Velocify by ICE Mortgage Technology vs. VerticalResponse

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.

For businesses requiring advanced email marketing features like sophisticated automation, in-depth analytics, and extensive customization, VerticalResponse might fall short due to its limited featuresVerticalResponse is ideal for small businesses or freelancers who need a simple, straightforward email marketing tool. Its ease of use and basic features make it suitable for those without extensive technical expertise in email marketing

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• 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 love the ease of list builder because we often times have a lot of data to import. It would be simply impossible without this tool, considering the amount of customer data we have for any one given email.
• We really enjoy the ease of use of the HTML wizard as well. It helps even a novice be able to make a beautiful and attention grabbing email.
• The dashboard is functional and easy to find when you need with a quick search.

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• 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)

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• The type face is small. Not sure if this is to avoid overwhelming the reader, but I could see this being an issue with vision-impaired people or people who don't see small print well.
• Sometimes I find it takes multiple clicks to make one simple change. I wish there was a search field at the top of the screen that allowed me to jump directly to a client's entry to update it there.

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

Product is easy for both technical and non-technical people to use. A cost effective solution for sending out large number of messages. We can manage unsubscribes by individual accounts, so we can have multiple multiple accounts combined to maximize our buying power on credits. Effective API for sending/receiving data makes tool a valuable asset.

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.

I truly love this product. We are moving to an all-in-one system next year and my greatest fear in doing so is how much I will miss this platform. Although we are excited for things ahead, I will always keep Vertical Response in my back pocket incase I don't love the new platform as much

Incentivized

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The system is always up!!

Never had an issue with uptime

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

No issues

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.

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At Vertical Response the help desk associates are courteous, knowledgeable and helpful. You can tell they enjoy what they do. And clearly, they are well trained because most times, the first point of contact is able to resolve any issue you may have. There have been very few times where an associate has needed to get back to me or escalate me to a supervisor

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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.

Velocify offers online training via videos and written descriptions of implementation procedures.

Basic functions and online help...we used what was needed, at the time, and will continue to explore other online trainings as our functional needs expand

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.

Salesforce integration never worked right. We had to abandon.

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

In addition to using Vertical Response personally I also manage email marketing for clients that already use Mailchimp, Robly and Constant Contact. While most of these platforms all offer similar features I choose Vertical Response first if the client does not have a platform in place. Typically I am also teaching the client how to use this tool and the Vertical Response visual interface is very easy for me to teach a client how to navigate and create their own campaigns.

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Independently Invited by TrustRadius

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

• 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.

• We were able to blast out promotions our company was having to customers which created an increase in business.
• By blasting out any service issues, it keeps our customers informed so that they are not wondering what is going on.
• Allows us to store unsubscribed emails so that we are not constantly pestering people who do not want to be emailed.

Incentivized

Independently Invited by TrustRadius

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