Mixmax vs. Velocify by ICE Mortgage Technology

Mixmax is very useful for reaching out to multiple clients at once, when you have to send them a similar message and get that message out as quickly as possible. It is also great for scheduling emails to go out later, such as when you are Out of Office or want to send something during the weekend

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.

• I have been using this platform in my company to handling the email tracking and engaging with the emails, it is far most the best help that I can have to actually do my work to great extent.
• It helps me to create a pool in my own email inbox instead of creating in one system and then transferring it to others.
• It also has amazing feature which is totally automated.

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!

• In window templates do not always populate when composing a new email via Gmail.
• PDF preview is not always the best approach for sharing a PDF.
• Mixmax web app is cluttered for a new user - takes a little time to understand where everything is located in the web app.

• 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

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.

Every time I have reached out to Mixmax I automatically get an email from a trained professional who has perfect insight into my issue with an understandable reason to why I am having and issue offers me a solution. The wait time is only around 5 minutes and they are always offering sympathy in certain situations.

Incentivized

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.

Tellwise is a bit more expensive $29/month/user and provides a bit more extended functionality for email and marketing automation. However, Mixmax's feature-set is still suitable for marketing automation and covers everything that is necessary for most sales for early-stage startups, for a much cheaper price (just $9/month/user for the "starter" plan).

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.

• Mixmax has probably saved me 2 or 3 business deals simply by having the "remind" feature because I didn't forget about the communication with the person.
• It saves 10% of my time from having to search through email to find important communications with business contacts.

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.