Velocify

Genera ventas con priorización automática

4.3 /5 (229 opiniones) ¡Escribe una reseña!

Información general sobre Velocify

¿Qué es Velocify?

Velocify es una aplicación de CRM en la nube que incorpora el uso de telecomunicaciones, marketing por correo electrónico, gestión de ventas, gestión de clientes/personal y programación de calendarios; todo dentro de una única plataforma. El panel de control del usuario permite ver informes en vivo sobre la actividad de ventas y las tasas de éxito del personal, tanto presentes como pasadas. Velocify permite generar automáticamente informes personalizados con tus criterios preferidos de creación de informes y análisis.

El algoritmo de ventas incorporado en la aplicación asigna automáticamente ciertos clientes potenciales a miembros específicos del personal y notifica a los empleados por correo electrónico o SMS. Estos clientes potenciales se determinan según la prioridad del cliente y la antigüedad del miembro del personal. El software también reconoce los números de teléfono del cliente y supervisa y graba las llamadas telefónicas con fines de formación y ventas.

El software integra una aplicación de programación y calendario para que todos los usuarios puedan supervisar y planificar reuniones de ventas, días de formación, citas y aniversarios contractuales. Los gerentes también pueden usar esta herramienta para llevar un seguimiento y auditar el éxito de los empleados, así como ver los cumpleaños de los clientes y las ocasiones especiales de venta.

Velocify está totalmente integrado con su aplicación móvil de descarga gratuita. Una vez descargada, los usuarios pueden iniciar sesión con sus credenciales en la aplicación móvil para ver todo el backend del software y la base de datos con total transparencia. Los usuarios también pueden agregar clientes potenciales, editar clientes potenciales, cerrar clientes potenciales, programar reuniones, editar eventos y contactar con clientes/clientes potenciales por SMS, correo electrónico o teléfono.

Información general sobre Velocify

Precio

A partir de
N/A

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Funciones de Velocify

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos
Idiomas admitidos
Inglés

Medios

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

Opiniones de Velocify

Opiniones de Velocify

Calificación general
4.3
/
5
Excelente
129

Muy bien
67

Normal
22

Pobre
9

Malo
2

Relación calidad-precio
4.2
Funciones
4.2
Facilidad de uso
4.2
Asistencia al cliente
4.2
86% Un ha recomendado esta aplicación
Zakory B.

Great at cadence and keeping your organized.


Traducir con Google
Joseph S.

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


Traducir con 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


Traducir con 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.


Traducir con Google
Rosemary H.

Velocify - Your Right Hand Software

I am very happy with the software and recommend it.


Traducir con Google
Zakory B.
Sector: Software informático
Tamaño de la empresa: 201-500 empleados
Traducir a español
Traducir a español

Great at cadence and keeping your organized.

Software usado A diario durante Más de dos años
Revisado el 8/12/2017
Fuente de la reseña: Capterra

Puntos a favor

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

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Joseph S.
Sector: Servicios financieros
Traducir a español
Traducir a español

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

Revisado el 31/3/2014
Fuente de la reseña: SoftwareAdvice

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Victor C.
Sector: Seguros
Tamaño de la empresa: 2-10 empleados
Traducir a español
Traducir a español

Velocify

Software usado A diario durante Más de un año
Revisado el 4/5/2018
Fuente de la reseña: 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

Puntos a favor

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

Puntos en contra

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

Desglose por calificación

Facilidad de uso

J stephen S.
Sector: Servicios financieros
Tamaño de la empresa: 51-200 empleados
Traducir a español
Traducir a español

Client since 2009

Software usado A diario durante Más de dos años
Revisado el 7/7/2017
Fuente de la reseña: SoftwareAdvice

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

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Rosemary H.
Tamaño de la empresa: 11-50 empleados
Traducir a español
Traducir a español

Velocify - Your Right Hand Software

Software usado A diario durante Más de dos años
Revisado el 6/7/2017
Fuente de la reseña: SoftwareAdvice

I am very happy with the software and recommend it.

Puntos a favor

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.

Puntos en contra

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.

Desglose por calificación

Facilidad de uso

Probabilidad de recomendación: 10.0/10

Recomendación de usuario
8.2/10
Basado en 229 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Velocify

Precios de Velocify

A partir de
N/A
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4.2/5
Basado en 229 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Velocify

Funciones de Velocify

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Gestión de contactos
Importación y exportación de datos
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
4.2/5
Basado en 229 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Preguntas frecuentes sobre Velocify

Preguntas frecuentes sobre Velocify

He aquí algunas preguntas frecuentes sobre Velocify.

P. ¿Qué tipo de planes de precios ofrece Velocify?

Velocify ofrece los siguientes planes de precios:

Modelo de precios: Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de Velocify?

No tenemos información sobre las características de Velocify

P. ¿Quiénes son los usuarios habituales de Velocify?

Los clientes habituales de Velocify son:

Empresas Grandes, Empresas medianas

P. ¿Qué idiomas admite Velocify?

Velocify admite los siguientes idiomas:

Inglés

P. ¿Velocify es compatible con dispositivos móviles?

Velocify admite los siguientes dispositivos:

iPhone

P. ¿Con qué otras aplicaciones se integra Velocify?

Velocify se integra con las siguientes aplicaciones:

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

P. ¿Qué tipo de asistencia ofrece Velocify?

Velocify ofrece las siguientes opciones de asistencia:

Preguntas frecuentes, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo