Velocify

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4,3 /5 (229 avaliações) Escreva uma avaliação!

Resumo do Velocify

O que é o Velocify?

O Velocify é um aplicativo de gestão do relacionamento com o cliente (CRM na sigla em inglês) na nuvem que incorpora o uso de telecomunicações, marketing por e-mail, gestão de vendas, gerenciamento de clientes/equipe e agendamento de calendário, tudo dentro de uma única plataforma. No painel do usuário, você pode navegar para visualizar relatórios ao vivo das atividades de vendas e taxas de sucesso da equipe, atuais e do passado. Você pode visualizar relatórios personalizados, pois o Velocify gerará automaticamente seus critérios de análise e relatórios preferidos.

O algoritmo de vendas incorporado no aplicativo aloca automaticamente determinados leads a membros específicos da equipe e notifica os funcionários por e-mail ou SMS. Esses leads são determinados com base na prioridade do cliente e na precedência do membro da equipe. O software também reconhece os números de telefone dos clientes e supervisiona e grava chamadas telefônicas para fins de treinamento e vendas.

Um aplicativo de agendamento e calendário é incorporado ao software para que todos os usuários supervisionem e planejem reuniões de vendas, dias de treinamento, compromissos e aniversários contratuais. Os gerentes também podem usar essa ferramenta para auditar o sucesso e o rastreamento dos funcionários, bem como revisar aniversários de clientes e ocasiões especiais de vendas.

O Velocify está totalmente integrado ao seu aplicativo móvel de download gratuito. Uma vez baixado, os usuários podem fazer login com suas credenciais e visualizar todo o back-end do software e do banco de dados com total transparência. Os usuários também podem adicionar, editar e fechar leads, agendar reuniões, editar eventos e entrar em contato com clientes/leads via SMS, e-mail ou telefone.

Resumo do Velocify

Preços

A partir de
N/A

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Recursos do Velocify

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos
Idiomas
Inglês

Mídias

Velocify-Salesmanagement-MobileApp
Velocify-SalesManagement-Leads
Velocify-SalesManagement-Excell
Velocify-SalesManagement-Dashboard
Velocify-SalesManagement-CurrentFilters
Velocify-SalesManagement-App
Velocify-SalesManagement-Programs
Velocify-SalesManagement-AddNewProgram
Velocify - Vídeo Captura de tela do Velocify: Velocify-Salesmanagement-MobileApp Captura de tela do Velocify: Velocify-SalesManagement-Leads Captura de tela do Velocify: Velocify-SalesManagement-Excell Captura de tela do Velocify: Velocify-SalesManagement-Dashboard Captura de tela do Velocify: Velocify-SalesManagement-CurrentFilters Captura de tela do Velocify: Velocify-SalesManagement-App Captura de tela do Velocify: Velocify-SalesManagement-Programs Captura de tela do Velocify: Velocify-SalesManagement-AddNewProgram

Velocify - Avaliações

Velocify - Avaliações

Classificação geral
4,3
/
5
Excelente
129

Muito bom
67

Regular
22

Ruim
9

Péssimo
2

Relação qualidade/preço
4,2
Recursos
4,2
Praticidade
4,2
Suporte ao cliente
4,2
86% dos usuários recomendam este app
Zakory B.

Great at cadence and keeping your organized.


Traduzir com Google
Joseph S.

Velocify's LeadManager and Dial-IQ are in a Class of their Own


Traduzir com Google
Victor C.

Velocify

I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print on contract when I signed as I was in a bind at the time I had tried to set up another CRM and then afterwards they could not take leads from lead provider directly and I had to change quick, I did look at the contract but probably buried somewhere in fine print year to year.

The CRM worked well for a while I had an email provider integrated that I was having issues with I canceled the email provider but when I went to sign a new email provider volocify told me they are no longer doing integrations to use their email system

I tried to work with them on this but I could not get emails to look right,

This is besides the fact that over in AEP all of a sudden on my internet leads if client put # for apt number then most of the lead info did not show, I spent 2 weeks in mid AEP trying to work with them to fix this but they never were able to fix this or explain why what previously worked no longer worked.

There were several other issues besides this and the customer service went downhill very much since they were bought out.

I called and spoke to a manager who told me I was in contract till sept, I told her of the issues I was having and that I was not told about this yearly contract but moreover I am no longer being provided with the services I was originally getting

She said no problem just send email to cancel and she would take care of it right away.

