Reply vs. Velocify by ICE Mortgage Technology

The
reply is an excellent sales management solution. If any company wants
to save time and keep their sales team flexible, they should try it first. It
is a fantastic tool for delivering multiple emails to any target audience. This
is also the best deal for firms who looking for an all-in-one solution, as it
provides virtually unlimited email addresses along with CRM and outreach
automation.

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.

• This product gives me the liberty to very easily and freely navigate all things on my own, which does not require many skills to start working.
• This product gives us the leverage of creating our own tailored and personalized templates for our teams in just a matter of minutes.
• This program is so automated that it performs everything on its own from LinkedIn to email search, to even booking meetings.
• I found the onboarding process pretty great and efficient. I am really happy with the overall customer support. They are some of the nicest people I have met who are there to willingly help me at any time of need and problem.
• Their usability is also hands down very good. However, I find their user interface to be slightly less user-friendly, so there is some degree of scope in the improvement of their user intuitiveness and user-friendliness.

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!

• Syncing to other programs. You cannot interrelate Reply with other software in a simple way. Zapier is required and even then it’s not perfect.
• Similar to syncing, there’s no way to export results of particular campaigns. This is awful. If I send out a campaign to a group, I’d like to export the results to enter into a CRM since I can’t sync the contacts. One of these features must be added ASAP.
• Organization. While Reply itself is user-friendly, keeping campaigns and contacts and results organized is not. You cannot organize campaigns or file them away when they are done. Therefore you have to delete campaigns to stay organized and lose results, which you cannot even export.

Incentivized

• 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.

I generally receive a reply in no time at all and found not only the support org. but the sales team to be extremely helpful. Additionally I found a great onboarding process with plenty of resources to consume.

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.

These tools are great, but they aren't built for what we use Reply for. Reply is perfect for doing these outbound campaigns at scale, whereas with ActiveCampaign and Vitally we were trying to turn the tools into something they are not.

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.

• They lacked proper security certifications.
• Saved time and effort on mass email campaigns.
• Helped gain insights on our outbound business efforts.

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.