MindTickle is a sales training platform. It has features for onboarding, product training, coaching and ongoing performance checks that helps companies to prepare their sales teams and partners. The vendor says their solution allows companies to do this in a scalable and effective way, reducing ramp-up times for new sales reps and increasing the productivity of the entire sales team.
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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.
MindTickle is very well-suited for training materials and creating modules. It allows you to generate helpful click-throughs and track how users engage with and complete the content. MindTickle feels a bit less suited for loading in-person training content and events (e.g., recorded live training).
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.
It provides me a good graphical representation of the data and gives me the best information about the sales readiness program, which helps me to understand new processes.
This tool has influenced us by providing training sessions too.
Through this tool, I am managing my coaching sessions, checklist, and studying how I can better engage my audience.
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!
MindTickle should allow users to bookmark key videos and if this feature is already implemented, it should have a better way of finding how to be able to select this function.
Some answers in MindTickle are duplicates. While this is probably an error on the setup team, being able to put the exact same response should not be allowed.
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 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
The platform is very easy to use, and for new users is very easy to get familiar with. This is great, as it makes it easy to get through all the materials you need. For people who have been with the organisation longer, it is easy to find new material to strengthen their skills and develop themselves.
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 guess it would be great. I have not needed to utilize the customer support team since I have been using the MindTickle platform. I would say that a good thing. But on the flip side, I am just one user. I would imagine people who are actually putting in the content deal with customer support more regularly for any issues on how the product is operating.
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.
When compared to Highspot, I found Mindtickle to be much easier to navigate. The UI is way cleaner and intuitve. The capabilties are relatviely the same. Overall I certaily prefer Mindtickle. The one thing I will give to Highspot is that their analytic capabilities (especially in the library) are more robust.
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
I'm not in a position to know the specifics, but I will guess the three biggest impacts. One positive has been that MindTickle has kept us sales reps up to date and able to talk about all of the products. I'm sure that these trainings have led to better pipeline numbers.
MindTickle has had a positive impact on diversity and cultural training as well, as more people are learning and open to learn.
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.
