposite, and I feel that Velocify should better educate its clients on how to truly uncover its full potential so that they can unleash its true power. Each of our businesses has unique needs, and the uniqueness of Velocify lies in its infinite customization abilities, which makes it fit each of our needs. Velocify comes built with the most basic, fundamental sales practices and reporting for the beginner. However, as your needs change and experience level expands, Velocify becomes the sales executive's and administrator's playground, a place where you can let your imagination run wild while knowing that automating almost everything is possible and easy. The reporting functionality and transparency's ability to inspect, modify, and fine-tune is second to none.

Client since 2009

Commentaires : A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.

Avantages :

Features, performance, and support are superb. Rarely experience downtime and the interruptions in service that do occur are resolved quickly. Very flexible system that can be tailored to exacting specifications and needs. Readily accessible support documents and instructional videos assists users in educating/familiarizing themselves with how to use system features.

Inconvénients :

Price can get prohibitive when adding additional features beyond the basic lead management functions. Per user fees and restrictive contract terms can leave companies with very expensive empty "seats" if the number of active users decreases (especially early in the annual contract cycle). Administrator seats incur all the same fees that basic users do even though few to none of the features being charged for are needed or utilized by Admin.

Velocify - Your Right Hand Software

Commentaires : I am very happy with the software and recommend it.

Avantages :

Velocify is that the program that works for you, based on your settings. For instance, I am able to make notes and follow up when the client wants to be reached as velocify emails you a reminder to contact them. I am also able to filter search results/settings based on how many times a client was reached or if they are non-responsive. Under each tab (based on your settings) you are able to enter quite a bit of information and required infomation in order for the lead to be saved.

Inconvénients :

Every so often I do see glitches here and there just like you would with any software, but the support team is very responsive and will guide you through the process of fixing any glitches that may arise. They are also able to do screensharing to fix any issue.

This tool checks a lot of boxes

Commentaires : The ability to make a lot of phone calls very quickly.

Avantages :

The best thing about this software is its ability to do click to call. This works in the dialer view or directly from a lead/contact/opportunity page. This type of automation really saves times when you have to make a lot of phone calls and are working inside of Salesforce all day.

Inconvénients :

I wish that the system had the ability to transcribe recorded phone calls. Recorded phone calls are often stored 2 or 3 times on the Salesforce record, which makes it difficult when you need to go back and listen to something. Transcribing phone calls would be nice so that you could pinpoint certain conversations, and provide coaching opportunities to your team members. If there were also analytics around call times and close rates, that would be helpful as well.

Amazing product for accelerating Sales teams in Salesforce

Commentaires : I would recommend this over soooo many other platforms that claim to do the same thing. Velocify has transformed how we work as a sales team, and its amazing.

Avantages :

I love the ease of setup for this product. They make the back end interface easy to figure out and the customer support for questions is on all the points. I have utilized Velocify for a few years now and absolutely love it. Turned our sales teams 8 mins between lead to call down to 2 mins (avg). Can't argue with results.

Inconvénients :

There can be intermittent down times, they are still fixing a few things but while they are rare, it is a pain in the face. The program also runs primarily on Java, which means that a lot of cookie clean up has to happen in your browser. Which can sort of be a little rough, but its a minor issue.

Easy to pull leads

Avantages :

Velocity is very easy to use and is a great software for pulling leads. Customer service is also really helpful and they are willing to fly out to your office for additional training with an additional cost. There are few bugs too with the software.

Velocify

Avantages :

I like that it integrates sms capability along with ease of finding leads easily

Inconvénients :

There has been issues with velocify freezing up and when you think its down it places 10 comments instead.

Watch out

Commentaires : It was very pleaseant while I was helping them taylor the program to break into the insurance industry, but after I gave them a ton of my time and helped them get thier foot into Allstate Insurance, they disguared me like a piece of trash. They got a little too big to care about the little guys so buyer beware.

Avantages :

It helped me orgainze my leads. I actully spent many nights helping them taylor this program for Insurance Agents.

Inconvénients :

Not only did I spend a ton of my time helping them taylor this program for Insurance Agents, I also helped them get into Allstate Insurance. The least part I like is how they used me and then once they where done they disgaured me like a piece of trash. Shame on them.

It simplifies your sales process.

Avantages :

It is very simple to use and set up. Intuitive and customizable enhanced Ul. The whole marketing process is easy and fast.

