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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Life in a bustling office is often far from straightforward. Nowadays, organizations employ a variety of document management systems, each presenting its own set of advantages and challenges. As a leader in your team, you're probably juggling numerous email threads, instant message alerts, and word-processing files simultaneously. Your attention frequently shifts to the next attention-grabbing notification. To assist you in regaining your concentration and streamlining your work life, Team-One is at your service. This platform is crafted for effortless integration with Google Drive, Salesforce, and all the essential tools necessary for a more efficient workflow. Additionally, it includes pre-configured connectors along with widget and REST APIs, ensuring full compatibility with all of your business applications. With Team-One, you can foster and strengthen customer relationships while also collaborating and sharing effectively, ultimately guiding your clients toward achieving their objectives. Embrace the opportunity to reclaim your focus and enhance productivity in your workplace.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Mailchimp
Agent Legend
CallTools
Cloudvirga
Cyclr
Formstack Documents
GitHub
Gong
HubSpot Marketing Hub
Keap
Marketo
Mav
ProspectBoss
Sales Boomerang
SlideShare
TrueDialog
WebRezPro
iContact
truDigital

Integrations

Mailchimp
Agent Legend
CallTools
Cloudvirga
Cyclr
Formstack Documents
GitHub
Gong
HubSpot Marketing Hub
Keap
Marketo
Mav
ProspectBoss
Sales Boomerang
SlideShare
TrueDialog
WebRezPro
iContact
truDigital

Pricing Details

$5.99 per month
Free Trial
Free Version

Pricing Details

$60 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BroadConnect

Founded

2005

Country

Canada

Website

www.broadconnect.ca/team-one/

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Product Features

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Alternatives

Alternatives

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