Contentsquare is an enterprise experience intelligence and Digital Analytics platform designed to track, visualize, and optimize user journeys across websites and mobile applications. The platform captures digital interaction telemetry—such as clicks, scrolls, hovers, and page drop-offs—without manual event tagging to power Web Analytics, session replays, funnel visualization, and experience monitoring.
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Velocify by ICE Mortgage Technology
Score6.7 out of 10
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Velocify is a sales acceleration and automation solution acquired by Ellie Mae (now ICE Mortgage Technology) in 2017. The product suite includes Velocify Pulse automation app, Velocify Lead Manager for lead management and distribution, and Velocify Dial-IQ sales dialer. Also , Velocify LoanEngage is a sales referral management app for loan officers.
Hotjar is good for a first pass at understanding user sentiment or locating potential usability issues. There are features such as "rage clicked" which shows recordings or instances when a user rage clicked or had an issue with your site. Hotjar has also been helpful to launch intercept surveys on mobile, desktop, and app, which not all competitor software allow. Hotjar recordings are fun to watch. "Watching Hotjar like Netflix" is a favorite pastime at work.
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
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.
Heat mapping is great on Hotjar. It is a good place to start when you are looking at the UX & CRO on your website. You can see the % of people clicking on elements on a page, how far they scroll, and mouse movements.
Hotjar is great for session recordings. These record the mouse movements, clicks, pages and scrolls of a user in video format. You can watch these to investigate what works well on a site and identify potential roadblocks and bugs.
Hotjar is great as it ensures that users details are anonymous; for instance, if you are watching a session recording, you cannot see what a user types in a form field, as Hotjar blanks this out.
Hotjar has a poll function, so you can have polls on your website.
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 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!
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
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)
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
For small companies with limited user testing budgets, ClickTale serves as a useful user testing tool. When I cannot get the funds for in depth user testing, I always know that I have a baseline of information I can rely on
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
It is fairly easy to use, easy to explain, and easy to learn even for a non-techie like me. I admit I was a little intimidated when it was recommended by my developers, but I learned afterwards that there really was nothing to worry about. My experience has been awesome so far!
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
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.
Hotjar is a SaaS-based company, and as such has a good support service. Users can quickly submit support tickets through Hotjar's online portal. Enterprise customers get access to additional support members and have SLAs to support their larger, more complex needs. Overall, Hotjar is extremely reliable and I've never had to reach out to customer support.
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
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.
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.
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.
ContentSquare [(Clicktale)] is going deeper on UX understanding than traditional web analytics tools. You can truly understand how a page is used (where users click or even miss click, on which part of the page they are spending most of their time, if some links are clicked but bad positioned on the page...), and that's a thing you can't really measure trough a traditional web analytics tool.
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
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
Our UX team can now use hard data to back up and validate design decisions that we make. Our role as usability experts is becoming more respected and integral to business objectives because we now have data that can back up our field of study and prove that our roles are demonstrably useful and necessary.
HotJar allows our small team of 3 UX designers to get research data as if we were a much larger team. Instead of painstakingly using our time to do guerrilla research, endless user observations, and other types of manual testing, we can now get a significant portion of our data from HotJar.
Using HotJar is actually giving our team a sense of excitement and enjoyment in our day-to-day usability work. Instead of seeing UX as a chore, HotJar is making data gathering and analyzing more fun, because we can see tangible results from a much larger pool of user/user-data than we could in the past.
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
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.