Seismic is a recognized leader in sales and marketing enablement. The vendor's value proposition is that their solution equips global sales teams with the knowledge, messaging, and automatically personalized content proven to be the most effective for any buyer interaction. Additionally, the vendor says powerful content intelligence and analytics enable marketers to prove and improve their impact on the bottom line, revealing what is really driving revenue and what needs to be…
N/A
Velocify by ICE Mortgage Technology
Score6.7 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.
It is excellent for a cloud-based workspace between you and your customers. I find the chat feature to be a cool and underutilized tool. I appreciate how you can consolidate all your information on one page, rather than having multiple attachments. Easy to clone DSRs (Digital Sales Rooms), which saves a significant amount of time. Especially when all you have to do is make minor changes between customers.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Seismic allows for one location to store all relevant content so that associates are not having to spend as much time searching for what they need.
Seismic provides the ability to fully customize content such that one template can serve many needs with the simple ability to answer questions that drive the customization in the content. This customization can range from simple to quite complex depending on your level of expertise with the tool.
Seismic provides a lot of flexibility when it comes to organizing your content and how to make the experience of accessing that content unique to the needs of each user in the system.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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!
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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)
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
Seismic is super easy to use and has so many different features and functionality to take advantage of. But being a company who utilizes Google platform a lot we have some issues with the api connections and integrations across the board. But all in all it is not a huge issue, I would just like to see them improve the integration more
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Seismic's support team has been exceptional at providing support when an issue has come up, or when we have had questions regarding the platform. They have responded quickly, and I feel as if they truly try to find a solution to the quickest of their abilities. My team and I truly feel supported when it comes to reaching out to Seismic.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
Both Highspot and Seismic are great tools. They each provide an extensive library that can be easily customized based on the rep/team/deal cycle stage etc. Seismic has a much cleaner look and feel. As a rep, I felt it was much easier to navigate the tool and organize my content the way I wanted to. Highspot tended to feel cluttered and even overwhelming at times. Along with that, the AI and saved search feature ran smoother in Seismic. I could easily find the document or sales deck I was looking for, whereas in Highspot I felt I had to look around longer than I would have liked.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
We can quickly generate product-specific proposals.
We've experienced repeated frustrations while trying to edit/update the LiveDoc.
Errors in LiveDoc coding have occasionally produced errors in the generated proposals where certain fields (Customer Name, for example) should have been automatically completed but were not.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
