Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Kubernetes Monitoring

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Enterprise Content Management

Integrated Workplace Management (IWMS)

PDF Editors

Privacy Policy Generators

Enterprise

Accounting

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Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Storage

Complex Event Processing

Composable Infrastructure

Data Collaboration

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Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

LAN Switches

Network Performance Monitoring

Remote Desktop

Robotic Process Automation (RPA)

SaaS Backup

Service Desk Outsourcing

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User Virtualization

Vector Databases

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Zero Trust Security Solutions

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Investment Portfolio Management

Medical Scheduling

Retail Analytics

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Vertical-Specific

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### Email Management
Users generally appreciate Veloxy's email tracking and management features. They find the ability to track email opens, create and use email templates efficiently, and send mass emails with ease to be valuable aspects of the platform. While some users have encountered challenges with email campaigns and template creation, overall, Veloxy's email management capabilities seem to streamline communication processes and enhance productivity for its users. The feature that allows users to see when emails are read and track email activity is particularly well-received, providing insights that aid in effective follow-ups and lead generation efforts.

### Email Campaigns and Mass Mailing
User feedback on Veloxy's email campaigns and mass mailing functionality is generally positive, with users highlighting the ease of scheduling campaigns, tracking email opens, and utilizing geolocation features. However, some users have expressed concerns about occasional errors in sending campaigns and challenges in integrating with Salesforce leads and contact information. Despite these drawbacks, users appreciate the ability to send email blasts, follow-up emails, and the overall productivity of the email campaigns. The feature that stands out for many users is the ability to track email interactions, such as knowing when emails are read and forwarded, which aids in prospecting and contact management. Additionally, the use of email templates and multi-recipient mailouts has been a time-saving benefit for users in reaching out to a larger audience effectively.

### Sales Tracking and Analytics
Users consistently praise Veloxy for its robust sales tracking and analytics features, noting its effectiveness in organizing daily opportunities, providing timely reminders for active leads, and generating insightful reports for better decision-making. The platform's ability to streamline activity tracking, monitor sales pipeline progress, and offer comprehensive analytics has garnered positive feedback from sales professionals looking to enhance their sales performance and drive revenue growth.

### Lead and Opportunity Management
User feedback on Veloxy's lead and opportunity management functionality is generally positive, with many users highlighting the ease of managing tasks, follow-ups, and leads directly from the app. The ability to track email interactions, identify potential customers, and make calls from the platform are appreciated features. Some users find it convenient to access leads and opportunities on the go, while others appreciate the efficiency in adding new prospects and businesses to Salesforce. However, a few users have mentioned minor issues such as the lack of clarity in certain features and limitations in filtering leads and opportunities. Despite these drawbacks, the overall consensus leans towards Veloxy being a valuable tool for maximizing leads and opportunities within Salesforce.

### Sales Team Collaboration
User feedback on Veloxy's sales team collaboration capabilities is predominantly positive. The platform enables teams to efficiently track their activities, monitor progress, and identify areas for improvement. Users appreciate the ease of use and the ability to view their team's performance at a glance. Suggestions for enhancements focus on features like tracking incoming calls and syncing data between the mobile app and desktop program. Despite some minor areas for improvement, overall, users find Veloxy's sales team collaboration tools to be valuable for enhancing sales productivity and team performance.

### Salesforce Integration
User consensus seems to be that Veloxy's integration with Salesforce is a standout feature. Reviewers consistently praise the seamless synchronization of information between Salesforce and Veloxy, highlighting the efficiency it brings to their daily tasks. While some users have encountered minor issues like occasional syncing problems or mapping inaccuracies with customized Salesforce setups, the overall sentiment leans heavily towards the positive impact of Veloxy's Salesforce integration. The ability to log activities, track leads, and manage tasks effortlessly within the Salesforce platform has been a game-changer for many users, streamlining their workflow and saving valuable time.

### Customer Relationship Management
User sentiment regarding Veloxy's customer relationship management capabilities is varied. While some users appreciate the ability to track customer interactions and integrate with CRM systems effectively, others express concerns about certain limitations, such as the lack of integration with specific CRM platforms like Microsoft Dynamics CRM. The consensus seems to be that Veloxy offers valuable tools for managing customer relationships, but there are areas where further improvements could enhance user experience and overall satisfaction.

### Communication Templates and Tools
User feedback consistently highlights Veloxy's communication templates and tools as a key strength, enabling users to efficiently send mass emails and track recipient engagement. The ability to streamline follow-up tasks, create personalized email sequences, and receive notifications on email opens has been particularly lauded. Users appreciate the ease of use and time-saving features that enhance their communication strategies, ultimately leading to improved client relationships and productivity. While some users mention minor challenges in navigating certain features, the overall sentiment leans heavily towards the effectiveness and convenience of Veloxy's communication templates and tools.

