What users are saying about
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Top Rated
2896 Ratings

Salesforce

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Top Rated
2896 Ratings
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Score 8.4 out of 100
23 Ratings
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Score 9.2 out of 100

Likelihood to Recommend

Salesforce

Here are some scenarios where Salesforce.com is well suited in Finastra. As a Financial Services company we are dealing with large to medium IT, bank, and/or financial institutions or companies and a lot of sales and marketing efforts are in place and we do need Salesforce.com to actually maintain our leads, contacts, or prospects whether new or old, the customer. It is widely used in our marketing activities through Marketo synced in Salesforce.com. It also serves as a continuity tool between the marketing and sales teams to nurture our leads until we generate an ROI or have a close won/deal status. While for scenarios where it is less appropriate I think if it's for non-demand gen campaign or non-transactional activities it's ok not to be in Salesforce.com.
Angel Arciaga | TrustRadius Reviewer

Velocify by Ellie Mae

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.
Tim Gossett | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce
7.8
Velocify by Ellie Mae
Customer data management / contact management
Salesforce
8.4
Velocify by Ellie Mae
Workflow management
Salesforce
7.7
Velocify by Ellie Mae
Territory management
Salesforce
7.7
Velocify by Ellie Mae
Opportunity management
Salesforce
8.4
Velocify by Ellie Mae
Integration with email client (e.g., Outlook or Gmail)
Salesforce
7.3
Velocify by Ellie Mae
Contract management
Salesforce
7.7
Velocify by Ellie Mae
Quote & order management
Salesforce
7.5
Velocify by Ellie Mae
Interaction tracking
Salesforce
8.1
Velocify by Ellie Mae
Channel / partner relationship management
Salesforce
7.7
Velocify by Ellie Mae

Customer Service & Support

Salesforce
8.5
Velocify by Ellie Mae
Case management
Salesforce
9.0
Velocify by Ellie Mae
Call center management
Salesforce
8.4
Velocify by Ellie Mae
Help desk management
Salesforce
8.3
Velocify by Ellie Mae

Marketing Automation

Salesforce
7.9
Velocify by Ellie Mae
Lead management
Salesforce
8.2
Velocify by Ellie Mae
Email marketing
Salesforce
7.6
Velocify by Ellie Mae

CRM Project Management

Salesforce
7.4
Velocify by Ellie Mae
Task management
Salesforce
7.6
Velocify by Ellie Mae
Billing and invoicing management
Salesforce
6.7
Velocify by Ellie Mae
Reporting
Salesforce
8.0
Velocify by Ellie Mae

CRM Reporting & Analytics

Salesforce
8.2
Velocify by Ellie Mae
Forecasting
Salesforce
7.9
Velocify by Ellie Mae
Pipeline visualization
Salesforce
8.3
Velocify by Ellie Mae
Customizable reports
Salesforce
8.5
Velocify by Ellie Mae

Customization

Salesforce
8.1
Velocify by Ellie Mae
Custom fields
Salesforce
8.3
Velocify by Ellie Mae
Custom objects
Salesforce
8.3
Velocify by Ellie Mae
Scripting environment
Salesforce
7.7
Velocify by Ellie Mae
API for custom integration
Salesforce
8.0
Velocify by Ellie Mae

Security

Salesforce
8.4
Velocify by Ellie Mae
Single sign-on capability
Salesforce
8.3
Velocify by Ellie Mae
Role-based user permissions
Salesforce
8.6
Velocify by Ellie Mae

Social CRM

Salesforce
7.4
Velocify by Ellie Mae
Social data
Salesforce
7.4
Velocify by Ellie Mae
Social engagement
Salesforce
7.4
Velocify by Ellie Mae

Integrations with 3rd-party Software

Salesforce
7.5
Velocify by Ellie Mae
Marketing automation
Salesforce
7.6
Velocify by Ellie Mae
Compensation management
Salesforce
7.3
Velocify by Ellie Mae

Platform

Salesforce
7.7
Velocify by Ellie Mae
Mobile access
Salesforce
7.7
Velocify by Ellie Mae

Pros

Salesforce

  • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
  • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
  • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
Erik Viager | TrustRadius Reviewer

Velocify by Ellie Mae

  • 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!
Sara Razmus | TrustRadius Reviewer

Cons

Salesforce

  • Costs vs. ROI: The initial cost to BUILD whatever instance your SF sales rep presents to you and sells; the COST associate to get to that build is NEVER explained or discussed.
  • The Salesforce sales rep's job is to sell you on an idea and hope, rather than practical application, implementation, and realistic expectations of the egregiously cantankerous and universally overpriced CRM.
  • They do not vet, manage or hold accountable their 'implementation partners'. Again, the sales rep for Salesforce; their job is to sell you the platform, not what you they showed you the platform can do. There is extreme neglect in discussing the actual cost to get their CRM platform to do WHAT they have showcased to you. Not to mention the time it takes to get there. Not to mention the partners they refer to you are random. These 3rd party companies do ALL the work and make ALL the money on behalf of Salesforce, for themselves. You get stuck in contracts with mediocre service or lackluster results and there is NO recourse for you as the consumer against these 'partners'.
  • If I want to sell GM cars, GM has standards and minimums they require in order for me to represent their brand. If I do shady dealings, rip customers off or am just a terrible business to be in business with, GM would strip me of my dealership title for their brand. SalesForce does no such thing. I could start a company to implement salesforce, have you sign a contract and deliver a garbage product. If you go to SF to complain about that; "Our hands our tied" as I have been told.
  • Salesforce does not care about your user experience, they just want you to buy more. It is a Sales organization, not a software company. Again, they do not care about your business, the negative impact of their CRM rollout, or how terrible their 3rd party support partners are. They. Dont. Care. They just want your money.
  • SF is aware they are the biggest player on the block. They have all the cards. You, the consumer, as an individual business, have no power or say.
Kurt Johansen | TrustRadius Reviewer