I did this but was charged again the next month, I emailed her what happened then she emails me my contract

I have been trying to get high up to managers, Mostly I get told I will get a callback but never do. but today I snapped and finally got a phone number to another manager and she gave final no regardless they will continue to charge through sept no matter what

I would urge anyone looking into this CRM to choose another


Traduzir com Google
J stephen S.

Client since 2009

A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.


Traduzir com Google
Rosemary H.

Velocify - Your Right Hand Software

I am very happy with the software and recommend it.


Traduzir com Google
Zakory B.
Setor: Software
Porte da empresa: 201-500 funcionários
Traduzido para o Português
Traduzido para o Português

Great at cadence and keeping your organized.

Usado Diariamente durante Mais de dois anos
Avaliado em 08/12/2017
Fonte da avaliação: Capterra

Vantagens

The cadence is fantastic. Helps keep me organized with leads and integrates with other software. Very clean interface that's easy to understand.

Desvantagens

I don't like that it can only have 100 leads at a time front facing. It also populates time zones internationally incorrectly. I.e. Australia leads pop up on Friday when it's Saturday down under.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Joseph S.
Setor: Serviços financeiros
Traduzido para o Português
Traduzido para o Português

Velocify's LeadManager and Dial-IQ are in a Class of their Own

Avaliado em 31/03/2014
Fonte da avaliação: SoftwareAdvice

Vantagens

Velocify demonstrates a deep and unique understanding of the fundamentals of lead conversion and the science which goes into it. The research, studies, surveys, and whitepapers behind their solution are extremely valuable resources that helped us implement and improve our best sales practices for optimal results. Specifically, LeadManager paired with Dial-IQ have helped us dial a new lead within seconds, positioning us to be among the first to contact a prospect, and as a result, we have achieved a 90% contact rate we were never able to achieve in the past. The custom and infinite automated lead distribution programs and methods allow us to create a unique and custom sales cycle for each marketing campaign with a combination of automated calls, emails, and SMS text to optimize conversions. This ensures that no leads fall through the cracks and continues to nurture our database. Velocify's performance-based lead distribution and lead prioritization have helped us leverage our best performers, pairing each lead with the most suited sales rep as well as prioritizing our leads to make the most out of both our leads' and salesforce's time and resources. Call scripts, automated emails, and SMS ensure that all sales reps presentations are consistent with our brand. The infinite reporting abilities make our data 100% transparent, allowing us to measure metrics and analyze data in ways we never knew possible. Results, along with Velocify's lead scoring feature, are instrumental in measuring and fine-tuning our contact and distribution strategies, as well as modifying and adjusting our marketing and buying strategy, saving us very valuable marketing dollars. The list goes on and on.

Desvantagens

If I had to write something in this box, I would say that I can see how some users who are new to Velocify (or who are generally new to sales automation) may feel that certain functionality, such as reporting, distribution, or email capabilities may seem limited or difficult. It is absolutely the opposite, and I feel that Velocify should better educate its clients on how to truly uncover its full potential so that they can unleash its true power. Each of our businesses has unique needs, and the uniqueness of Velocify lies in its infinite customization abilities, which makes it fit each of our needs. Velocify comes built with the most basic, fundamental sales practices and reporting for the beginner. However, as your needs change and experience level expands, Velocify becomes the sales executive's and administrator's playground, a place where you can let your imagination run wild while knowing that automating almost everything is possible and easy. The reporting functionality and transparency's ability to inspect, modify, and fine-tune is second to none.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Victor C.
Setor: Seguros
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

Velocify

Usado Diariamente durante Mais de um ano
Avaliado em 04/05/2018
Fonte da avaliação: SoftwareAdvice

I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print on contract when I signed as I was in a bind at the time I had tried to set up another CRM and then afterwards they could not take leads from lead provider directly and I had to change quick, I did look at the contract but probably buried somewhere in fine print year to year.

The CRM worked well for a while I had an email provider integrated that I was having issues with I canceled the email provider but when I went to sign a new email provider volocify told me they are no longer doing integrations to use their email system

I tried to work with them on this but I could not get emails to look right,

This is besides the fact that over in AEP all of a sudden on my internet leads if client put # for apt number then most of the lead info did not show, I spent 2 weeks in mid AEP trying to work with them to fix this but they never were able to fix this or explain why what previously worked no longer worked.

There were several other issues besides this and the customer service went downhill very much since they were bought out.

I called and spoke to a manager who told me I was in contract till sept, I told her of the issues I was having and that I was not told about this yearly contract but moreover I am no longer being provided with the services I was originally getting

She said no problem just send email to cancel and she would take care of it right away.