### Task and Activity Coordination
User feedback consistently highlights Veloxy's task and activity coordination as a strong suit, with many praising its ability to efficiently log calls, tasks, and events. The platform's geolocation feature is particularly commended for streamlining account and lead management processes. While some users have encountered minor issues such as date discrepancies when logging calls, the overall consensus is that Veloxy significantly enhances productivity by simplifying task tracking and data entry into Salesforce.

### Notifications and Reminders
Users have expressed mixed feelings regarding Veloxy's notifications and reminders feature. While some appreciate the timely alerts and follow-up notifications for tasks and opportunities, others find the notifications to be excessive and sometimes inefficient. The ability to track email opens and receive alerts when emails are forwarded has been highlighted as a useful aspect by some users. However, concerns have been raised about the consistency of notifications across different devices and platforms. Despite these varying opinions, users acknowledge the potential of notifications and reminders to enhance their sales activities when effectively managed.

### Time Management and Efficiency
Users consistently highlight Veloxy's ability to streamline tasks and enhance productivity through effective time management. The platform's efficient features, such as reminders and time-saving functionalities, are commended for enabling users to focus on core sales activities without the burden of manual tracking. Veloxy's emphasis on time management is seen as a valuable asset, providing users with the necessary tools to optimize their workflow and allocate more time towards prospecting and closing deals. The overall sentiment regarding Veloxy's time management and efficiency capabilities is positive, with users acknowledging its contribution to enhancing their daily sales operations.

### Reporting and Insights
User feedback on Veloxy's reporting and insights capabilities is mixed. While some users appreciate the ease of tracking interactions and updating tasks, others express concerns about the lag time in syncing data between Veloxy and Salesforce. The ability to view comprehensive reports and insights on sales pipelines is seen as a valuable feature by some, but the need for improvements in tracking incoming calls and syncing contacts across platforms is highlighted as areas for enhancement.

### Mobile Sales Enablement
User feedback on Veloxy's mobile app functionality is mixed. While some users appreciate the convenience of being able to manage tasks and follow-ups on the go, others have encountered issues such as occasional app crashes and inconsistencies between the mobile and desktop versions. The ability to call and email prospects directly from the app is seen as a time-saving feature, although some users have reported minor bugs and usability challenges. Despite these drawbacks, many users find the mobile sales enablement aspect of Veloxy to be a valuable tool for maintaining a streamlined sales process.

### Geographic and Field Sales Tools
Users consistently praise Veloxy's field sales and mapping capabilities, highlighting the efficiency it brings to their daily tasks. The geo-fencing feature is particularly lauded for its quick prospect check-ins and lead additions. While some users have reported occasional glitches with the map functionality, overall, Veloxy's geographic tools are seen as a valuable asset for enhancing productivity and streamlining field operations. The ability to easily identify nearby prospects and manage tasks on-the-go has been a key factor in users' positive experiences with Veloxy's geographic and field sales tools.

Veloxy has proven to be an invaluable tool for users seeking to efficiently gather information about businesses. With its comprehensive features, users can easily analyze their progress in email, text, and phone communication. By managing the number of touches made each day, week, month, and year, users can streamline their sales pipeline and improve time management. The automated task logging features help users stay on top of important prospects and move them further down the funnel. Veloxy's ability to keep track of contact information and leads ensures that no opportunities are missed. Users appreciate the convenience of creating reminders for follow-ups and using Veloxy as a personal assistant. Additionally, the templates and ease of sending emails, coupled with detailed analytics, greatly enhance user experience. The synchronization with Salesforce makes Veloxy even more valuable for managing funnels and tracking emails. Users can track emails, team activity, and reach out to multiple clients with just one email. The ability to send mass emails and track opens helps determine lead interest. Veloxy also supports adding more leads into Salesforce for future cold-calling opportunities. Its effectiveness in targeting specific industries within small geographic areas has been highly regarded by users. Thanks to its backend connection, email tracking capabilities, and sales engagement model, Veloxy is a preferred choice among users. Tracking email opens improves communication and productivity while removing bad email addresses and unsubscribing contacts streamlines user workflows. Email templates make users more efficient, especially when integrated into Salesforce. Overall, Veloxy saves time and helps users access vital information quickly. It proves particularly useful in tracking data in the field and managing lead and opportunity follow-ups. Although some users experienced issues with efficiency when it came to live-time notifications of email opens, Veloxy still enables faster logs and more efficient lead follow-up. The ability to generate leads while knowing when emails are read boosts prospecting productivity significantly. Users appreciate the time management benefits provided by Veloxy, which allows for more dedicated prospecting time. Furthermore, Veloxy helps users find the correct point of contact and improve prospecting efficiency. It serves as a reliable tool for consistently logging data into Salesforce and enhancing sales efforts. Veloxy acts as a reminder for follow-ups, reducing time spent searching for emails and ensuring opportunities are not lost. The software automatically logs email opens as activities in Salesforce, keeping everything organized. Users appreciate the helpful and friendly support provided by Veloxy. Its seamless integration with Salesforce is highly valued, as it simplifies workflows

Helpful Email Tracking: Users find the email tracking feature in Veloxy to be valuable as it allows them to track when a prospect opens their email and how many times they've opened it. This feature helps them identify interested prospects and prioritize follow-up calls.

