Revenue.io vs. Velocify by ICE Mortgage Technology

Revenue.io's automated pricing and demand forecasting features may benefit e-commerce enterprises with a large number of products and fluctuating demand. This can assist them in remaining competitive while increasing sales and profitability. Small businesses with a restricted product offering or consistent demand may benefit less from Revenue.io's advanced pricing and forecasting services.

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.

• Speed at calling through lists, loading the account data into the intelligent dallier
• Using the calling notes and other values, as triggers into our workflows
• Using ringDNA data in our Marketing cloud journeys for customer service and sales purposes. For example, triggering an email send based on the results of a phone call

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!

• It constantly logs out and forces me to log back in through both RingDNA and Salesforce before calling or texting anyone which requires a 2 step process. This can be prevented by logging into RingDNA at the start of each day before Salesforce, I just need to make this a habit!
• When you go into "Contacts" in the dialer and search for someone, it does not predictively auto-populate Contacts based on what you have typed so far (unlike Salesloft, Outreach, etc) so you end up typing most of the contact's name each time when searching. Not a huge deal since I am primarily searching for people in Salesforce, but it would be nice to have this in dialer as well.

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

Our company is very happy with RingDNA and our experience with using it only continues to improve over time.

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

I can say that this platform has been a great help from the beginning of the implementation and has helped exponentially to grow as a company. At no time have we had problems at the beginning or any confusion when using this software for the first time, it has always been very easy to use its interface and tool. In case we don't know something, technical support has always been helpful.

Incentivized

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.

They have a dedicated support team to assist with any questions or issues users may encounter while using the application. However, this feature makes this platform live and steady

The system is always up!!

Revenue.io to evaluate its performance in terms of page load times or report completion. Regarding integration with other software or systems, its integration with other tools is designed to work seamlessly with other tools and systems without slowing them down. Furthermore, integration does not affect its efficiency and leads to smooth work

If the system is set up correctly it will be a game changer for your organization.

It fulfills our requirements for what we were looking for among the products available in the market. They have given demos so well and address all of our issues very well. They also quoted the best price for what we had in mind. Overall, it helps us zero in on our search with all the requirements and budget in mind.

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

Due to a comprehensive understanding of the platform to use its features and functions effectively.

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.

Thoroughly assess your organization's revenue management needs and consider the time and resources required.

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.

I honestly think that SalesLoft is a more complete solution as far as the user interface goes. However, Ring DNA has the added call intelligence feature that sales loft doesn't have, so we went with ring dna.

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

Overall, Revenue.io is a highly scalable platform that can adapt to the needs of businesses of varying sizes and industries. The program handles large volumes of data and users, making it suitable for companies with complex revenue management needs. Moreover, the cloud-based infrastructure allows the platform to scale up or down quickly based on changing business needs.

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

• RingDNA has a significant impact on our ability to manage our activities with our sales team
• Analytics gives us absolute transparency across our sales and service teams
• Essentially this enables us to truly see and act on what is happening and make overall improvements to marketing, sales and services

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.