Velocify by Ellie Mae

  • 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)
Kristi Brannon | TrustRadius Reviewer

Likelihood to Renew

Salesforce

Salesforce 10.0
Based on 49 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 5.1
Based on 5 answers
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
Anonymous | TrustRadius Reviewer

Usability

Salesforce

Salesforce 8.1
Based on 83 answers
They need some work on Salesforce’s user interface (UI) to make it more user-friendly and intuitive. It could provide better training and tools to help users take advantage of more advanced features. With a lot of data points, Salesforce’s interface is not seamless. Following a fresh set of edits being saved, no new pages appear in the browser.
Aononna Tazin | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
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.
Jay Dunsing | TrustRadius Reviewer

Reliability and Availability

Salesforce

Salesforce 9.8
Based on 54 answers
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Kyle Dugger | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 2 answers
The system is always up!!
Jay Dunsing | TrustRadius Reviewer

Performance

Salesforce

Salesforce 9.0
Based on 36 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 2 answers
If the system is set up correctly it will be a game changer for your organization.
Jay Dunsing | TrustRadius Reviewer

Support Rating

Salesforce

Salesforce 7.7
Based on 110 answers
We do have an in-house team to help us with our Salesforce.com (SFDC) needs and though sometimes it [is] due to technical glitches, which may take a long time to address, we do workarounds to ensure that we are still able to send our deliverables (e.g. for our team, reporting wise).
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 5 answers
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.
Anonymous | TrustRadius Reviewer

In-Person Training

Salesforce

Salesforce 7.9
Based on 11 answers
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 1 answer
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.
Jay Dunsing | TrustRadius Reviewer

Online Training

Salesforce

Salesforce 9.1
Based on 15 answers
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

No score
No answers yet
Velocify offers online training via videos and written descriptions of implementation procedures.
Jay Dunsing | TrustRadius Reviewer

Implementation Rating

Salesforce

Salesforce 9.4
Based on 32 answers
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 8.0
Based on 2 answers
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.
Jay Dunsing | TrustRadius Reviewer

Alternatives Considered

Salesforce

When evaluating a CRM solution for our company we had a fairly simple decision process. We had to decide to buy vs build an internal solution - which we found for the cost Salesforce would save from development / IT perspective and provide a more robust solution. The closest out of the box competitor we looked at was the Microsoft Dynamics CRM product -and again, we found Salesforce to be a more robust / cost effective solution.
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

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
Tim Gossett | TrustRadius Reviewer

Contract Terms and Pricing Model

Salesforce

Salesforce 9.0
Based on 2 answers
Salesforce has never been able to answer a question I've had, but I've heard from colleagues that they respond quickly. Market leaders tend to be more professional when things go awry. For CRM systems, Salesforce is by far the most popular. I've used CRM systems before Salesforce, and they weren't even close. Salesforce has such a monopoly on the market that they consider us as users. Inextricably linked, the two are one.
Aononna Tazin | TrustRadius Reviewer

Velocify by Ellie Mae

No score
No answers yet
No answers on this topic

Scalability

Salesforce

Salesforce 10.0
Based on 2 answers
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Anonymous | TrustRadius Reviewer

Velocify by Ellie Mae

Velocify by Ellie Mae 10.0
Based on 1 answer
The system is fully scaleable both vertically and horizontally across the enterprise.
Jay Dunsing | TrustRadius Reviewer

Professional Services

Salesforce

Salesforce 9.0
Based on 2 answers
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
Aononna Tazin | TrustRadius Reviewer

Velocify by Ellie Mae

No score
No answers yet
No answers on this topic

Return on Investment

Salesforce

  • Companies that either hire consulting expertise or have in-house experts will benefit the most. It can be a powerful tool. Manage it correctly and there will be great benefits.
  • Conversely, if companies don't implement Salesforce.com with a plan, there will be frustration and small if any ROI realized.
Quentin Goin | TrustRadius Reviewer

Velocify by Ellie Mae

  • 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.
Tim Gossett | TrustRadius Reviewer

Screenshots

Pricing Details

Salesforce

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce Editions & Modules

Edition
Essentials$25.001
Professional$75.001
Enterprise$150.001
Unlimited$300.002
  1. Per User/Per Month
  2. Per user/Per month
Additional Pricing Details

Velocify by Ellie Mae

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Velocify by Ellie Mae Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesforce
7.8
Velocify by Ellie Mae
10.0

Likelihood to Renew

Salesforce
10.0
Velocify by Ellie Mae
5.1

Usability

Salesforce
8.1
Velocify by Ellie Mae
10.0

Reliability and Availability

Salesforce
9.8
Velocify by Ellie Mae
10.0

Performance

Salesforce
9.0
Velocify by Ellie Mae
10.0

Support Rating

Salesforce
7.7
Velocify by Ellie Mae
10.0

In-Person Training

Salesforce
7.9
Velocify by Ellie Mae
8.0

Online Training

Salesforce
9.1
Velocify by Ellie Mae

Implementation Rating

Salesforce
9.4
Velocify by Ellie Mae
8.0

Contract Terms and Pricing Model

Salesforce
9.0
Velocify by Ellie Mae

Scalability

Salesforce
10.0
Velocify by Ellie Mae
10.0

Professional Services

Salesforce
9.0
Velocify by Ellie Mae

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