SalesExec vs. Velocify by ICE Mortgage Technology

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
SalesExec
Score 8.0 out of 10
Enterprise companies (1,001+ employees)
SalesExec is lead management software built specifically for sales teams and call centers. This solution aims to help users close more leads by providing the ability to follow up with leads quickly and efficiently.
$65
per seat
Velocify by ICE Mortgage Technology
Score 6.2 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.N/A
Pricing
SalesExecVelocify by ICE Mortgage Technology
Editions & Modules
SalesExec Enterprise
$65
per seat
No answers on this topic
Offerings
Pricing Offerings
SalesExecVelocify by ICE Mortgage Technology
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup Fee$750 per installationNo setup fee
Additional Details——
More Pricing Information
Community Pulse
SalesExecVelocify by ICE Mortgage Technology
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
SalesExecVelocify by ICE Mortgage Technology
Small Businesses
Lead411
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Score 9.1 out of 10
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Score 9.1 out of 10
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User Ratings
SalesExecVelocify by ICE Mortgage Technology
Likelihood to Recommend
-
(0 ratings)
10.0
(11 ratings)
Likelihood to Renew
-
(0 ratings)
5.1
(5 ratings)
Usability
-
(0 ratings)
10.0
(1 ratings)
Availability
-
(0 ratings)
10.0
(1 ratings)
Performance
-
(0 ratings)
10.0
(1 ratings)
Support Rating
-
(0 ratings)
10.0
(4 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
Configurability
-
(0 ratings)
10.0
(1 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
Vendor pre-sale
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
SalesExecVelocify by ICE Mortgage Technology
Likelihood to Recommend
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
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.
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Pros
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
  • 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!
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Cons
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
  • 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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Likelihood to Renew
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
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
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Usability
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
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.
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Reliability and Availability
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is always up!!
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Performance
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
If the system is set up correctly it will be a game changer for your organization.
Read full review
Support Rating
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
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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In-Person Training
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
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.
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Online Training
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
Velocify offers online training via videos and written descriptions of implementation procedures.
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Implementation Rating
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
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.
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Alternatives Considered
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
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
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Scalability
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is fully scaleable both vertically and horizontally across the enterprise.
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Return on Investment
ClickPoint Software
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
  • 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.
Read full review
ScreenShots

SalesExec Screenshots

Screenshot of 360 Degree Customer DashboardScreenshot of Easily update leads, get directions, and call your customers instantly.Screenshot of Turn by turn directionsScreenshot of iPhone enabled to reach your customers from the field