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Description

Gain insights into potential customer attrition ranked by likelihood of loss, customer worth, and retention periods, which facilitates timely intervention and effective retention of assets. Receive tailored suggestions on actions that enhance customer interactions, allowing you to concentrate your sales efforts on distribution partners likely to thrive alongside you in the future. Comprehend the impact of distribution partners on customer retention across different product lines. Direct your upselling and cross-selling initiatives towards customers expected to increase in value over time. Spyglaz refocuses attention on your most essential assets: your customers and distribution partners. By harnessing advanced machine learning techniques, we analyze behavioral patterns and provide actionable insights to drive rapid growth. With the vast amount of data at your disposal, uncovering hidden opportunities within countless records can be a challenge, but our tools are designed to make that process seamless. Ultimately, this approach empowers businesses to optimize their strategies and maximize their growth potential.

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
Campus Cloud Services SIS
Causal
Cloudvirga
Conversica
Cyclr
Five9
LenderHomePage
Mailchimp
Mav
ProspectBoss
Sales Boomerang
SlideShare
TrueDialog
Ytel
iContact
truDigital

Integrations

Adobe Marketo Engage
Agent Legend
BoldLeads
Campus Cloud Services SIS
Causal
Cloudvirga
Conversica
Cyclr
Five9
LenderHomePage
Mailchimp
Mav
ProspectBoss
Sales Boomerang
SlideShare
TrueDialog
Ytel
iContact
truDigital

Pricing Details

$200 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

Spyglaz

Founded

2015

Country

United States

Website

www.spyglaz.com

Vendor Details

Company Name

ICE Mortgage Technology

Founded

2000

Country

United States

Website

www.icemortgagetechnology.com/products/velocify

Product Features

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

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

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training 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

Alternatives

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