Time-saving Email Templates: Users appreciate the email template feature in Veloxy, which enables them to quickly send out customized emails to customers. They find this tool to be a time-saver for their daily email campaigns.

Smooth iPhone App Interface: Users praise the user-friendly interface of Veloxy's iPhone app, which provides easy access and a range of benefits. They highlight its effectiveness in improving sales productivity compared to older systems and its ability to easily view and compare different leads with just a click.

Difficult Email Template Configuration: Many users have mentioned that they find the email templates in Veloxy difficult to configure in terms of fold size and style. This issue has been raised by a significant number of reviewers, indicating a widespread challenge with this aspect of the software.

Invasive Mobile App: A notable number of users have expressed personal discomfort with having the Veloxy app on their phone, describing it as invasive and overwhelming. This sentiment suggests that some users may feel that the app's presence on their mobile devices is intrusive.

Integration and Update Delays: Numerous users have reported dissatisfaction with the integration and update process for the desktop version of Veloxy, citing extended wait times. It appears that these delays are a common frustration among users.

Users highly recommend utilizing Veloxy to enhance organization and streamline follow-up planning. They suggest opening a chat ticket for immediate support, trying Veloxy for at least 2 months to fully understand its functionality, and having a training session to optimize integration with Salesforce. Veloxy is praised for its flexibility, time-saving capabilities, and ability to simplify the sales process. Users emphasize the importance of consistent usage, taking advantage of features like email tracking and mapping, as well as leveraging Veloxy's support team for assistance. Overall, Veloxy is regarded as an essential tool for sales organizations aiming to improve efficiency and performance through effective prospecting and sales management.

Veloxy

Veloxy Lite

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

PandaDoc

Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.

Conga Composer

Sales Acceleration

Veloxy Engage for Gmail

Veloxy Analytics demo | https://veloxy.io | Salesforce #veloxy

What is Veloxy, and how can it save me $10,000+ a year?!

Salesforce Users Saved $12,500 / yr with Veloxy Mobile

Overwhelmed by non-selling activities?  Veloxy saves 45-60 min per day which is equivalent to $12,500 in savings per year for outside sales reps (and inside sales reps, too!).
Subscribe ► http://www.youtube.com/c/VeloxyIo?sub_confirmation=1

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More Salesforce Resources for You:

FREE Trial of Veloxy Mobile for Salesforce, the G2 Highest Performer: https://veloxy.io/pricing/veloxy-mobile/?utm_source=YouTube&utm_medium=mobileexplainervideo

Salesforce AppExchange Reviews of Veloxy Mobile: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000puwIEAQ

What is AI Sales Assistant Software for Salesforce?: https://veloxy.io/what-is-ai-sales-assistant-software/?utm_source=YouTube&utm_medium=mobileexplainervideo

How Salesforce Essentials and Veloxy Work Together to Meet Your Business Needs: https://veloxy.io/how-salesforce-essentials-and-veloxy-work-together-to-meet-your-business-needs/?utm_source=YouTube&utm_medium=mobileexplainervideo

More about Salesforce Adoption Software: https://veloxy.io/sales-capabilities/salesforce-adoption-software/?utm_source=YouTube&utm_medium=mobileexplainervideo

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Drive More Lead Conversions and Revenue Growth
✓  Multiply your Salesforce Adoption Rate to Increase New Opportunities
✓  Leverage Salesforce Data in New Ways to Win New Deals
✓  Save $12,500 per Sales Rep per Year by Boosting Salesforce Adoption
✓  Proactively Manage the Pipeline to Shorten Sales Cycles
 
TOO FEW SALESFORCE LOGINS?  POOR DATA QUALITY?

Microsoft Excel spreadsheets—aka old habits—are one of the greatest problems facing today’s sales managers.

Second to that is the hybrid approach where sales reps use spreadsheets and Salesforce (or another CRM) interchangeably, resulting in poor data quality due to negligent and irregular data entry.

Many sales managers think the solution to Salesforce adoption issues is a combination of Salesforce user training and talent assessments.

However, the cost of Salesforce consultation and turnover/onboarding makes user adoption seem out of reach.

Other sales managers choose the right path by tracking user adoption metrics, and adding Salesforce AppExchange applications and other sales technology to improve Salesforce adoption.

