Highspot is a sales content management software solution offered by Highspot.
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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.
Great for delivering insight on which personas are engaging with the material shared. If I've had multiple meetings with personas, but they have not engaged with my proposal, I'm now able to understand the priority of our partnership and how it ranks within their other initiatives.
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.
From an admin perspective, the platform is very easy to navigate, build and launch new content and informational pages for our team.
The search feature within the platform is very accurate and does a great job of curating the top content based off of what our reps are looking for.
The ability for our reps to hit 'edit in word online' or 'edit in Excel online' is great because our reps don't have to download a doc, edit it and then re-upload into the system. Any changes they make are auto-saved and stored right in Highspot. They can then present straight from the platform.
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
I love Highspot, it saves me a ton of time every single day. I like how my correspondence looks professional and I know what I'm sending is accurate and company approved. I'm able to add it to an email template in seconds and choose multiple brochures if it fits the information the student wants or requested. I can also customize templates to make them company specific when appropriate
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
It is a very intuitive website with easy navigation. I am also able to search by market name alone to get all the information that I need within that market. It is only as good as the information you place into it, but the naming conventions should be standard across the board.
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.
I have not needed any customer support until now, I guess this is because they work on a proactive maintenance of the platform. We have an internal team working with Highspot so if I need help I go to my internal team not directly to Highspot. I have never heard any complaints.
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.
Dropbox was sufficient for storing content in an easy to access space but, provided us no value beyond that. SharePoint actually made us less productive due to the amount of time our sales team had to spend searching for the right piece of content. Neither solution provided us any analytics as to what content was being used/engaged with.
Highspot provided us with intuitive content search and organization with the ability to tag keywords, search queries, and fine-tune categorization of all of our content. Highspot also provided us with direct feedback when our customer or prospective customers were viewing content which enabled us to follow-up at the perfect time and was directly attributed to several closed won opportunities. Their Outlook integration is the icing on the top as it allows our sales team to share content, access email templates, and link communication back to Salesforce without ever having to leave the email client. With these features combined Highspot has made me drastically more productive and efficient in my 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
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
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.
