<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
3075 Ratings

Salesforce

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
3075 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100
25 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.2 out of 100

Feature Set Ratings

    Sales Force Automation

    7.7

    Salesforce

    77%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 9/9 features

    Customer data management / contact management

    8.1
    81%
    188 Ratings
    N/A
    0 Ratings

    Workflow management

    7.8
    78%
    180 Ratings
    N/A
    0 Ratings

    Territory management

    7.6
    76%
    149 Ratings
    N/A
    0 Ratings

    Opportunity management

    8.2
    82%
    184 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    7.5
    75%
    173 Ratings
    N/A
    0 Ratings

    Contract management

    7.6
    76%
    146 Ratings
    N/A
    0 Ratings

    Quote & order management

    7.4
    74%
    138 Ratings
    N/A
    0 Ratings

    Interaction tracking

    7.9
    79%
    159 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    7.7
    77%
    131 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    8.6

    Salesforce

    86%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 3/3 features

    Case management

    9.0
    90%
    56 Ratings
    N/A
    0 Ratings

    Call center management

    8.4
    84%
    42 Ratings
    N/A
    0 Ratings

    Help desk management

    8.3
    83%
    46 Ratings
    N/A
    0 Ratings

    Marketing Automation

    7.8

    Salesforce

    78%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Lead management

    7.9
    79%
    171 Ratings
    N/A
    0 Ratings

    Email marketing

    7.7
    77%
    145 Ratings
    N/A
    0 Ratings

    CRM Project Management

    7.4

    Salesforce

    74%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 3/3 features

    Task management

    7.5
    75%
    163 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    6.7
    67%
    37 Ratings
    N/A
    0 Ratings

    Reporting

    7.9
    79%
    127 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    7.9

    Salesforce

    79%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 3/3 features

    Forecasting

    7.7
    77%
    160 Ratings
    N/A
    0 Ratings

    Pipeline visualization

    7.9
    79%
    176 Ratings
    N/A
    0 Ratings

    Customizable reports

    8.1
    81%
    184 Ratings
    N/A
    0 Ratings

    Customization

    8.0

    Salesforce

    80%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 4/4 features

    Custom fields

    8.0
    80%
    176 Ratings
    N/A
    0 Ratings

    Custom objects

    8.2
    82%
    168 Ratings
    N/A
    0 Ratings

    Scripting environment

    7.7
    77%
    128 Ratings
    N/A
    0 Ratings

    API for custom integration

    7.9
    79%
    148 Ratings
    N/A
    0 Ratings

    Security

    8.4

    Salesforce

    84%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Single sign-on capability

    8.3
    83%
    146 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    8.4
    84%
    139 Ratings
    N/A
    0 Ratings

    Social CRM

    7.7

    Salesforce

    77%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Social data

    7.6
    76%
    118 Ratings
    N/A
    0 Ratings

    Social engagement

    7.8
    78%
    115 Ratings
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.8

    Salesforce

    78%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 2/2 features

    Marketing automation

    7.8
    78%
    152 Ratings
    N/A
    0 Ratings

    Compensation management

    7.7
    77%
    103 Ratings
    N/A
    0 Ratings

    Platform

    7.9

    Salesforce

    79%

    Velocify by ICE Mortgage Technology

    Feature Set Not Supported
    N/A
    Salesforce.com ranks higher in 1/1 features

    Mobile access

    7.9
    79%
    161 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • Salesforce.com is rated higher in 2 areas: Likelihood to Renew, Implementation Rating
    • Velocify by ICE Mortgage Technology is rated higher in 6 areas: Likelihood to Recommend, Usability, Availability, Performance, Support Rating, In-Person Training
    • Salesforce.com and Velocify by ICE Mortgage Technology are tied in 2 areas: Configurability, Product Scalability

