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Description de Veloxy
Grâce à l'IA, Veloxy permet aux équipes de ventes de s'engager dans Salesforce, d'enregistrer leurs activités et de mettre à jour leur pipeline, même en déplacement. La gestion des ventes permet de mieux prévoir et gérer les activités (appels, e-mails, activités, etc.).
Connectez votre Salesforce et Outlook/Office 365 ou Gmail à Veloxy pour suivre les e-mails (uniques ou groupés), les activités, les leads et les contacts, le tout en un seul endroit.
Concentrez-vous sur les activités de vente productives, tandis qu'un assistant virtuel basé sur l'IA s'occupe du reste en coulisse.
Qui utilise Veloxy ?
Toute entreprise utilisant Salesforce et Outlook/Office 365 ou Gmail bénéficiera de Veloxy (Mobile, Inbox et Analytics). Voici une plateforme que les professionnels de la vente aimeront à utiliser au quotidien !
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Avis sur Veloxy
Powerful program for advanced users.
Commentaires : I can tell the training and support for Veloxy is comprehensive. I was part of a training for Veloxy and we veered into the trainer making sure we all enable the right options and had access to the updates. He was very attentive and detailed, which helps me be assured that even though I don't fully understand Veloxy's capabilities right now, I have full support to eventually master the program.
Avantages :
Veloxy is able to keep me updated with important information such as which opportunity are near my current geographic area, and who opened my email.
Inconvénients :
The learning curve is steep. I still don't fully know how to use the capabilities of the software but I can tell once I do learn, it will be incredibly helpful.
Veloxy is amazing
Commentaires : This tool gives me extra time during the day. From door-to-door prospecting, to basic email communication, and funnel management, Veloxy seamlessly integrates to Salesforce allowing me to do exactly what I need to do without having to navigate through multiple clicks and page loading. Another function that has increased my sales volume is the ability to track an email that I send to a prospect and see when they open the email, how many times that email has been opened, what kind of device they are using, and where in the world that email has been opened! Now I know if they are really curious and if they are passing along my message throughout their company. This is a must have for any organization that wants to track their activity within a robust CRM, as well as a sales rep that wants to maximize their customer contacts!
Avantages :
Veloxy allows the user to call a contact in Salesforce directly from their smartphone and then the app automatically logs that call into Salesforce under the right opportunity/account/prospect. The software plugs into Outlook to allow the user to utilize email templates from their smartphone or desktop and then logs the outgoing email to Salesforce under the right opportunity/account/prospect. Veloxy makes inputting new prospects/opportunities/accounts into Salesforce at least 50% faster. Veloxy will track the emails the user sends to a contact and let the user know when that email is opened as well as how many times it was opened, where in the world the user opened that email and how many times that email was viewed.
Inconvénients :
This product is not free but the value that it adds to the sales process will meet any Return On Investment model.
Veloxy for T-Mobile
Commentaires : Best Experience? Being able to know where my salesforce accounts are at when I am out and about! I purposely get lost when i go door pulling, and it makes it worthwhile when your Veloxy alerts you of other nearby businesses from your saleforce.
Avantages :
I love how effective it makes me and how much time it can save me.
Inconvénients :
The interface is outdated. It lags and crashes often.
Great app, great features! Change the way you sell!
Commentaires : I honestly would dread the daunting task of putting my activity from the day into salesforce at the end of the day. I work outside sales and am always on the go. This app has saved my life. I love when I am driving in my territory and I get a notification about a prospect coming up on my left or right... I haven't touched them in a while so what I now do is stop in right then and there. Before, i would just keep driving and stay in busy mode. This has helped me to solidify more appointments and in turn make more sales. I love the geo map as well because a piece of my job is picking up the phone. Sometimes i get my best information about a new prospect over the phone and don't realize they are in the same area as an existing client. So pulling it up by opportunity is amazing! It's not cold calling anymore, its warm calling. Thank you so much Veloxy!
Avantages :
Ease of use, the format! Opening it up and seeing the chart of open/closed and various stages of my book of business is so nice and keeps me motivated. Notifications when I am close by an opportunity that i haven't talked to or called in a while is AMAZING!!!! Follow ups are the name of my business so this alone is one of the biggest game changer in my business. I love geo-map. Some of the best information i get is when i pick up the phone and call a prospect. However, it gets lost in the shuffle until my task comes up. It's so nice to pull up the geo map and see all my opportunities in any given area and walk in as if its a warm call. All the info is right there and the person I talk to (if you take great notes, this app will change your life)
Inconvénients :
It won't let me add a company on the fly.. even if it's on the map. Unfortunately, my company requires the shipping zipcode and not the billing but I understand that it's unique in my company to prefer the shipping zip code. Veloxy's app only asks for the billing zip so when it tries to add it into my CRM, my CRM blocks it from becoming a new account.
Amazing and Useful Tool that makes my life easier!
Commentaires : I have been using Veloxy for over 2 years now, and have been a huge advocate of the product. Since inception, I have been a power user and have stayed in regular contact with the programming and executive team and have provided feedback when necessary, that has ALWAYS been promptly applied to the production tools. Excellent customer service, and wonderful UI provide me with an essential suite of tools to make my job easier every day!
Avantages :
Amazing tool that enhances my daily activity and allows me to track and stay laser focused on my Sales Force funnel and pipeline. Not to mention an amazing Outlook integration to seamlessly keep in contact with my prospects and customers.
Inconvénients :
I didn't have it in my arsenal sooner! Some features were not available at launch that I would have hoped for, but they all showed up down the road!
