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ease
features
design
support

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Description

Direct Focus CRM software empowers your sales team with the necessary insights to comprehend customer preferences and provide seamless sales experiences. This platform fosters the development of enduring customer relationships while offering comprehensive support for your sales, marketing, and service operations. Through our advanced lead management system, you can pinpoint and connect with top prospects at the beginning of the sales cycle. It provides a clear view of all lead and customer data, allowing for effective prioritization and qualification through guided surveys. By enhancing the connection between marketing and sales, you can successfully convert a higher number of prospects into loyal customers. The opportunity management features grant you valuable insights into prioritized leads, effectively nurturing your sales pipeline and introducing essential contacts to sway the sales process and hasten purchasing decisions. Furthermore, this solution centralizes product and sales information, facilitating collaboration among your salesforce and ensuring everyone is aligned towards common goals. Ultimately, Direct Focus CRM not only streamlines your sales efforts but also enhances overall productivity and results.

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
Agent Legend
BoldLeads
Botsplash
CallTools
Causal
Cloudvirga
Conversica
Five9
FlowUp
Grow
LenderHomePage
LendingWise
Mav
ProspectBoss
SlideShare
TrueDialog
iContact
truDigital

Integrations

Adobe Marketo Engage
Agent Legend
BoldLeads
Botsplash
CallTools
Causal
Cloudvirga
Conversica
Five9
FlowUp
Grow
LenderHomePage
LendingWise
Mav
ProspectBoss
SlideShare
TrueDialog
iContact
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

Direct Focus

Founded

1990

Country

United States

Website

directfocussoftware.com/Products/Sales-CRM-Software.aspx

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
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

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Alternatives

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