Inconvénients :

It is the most expensive of the products I have used.

Experience

Avantages :

I've been using Velocify for 3 years running and couldn't be happier with the platform. Makes connecting to customers enjoyable and efficient.

Inconvénients :

We are a very high volume shop so latency issues and stuttering happen from time to time. Invest a bit more in de-cluttering to maximize speed.

I'm a mortgage loan officer and I truly would not be able to function effectively without Velocify.

Commentaires : I don't know how anyone is sales can live without this. It's paperless, it's convenient, and it's helped me to be more efficient.

Avantages :

Velocify is my lifeline. Scheduling and notation are essential and it's nice to have both capabilities within one resource. It's also great that it communicates with other software.

Inconvénients :

None that I can think of. I just wished I'd have started using it sooner. Maybe better marketing to sales and service related businesses/individuals.

Very Intuitive

Avantages :

Ease of Use. The product allows you to action and reminds you when follow ups are needed. No client goes without a follow up.

Inconvénients :

I have no cons about this product. it integrates well with all of the other programs I run. Thank you!

I would avoid Velocify if you're looking for a CRM

Avantages :

The lead dialer can be helpful when it doesn't have glitches. The system is also relatively easy to learn. Having actions that drive status is also a good feature that helps with driving leads through the process according to what they do or the follow-ups taken and not someone arbitrarily assigning a status.

Inconvénients :

Customer service can be a pain to get hold of. Downtime typically doesn't have a resolution ETA. Reporting limits having standard emails sent out with the reports. Fields cannot be deleted by an admin, and you have to go through an account rep. We had a terrible account rep when launching the product, and both a colleague and I had to work through the weekend to get everything up and running to go live. Imports can only occur one at a time and have limits on the number of records, which end up taking forever. The email integrated is not user-friendly and very complex to develop. Deliverability of the messages is also extremely poor and led us to have to integrate an outside automation platform. The API integration from Velocify has caused us multiple headaches with our outside platforms as well .

Excellent Product

Commentaires : When I came to work at the this firm, which uses Velocify, I was told by multiple people that I would be impressed with the software and should look forward to it. I have been impressed with the accuracy of their statements.

Avantages :

I have only ever had a positive experience with Velocify. It is simple to use and simple to understand.

Inconvénients :

The only complaint I have is when updates are made to the UI and there is no notice, so I click on buttons that did not previously exist. It isn't a problem, just slightly annoying.

Useful

Avantages :

I like that this product lets you access all your leads and their information. The new update made it easier to search for a lead.

Inconvénients :

I don't like that it has a very busy home page. It's overwhelming when you open it up and you have a bunch of data in your face.

Follow ups and lead mgmt made easy

Avantages :

Reminder pop ups, emails, txt and email to clients. Organization is simple. Data entry is simple. Export an excel with ease

Inconvénients :

There isnt anything Inwould change, I would add color selection options to the background to maybe a light blue feature or choice of user

Keeps you Organized

Avantages :

Very customizable. it allows you to stay on track with your leads. I love how you can create views to see different types of leads

Inconvénients :

The report generating feature could be a little bit better, and add more options. It is also not very user friendly.

Easy and organized

Avantages :

How easy it is to stay on top of the leads and make sure you're calling the clients in the right time frames.

Inconvénients :

Some connection issues at times and you can call a lead when another is already on the phone with them. Other than that, no complaints.

Powerfull when used to its fullest extent

Avantages :

I like the integration with the additional software we are required to use and the ease of categorizing all prospects for campaigns

Inconvénients :

the calendar popup that doesn't disappear once complete after you have made the call and categorized it.

Lots of functionality, but little difficult to navigate.

Commentaires : Tracks leads through our process every well. Can get almost all information on a lead I need quickly with a few shortcut buttons.

Avantages :

Velocify has a lot of functions and a lot of quick button views. I can find all the information I need on leads with just a few clicks on a couple of shortcut buttons.

Inconvénients :

Difficult to navigate at first. Once I figured out the shortcuts, it was easier. Still, there are some functions I don't use on a regular basis and it becomes a chore again to figure things out. Also could use some better duplicate lead logic, but that might be how it is set up in my company.

Overall very good

Avantages :

Very easy to use. The system allows the user to navigate easily and does not require much training.

Inconvénients :

Limited from a control purspective. it would be nice to be able to limit the timelines users can be on