RingEX vs. Velocify by ICE Mortgage Technology

RingCentral is generally good for business calls, as its mobile features, combined with landline office options, are great for communication on the go. It is also an affordable option to have a mobile cellular device if you have a lot of staff. Setup especially for multilevel authorization can be a hassle but it works well if well set up, you would have to get help in rectifying this if not calls might be redirected to the wrong extensions and changing it is not very straight forward.

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.

• Chat and Messaging - Conversations are easy to search, topics can be pinned or bookmarked, and groups are easy to create and administer.
• Phone - The core functionality works very well allowing voice, txt/sms, and faxing for all users. Administration is generally fairly easy as well.
• Mobile Client - the mobile app offers all of the same functionality as the desktop or web client.
• Video - Video calls make it easy to share screens with other users and includes a lot of tools for planning.

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!

• We can use the RingEx in our Mobile to use for Basic calls and messages, but sometimes the mobile application lags or disconnects while using video calls or screen sharing.
• we can easily configure in our laptops.
• The Meeting recording option is really helpful for our organization

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

We are grandfathered into our unlimited toll-free minutes plan. We are very unlikely to switch because of that. It has been the major factor saving us a lot of money compared to switching to other solutions. I don't know any other company that still offers these unlimited plans.

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

They were working on updating a few of the modules while we were going live, so this made usability difficult to train on once they did go live with those changes. Now that the changes are in place, we have really enjoyed the usability of the platform

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.

RingEx is reliable I have not had any issues as of yet. I use both plants we have, and the service is fair to good. The service as a whole is solid and a great method to get in contact with anyone. I know the service also involves Wi-Fi and cellular service, or, in other words, how good your signal is.

Incentivized

The system is always up!!

Occasional bandwith issues. In addition to this, I have one individual whose calls are blocked. We were not able to determine whether this was a RingEX or a carrier issue.

Incentivized

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

Call-in support is fantastic. I have never called in and had it taken more than 30 minutes to resolve our issue. Email support is terrible. You will likely go 24+ hours until you hear back and the response is likely a canned one. I personally prefer the email or chat support option, but find myself calling instead because the email support experience is so poor.

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

I really didn't know all the capabilities

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 someone has an existing system I tell them to keep that running initially and keep RingEX separate initially until the system is configured and tested to one's satisfaction. After testing and configuration is completed, then roll over the main phone numbers to the new RingEX system. I've seen one person who immediately flipped over to RingEX without properly configuring/testing the software and had many issues with missed customer calls until I helped him sort out his configuration.

Incentivized

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.

We switched from GoTo's platform with pieces of Teams. At that time, the complexity and difficulty of integrating all of the features and connecting them to get a simple platform that was stable and easy to train weren't available elsewhere.

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

not to sign up for it or give them any money for a product that does not work

We have 75 users and 85 phones on the system and have yet to have any noticeable outages. The system just works all of the time without issues. Our old VOIP system on Voyant would go out all the time for multiple hours. RingEX is much more stable and reliable.

Incentivized

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

• Enhanced patient accountability, we can track all calls - incoming and outgoing - patients tend to state that they called and left a message, but they either never called or did not leave a message. With RingEX, we can track whether they really did. It saves us quite a bit of time and aggravation.
• Faxing is more accurate and usually very quick. Because it's accurate, it saves us time with phone calls about faxes we never received and having to refax items. Also, faxing via the system instead of printing and scanning is a time-saver.

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.