Veloxy

Vantagens

There are a couple of key things that I love about Veloxy:
1) Push notifications. This has been a HUGE missing thing for the Salesforce app. Veloxy will send you a notification to call a prospect at the time that you've designated.
2) Autologging of sales activities. I don't understand why anyone would ever make a phone call to a lead/opportunity that you know is in Salesforce without using Veloxy. If you call through the app, it will time stamp the conversation and you can immediately put in any notes. Talk-to-text is supported so it's very quick and easy to get your sales activities recorded for reference.
3) "Businesses Around Me" feature is great for our field sales reps. When they come out of an appointment, they're able to check to see if there are any likely prospects to visit while in the area. It's a great way to supplement other prospecting methods.

Desvantagens

I can't really think of any cons about using this app. [SENSITIVE CONTENT HIDDEN] has been great about working with us to address any customizations that we may need in order to have the smoothest experience possible.

Vantagens

I love the GEO tracker for my leads. It helps me as a field sales guy to see the opportunities around me.

Desvantagens

Not much to dislike about this product. Its very easy to use and it saves you time. It also logs all your interaction and calls for easy record keeping.

Vantagens

I love how effective it makes me and how much time it can save me.

Desvantagens

The interface is outdated. It lags and crashes often.

Vantagens

The Veloxy Gmail/Plugin helps sync emails to Salesforce more efficiently, reducing time manually copying and pasting email information into Salesforce. All of my outbound emails are currently getting logged automatically, and any responses to my emails from the prospect are also getting logged automatically. This is truly a game changer in automation and efficiency.

For those still using the email functions in Salesforce, this gives you another option to add email templates in Gmail and send an email directly from Gmail. The Difference is how the customer receives the email. The email in Salesforce comes from “Salesforce, on behalf of Jose Rivera”. The email sent in Gmail from Veloxy, shows as coming from your normal Gmail Email.

The Email analytics help provide a couple of pieces of information. One; it allows you to see if the prospect has opened the email, and how many times. Two; it helps gauge the interest, based on how many times they’ve opened the email. Three; automatic notification on your phone when they open the email, allowing you to schedule a future task in Salesforce to call the prospect.

The email templates allow you to add in and save favorite templates.

Tracking can be turned off or on at any time, or for specific emails.

Overall, it is an awesome product for anyone in sales! Working with the Veloxy team for any questions has been great as well, they provide A+ customer service and are quick to respond.

Desvantagens

Everything about this software is great.

Vantagens

Veloxy saves me 45 or more minutes every day, as I don't have to manually log each activity. For example, logging emails sent. Also, with email tracking, I see in real-time when a prospect opens my email, so I can prioritize with whom I need to follow up. The templates I create for email are helpful because I don’t need to craft new language for common engagement emails - big time saver. Color-coded reminders pop up on my phone and keep me informed of what I should be doing, like focusing on specific tasks leading to sales. When I am out in the field, Veloxy maps out where other accounts and prospects are so I can take advantage of selling more.

Desvantagens

I needed to refresh the install of Veloxy when we upgraded to Office 365. No downsides. There were a few missing features several months ago, but were added so I don't have any substanative "cons."