Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Every tool utilized within a contact center offers a unique insight into the operational health, each insight prompting a specific action to be taken. ClearView stands as the unified source of truth for these varied insights, enabling you to dedicate less time to report generation and more time to achieving tangible results. Just like when you're multitasking by driving, conversing on the phone, and enjoying a breakfast burrito—it's easy to lose focus and veer off course; the real-time alerts from "rumble strips" help you make necessary adjustments. In a similar fashion, ClearView acts as a virtual rumble strip for employees, notifying them of unproductive habits to maintain team focus. Historically, reports were exclusively directed toward management and then slowly filtered down to agents, often treated as an afterthought. In contrast, today’s call center agents not only have the capability to read reports but also thrive on constant updates. With ClearView, agents remain consistently informed about their performance, allowing you to concentrate on the most critical aspects of your operation. This shift ensures that teams are more engaged and proactive in their roles, ultimately driving better outcomes.

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

Adobe Marketo Engage
BoldLeads
Botsplash
CallTools
Campus Cloud Services SIS
Causal
Cyclr
Five9
Gong
HubSpot Marketing Hub
Keap
LenderHomePage
LendingWise
Mailchimp
Mav
ProspectBoss
Sales Boomerang
TrueDialog
truDigital

Integrations

Adobe Marketo Engage
BoldLeads
Botsplash
CallTools
Campus Cloud Services SIS
Causal
Cyclr
Five9
Gong
HubSpot Marketing Hub
Keap
LenderHomePage
LendingWise
Mailchimp
Mav
ProspectBoss
Sales Boomerang
TrueDialog
truDigital

Pricing Details

No price information available.
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

ClearView

Founded

2012

Country

United States

Website

clearviewlive.com/dashboards/

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

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

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

ClearView CRM Reviews

ClearView CRM

Doubleknot

Alternatives

ClearView Reviews

ClearView

Castellan Solutions
Groove Reviews

Groove

Clari