What users are saying about
6 Ratings
6 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8.9 out of 100
22 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.4 out of 100

Likelihood to Recommend

Modus

ADR is a great interactive tool for B2B businesses that sales deals one-on-one with the customer. I don't think it would be well suited for B2C businesses because of the need and cost for individual licenses per user. I would highly recommend this tool to B2B companies that practice traditional sales with a technological edge.
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

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.
Tim Gossett | TrustRadius Reviewer

Pros

Modus

  • Allows us to include video collateral in our portfolio
  • Allows visibility into an activity that the recipient performs once collateral is sent to them
  • Provides analytics around most and least used pieces of collateral
  • Allows our marketing team to generate and upload new collateral on demand
Stan Pflueger | TrustRadius Reviewer

Velocify by Ellie Mae

  • 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!
Sara Razmus | TrustRadius Reviewer

Cons

Modus

  • I wish the App UI was the same across all platforms. The app looks different on Windows than iOS.
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

  • 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)
Kristi Brannon | TrustRadius Reviewer

Likelihood to Renew

Modus

Modus 9.0
Based on 1 answer
App Data Room has been instrumental in allowing our sale representatives to present up-to-date and innovative marketing collateral to potential customers. A second value add is that our Marketing Department is able to create and upload the most current material to the app so that our sales representatives have access to the most up-to-date information to present to our customers.
Stan Pflueger | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 5.1
Based on 5 answers
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
Anonymous | TrustRadius Reviewer

Usability

Modus

Modus 10.0
Based on 1 answer
Overall, the App Data Room product is easy to use. Our Marketing Department is able to quickly upload updated and new material once they create the documents. Users are able to quickly find material filed by subject matter. Once the appropriate material is located, it can be presented on their iPad and emailed to prospective customers who indicate interest in the products.
Stan Pflueger | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
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.
Jay Dunsing | TrustRadius Reviewer

Reliability and Availability

Modus

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
The system is always up!!
Jay Dunsing | TrustRadius Reviewer

Performance

Modus

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
If the system is set up correctly it will be a game changer for your organization.
Jay Dunsing | TrustRadius Reviewer

Support Rating

Modus

Modus 9.0
Based on 1 answer
The few support requests that we have submitted have been resolved within 2 business days. The App Data Room staff has also been responsive to suggestions from our staff to upgrade the product - specifically in the area of analytics.
Stan Pflueger | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 4 answers
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.
Anonymous | TrustRadius Reviewer

In-Person Training

Modus

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 1 answer
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.
Jay Dunsing | TrustRadius Reviewer

Online Training

Modus

No answers on this topic

Velocify by Ellie Mae

Velocify offers online training via videos and written descriptions of implementation procedures.
Jay Dunsing | TrustRadius Reviewer

Implementation Rating

Modus

Modus 10.0
Based on 1 answer
No, key insights. Implementation was easy. The App Data Room staff hosted initial training sessions for our support personnel, and then these support persons conducted training and support sessions for our users.
Stan Pflueger | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 1 answer
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.
Jay Dunsing | TrustRadius Reviewer

Alternatives Considered

Modus

We've used custom developed tools in the past but the upfront cost is very high and the solution we had was very costly to update. We did not have a CMS previously so real-time updates were unheard of. App Data Room has all of the features we previously had plus so much more.
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

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
Tim Gossett | TrustRadius Reviewer

Scalability

Modus

No score
No answers yet
No answers on this topic

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
The system is fully scaleable both vertically and horizontally across the enterprise.
Jay Dunsing | TrustRadius Reviewer

Return on Investment

Modus

  • I don't have any hard numbers. But all I get are good reviews and compliments from our sales team and customers who interact with ADR.
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

  • 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.
Tim Gossett | TrustRadius Reviewer

Screenshots

Pricing Details

Modus

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Velocify by Ellie Mae

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Add comparison