Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Upland Altify stands as a leader in revenue optimization, dedicated to empowering businesses to extract maximum value from every customer interaction to enhance their revenue streams. The concept of Customer Revenue Optimization (CRO) is pivotal in equipping sales teams to secure critical opportunities, expand revenue within their primary accounts, and refine sales execution by synchronizing the broader revenue team. Altify's CRO applications, seamlessly integrated into the Salesforce platform, assist countless sales professionals, leaders, and executives in achieving ongoing optimization of customer revenue and sustained sales achievements. The ALTIFY SALES PROCESS MANAGER is designed to direct sellers through a systematic and validated sales approach, enhancing their chances of achieving favorable results for both themselves and their clients. Utilizing established industry templates tailored to fit your organization, the Sales Process Manager visually outlines your sales workflow, providing essential links to the appropriate content and tools necessary for your sales team to effectively navigate opportunities through the sales funnel, ensuring a streamlined and effective sales experience. By implementing these strategies, companies not only maximize their sales potential but also foster lasting relationships with their customers.
Description
Thriving in the current mortgage landscape necessitates an efficient and refined sales strategy. Velocify®, part of the ICE Mortgage Technology™ Platform, harnesses the power of sales automation to enhance your team’s organization and keep them centered on activities that generate greater revenue. By streamlining and implementing your tailored sales process in Salesforce, your sales executives, Salesforce administrators, and loan officers will be better equipped to expand the business and finalize more loans. With this integration, your Salesforce setup transforms into a robust tool for prospecting, closing deals, and generating insightful reports. Are you prepared to boost your lead conversion rates by an impressive 400%? Access mortgage leads from more than 1,400 integrated sources, automatically allocate new leads, reassign those that have yet to be addressed, prioritize sales communications, and design personalized sales workflows to ensure all leads receive prompt attention. By responding swiftly to urgent leads, you can adopt smarter selling techniques and ultimately close a greater number of loans, leading to increased profitability and growth opportunities for your business.
API Access
Has API
No
API Access
Has API
No
Integrations
AccuRoute
Yes
Adobe Marketo Engage
No
Botsplash
No
CallTools
No
Campus Cloud Services SIS
No
Causal
No
Cloudvirga
No
Conversica
No
Cyclr
No
Five9
No
Integrations
AccuRoute
No
Adobe Marketo Engage
Yes
Botsplash
Yes
CallTools
Yes
Campus Cloud Services SIS
Yes
Causal
Yes
Cloudvirga
Yes
Conversica
Yes
Cyclr
Yes
Five9
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$60 per user per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Upland Software
Founded
2010
Country
United States
Website
www.altify.com
Vendor Details
Company Name
ICE Mortgage Technology
Founded
2000
Country
United States
Website
www.icemortgagetechnology.com/products/velocify
Product Features
Account Planning
Account Segmentation
No
Account Tracker
No
Annual Account Plan
No
Communication Matrix
No
Competitor Stacking
No
Dashboard
No
Performance Metrics
No
Relationship Mapping
No
Trend Monitoring
No
White Space Analysis
No
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
No
Sales Coaching
Assessments
No
Audio / Video Conferencing
No
Built-In Course Authoring
Yes
Call Recording
No
Gamification
No
Goal Setting / Tracking
Yes
Learning Plans
Yes
Onboarding
Yes
Performance Metrics
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
No
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
No
Proposal Management
Yes
Territory Management
Yes
Training Management
Yes
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
No
Email Sequences
No
Email Tracking / Automation
No
Lead Management
Yes
Reporting / Analytics
Yes
Sales / Voice Dialer
No
Sales Automation
Yes
Search
Yes
Task Management
Yes
Templates
No
Workflow Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
Yes
Lead Management
No
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No
Product Features
Inside Sales
Auto-Dialing
Yes
Call List Management
Yes
Call Recording
Yes
Campaign Management
Yes
Dashboard
Yes
Data Management
No
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
No
Lead Capture
No
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
Yes
Sales Acceleration
CPQ
No
Campaign Management
No
Dialer
No
Email Sequencing
No
Email Templates
No
Email Tracking
No
List Building
No
Meeting Scheduler
No
Predictive Analytics
No
Reporting
No
Sales Gamification
No
Sales Intelligence
No
Sales Workflow Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No