Foundry ABM is an account based marketing platform that creates campaigns for ads, web personalization, and sales. Foundry’s proprietary database complements an organization’s first party data to provide the best data to reach, engage, and convert more stakeholders in target accounts.
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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.
I think it's good for companies who have a built out marketing program. I know our marketing team knows the software very well. As someone on the sales side, I struggle to understand some concepts. However they have a great support team and they help with reports that make things very easy to understand.
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.
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!
The ability to separate budgets by dept. currently, you have one pot of money but can set limits based on campaigns. This is fine for a single user but gets messy with multiple users.
Campaigns with multiple steps, I do hear this is in the works.
It would be nice if each area did not open a new tab, navigating pages within the same page would be nice.
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
We continue to have a good experience with Triblio, and they continue to deliver value for our money. If they would do a better job with analytics, then it'd be easier for me to tie campaign activities to the bottom line.
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
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
The Triblio platform makes it easy for non-technical users to get around and figure out what we need relatively quickly. Of course, a basic training or tutorial is needed initially for you to know where everything is. We paid for managed services which is great since we have an account director who can operate the platform better than any outsider can, and she can also give us recommendations on best practices.
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.
The platform has always been available, and the occasional system updates aside, there have been no downtime issues with Triblio. The platform has always been available when I needed it, and campaigns were launched timely
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
Triblio pages, campaign performances, and platforms have not slowed us down at all. If anything, Triblio has enhanced how we engage with our target accounts. There has been no speed performance issues, or lag due to system limitations. Triblio tracking on our site has not slowed our page performances significantly, so there has been on effect on speed
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
Triblio makes it possible for a small SaaS company without a lot of manpower to implement ABM strategies to help compete in a world where the sales motion is now very different - requiring more targeted messaging and education before prospects are willing to engage with a salesperson. We believe that as we continue to spin up our ABM strategies, Triblio is helping us be in the right place and at the right time for the right audience for a reasonable CPC.
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.
We had our Account management team online to provide training to the marketing team, ADR team, and the AE team, which was helpful as each team had their own sets of questions and needs from the platform. Having the Triblio experts on the call and knowing that they are available for questions later on was reassuring to everyone in the trainings.
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
Definitely have a dedicated technical team work on the implementation full time with the Triblio team. There are requirements on both ends of the pipe that needs to be done. It is much easier to have both teams work together full time as opposed to part time duty; it would take much longer than doing it all in one shot.
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
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.
Terminus appears to be the cheapest on the surface but with the least amount of capabilities, clunky (lots of manual stuff they have to do on the back end to launch your campaign), very low CTR due to the DSP they use (TradeDesk) which also carries a media upcharge. Terminus also cannot figure out their analytics - they are out of whack across various screens in the tool. 6sense is expensive and very limiting (you get X of this, and Y of that - nothing is unlimited, feels like being nickeled and dimed). A very pushy sales team, you are under pressure to book the next meeting or to provide a date when you will sign. The tool appears to have nice capabilities but it is the people, at the end of the day, you will be working with - and I got concerns with that experience. Metadata - nice sales team, low/no pressure to buy. The demo of their platform also looks like it has interesting capabilities. The team appears to be very small, the communications from the salesperson were random and I had to take the lead asking for the next call to see more. This is concerning when it comes to supporting - will they have enough people to support their customer base if they drag their feet in the sales process? None of these tools had ANYTHING EVEN CLOSE to Triblio's orchestration capabilities, so none of them were strong competitors.
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
The Triblio platform works fairly reliably since we have implemented it into our instance. There are the occasionally wishes that they have more functionalities, but those are feature requests which can be accommodated in future product enhancements. In terms of flexibility and scalability, we chose Triblio since we wanted to scale our ABM efforts, so that was a big part of our consideration.
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
Triblio is extremely powerful in terms of increasing conversion rates and we've tripled conversion rates using their targeted modals versus less targeted approaches with less sophisticated products, such as HelloBar.
Though it is hard to quantify, Triblio has increased the speed to market with which we can introduce targeted promotions. Campaigns can be spun up with Triblio in less than one day.
There have been no negative impacts to ROI from Triblio.
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.
