HeyReach vs. Velocify by ICE Mortgage Technology

We use it for all of our LinkedIn outbound internally, and it only takes one employee to oversee. We have 5 senders, so something that would have previously taken a lot of coordination and education (writing SOPs, training the rest of the team, overseeing that they follow the process daily/weekly/monthly, etc.) is now handled by one person in a few hours every week. If you compare it to legacy, enterprise tools–it's a no brainer. For a fraction of the cost, you are getting the same (or significantly more) value and features, no complicated annual contract that ties you down. Not to mention that they have incredible customer service and content. I habitually speak with the founding team, have asked for features and then seen them in the product within days/weeks. You can't get that at any of the competitors.

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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.

• LinkedIn Outreach at Large Scale
• Getting data from LinkedIn like people who interacted with the posts etc.
• Reply to the prospects all at one place
• Check the analytics for multiple accounts in one place
• Manage multiple LinkedIn Account at a single place

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• 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 master inbox could be improved (better hot keys, smoother experience)
• Probably on the roadmap, but the ability to create sub-sequences

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• 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)

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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 a very good tool especially the way they are improving themselves, as I have been using this platform before they even launched properly, & they are giving the requested features as well. The only thing is that as they scale, they need to have a better customer support team to handle the issues

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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.

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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.

Many of the competitors aren't listed in TrustRadius. But there are dozens more. They are either very enterprise or quite new (small challenger companies). HeyReach makes the enterprise options look wildly pricey and unreasonable, and they stand out from the other challengers by their approach, content, and roadmap. I've used so many tools and HeyReach has definitely made its way into our standard rotation.

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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 is good for ROI if you have multiple accounts to connect as it is very cheap
• It is bad for ROI if you are looking to connect lesser accounts as there are better tools with same pricing at a smaller scale

Incentivized

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• 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.