Lusha is a Business-to-Business (B2B) data and Sales Intelligence platform utilized by sales, marketing, recruitment, and Revenue Operations (RevOps) departments to identify professional contacts, enrich database records, and monitor buying signals. The solution integrates with Customer Relationship Management (CRM) systems, automation tools, and existing Go-To-Market (GTM) stacks. According to Lusha, the system provides access to over 300 million business contacts and achieves over 90% direct…
$0
40 credits
Velocify by ICE Mortgage Technology
Score6.7 out of 10
N/A
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.
It excels in contact information, but leaves wanting when it comes to company data and matching, allowing only for matches on either URL or Company Name. Our standard practice is URL, Name and Country which ensures better accuracy. We use it primarily for adding mobile and email details to existing contacts. 25 Intent topics that we can change monthly gives us flexibility to search for specific signals that some of our other tools do not have access to. However, the exports do not come with a number, instead a description.
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. TR verified that a representative sample of customers was invited. 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!
It would be nice to have a general idea of how many contacts it has information for on a particular account at the very start before scrolling through the different pages.
It would be great to also have the titles of individuals on the list, so it's quicker to sift who to keep in or exclude prior to revealing details.
No product is perfect! Some of the information generated can be inaccurate or generic, e.g., a phone number for a persona may not be direct for that individual but could be a general customer service number for the company and could be the same number listed for multiple prospects.
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
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
Simple, clean efficient. No lags and gets us the exact data that we need. No unnecessary terminologies, and it works like a charm every time. From prospecting to lead generation, and intent searching, Lusha is our go to tool and it has stayed ever since we started using it. i would highly recommend.
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.
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. TR verified that a representative sample of customers was invited. 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
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. TR verified that a representative sample of customers was invited. 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.
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. TR verified that a representative sample of customers was invited. More Info
The platform is super easy to use. The UI is very intuitive and clean, and has a similar layout to other data tools meaning you can very quickly jump into it and understand how to source contacts or companies, create lists or run email sequences. At first I found the addition of the AI to be quite overwhelming as it is pushed quite heavily on a number of areas of the tool, but once you get used to that the tools are very helpful. I also found it much easier to setup intent signals than other tools which was a nice bonus. Marked down slightly as I find the CRM integration whilst easy to set up, can fail and disconnect often.
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. TR verified that a representative sample of customers was invited. 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.
I used a lot of tools, but Lusha is the most accurate and precise data. Other may have a better user experience inside the platform, but it doesn't really matter if the data generated doesn't convert into sales. Lusha also provides phone numbers, which is fantastic, and most of the tools delivers only emails adresses.
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
More time Selling, Less Time Searching: B2B selling today is all about how fast you can reach your prospects. Searching for contact information was daunting and painful a few years back. With 1-click imports, integrations and hunts: tools like Lusha are a massive benefit in terms of saving time in the ever laborious task of List Building.
Better Phone Numbers: Especially in regions like EU and APAC, where mobile numbers are not available with tools like ZoomInfo and Apollo, Lusha comes as a saviour.
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.
