Velocify by ICE Mortgage Technology vs. Zight

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.

I appreciate when I can take screenshots, and send them to coworkers. When I need to illustrate when something is not working properly, I can easily take a screenshot of the error message, and send it off to IT. This way they are able to resolve the issue much sooner. I will receive website leads, take a screenshot of the lead, and forward it on to the sales team

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!

• Capturing specific contents in video format instead of getting recorded the whole screen
• Customizing the contents of any video or screenshots and annoting in terms of user's need
• Editing the videos and screenshots which is helpful in terms of sharing contents in online presentations or meetings with client
• Getting more customized settings while uploading or editing screenshots to look the content more readable

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

• Can get buggy or slow to load when you have a large library of media saved
• The GIF/video capturing can bug sometimes when you are in full-screen mode, but I have a feeling that's connected with going over the limit of the freemium account 😅

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

In all honesty I don't even have time to look for an alternative to CloudApp at this point in our business. CloudApp works for what we had planned to use it for and unless a competing service that offers the same quality and ease-of-use along with video screen capture comes out I will renew indefinitely.

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.

I would give cloud app a 10 out of 10 if the video screen capture portion of the tool worked flawlessly and the addition of few suggestions like full-page screen grab and the quicker ability to download screenshots or screen videos to my hard drive. I don't mean to repeat a feature request here being that features would heavily improve usability in my particular usage situation.

Incentivized

The system is always up!!

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

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

I would give cloud app a 9/10 score on overall support mostly because I have had very little need of any support at all being that the tool was designed almost to use itself. In my opinion this level of forethought is equal to customer support. As of yet I've only had one real problem with cloud app which was the loss of a 20 minute video screen capture. Unfortunately I have not had the time to contact support about this loss. The only other minor issues that I confronted was within the initial set up which I was able to resolve via their website's support pages.

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 was extremely satisfied with how quick and easy the implementation of Cloudapp was on my MacIntosh using MacOS Sierra was, along with how amazingly fast I was able to be up and going with the tool. most often with sass tools we are lucky if we can use 50% of the features without having to have consultations and a ton of back-and-forth email on how to use other features of the product. Cloud app has made it extremely user-friendly with almost no need for customer support. To My business, that equals time savings which as most business owners know, can be far more valuable than a few dollars saved.

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

I need to point out that I love Snagit. It's a fantastic product, but there are different use-cases. CloudApp for me is about quick and efficient sharing. Snagit doesn't really allow for that. Yes, they have a cloud sharing option, but for the entirety of me using the program, it hasn't worked right. You'll have to try both to see what I mean.

Incentivized

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

• 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.

• Speed. It's incredibly quick and easy to share images, gifs, and videos. That saves us time and makes us more productive.
• Storage. Everything is kept in one place, so it's easy to go back and reference/keep track of. It keeps us from hunting down previous shares.
• Annotation. It's very quick to mark things up before sending! Again, the primary benefit here is speed.
• Cash. We'll occasionally share videos with prospects so they better understand our offerings. Some of those people become customers!

Incentivized