    Likelihood to Recommend

    7.6

    Salesforce

    76%
    305 Ratings
    8.0

    Velocify by ICE Mortgage Technology

    80%
    12 Ratings

    Likelihood to Renew

    9.4

    Salesforce

    94%
    49 Ratings
    5.1

    Velocify by ICE Mortgage Technology

    51%
    5 Ratings

    Usability

    8.0

    Salesforce

    80%
    94 Ratings
    10.0

    Velocify by ICE Mortgage Technology

    100%
    1 Rating

    Availability

    9.8

    Salesforce

    98%
    54 Ratings
    10.0

    Velocify by ICE Mortgage Technology

    100%
    2 Ratings

    Performance

    9.0

    Salesforce

    90%
    36 Ratings
    10.0

    Velocify by ICE Mortgage Technology

    100%
    2 Ratings

    Support Rating

    7.6

    Salesforce

    76%
    121 Ratings
    10.0

    Velocify by ICE Mortgage Technology

    100%
    8 Ratings

    In-Person Training

    7.9

    Salesforce

    79%
    11 Ratings
    8.0

    Velocify by ICE Mortgage Technology

    80%
    1 Rating

    Online Training

    9.1

    Salesforce

    91%
    15 Ratings

    Velocify by ICE Mortgage Technology

    N/A
    0 Ratings

    Implementation Rating

    9.4

    Salesforce

    94%
    32 Ratings
    8.0

    Velocify by ICE Mortgage Technology

    80%
    2 Ratings

    Configurability

    10.0

    Salesforce

    100%
    2 Ratings
    10.0

    Velocify by ICE Mortgage Technology

    100%
    1 Rating

    Contract Terms and Pricing Model

    9.1

    Salesforce

    91%
    10 Ratings

    Velocify by ICE Mortgage Technology

    N/A
    0 Ratings

    Product Scalability

    10.0

    Salesforce

    100%
    2 Ratings
    10.0

    Velocify by ICE Mortgage Technology

    100%
    1 Rating

    Professional Services

    9.3

    Salesforce

    93%
    8 Ratings

    Velocify by ICE Mortgage Technology

    N/A
    0 Ratings

    Vendor pre-sale

    Salesforce

    N/A
    0 Ratings
    10.0

    Velocify by ICE Mortgage Technology

    100%
    1 Rating

    Likelihood to Recommend

    Salesforce

    Ability to create dashboards. The project progress can be easily tracked. Tickets can be fed with all the right data and the same can be exported. You can customize the fields as per your usage. Can be used for multiple projects. The reports generated are accurate in nature and can be used for making important decisions and improvements.
    Read full review

    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.
    Read full review

    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.
    Read full review

    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!
    Read full review

    Cons

    Salesforce

    • Would like easier integration of Einstein data in Salesforce Dashboards so we do not have to navigate to the Analytics Studio.
    • Quicker adoption of custom objects into new offerings like the Pipeline Navigator.
    • Continued expansion of Salesforce Surveys for more features and flexibility.
    Read full review

    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)
    Read full review

    Pricing Details

    Salesforce

    Starting Price

    $25 per month

    Editions & Modules

    Salesforce editions and modules pricing
    EditionModules
    Essentials$25.001
    Professional$75.002
    Enterprise$150.003
    Unlimited$300.004

    Footnotes

    1. Per User/Per Month
    2. Per User/Per Month
    3. Per User/Per Month
    4. Per user/Per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Velocify by ICE Mortgage Technology

    Starting Price

    Editions & Modules

    Velocify by ICE Mortgage Technology editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Likelihood to Renew

      Salesforce

      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
      Read full review

      Ellie Mae

      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
      Read full review

      Usability

      Salesforce

      Compared to the Salesforce Classic layout, the Lightning Experience is very user-friendly. Customize your top navigation bar to include quick links to your most frequently used records, objects, or reports. There are free online courses from Salesforce called "Trail Heads" to help new users get acquainted with the CRM. As a whole, it's a well-designed and user-friendly website. All is well, and there have been no problems so far.
      Read full review

      Ellie Mae

      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.
      Read full review

      Reliability and Availability

      Salesforce

      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.
      Read full review

      Ellie Mae

      The system is always up!!
      Read full review

      Performance

      Salesforce

      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
      Read full review

      Ellie Mae

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

      Support Rating

      Salesforce

      Account managers are awesome for the most part but change every year. So just as they are getting to know your business they usually switch accounts. We have premier success now which gives us 24/7 access to support, which has been helpful as we deal with integration issues with APIs and across Salesforce products.
      Read full review

      Ellie Mae

      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.
      Read full review

      In-Person Training

      Salesforce

      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
      Read full review

      Ellie Mae

      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.
      Read full review

      Online Training

      Salesforce

      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
      Read full review

      Ellie Mae

      Velocify offers online training via videos and written descriptions of implementation procedures.
      Read full review

      Implementation Rating

      Salesforce

      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.
      Read full review

      Ellie Mae

      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.
      Read full review

      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.
      Read full review

      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
      Read full review

      Contract Terms and Pricing Model

      Salesforce

      The contract process was arduous. Some of that was because of the purchasing issues with our university, but as mentioned previously, we got a quote for a package and then they also recommended add-on fees. These were things we did not end up going with because we had budgeted based on the originally quoted amount. This has slowed down our implementation phase and meant we were paying for two CRM software for longer than I would have liked.
      Read full review

      Ellie Mae

      No answers on this topic

      Scalability

      Salesforce

      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.
      Read full review

      Ellie Mae

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

      Professional Services

      Salesforce

      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.
      Read full review

      Ellie Mae

      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.
      Read full review

      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.
      Read full review

      Screenshots

      Add comparison