Dealfront vs. Velocify by ICE Mortgage Technology

If you're looking to find new sales/customer contacts and are not a fan of complete "cold calling", Leadfeeder is a great source for finding those contacts or companies which may benefit you as they're clearly already looking at you. It weeds out half of the footwork for you.

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.

• Research Quality versus invested Time is absolutely efficient and motivating. Quick Research or Standard Alerts, both are done easily with instant results.
• Usability of the User Interface in any of the modules is very supportive. New Team members are trained in short time. Very much self-explaining.
• The connectivity between the modules is great and saves time. Each module has its key topic, but in Connection with the other modules this practical tool turns out to be even smarter more and powerful.

• 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!

• Leadfeeder has basic lead Tagging capabilities and some native integrations. It would be great to see more lead Activity Tracking and integration capabilities that sync with sales tools so a team could hypothetically keep their eyes on Leadfeeder-only while updating the CRM/sales tool.

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

Leadfeeder is the best anonymous visitor tracking software platform that I've ever used. Sitting as a layer on top of Google Analytics, the tool consistently provides us with accurate intelligence of what our hottest prospects are looking at while visiting our site. The Leadfeeder customer support is top notch and the company is always coming out with new updates that further improve the technology. On top of all of this, Leadfeeder integrates with Slack and our CRM, allowing me to continue to do my job without having to switch between various platforms throughout the day.

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

Always found the system super intuitive to use. I've never been stuck finding what I'm looking for and the team has some very clear and easy to understand documentation online.

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.

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.

Leadfeeder is very easy to set up, use, and maximize functionality. It is also easy to train. Other tools have a higher cost of acquisition and ownership. Plus, the customer support and training are helpful and very accessible! It's great for small to mid-market businesses.

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.

• It has helped support us to understand our market and if our website is properly communicating to and providing value to that market
• We currently do not have the sales staff to go after potentially qualified organizations that visit the site but don't convert but it is a strategy we will employ at some point.

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.