Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Visually prioritize your data for enhanced efficiency in prospecting tasks. With a single click, you can conduct research that significantly increases productivity. Eliminate the overwhelming amount of data to emphasize only the essential information required during phone conversations. We advocate for the principle that having less data can lead to better outcomes. This approach is particularly beneficial for Sales Development Representatives (SDRs) and business development teams. Utilize data filtering to streamline priorities for account executives and account-based selling strategies. By incorporating location-centric data alongside lead and account information, you can effectively strategize for travel and meetings. Take advantage of location-based functionalities to promote local events such as expos, workshops, user group meetings, and other regional gatherings. Tailor campaigns to target specific industries related to upcoming conferences in your vicinity. Ensure effective communication prior to travel arrangements for meetings with prospects and clients. Customize user views depending on the role, such as SDRs versus Regional Managers, or filter by division. This system promotes repeatable and scalable processes. Additionally, it simplifies training and expedites onboarding by providing all team members within a group with uniform features. Furthermore, all desktop functionalities are optimized for seamless use on mobile devices, ensuring productivity even while on the move. This holistic approach not only enhances individual performance but also fosters team collaboration and efficiency.
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
Integrations
Agent Legend
BoldLeads
Botsplash
CallTools
Campus Cloud Services SIS
Causal
Cloudvirga
Constant Contact
Conversica
Five9
Integrations
Agent Legend
BoldLeads
Botsplash
CallTools
Campus Cloud Services SIS
Causal
Cloudvirga
Constant Contact
Conversica
Five9
Pricing Details
$21 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
Valgen
Country
United States
Website
www.valgen.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
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance 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