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Compare Velocify vs ClickPoint Software

Comparison Summary

This comparison report of Velocify vs. ClickPoint Software is based on a specific set of business needs and context. The comparison uses 3673 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Velocify and ClickPoint Software

Velocify, ClickPoint Software, myphoner, Koncert, etc., belong to a category of solutions that help Sales Engagement. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Velocify covers Lead Management with Phone Calls, Engagement Management with Phone Calls, Lead Routing with Phone Calls, Helpdesk Management with Phone Calls, etc.

ClickPoint Software focuses on Lead Management, Helpdesk Management with Phone Calls, Lead Scoring with Phone Calls, Engagement Management, etc.

"We’ve saved six to eight hours in production time per loan by eliminating what used to be dead time. " - Tony Taranto

"Reduced contact time on leads from 30 minutes to less than 5, increasing agent productivity by 66%. " - Jeff Walter

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Velocify

Focus area

Software Failure Risk

  • medium

logo ClickPoint Software

Focus area

ClickPoint Software is better than Velocify for

Software Failure Risk

  • low

About

Mortgage sales software enabling sales engagement through sales process automaton

All-In-One Sales engagement and Lead Management software reaching more prospects with outbound dialing, inbound call routing, Text SMS, and email nurture

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

61

55

Total Goals
(we found evidences for)

11

7

Top Processes

Evidences indicate better relative satisfaction



engagement management

engaging and following up

engaging with scheduling & cadence



communication management

tracking & monitoring communications

sending & publishing communications


helpdesk management


sales call management

meeting management


contact list management


generation of new leads




workflow management


conversion management


campaign management

campaign monitoring


sales document management

contract management

proposal & quote management



social media management

social media analytics





training & onboarding




pipeline management


products & pricelist management



rating and review management


relationship management


lead qualification




follower management


distribution management



performance management


customer feedback management


account management



customer case management





conference call management


motivation management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Scale best practices

  • Acquire customers

  • Improve ROI

  • Enhance customer relationships

  • Shorten ramp up time

  • Improve consistency

  • Grow market share

  • Launch new products

  • Enter new markets internationally or locally

  • Improve internal communications

  • See 8 more
  • Increase sales & revenue

  • Improve ROI

  • Scale best practices

  • Acquire customers

  • Improve digital and social presence

  • Improve efficiency

  • Improve internal communications

  • See 4 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • text SMS

  • mobile

  • mobile app

  • offline

  • website

  • omnichannel

  • events

  • trade shows

  • on premises

  • user generated content

  • blogs

  • out of home

  • billboards

  • See 12 more
  • phone calls

  • e-mail

  • text SMS

  • mobile

  • mobile app

  • offline

  • website

  • omnichannel

  • events

  • trade shows

  • on premises

  • user generated content

  • blogs

  • out of home

  • billboards

  • See 12 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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low

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Business Setting