Salesforce Mobile vs. Velocify by ICE Mortgage Technology

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce Mobile
Score 8.3 out of 10
N/A
Salesforce Mobile (formerly Salesforce1 Mobile App) provides sales reps and marketers to update their pipeline and lead statuses on the go, as well as share notifications and keep their team and collaborators updated on the movement of prospects through the sales pipeline.N/A
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
Salesforce MobileVelocify by ICE Mortgage Technology
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Salesforce MobileVelocify by ICE Mortgage Technology
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Salesforce MobileVelocify by ICE Mortgage Technology
Top Pros
Top Cons
Best Alternatives
Salesforce MobileVelocify by ICE Mortgage Technology
Small Businesses
Lead411
Lead411
Score 9.1 out of 10
Lead411
Lead411
Score 9.1 out of 10
Medium-sized Companies
Lead411
Lead411
Score 9.1 out of 10
Lead411
Lead411
Score 9.1 out of 10
Enterprises
Alyce by Sendoso
Alyce by Sendoso
Score 9.1 out of 10
Alyce by Sendoso
Alyce by Sendoso
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce MobileVelocify by ICE Mortgage Technology
Likelihood to Recommend
7.2
(26 ratings)
10.0
(11 ratings)
Likelihood to Renew
10.0
(1 ratings)
5.1
(5 ratings)
Usability
9.9
(2 ratings)
10.0
(1 ratings)
Availability
-
(0 ratings)
10.0
(1 ratings)
Performance
-
(0 ratings)
10.0
(1 ratings)
Support Rating
9.9
(3 ratings)
10.0
(4 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Implementation Rating
10.0
(1 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
Salesforce MobileVelocify by ICE Mortgage Technology
Likelihood to Recommend
Salesforce
Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop. However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole
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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
Salesforce
  • The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe.
  • The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information.
  • The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks.
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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
Salesforce
  • Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for.
  • This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation.
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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
Salesforce
We have to have it !! We love the product and most of us use it everyday - many times daily !!
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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
Salesforce
Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.
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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
Salesforce
No answers on this topic
ICE Mortgage Technology (Ellie Mae + Simplifile + MERS)
The system is always up!!
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Performance
Salesforce
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.
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Support Rating
Salesforce
I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.
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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
Salesforce
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
Salesforce
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
Salesforce
It went great - need more discovery next time
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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
Salesforce
I have used HubSpot and Copper CRM at previous companies but both of them are fundamental CRMs. Salesforce can truly be implemented to meet your unique business attributes and can scale as your company grows. It's no wonder it's the #1 CRM in the world. Plus with 100s of integrations to other apps, Salesforce can achieve a lot more than just managing sales.
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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
Salesforce
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
Salesforce
  • Reduces the amount of times i need to get in the computer during weekends (to check stuff)
  • Reduces the heaviness of my bag when im doing field sales
  • no negatives, if it had i would just do it in the computer
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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.
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