Kixie vs. Velocify by ICE Mortgage Technology

Suited if you want to hear old calls. Not suited for teaching new SDR's how to talk or what a good call is and why. Kixie doesn't transcribe either.

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.

• Kixie integrates seamlessly with our CRM (Zoho), meaning it updates call notes directly on the customer's CRM profile.
• The one-click dialing feature directly through our CRM is a great feature. It's so simple; just search for a name, one-click, and you are on the phone.
• The local presence feature is a nice touch for cold calls. It provides a local area code when cold calling to increase the likelihood of an answer to the call.

Incentivized

• 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 voicemail drops need instructions and reminders on when to click on the mail drop
• The call review AI (transcription) is not too accurate

• 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

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

As lightweight as it is, Kixie is very versatile as a dialer. It is very easy to use, even beginners would be able to easily navigate through the buttons. Kixie's ability to seamlessly integrate with CRMs makes it a go-to application for a broad range of users. Sales and marketing teams will greatly benefit from how easy, useful and customizable Kixie is.

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.

I am not the decision-maker, [but] I believe we went with Kixie because of the price. Kixie does the bare minimum, but [I] would love more analysis.

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.

• Kixie has made our sales team more productive by freeing up their time for more calls and customer engagement.
• My sales team has also become more organized by using Kixie. We are able to be more systematic and strategic with when we are calling and the frequency of our calls. This has improved our success ratio in getting leads into our pipeline.
• The reporting features on Kixie has allowed my organization to better identify members of my sales staff that are having call success and reward them for their efforts.

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.