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Description

Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gong Yes 
AccessOwl Yes 
Aircall Yes 
BoldLeads No 
Botsplash No 
Cal ID Yes 
Constant Contact No 
Conversica No 
Five9 No 
Gmail Yes 
HubSpot CRM Yes 
Keap No 
LeadsBridge No 
LendingWise No 
Mailchimp No 
Microsoft 365 Yes 
Pipedrive Yes 
ProspectBoss No 
SlideShare No 
iContact No 

Integrations

Gong Yes 
AccessOwl No 
Aircall No 
BoldLeads Yes 
Botsplash Yes 
Cal ID No 
Constant Contact Yes 
Conversica Yes 
Five9 Yes 
Gmail No 
HubSpot CRM No 
Keap Yes 
LeadsBridge Yes 
LendingWise Yes 
Mailchimp Yes 
Microsoft 365 No 
Pipedrive No 
ProspectBoss Yes 
SlideShare Yes 
iContact Yes 

Pricing Details

$49/month/user
Billed annually
Discounts for teams available
Free Trial Yes 
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 Yes 
Mac Yes 
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) No 
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 No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Demodesk

Founded

2017

Country

Germany

Website

demodesk.com

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

Inside Sales

Auto-Dialing Yes 
Call List Management No 
Call Recording Yes 
Campaign Management No 
Dashboard No 
Data Management No 
Lead Capture No 
Lead Distribution No 
Lead Scoring No 
Performance Management No 

Meeting

Action Item Tracking No 
Agenda Management Yes 
Attendee Management Yes 
Board Meetings Yes 
Committee Meetings No 
Internal Meetings Yes 
Invitation Management Yes 
Legislative Meetings No 
Materials Management No 
Meeting Feedback No 
Meeting Preparation Tools Yes 
Meeting Room Booking Yes 
Minutes Management Yes 
Post-Meeting Tools Yes 
Scheduling Yes 
Travel Management No 
Voting Management No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer Yes 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler Yes 
Predictive Analytics No 
Reporting Yes 
Sales Gamification No 
Sales Intelligence Yes 
Sales Workflow Management No 

Sales Coaching

Assessments No 
Audio / Video Conferencing Yes 
Built-In Course Authoring No 
Call Recording Yes 
Gamification No 
Goal Setting / Tracking No 
Learning Plans No 
Onboarding No 
Performance Metrics No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management Yes 
Performance Management No 
Presentation Management Yes 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics Yes 
Sales / Voice Dialer No 
Sales Automation Yes 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Sales Force Automation

Call Management Yes 
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 Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export No 
Data Mining No 
Data Verification No 
Email Integration No 
Lead Scoring No 
List Building No 
Performance Management No 
Pipeline Management No 
Predictive Modeling/Analytics No 
Prospecting Tools No 
Reporting/Analytics Yes 
Sales Forecasting No 

Screen Sharing

Annotations / Drawing Tools No 
Desktop / Browser Sharing Yes 
Mobile Screen Sharing Yes 
Presenter Control Management No 
Remote Control Yes 
Screen Capture No 
Screen Mirroring No 
Screen Recording Yes 

Video Conferencing

Electronic Hand Raising No 
Mobile Access Yes 
On-Demand Webcasting No 
Presentation Streaming Yes 
Presentation Tools Yes 
Private Chat Yes 
Real-Time Chat Yes 
Record & Playback Ability Yes 
Screen Sharing Yes 
Two-Way Audio & Video Yes 
Video Conferencing Yes 
Whiteboard No 

Web Conferencing

Electronic Hand Raising No 
Mobile Access Yes 
On-Demand Webcasting Yes 
Presentation Streaming Yes 
Presentation Tools Yes 
Private Chat No 
Real-Time Chat No 
Record & Playback Ability Yes 
Screen Sharing Yes 
Two-Way Audio & Video Yes 
Video Conferencing Yes 
Whiteboard 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 

Alternatives

Alternatives