CUSPERA

Velocify

4.33 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(3660 Reviews)

Velocify: Sales Software to Boost Sales Team Productivity

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About Velocify

Velocify is a Cloud based mortgage sales software for sales, marketing teams to accelerate borrower engagement, increase revenue, performance and sales engagement.

It helps teams to boost borrower’s engagement through automated workflows, it allows finalizing the deal and closing the deal faster using phone, voicemail, and email.

It uses customized sales workflows for converting more leads, it has in built salesforce integration which helps in more lead generation and increasing the revenue.

Peer and Expert Reviews
for Velocify

Goals

Increase sales & revenue and Shorten ramp up time are the most popular goals peers achieved using Velocify .

Other goals:

  • Improve ROI
  • Scale best practices
  • Improve consistency
  • Acquire customers
  • Grow market share
  • Launch new products
  • Improve internal communications
See all goals See less goals

Channels

It is the best suited for phone calls, e-mail, text SMS, channels.

Other channels:

  • offline
  • point of sale
  • website
  • chat
  • video
  • on premises
See all channels See less channels

Processes

Peers recommend lead management, lead routing, engagement management, as the business processes that they have been most satisfied while using Velocify .

Read Reviews of Business Process for Velocify

Lead management With Phone calls

Lead routing With Phone calls and E mail and Text sms

Engagement management With Phone calls and E mail

Engaging and following up With Phone calls and E mail

Communication management With Phone calls and E mail

Tracking & monitoring communications With Phone calls

Sending & publishing communications With E mail and Phone calls

Campaign management With E mail and Text sms and Phone calls

Campaign monitoring

Sales call management With Phone calls and E mail

Call recording With Phone calls and Offline and Point of sale

Meeting management With E mail and Text sms and Phone calls

Call analytics With Phone calls

Workflow management With Phone calls and E mail and Text sms

Helpdesk management With Phone calls and E mail

Contact list management With Phone calls and E mail

Tracking contacts With Phone calls

Generation of new leads With Phone calls and E mail

Lead scoring With E mail and Phone calls

Market research

Lead tracking With Phone calls

Conversion management

Drip marketing With E mail and Phone calls

Social media management With Phone calls

Social media analytics With Phone calls

Lead engagement With Phone calls

Sales document management With Phone calls

Contract management With E mail and Phone calls

Proposal & quote management With Phone calls

Digital signature

Lead analytics

Customer case management With E mail

Coaching With Phone calls

Training & onboarding With Phone calls and E mail

Product marketing With Phone calls

Lead nurturing With Phone calls

Pipeline management

Products & pricelist management

Advertisement With Website and Offline and On premises

Rating and review management

Relationship management

Loan management

Follower management

Distribution management With Phone calls

Collaboration

See allless Activities

Popular Business Setting
for Velocify

Top Industries

  • Financial Services
  • Education
  • Insurance

Popular in

  • Mid Market
  • Small Business
  • Large Enterprise

Peers used Velocify to Increase sales & revenue and Shorten ramp up time

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IT and Other Capabilities
for Velocify

  • Low
  • Medium
  • High

data

Data Export

Data Import

Support

Email Support

Phone Support

24/7 Support

Chat Support

Other

AI Powered

Analytics

Custom Reports

Failure Risk Guidance Security Report ?

See Sample Risk Report

Overall Risk Meter

Low Medium High

Top Failure Risks for Velocify

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First 5 Reports are Free

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Vendor Profile Details

Company Name Ellie Mae
Company Website https://www.elliemae.com/
HQ Location Pleasanton, California
Employees 501-1000
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