Seamless.AI vs. Velocify by ICE Mortgage Technology

Seamless AI is very well suited for the first round of prospecting, or when going after a very publicly known and traded company. A good example would be popular brand names in the country. Whereas it does show limitations for smaller companies, it cannot yield deep data in the same way as others might. However, it is agile, very fast, and compatible. I highly recommend it to any sales force.

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.

• Refresh Rate of Seamless.ai is quite good. A quick way to know this is see if a lead has changed jobs recently on LinkedIn, how quickly does it get refreshed in Seamless
• Search Capabilities are decent. Not as strong as some of its competitors, but would do the job for sure.
• Exporting lead lists is a great feature and a boon for saving a lot of time. Direct CSVs can be exported and fed into the CRM.

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!

• Enrichment / Data Quality: Phone Number quality can be way better than it is right now. Even email addresses are incorrect a lot of times.
• Industry Filter: There are just way too many industries. Some of them definitely can be grouped / combined to help land at search results faster.

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

It is agile, quick, simple, and ironically Seamless. Just as it is aptly named, we see it being able to quickly be brought up, perform its task, and be packed away with results rather quickly. It lacks the full ten out of ten score due to it being more of a "fast, basic" lead capture tool, compared to the main market, which is full of deep dive software. This is useful, as sometimes in our business, only rudimentary information, or a single name, is required.

Incentivized

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.

Seamless.AI is hands down the best platform currently out in the market and cost effective. ZoomInfo is great as well, but their price compared to Seamless.AI is more than half of them. Why pay more for the same great product?

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.

• I am able to find contacts and companies that are not in our database.
• I can find more prospects than I have time to call.
• I am finding companies and contacts to enter that my company has never touched.
• It's so easy to find new prospects that I do not waste time cannibalizing our CRM like its leads.

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.