Saleshandy vs. Velocify by ICE Mortgage Technology

My first time contacting SalesHandy the person in live chat answered all of my questions and understood me. I was very happy. The second time the person didn't understand me at all. That's when I became aware this wasn't an American company. I asked for the same person I got the first time and we started e-mailing, but he clearly didn't read what I wrote on two occasions, so he wasn't addressing my questions. This started to waste my time and frustrate me. Then the e-mails stopped coming and I had to keep e-mailing again trying to get a response, until they finally stopped altogether. I was literally just about to sign up for a paid account when this all happened. I told them I was going to go to their competition, and they didn't care, they just ignored me.

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.

• The email drip campaign execution is simple to use and allows emails to be sent in 60-90seconds intervals which is very important when sending a big number of emails.
• They have a very easy to understand customization fields that allow the user to view each individual email before sending to check for any potential errors.
• Good integration of templates into the campaign set-up field with just a few clicks. Don't need to copy and paste.

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!

• I am missing SalesHandy's integration with Box. Screen sharing and live presentation process can be made easier.

• 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

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

I assume (I still can't be 100% sure) that if they had cared about my business, it would have worked for what I needed it to do, which was track open e-mails and clicked links.

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.

The system is always up!!

Due to me using the software for very long and their terrible customer service, this is why I rated them low. I did notice that when sending e-mails it does take a while for the e-mail to go through, but then the e-mail hits the inbox very quickly. Also, their site and live chat did have problems. I mentioned this to them and they eventually fixed the live chat, but then they ignored the site issues I had which is when I opened two tabs, one tab would show one thing, and the other tab an entirely different thing within my account. It was very confusing and wasted my time trying to figure out if what I had done actually saved.

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

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

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 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.

I'm now searching for an alternative to SalesHandy

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

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

• Lead generation increased
• Sales Engagement saves a lot time

• 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.