Prezi’s advantage over static slides is that its interactive, zoomable canvas shows the relationship between the big picture and the fine details. The vendor’s value proposition is that this puts ideas in context, and makes them more likely to resonate, motivate, and be remembered.
$3
per month
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.
When you have to present complex hierarchical structures, and if your audience would require navigation in and out of the hierarchy, then Prezi is a good candidate for you. But be prepared, Prezi is not as intuitive as a standard presentation tool, and it may take some time to get used to.
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.
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!
Linux support is non-existent. With Android/Chrome OS being based on the linux kernel but also with lots of tech-savvy and influencers using non-Windows and non iOS platforms, I feel a pariah.
As far as I know for Android phones and tablets you can only present but not edit prezis in its native app. Again an Android users, it is a sub-par experience the app in general is lacking functionality.
Using the browser version (because I have no other alternative) uploading multiple images is very buggy
Having a version history would be great when you are editing a large presentation over several days
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
Learning to use Prezi and create new presentations is very simple and easy to do. It does not require new skills or a long training process, since in general the use is quite intuitive (and if you have any questions there are many videos on how to use it). Its operation in both the browser version and the app is very good and fluid, managing to perform all the tasks you want properly.
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.
It is a modern and easy-to-use tool (after a while) that allows you to make dynamic and trained presentations without the need to be an expert user. It has allowed me to improve the attention and motivational processes of my students. In addition, it has many [community users] who make videos and teach the many uses that you can use Prezi. And because, despite the restrictions of the free version, everyone can access and make use of Prezi and thus improve their boring ppt and inject some vitality into them.
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.
Other solutions for presentations all fall on the typical slideshow paradigm. So far, only Prezi walked away from this path. Its expanding canvas and freeform path are refreshing in this scenario. In this sense, Prezi is unique in its style of presentation, which makes difficult to establish comparisons based on costs. The still ongoing migration to Prezi Next has been a bit troubled, according to some old users, but it seems the company is working to give Prezi Next the same flexibility that Prezi Classic. And Prezi already has a huge user base that do not want to go back working with the limits of slides.
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
Prezi provided us with a unique selling factor when it came to pitching our services to new prospects.
While creating a presentation from scratch might be time-consuming, Prezi allows you to easily reuse and utilize old designs to create new presentations with a different vibe and content.
An easy way to impress upper management and stakeholders, especially when presenting to the management of our clients.
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.