I did this but was charged again the next month, I emailed her what happened then she emails me my contract

I have been trying to get high up to managers, Mostly I get told I will get a callback but never do. but today I snapped and finally got a phone number to another manager and she gave final no regardless they will continue to charge through sept no matter what

I would urge anyone looking into this CRM to choose another

Vantagens

none none none anymore they will charge you full year if you cancel, even if they made changes that dont work for you

Desvantagens

they will charge you full year if you cancel, even if they made changes that don't work for you. if you have an issue with it its very hard to speak with someone

Detalhamento da qualificação

Praticidade

J stephen S.
Setor: Serviços financeiros
Porte da empresa: 51-200 funcionários
Traduzido para o Português
Traduzido para o Português

Client since 2009

Usado Diariamente durante Mais de dois anos
Avaliado em 07/07/2017
Fonte da avaliação: SoftwareAdvice

A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and ultra-premium fees and a restrictive pricing structure.

Vantagens

Features, performance, and support are superb. Rarely experience downtime and the interruptions in service that do occur are resolved quickly. Very flexible system that can be tailored to exacting specifications and needs. Readily accessible support documents and instructional videos assists users in educating/familiarizing themselves with how to use system features.

Desvantagens

Price can get prohibitive when adding additional features beyond the basic lead management functions. Per user fees and restrictive contract terms can leave companies with very expensive empty "seats" if the number of active users decreases (especially early in the annual contract cycle). Administrator seats incur all the same fees that basic users do even though few to none of the features being charged for are needed or utilized by Admin.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 8.0/10

Rosemary H.
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

Velocify - Your Right Hand Software

Usado Diariamente durante Mais de dois anos
Avaliado em 06/07/2017
Fonte da avaliação: SoftwareAdvice

I am very happy with the software and recommend it.

Vantagens

Velocify is that the program that works for you, based on your settings. For instance, I am able to make notes and follow up when the client wants to be reached as velocify emails you a reminder to contact them. I am also able to filter search results/settings based on how many times a client was reached or if they are non-responsive. Under each tab (based on your settings) you are able to enter quite a bit of information and required infomation in order for the lead to be saved.

Desvantagens

Every so often I do see glitches here and there just like you would with any software, but the support team is very responsive and will guide you through the process of fixing any glitches that may arise. They are also able to do screensharing to fix any issue.

Detalhamento da qualificação

Praticidade

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
8,2/10
Baseado em 229 usuários
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Preço do Velocify

Preço do Velocify

A partir de
N/A
Teste Grátis
Assinatura
Relação qualidade/preço
Relação qualidade/preço
4,2/5
Baseado em 229 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Velocify

Recursos do Velocify

API
Acompanhamento de atividades
Banco de dados de contatos
Banco de dados do cliente
Campos personalizados
Criação de relatórios personalizável
Gerenciamento de contatos
Gestão de calendários
Imagem de marca personalizável
Importação/exportação de dados
Integração de e-mail
Integração de redes sociais
Integração de terceiros
Lembretes
Modelos personalizáveis
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Questionários e feedback
Relatórios e estatística
Recursos
4,2/5
Baseado em 229 usuários
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Categorias

Perguntas frequentes sobre o Velocify

Perguntas frequentes sobre o Velocify

Abaixo estão algumas perguntas frequentes sobre o Velocify.

P: Que tipo de planos o Velocify oferece?

O Velocify oferece os seguintes planos de pagamento:

Modelo de preços: Assinatura

Teste Grátis: Disponível

P: Quais são os principais recursos do Velocify?

Não temos informações sobre os recursos do Velocify.

P: Quem costuma usar o Velocify?

Os clientes habituais do Velocify são:

Grandes empresas, Empresas de médio porte

P: Em que idioma o Velocify está?

O Velocify está nos seguintes idiomas:

Inglês

P: Que tipo de planos o Velocify oferece?

O Velocify tem os seguintes planos de preços:

Assinatura

P: O Velocify é compatível com disponíveis móveis?

O Velocify é compatível com os seguintes dispositivos:

iPhone

P: O Velocify se integra com quais outros aplicativos?

O Velocify se integra com os seguintes aplicativos:

CallTools, Domo, Experiture, Five9, Grow, LeadsBridge, Marketo Engage, Numetric, Ytel Platform, truDigital Signage

P: Que nível de suporte o Velocify oferece?

O Velocify oferece as seguintes opções de suporte:

FAQs, Suporte online, Suporte por telefone, Tutoriais em vídeo