Bloomfire vs. Velocify by ICE Mortgage Technology

Ad testing:

• PTS: needed to bring a new senior marketing team member up to speed on how we got to our current TV campaign
• Solution: Series featuring consumer insights, why specific spokesperson, agency brief, the entire creative process - scrips, animatics, rough cuts, feedback, and testing at each step. Including the actual creative from each step.
• Total time to build: 1 hour

Concept testing:

• PTS: things get lost, findable but version control
• Solution: everything in one placeConcepts, testing, IHUTs, verbatims, videos with transcripts. Reduces the possibility of missing something, helps with any builds (reuse), but gives us a the chance to dig deeper. Example: search on terms like "indulgent", or "crispy" or "share" much faster
• Total time to build: 1 hour

Incentivized

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.

• Quickly reach out to whatever employee segment you want to reach by posting a topic and it will send a notification to everyone in that group with a link to the posting.
• Bloomfire saves all of the previous posts so in your free time you can go to the site, and explore the various range of topics others have posted. The information on there will only be as good as the person posting it, but it will be people within your company and industry posting it. So it will always be helpful.
• Bloomfire is a place to be noticed by your peers. Have a great topic you want to express, my company allows all to post there as long as we keep it professional. So you can share your ideas or experiences in a safe and productive manner. But we do have some fun on there too!

Incentivized

• 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!

• I would recommend adding a feature to combine different posts/series by job title (so in addition to the Revenue Ops category, there could be a structured walkthrough for Revenue Manager).
• Live Q+A sessions for group onboarding initiatives.
• Ability to label bookmarks by priority/job type.

Incentivized

• 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

Most likely we will renew, our team needs a refresher on possible opportunities to advance our usage and learning of opportunities to move this answer to a 10, can't live without it.

Incentivized

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

Bloomfire is an easy-to-use platform for posting information and asking questions of my peers. It also has a user-friendly search capability. Yet like any other CMS, the secret to success rests in such items as the ability to use metadata to tag content or posts, and Bloomfire provides a wide range of options to make posting content and subsequently searching for it.

Incentivized

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.

I have not needed to pose questions to the support team yet, as it is a very simple piece of software to use, however, its help documents and the bot ready to answer questions let me know I am in good hands. The help center could load a little quicker, but that's my only complaint.

Incentivized

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

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 like Bloomfire because it is more concise with the work I do whereas Google search engine would provide broader information. It has just been so user-friendly, and easier to use [than] I could have imagined. I would use this program over any other that I have tried in the past.

Incentivized

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.

• Feedback from users in being able to perform transactions for members has greatly improved.
• There has been an increase in engagement of material presented in posts by learners in training classes.
• Reps and agents say they feel confident they can easily locate information if ever there is a need on the front line.

Incentivized

• 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.