Allego Revenue Enablement Platform vs. Velocify by ICE Mortgage Technology

As we roll out new products or services, the learning and coaching platforms are key. They allow us to teach the team the content and then coach them as they video record their delivery of the content to a "client." This allows us to see how much they've absorbed and helps us to redirect them when needed.

Small businesses who do not need complex reporting and analytics would fit well into the Velocify model. There needs to be specific segments that appeal to this type of CRM, and the best feature is within an added layer--dialer. The ability to turn things around and contact your leads immediately was very beneficial to us, and could prove to be a boon for a small to midsize business.

• Allows us to quickly and easily capture and share information with sales teams who are on the go
• Provides an archive of content where users can go back and review and can be used for ongoing training
• The customer success team is very helpful in supporting our initiatives and giving us best practices

Incentivized

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• The prioritized queue allows for management to set contact standards and hold users accountable. It removes all the guess work out of what lead to call next.
• The Dial IQ feature is fantastic for powering through calls and maximizing speed to contact.
• The Shotgun lead distribution puts the lead into the hand of the user that is ready and available to call that lead immediately. No handing off a lead to an originator and hoping they call. This feature allows for the system to notify multiple users simultaneously and first user to press 1 wins the lead. Talk about creating a competitive sales environment!

• We have yet to discover something about the system we don't like.
• If hard-pressed to find a flaw, it would be that whomever authors content, the content is tied to that individual; however, Allego has the capability to "reassign" content to a different author when needed.

• Velocify would be well served to create a more robust email drip campaign platform.
• Velocify could revamp their dashboards and prioritized views our individuals work out of daily. It's rather overwhelming when working with a lot of leads. Adding interactive graphics - calendars, easy to view alerts, etc would be great. (Big Purple Dot does this well)

Incentivized

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We love Allego and the various wasy we can use it. It has been a game changer for our team in helping them stand out from the competition.

Incentivized

Invited by the Vendor

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I am sure that we as a company are likely to continue using Velocify. I am not involved in the selection process, but I have not heard any negative feedback and switching programs would more than likely be too much work

Users can gain a very good understanding of the system quickly. The administrator can use terms that are familiar to their company when setting the system up. Most new administrators error to the side of complexity when setting up the system. With Velocify less is more.

The system is always up!!

If the system is set up correctly it will be a game changer for your organization.

Whenever we run into questions or issues, no matter how small or large, the team is quick to respond and assist us through any challenges we have

While I didn't speak with the Support team often, they seemed very accepting and reliable. My favorite was the company emails that we would receive whenever something wasn't working correctly so that we would know that it's being worked on, providing a bit of relief to the other employees that were having trouble.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The in-person training if you will is done via GoToMeeting or some other service. I have been told that the moderator goes way too in-depth and too fast.

Velocify offers online training via videos and written descriptions of implementation procedures.

If you plan to have more than 20 users on Velocify you should outsource implementation to someone that knows how the system can best be implemented for your business/process flows. If you have fewer proposed users try to use one of the canned levels.

I was not personally involved in the purchase of Allego, but came to the organization shortly after. I would say that Allego stacks up to both Gong and Litmos pretty well with a few differences. Gong is a little more robust when it comes to the functionality of call intelligence and coaching and has a little more to offer when it comes to syncing up to Salesforce. But doesn't have the content storage or LMS capability. Litmos has the badging capability that Allego does not, but it didn't have the CI and content storage like Allego does

Incentivized

Invited by the Vendor

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Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with Velocify were not exactly truthful as we found out during the implementation process or much later that there were things they said that they could do that once we started getting into the weeds with it they weren't able to execute. From a lead conversion and speed to lead standpoint, this is a good product. From a reporting and lifecycle management standpoint, this is a very poor product compared to the other two

The system is fully scaleable both vertically and horizontally across the enterprise.

• We use it as a CRM for our customer interactions. This tool allows us to manage our customers efficiently.
• We call through the software, and calls are automatically captured along with the call records and captured as tasks completed.
• We use call coaching from the recorded calls to enable our team to improve further.
• Data upload of the past customer records are very cumbersome.
• UI is not in the same level as the market leaders like Salesforce etc,

Incentivized

Independently Invited by TrustRadius

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• Faster lead conversion lead us to higher potential for "first school wins" philosophy.
• Negative return on time spent maintaining Velocify. Because manual reporting was needed and much had to be done outside of the system, there was a monetary loss of time because of this.
• Predictability was near impossible for us, and the fact that we had to purchase an email automation system because Velocify did not do anything we needed was a negative ROI for our business.