Item: Velocify by ICE Mortgage Technology
Rating: 9
Author: Devraj Grewal

Overall Satisfaction with Velocify

Use Cases and Deployment Scope

We use Velocify in our business development team. With Velocify's priority rules and scheduling features, it allows us to prioritize outbound calling and follow-up campaigns with prospects. Previously, prospects were not prioritized based on time zone and lead score, but now we are able to determine who is the best prospect to call first.

Pros and Cons

Pros

Ability to schedule priority rules and drag and drop to reorder them
"Time zone protect" allows you the option to not call before or after a prospect's business hours
"Actions" allow you to update CRM fields immediately

Cons

Filtering by boolean fields in priority rules can be bothersome as you may need to use both TRUE and FALSE conditions to get what you desire
"Email Verify" functionality is not always dependable

Return on Investment

Dial-IQ saves us time vs. manually dialing out
"Distribution Rules" saves us back-and-forth time in determining who is the next sales member to receive inbound prospect interest
Saves us time in prioritizing the best prospects to call

Alternatives Considered

N/A

Likelihood to Recommend

To get the most out of Velocify's functionality, it should be connected with a CRM with a Dial-IQ license. This ensures fields are updated immediately and time can be saved making calls. Velocify is well suited for scaling a sales team with their new tier pricing per license per month, but this also means it may not be the best solution for a small sales team.

Comments

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Velocify is ideal for prioritizing outbound sales initiatives