Velocify by ICE Mortgage Technology vs. ZoomInfo Engage

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.

ZoomInfo Engage has been outstanding in setting up automated workflows. It allows us to be more efficient in our day-to-day planning because once you set up a workflow, your planning for the next several days is done. One area for improvement would be to allow other domain emails for marketing. I have my primary domain email, but when I'm reaching out to potential candidates I would rather use a different domain. This is not possible.

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!

• Allows for customization, automation, and scaling of outreach
• Works as a secondary and well done CRM to compliment or serve as a main internal CRM. Also helps organize your prospects.
• Tracks customer actions and engagement at a very convenient level, with easy to read data.

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

• In my experience, super unreliable product... too many bugs for a knowledge worker
• In my opinion, overpriced. They are making money for its affiliation with sales os product.
• In my experience, filtering is messed up and buggy. No real support for Account based focus campaigns... Just good for basic calling, recording, and auto sync with CRM... everything else, sucks. Not reliable

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

I think the automated workflows and outstanding support are game-changers. I typically won't use a software platform that does not offer exceptional real-time support.

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 works very well with the tools and other Zoom Info products that we already use. The fact that it integrates is a huge win for us because we designed our CRM internally so we are very sued to working a certain way. We can use this to boost the information and tools from our pre-existing ZoomInfo products as well, so it brings out a lot of value.

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

I get a higher response rate from Linkedin Recruiter, but I think I can reach more passive candidates with ZoomInfo Engage. On the other hand, I did not have success with UpLead at all. Linkedin Recruiter does not have an automation feature, and you are limited to the amount of InMails you can send in a month, which is disappointing. ZoomInfo Engage customer service/technical support is hands-down better than LinkedIn.

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.

• We decided not to use Tellwise for the time being and will test it again in one year because what I saw so far is promising.
• We haven't seen any substantial ROI.
• If you need to track content shared with prospects and stakeholders, Tellwise may be exactly what you need.

Incentivized