Chili Piper vs. Velocify by ICE Mortgage Technology

Chili Piper is GREAT for sales development teams booking for sales people. This is especially true when there is a "round robin" system that needs to be abided by. I've experienced a lot of bad round robin systems and Chili Piper's is fantastic. This is also a great tool to schedule with people across multiple time zones, which I don't want to have to focus on while speaking. It enables sales reps to focus on the prospect, not the time change. Chili piper would not be a good fit for underperforming sales teams that don't book any meetings (:

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.

• Chili Piper integrates with Salesforce very well which I haven't seen other calendar apps do yet.
• Meeting Buffer functionality assures that AEs won't be booked back-to back.
• I can send the link to each of my meeting templates for different prospects

• 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!

• They are continually improving their offering and we've seen great leaps over the past 2 years.
• Would be nice to be able to modify the email reminders for every single contact and event versus have set templates
• Faster load times, but we can’t complain too much!

• 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

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.

• Support was very responsive during our integration phase, and after that too.
• They have the whole infrastructure built to notify customers about bug/outages, which is excellent. Entire System outage only happened once, but being updated on fix progress helped a lot to keep our team calm.

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.

Calendly was being used at the company by some other departments and still is to some extent. However adding Chili Piper fore the marketing and sales departments was a no brainer once we saw the demo. It's Calendly on steroids and the company is just getting started using it. I'm sure we will see even more benefits as the years go on.

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.

• More demos held by simplifying the scheduling process. More demos = more opportunities
• Initial set up was frustrating and created a lot of mix up which allowed some leads to slip through the cracks early
• Integration with Salesforce.com saved our reps time because they didn't have to log activities manually

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.