Sobre 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.

Dispositivos

Porte da empresa

P M G

Mercados

Estados Unidos

Idiomas

inglês

Imagens

Velocify-Salesmanagement-MobileApp
Velocify-SalesManagement-Leads
Velocify-SalesManagement-Excell
Velocify-SalesManagement-Dashboard
Velocify-SalesManagement-CurrentFilters
Velocify-SalesManagement-App
Velocify-SalesManagement-Programs
Velocify-SalesManagement-AddNewProgram
Ver mais 9
Velocify - Vídeo
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

Recursos

Total de recursos do Velocify: 35

  • API
  • Alertas/notificações
  • Análise de dados preditiva
  • Automatização de processos e fluxos de trabalho
  • Automatização de vendas
  • Automação de marketing
  • Captura de leads
  • Conferências
  • Discador automático
  • Distribuição de leads
  • Gerenciamento de contatos
  • Gestão de campanhas
  • Gestão de chamadas
  • Gestão de leads
  • Gestão de listas de chamadas
  • Gestão de oportunidades
  • Gestão de políticas
  • Gestão do desempenho
  • Gestão do design
  • Gestão do pipeline
  • Gravação de chamadas
  • Indicadores de desempenho
  • Marketing por e-mail
  • Monitoramento
  • Orçamentos/estimativas
  • Painel
  • Previsão de vendas
  • Priorização
  • Qualificação de leads
  • Rastreamento de fonte
  • Rastreamento de interações
  • Rastreamento de recomendações
  • Relatórios de vendas
  • Relatórios em tempo real
  • Transferência de chamadas

Alternativas

Zoho CRM

4,2
#1 alternativa ao Velocify
O Zoho CRM ajuda empresas de todos os tamanhos a fechar negócios de maneira mais inteligente, melhor e mais rápida.

Salesforce Sales Cloud

4,4
#2 alternativa ao Velocify
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

Bitrix24

4
#3 alternativa ao Velocify
O Bitrix24 é uma plataforma gratuita de colaboração com código aberto e na nuvem, que oferece ferramentas de CRM,...

amoCRM

4,5
#4 alternativa ao Velocify
O amoCRM é uma solução de gestão de vendas e leads para pequenas e médias empresas. Com um pipeline interativo, os...

Avaliações

Classificação geral

4,3 /5
(229)
Relação qualidade/preço
4,2/5
Recursos
4,2/5
Praticidade
4,2/5
Suporte ao cliente
4,2/5

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Exibindo 5 avaliações de 229
Zakory B.
Classificação geral
  • Setor: Software
  • Porte da empresa: 201-500 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great at cadence and keeping your organized.

Avaliado em 08/12/2017

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.

Joseph S.
Classificação geral
  • Setor: Serviços financeiros
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

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

Avaliado em 31/03/2014

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.

Victor C.
Classificação geral
  • Setor: Seguros
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Praticidade

Velocify

Avaliado em 04/05/2018

I signed with them sept of 2016, I was not told it was year to year, I didn't read every fine print...

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

J stephen S.
Classificação geral
  • Setor: Serviços financeiros
  • Porte da empresa: 51-200 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Client since 2009

Avaliado em 07/07/2017

A premium, flexible Lead Management/CRM solution with cutting edge features, fantastic support and...

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.

Rosemary H.
Classificação geral
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Praticidade
  • Probabilidade de recomendação 10.0 /10

Velocify - Your Right Hand Software

Avaliado em 06/07/2017

I am very happy with the software and recommend it.

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.

Exibindo 5 avaliações de 229 Leia todas as avaliações

Perguntas frequentes sobre o Velocify

Abaixo estão algumas perguntas frequentes sobre o Velocify.

O Velocify oferece os seguintes planos de pagamento:

  • A partir de: US$ 60,00/mês
  • Modelo de preços: Assinatura
  • Teste Grátis: Disponível

Não temos informações sobre os recursos do Velocify.

Os clientes habituais do Velocify são:

2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O Velocify está nos seguintes idiomas:

inglês

O Velocify é compatível com os seguintes dispositivos:

O Velocify se integra com os seguintes aplicativos:

Constant Contact, Eventbrite, GoToWebinar, HubSpot Marketing Hub, Keap, Magento Commerce, Mailchimp, Marketo Engage, Recurly, SlideShare, iContact

O Velocify oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Suporte por telefone, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para Velocify.