Avaliações do Velocify

Navigation, reporting, scheduling is second to none. Great! Allows reviewing of recorded calls, monitoring who is on the line at any given moment and total hours spent on phone.

Not too many as I can tell. Seems as if there is a slight delay in conversation when speaking through the software to a client

Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze.

I would like some improvements personally. Where I would like to see changes is on the dashboard. When I go to the Dashboard it auto sends you to todays day, which is good, but if I go to any other day, say to manage the leads and or push them to another date, when I go back after having changed the calendar date it doesnt leave me on that day to continue my changes... instead it takes me to that days date. Another thing I would like to see you add would be the ability to take one day or even better multiple days and have the ability to move all of the calendar events on that day to another day. The key to our business is time. With all the apps that we do and the little time we have to organize the leads those little things would be tremendously helpful. Again, the ability to take old dates and roll all of those callbacks to a date of choosing would be awesome and even better if we could select several days. Contact me with any other questions at [email protected]

I like that I can build out the forms myself and format everything we see on our screen for each lead. Building and customizing reports is also a great feature.

When moving data fields around, you have to click Up or Down for each single field you want adjusted. A drag-and-drop feature would be great here when things need to be moved more than one or two spaces. We also have significant issues when doing API imports, as leads are not always automatically updated and have to then be manually adjusted.

I like how easily customized it is to your individual needs everything from reporting to statuses, to action options, to prioritization. I like how it ties into outside phone systems and allows for detailed prioritization when figuring out how to do your day. It has increased the teams outreach efficiency by about 80% compared to last and other system options, went from 13 clicks to 3. Customer service is mostly responsive.

How many layers have to be factored in when customizing, but once you know them all it's not that bad, just can't be overlooked. I don't care for the standard reports, or how the system prefers to look at user activity in the same date ranges as the date that a lead is added to the system - disregards work on older leads. While they're making strides on some reporting I've had mostly limited benefit from the Report Hub, and have had many that don't work, where a ticket has to be submitted.

I liked the canned voicemail options Velocify provided. I formerly worked as an Admissions Officer, and I cannot tell you how many times a day I would leave the same voicemail verbatim. Velocify allows me to make a call and designate a prerecorded message to leave on a voicemail, so I'm not wasting my time or breath. The shotgun connect feature as it makes connecting with customers easy, basically doing a round robin of all available reps when there's a live customer on the phone.

The effort it takes to configure the software to pass along information to our Student Information System. It's a costly and time-consuming effort.

I love the ease of use Velocify provides. Also the ability to customize it is awesome. In the end I am an end user but my marketing team raves about their ability to do what's needed to improve our contact rate all the time.

I really do not know what to write about the cons. I only use the software as an outbound caller and do not know the inner workings of it.

I like that a lot of info can be saved in each profile. I also I like the fact that each note saved has a time and date stamp which helps when needing to know when some action was taken on the profile.

If you do not remember to click save than no reminder msg comes up asking you if you want to save before exiting

Easy to use. Very simple to organize and track my loan officers progress with their leads. The direct dial and email features are nice as well.

Searching for lost leads can be time consuming. More automatic features making the lead pop up again as a new lead rather than just a reminder email or pop up would be easier to use.

We use this as a tool alongside SalesForce. One of my favorite features is that you can tailor Velocify to "force" your sales team to work on a lead or it "velociefies" away from them in 14 days, rotating to other sales agent who may have a different pitch and thus may be able to close the deal.

One con is that you can only view 100 leads at a time. Another con is that I think it could be better at duplicate leads. It's just awkward and annoying if someone on the sales floor has just called a lead, and then you call it immediately next and the customer is like "I just spoke with your company...?"

Great if you only need to build one sales sequence/cadence

If you need to build out multiple cadences for different instances, then this is not the platform for your organization.

The features are great, click to dial, easy logging of activity, call tracking for management. Gives users the ability to call the most appropriate leads at the most appropriate times.

The customer service/support team can use some assistance when an issue needs to be escalated. The product can also improve on the internal calendar management.

It's foolproof! Once the system is set up to fit your individual company's needs, you'll wonder how you ever lived without it. Every client we have is in this system. We send out all necessary forms directly through Velocify thanks to the auto emails/drip campaign and their merge feature. You enter in all information one time and can send out documents, emails, and nurture campaigns automatically based on your company's individual needs. Even better than the software itself are the employees of Velocify. I have never encountered a group of individuals as kind or as knowledgeable as them. There are no "dumb questions" they take their time to explain and teach you everything you could ever need and more.

If I had to pick on thing, I would say the dialer. It doesn't allow mutli-line/multi-call dialing for aged data. The program is perfect for new fresh leads or (as we do) if you post (transfer) data from a dialer system. All of our good leads live in Velocify, and the aged data is in our dialer.

Ease of import, reminders, Keeping the status of transactions organized, accessing client data quickly

Velocify has a habit of timing out and this causes you to lose the information that has been put into the system This is especially prevalent using the interface with Five9 software

I have used Velocify at the last few jobs that I have had as a loan office. It easy to use, very powerful and customizable.

For my business, I have not run into anything that is bad about the software since it can be customized.

User friendly..Easy to navigate. Easy to keep continuing notes on a given lead by making clear and concise notes

locating leads by group is hard sometimes, don't get full lis. Cant dial directly through software we have

.Velocify is okay to use. There are some functionality limitations if you want to use it as a CRM.

The system is not bad to use, but does not have the functionality of Salesforce. We have found more that can be done in Salesforce.

I love how easy Velocify is to use! I am able to keep up with my leads much better than with other products I have used in the past. I would definitely recommend Velocify!

Very great and efficient in the insurance industry. I love how it organizes my leads, and dispositions so quickly.

After sorting in Normal view, using the blade does not disposition to the next caller. You have to click to dial.

It is very customizable to your business needs and a great way to organize your leads in a more functional system

It can become overwhelming for some not so technologically inclined users. It does require a lot of time to be invested in keeping it up to date.

How easy it is to use not difficult at all and how everything you need can be found in one place

I still have not found something I dislike it has been exactly what I expected to do just get me what I need without any issues

Its user friendly. It moves very quickly and very seldom gives me any sort of errors or runs slowly.

There are not enough disposition reasons. The disposition reasons need to be more in depth. Sometimes I cannot find a good enough reason.

How simple it is to use once you get the hang of it, I love how you can filter everything you want to use.

customer service is a little slow, but once you get them to help you it was easy and the customer service is great.

Velocify is a highly specialized CRM for managing sales leads, and in my humble opinion, there is no better system. It's incredibly powerful yet simple and intuitive, which is a tough combination to find. The system is laser focused on one thing: acquiring customers. In any competitive sales environment, there are a few things that are incredibly important to acquiring customers and beating your competition: speed, persistence, automation, and metrics. Velocify provides all of those things to its users, and that provides all the tools a user needs to stack the odds in their favor, provide vital competitive advantages, and win more customers.

These are really nice-to-haves, but I would like to see the system do more with data using gamification mechanics. The current dashboards are highly effective at motivating users and keeping them focused on the right activities, but gamification could take that to another level.

Great for automated dialing for outbound calls. Very simple program to use and easy to read. Would give me the client name and where they were calling from

I would have issues with the program freezing up or shutting down a lot. Not sure if it was my internet connection however.

keeps me on track - sets priorities - love the scheduled call back feature - and the auto dialer - it's the layout that could be improved on

could use some improvements - but overall I love it - when you are making calls & open a file - it does not go to the next file - it goes all the way back to the beginning of the list