SalesPanda vs. Velocify by ICE Mortgage Technology

SalesPanda is great. It's a multifaceted user-friendly platform to find your target market, determine interest, and help drive your market. I've reviewed a LOT of software on this same platform and while I can sing the praises of this all day, it's not much different from the other software that's already readily available. I will say this is great for a mid-size agency, as there's no option to purchase separate components separately, and that can be a bit pricey.

Incentivized

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.

• They offer a free trial – I know this sounds pretty basic, but not all software offers that. Especially in a market saturated with marketing campaign software, this is a HUGE plus.
• SalesPanda offers training through online webinars – there isn't a need to go searching around on YouTube if you don't understand something. Additional plus!
• Their customer support is top-notch. If we ever ran into an issue, we were never on hold for longer than a couple of minutes. Excellent attention to customer care.

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!

• We didn't like that SalesPanda came as an entire package (which can be pricey). It would be nice if you could purchase different parts of it separately.
• There's no A/B testing. This is something others offer that SalesPanda doesn't.
• While customer service is great, their business hours are a little wonky. I'd prefer to have 24/7 customer care rather than 8-5.

Incentivized

• 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

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!!

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.

Zoho Campaigns is super affordable, but very basic with what you get. SalesPanda is similar, and while that may be appealing to a smaller company, I would say take the leap and spend the extra money. SalesPanda isn't perfect, but it's the best bang for your proverbial buck. Our clients have been very happy with the results.

Incentivized

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.

• SalesPanda has given us a stable platform to advertise our clients' strengths through its easy-to-use content marketing tool
• They have templates that allow you to market initiatives to help boost productivity (by saving time). Definitely a plus.
• SalesPanda focuses on content and generating leads...we use it to post our clients content to blogs, case studies, etc. Very nice!

Incentivized

• 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.