Navattic vs. Velocify by ICE Mortgage Technology

Navattic is a powerful tool for product engagement, backed by amazing customer support. Despite its many capabilities, it’s quite intuitive and smooth to use, delivering great value for its cost from the start. Demos and tours look polished and provide a refreshing self-serve experience to users and prospects alike.

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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.

• Eye to detail on the visuals used whether modals, tool tips, different type of steps.
• Voice over! Very good introduction
• Easy to use, a plug and play kind of deal which I love

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• 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!

• Although I like the AI summarizations that highlight and add text in the proper steps, it still needs a human to review
• Some features are hidden within another click like the next/back button or the beacons/highlights. Popular features shouldn't require too many additional clicks to get to.

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• 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)

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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 tool is easy to use on it's own but the Navattic team is also phenomenal to work with. They have been instrumental in helping us get set up and confident in building our own demos

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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.

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Independently Invited by TrustRadius

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.

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.

Navattic was about half the price but not half the functionality. There are differences between the two but not enough to justify the price difference.

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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

The system is fully scaleable both vertically and horizontally across the enterprise.

• Our demo hub is the website page that contributes and retains most traffic
• Increased time spent on the page
• Reduced bounce rate

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Independently Invited by TrustRadius

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.