Name: Verity IQ
Author: Verity IQ

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Electronic Signature

Partner Relationship Management

Quality Management

Whistleblowing

Enterprise

Accounting

Loan Origination

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Employee Engagement

HR Management

Leave Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

AIOps

Browser

Bug Bounty

Cloud Migration

Cloud Storage

Compliance Consulting

Container Security

Data Center Power

Data Virtualization

Database Management

DevOps

Enterprise Service Bus

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Process Mining

Product Implementation Services

Requirements Management

Scale-Out Storage

Software Defined Networking (SDN)

Software Distribution

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Competitive Intelligence

Content Management

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Sales

Antivirus

Security

Assisted Living

Estate Planning

Jail Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Scholarship Management

Veterinary

Vertical-Specific

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Verity IQ is a comprehensive platform designed to meet the diverse needs of the education industry. According to the vendor, it offers solutions for communication, student record management, enrollment management, and career services. The product is suitable for educational institutions of all sizes, including colleges, universities, vocational schools, and career training centers. It caters to a wide range of professions and industries such as higher education institutions, vocational schools, career training centers, online learning platforms, and continuing education providers.

## Key Features

**Speed-to-Lead**: According to the vendor, Verity IQ allows users to monitor prospect activities in real-time, capture prospects from various sources, and engage with them via multiple channels. It also offers automated follow-ups and appointment tracking.

**Workflow Automation**: The platform provides contact center workflows for engaging with constituents individually or in bulk. Users can communicate through voice, SMS/MMS, email, video, and chat. Real-time tracking, measurement, and analysis of results are also available.

**Activity Calendars**: Verity IQ includes an integrated calendar feature for managing and scheduling activities, events, and tasks. It helps users keep track of important deadlines and milestones, ensuring efficient coordination and organization of activities.

**Task Management**: The platform allows users to assign tasks to team members and track their progress. It offers features such as setting deadlines and priorities, streamlining collaboration, and improving productivity.

**Branding & Identity**: Verity IQ enables users to customize the platform with their institution's branding elements. This feature helps maintain a consistent brand identity across all communication channels, enhancing brand recognition and creating a cohesive user experience.

**Voice, Chat, Video**: According to the vendor, Verity IQ facilitates engagement with prospects, students, and employers through voice calls, chat messages, and video conferences. It provides convenient and flexible communication options, fostering meaningful and personalized interactions.

**SMS/MMS**: The platform allows users to send text messages and multimedia messages to communicate with prospects and students. It enables the delivery of important updates, reminders, and notifications, reaching constituents directly on their mobile devices.

**Form Builder**: Verity IQ offers a form builder feature for creating custom forms such as applications, surveys, and feedback. This helps users collect and organize data efficiently, streamlining processes and eliminating manual paperwork.

**Landing Pages**: Users can design and create landing pages within Verity IQ to promote specific programs, events, or campaigns. The platform enables the capture of leads and drives conversions through targeted landing pages. It also provides tracking and measurement of landing page performance.

**Marketing Automation**: Verity IQ allows users to automate communication and engagement throughout the entire student lifecycle. According to the vendor, this feature enables personalized messages and campaigns based on prospect and student data, improving the efficiency and effectiveness of marketing efforts.

Starter

Professional

Unlimited

Agentforce 1 Sales

Free Forever

CRM Bundle

Verity IQ

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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Verity IQ

Overview

What is Verity IQ?