Unfortunately, the quantity of interfaces and integration errors cause data inconsistencies, furthering the low Salesforce login rates.

GROW ADOPTION OUTSIDE SALESFORCE.

Salesforce adoption requires a thorough examination of people, process, and technology. Many of the Salesforce AppExchange applications that claim to improve adoption leave people and process out of their programming.

Salesforce adoption software needs to simplify the sales rep’s life.

That’s why sales managers are looking to meet their users in the middle by first demonstrating the power of Salesforce in a familiar interface, such as their Microsoft Outlook or Gmail Inbox, or their smartphone.

What would it mean to your Sales Org if you could automate the heaviest and most frequent Salesforce tasks from the comfort of your sales reps’ inbox and smart phone:

•  Automatically log salesforce activities
•  One-click prospect and account creation
•  Proactive Salesforce pipeline management
•  Initiates sales call blitzes and email blasts
•  Creates opportunity dashboards for management

Most importantly, what would it mean to you if your sales reps had an AI-driven 360° view of your prospects and accounts from outside of Salesforce?

WHAT EXACTLY DOES VELOXY DO TO MAXIMIZE SALESFORCE ADOPTION?

Veloxy’s mission is to help sales reps make their number faster and easier than ever before, and to help sales management build momentum through above-market growth and a market-dominating Sales Org.

What better way to get started than by 10X-ing Salesforce adoption?

Let’s not merely reach the average benchmark increases of 32% lead conversions and 27% revenue growth like the 150,000+ other Salesforce installations — let’s surpass those numbers by leveraging our suite of AI-powered sales applications that can:

•  Increase Salesforce usage by 10X
•  Increase sales process efficiency by 10X
•  Capture 150 – 200% more data into Salesforce
•  Save 45 – 60 minutes per day per rep
•  Save $12,500 per year per rep

#Salesforce #outsidesales #insidesales

Be sure to claim your FREE Trial of Veloxy Mobile for Salesforce, the G2 High Performer: https://veloxy.io/pricing/veloxy-mobile/?utm_source=YouTube&utm_medium=mobileexplainervideo

Discover more Outside Sales, Inside Sales, and Sales Management Insight:
Veloxy.io ► https://veloxy.io/
Facebook ► https://www.facebook.com/veloxyinc
Twitter ► https://twitter.com/veloxyio

Veloxy Features description by Frank Ortiz

Frank Ortiz, Regional Sales Manager at Vast Networks is giving an overview of Veloxy features - how he and his team are using Veloxy to close 200% more deals in a quarter, automatically log activities into Salesforce, prospecting and email tracking

Wex Veloxy Testimonial | https://veloxy.io | Salesforce #veloxy

Highly recommend using the Veloxy Mobile App! I've been using the Veloxy mobile app for going on a year and a half. The app has: 

- Quick geo-mapping features showing Opportunities/Accounts/ and Leads This can be useful when you have extra time to Cold Call. 

-It Simplifies adding leads to Salesforce-If you drop by a company, you can add the new lead information quicker, and more efficiently, by utilizing the "explore nearby businesses link", you input the contact name, and are able to convert into a lead, and then convert to an Opportunity. 

- It allows you to log the Cold Call-activity and schedule a reminder to follow up when you're in the office. 

-The Caller ID feature is great as well, once setup, you'll have a Customer first name, and Customer company information, show up on your cell phone's Caller ID. 

- 45 minute meeting reminders 

- Phone notifications from the Email Analytics feature.
https://veloxy.io

Veloxy Testimonial from Sonny Hawkins

#fieldsales #accountexecutive #salesai

Veloxy allows the user to call a contact in Salesforce directly from their smartphone and then the app automatically logs that call into Salesforce under the right opportunity/account/prospect. 

The software plugs into Outlook to allow the user to utilize email templates from their smartphone or desktop and then logs the outgoing email to Salesforce under the right opportunity/account/prospect. 

Veloxy makes inputting new prospects/opportunities/accounts into Salesforce at least 50% faster. 

Veloxy will track the emails the user sends to a contact and let the user know when that email is opened as well as how many times it was opened, where in the world the user opened that email and how many times that email was viewed.

This tool gives me extra time during the day. From door-to-door prospecting, to basic email communication, and funnel management, Veloxy seamlessly integrates to Salesforce allowing me to do exactly what I need to do without having to navigate through multiple clicks and page loading. Another function that has increased my sales volume is the ability to track an email that I send to a prospect and see when they open the email, how many times that email has been opened, what kind of device they are using, and where in the world that email has been opened! Now I know if they are really curious and if they are passing along my message throughout their company.

This is a must have for any organization that wants to track their activity within a robust CRM like Salesforce, as well as a sales rep that wants to maximize their customer contacts!

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Veloxy

Overview

What is Veloxy?