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Compare Efficy CRM vs Velociti

Comparison Summary

For Efficy CRM vs Velociti comparison, Our AI algorithm looked at 716 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Efficy CRM and Velociti to solve their respective business needs.

Pros and cons of Efficy CRM and Velociti

Efficy CRM is more suited to businesses that require Contact List Management and Sales Document Management with Phone Calls where as Velociti is focused towards Promotion Management with Promotions and Distribution Management .

logo Efficy CRM

Focus area

Efficy CRM is better than Velociti for

Software Failure Risk

  • low

logo Velociti

Focus area

Software Failure Risk

  • medium

About

Efficy CRM | Online CRM which organises the management of your business activity and your customer service

Sales Force Automation & Retail Execution – Velociti ...

Age

2005

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

43

12

Total Goals
(we found evidences for)

7

2

Top Processes

Evidences indicate better relative satisfaction


contact list management


sales document management

proposal & quote management

contract management


helpdesk management


engagement management

engaging and following up


communication management

sending & publishing communications


relationship management


campaign management


distribution management




products & pricelist management



business development


relationship marketing



content management


knowledge management


training & onboarding


conference call management



opportunity management


promotion management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Grow market share

  • Enter new markets internationally or locally

  • Improve ROI

  • Scale best practices

  • Increase sales & revenue

  • See 4 more
  • Improve visibility

  • Grow market share

Top Channels

Channels Used

  • promotions

  • mobile

  • mobile app

  • promotions

  • mobile

  • mobile app

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

low

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medium

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Business Setting