UpLead is a B2B data provider and technology company based in Southern California providing access to verified B2B contacts with direct email addresses. Search by industry, location, sales volume, number of employees, public vs private, contact title, job function, management level, technologies used and more to find customers. API and CRM integrations available.
$99
per month
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.
UpLead is well suited for environments where there is a lot of accurate contact information to research mainly generating sales for a business. On the other hand, businesses that don't require searching up a huge amount of contact data and that doesn't add up to the sales of a business do not need to use this software.
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.
UpLead is one of the best B2B platforms available in the market which deals in offering the highest quality contacts and different companies’ data.
It has the best and updated real-time email verification, having contacts worldwide, technology tracking, account-based marketing, and robust API.
The integration of UpLead with other platforms is up to the mark. It allows users to integrate UpLead with other renowned software to have the best possible workspace to work on.
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!
More data on small and start-up companies, but this situation is understandable.
Collecting a long list of contacts, especially of overseas companies, can sometimes take a while as UpLead is verifying the data. But the wait is typically understandable and worth it.
Sometimes I struggle with translating job functions in a foreign language, but this is easy to overcome.
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
The tool is robust, it's powerful, it's accurate, and it's extremely helpful and pivotal in my current banking sales role. I could not succeed without UpLead's accurate data and contact information. I'm thankful that such an incredible service exists at such a fair and reasonable price, thank you for the value that you provide your customers and thank you for making me a very successful salesman and wealthier man
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.
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
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.
UpLead costs a bit more, but I found the data on UpLead to be well worth it in comparison and it was easier to transfer to our CRM (HubSpot). I like how they also provide useful API integration into UpLead and I hope they begin to offer more automation in the future.
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
I haven't been using UpLead long but I have generated interest in our company with several large accounts. Each one of them can add several million in revenue to our company.
A huge time saver is to be able to send out email blasts to potential clients I've downloaded from UpLead.
Securing any one of the prospects I'm working on through UpLead can easily pay for the investment 10 times over.
Most of the salespeople in our company are asking me where I'm getting my leads from.
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.
