Infer vs. Velocify by ICE Mortgage Technology

It is ideal to expand the range of customers, to have an updated and optimized database with interested customers, and allows sales and marketing agents to work in achieving sales and not in the laborious task of finding customers. This software is very effective and delivers what it promises.

Incentivized

Independently Invited by TrustRadius

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.

• Provides insights on companies to help you infer if they would be a good fit to prospect into, or not
• Collects data on external sites very well

Incentivized

Independently Invited by TrustRadius

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 user interface and all the information it generates on the main screen can be cumbersome.
• The learning curve is quite considerable and it takes a few hours of training to understand the system.
• The software becomes cumbersome when information needs to be passed to Salesforce.

Incentivized

Independently Invited by TrustRadius

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)

Incentivized

Independently Invited by TrustRadius

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

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

Independently Invited by TrustRadius

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.

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.

I believe that the two complement each other. Datanyze pulls off of a number of data points. Onsite it can pull technologies used (javascript based and also infrastructural), products offered, SEO ranking, and it even integrates with LinkedIn to pull names. Datanyze also has prospecting features - you can pull lists of companies based on technologies used, location, SEO (Alexa/changes with Alexa rank, SEO strategy, speed testing), SEM data points, industry, employee or revenue size, funding round dates and amounts, business segment, founding date, etc. It integrates with salesforce too so you can import leads directly into the system with the paid version. We bought for the scoring, but there is a lot that it can do.

Incentivized

Independently Invited by TrustRadius

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 system is fully scaleable both vertically and horizontally across the enterprise.

• Once adapted to the software, we have been able to get a lot out of it, as we have been able to increase sales with the leads we have found.
• Also, the sales department is more focused and works in a much more organized way, increasing their daily performance and productivity.

Incentivized

Independently Invited by TrustRadius

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.