Velocify by ICE Mortgage Technology vs. Waalaxy

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.

waalaxy is a good tool for automating activity on linkedin, creating contacts that will then have to be developed directly by you, but it speeds up the initial steps and skims contacts very quickly (if the bot sends 20 requests a day and 15 percent of people accept the link, you already know who to continue conversations with and who to leave alone).The only note is the scattered interface compared to others with a simpler and more direct ux.Maybe it's personal taste, because it continues to get a lot of positive feedback from many users.

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!

• Automation: request for connection at random times to simulate human intervention
• automation: email link request to increase the maximum limit of link requests (before August 2022, linkedin policy changed message policies)
• automation: email search on linkedin

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

• needs to improve the interface to make it faster to use the platform, especially for those who do not always use all the functions and do not remember them. Navigating through the menus becomes time-consuming
• choice of profile "warming" type to avoid linkedin ban. Waalaxy seems less careful than other platforms to use automations with caution, at least in the beginning (you can't go from zero to 20 link requests a day because you risk banning. It's not certain but you risk it)

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

è una piattaforma solida e aggiornata, ma ha un difetto che non mi piace ed è che personalmente non mi piace l'interfaccia per usarla. Questo è l'unico difetto e penso che sia soggettivo.

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.

it has a lot of functions, I haven't tried them all, but when I looked for something I found the interface scattered in menus and I didn't immediately find what I was looking for, this can also be frustrating because there are some functions that you rarely use so you forget where the buttons and menu are and so a more straightforward visual approach would be preferable even for those who are not new to the tool

Incentivized

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.

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

Waalaxy works well and has been on the market for quite some time; it is a solid product. For my very personal use judgment, I don't like to waste time looking for functions in menus-I use too many saas to waste time and remember where I find functions.Learning curve and immediate usability are key for me, so I was better off with Closely which has a much better UX.Maybe it's my problem and you will be just as well off as many others, you just have to try both because they have the free version

Incentivized

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.

• 20 requests per day15% links accepted (depends on your message/strategy and industry, not the tool)
• return on investment is certain if you don't think automation can do it all: you have to work the contacts generated by waalaxy

Incentivized