• Velocify Overview Intro

    6,569 views 6 years ago
    Velocify, formerly Leads360, is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Velocify helps sales teams keep pace with the speed of opportunity and improve conversion rates by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights. The company has helped more than 1,500 companies across a variety of industries improve customer acquisition practices and sales performance. Velocify was recently recognized as one of the fastest growing companies in North America by Deloitte and a Best Place to Work by the Los Angeles Business Journal.

    Velocify Puts the Right Inside Sales Lead in Front of the Right Salesperson at the Right Time.
    Focus on what matters – closing deals – while Velocify takes care of repetitive tasks and enforcing your contact strategy. Free up more time for your sales team and give them greater opportunity to exceed their quota.

    Powerful sales dialer combined with automated sales communication ensures you reach every prospect in a highly responsive manner.

    Precisely choreographed sales strategy capable of prioritizing activities across your entire sales department, regardless of lead volume.

    Highly actionable analysis of sales rep and marketing performance so you can tweak your approach for the greatest revenue gains. Show less
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  • Velocify LeadManager - Grow Sales Faster with Lead Management Play all

    Grow Sales Faster with Lead Management
    Lead Management Software to Automate Routine Communications. Respond faster to high-priority leads, sell smarter, and close more deals with Velocify LeadManager™

    Capture and Deduplicate Leads

    Seamlessly capture and automatically de-dupe and distribute inquiries coming from a variety of sources, including website lead forms, marketing automation systems, and 100+ lead providers.

    Intelligently Distribute Leads

    Take advantage of an unparalleled ensemble of push, pull, and hybrid lead distribution options that drive fast response, max conversion, and optimal performance.

    PUSH DISTRIBUTION assigns leads to a specific set of reps based on detailed criteria

    PULL DISTRIBUTION allows you to leverage a pool of leads reps can pull and work when lead flow diminishes

    HYBRID DISTRIBUTION creates competition to call hot, time-sensitive leads quickly by pushing leads to multiple reps, the first to pull it wins the lead

    Establish an optimal selling process for your team that ensures their daily sales interactions are controlled, seamlessly monitored, and measured to drive more deals into the pipeline.
    DEPLOY a best practice contact strategy

    CREATE pre-defined sales cycle actions

    CONSTRUCT prioritized sales activity settings

    TRIGGER automated email and text messages

    Continuously Prioritize Activities

    Ensure the highest value sales activities are always worked first, removing the guesswork for sales.

    PRIORITY VIEW with lead tracking ensures reps stay focused on the most important sales activity with a single, centralized list of high-priority sales activities

    TAKE ACTION allows reps to easily select the outcome of an interaction, i.e. called left message, this updates the status and triggers additional workflow

    Lead Management – Automate Routine Communications

    Free up your sales team to focus on selling by automating routine communication.

    TRIGGER automatically sends email and text messages at the ideal times in the sales journey

    TRACKING analyzes every email open or bounce to determine how engaged your prospects are

    TEMPLATES offer best practice sales cycle messaging to leverage as a starting point that can be customized to your unique needs

    Gain Actionable Sales Insights

    Quickly isolate opportunities for process improvements that can be deployed across the team.

    REPORTS analyze every historical performance on marketing and sales activities

    DASHBOARDS pinpoint areas for immediate attention within your sales team

    Motivate, Engage and Reward

    Rewardification™ feature set takes motivation to a new level with tools that impact daily engagement and long term performance.

    LEADERBOARDS keep your team engaged and competitive each and every day with up to the minute sales activity rankings
    PERFORMANCED BASED DISTRIBUTION drives long-term success by rewarding diligent reps with leads based on prior performance.
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  • Velocify Pulse - Sales Dialing and Emailing Perfected for Salesforce™ Play all

    Sales Dialing and Emailing Perfected for Salesforce™

    More Sales Activity + Focused Sales Activity = Accelerated Growth

    Most sales leaders know phone and email communication tools are essential for increased sales activity. Modern sales leaders know that sales teams need to focus on the right sales activities to unleash their growth potential. Velocify Pulse™ has perfected sales dialing and emailing by enabling an unprecedented level of focus on executing your sales team’s optimal sales process.

    More dials, more conversations, more revenue.
    Increase productivity with the most reliable inbound and outbound dialer built specifically for sales teams. No need to replace existing hardware or purchase new equipment.

    Unleash the power of email with personalization at scale. Save time and get more responses with a built-in email composer that allows personalized batch emailing and provides email tracking for real-time buyer insights.

    Take control of your sales process. Grow faster by enforcing your unique sales process so reps focus on the right sales activities. Easily create and modify sales workflows and enable your reps to sell more.

    All the communication tools reps need in one place. Sales reps save time and are more productive with phone, email, and text communication tools on a single screen within Salesforce.

    Create and modify sales workflows with ease. No Apex coding required. Visual drag and drop functionality allows sales leaders and sales operations managers to quickly adapt to constantly changing sales objectives.

    Keep reps focused on the right sales activities. Take the guesswork out of selling and enforce your unique sales process by presenting sales reps with a dynamic and prioritized view of all their sales activities.

    Have better conversations with vital buyer information. Arm sales reps with important contact and account information they need to close deals right in their prioritized view. Customizable widgets display any Visualforce page. The possibilities are endless!

    Free reps’ time by automating routine tasks so they can sell more. Every time reps log their actions, the system automatically updates the status, schedules the next event, sets a reminder, and triggers an emails if applicable.

    Trust your CRM data and make decisions with confidence. Since statuses are updated as determined by your workflow, Salesforce data is finally accurate and actionable, facilitating pinpoint reporting and forecasting.


    Sales leaders have years of sales experience and know the sales processes that work. However, ensuring that every rep follows the best sales process every time is nearly impossible. Velocify Pulse makes enforcing their sales process a breeze and gives them accurate pipeline data so they can focus on coaching the art of selling and growing their business.

    Sales operations is all about configuring Salesforce to meet business needs, but inaccurate data entry makes actionable reporting a nightmare. Velocify Pulse makes it easy for sales reps to enter data in a consistent manner eliminating the headache of scrubbing data so sales ops can focus on leveraging Salesforce to solve business problems.

    Nothing feels better than ringing the sales gong, but staying organized, figuring out what to do next, and routine data entry tasks can really dig into sales reps’ goal achievement. Velocify Pulse automates much of the busy work and takes the guesswork out of following the optimal sales process so sales reps can focus on selling and hitting their quotas.
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  • Velocify LoanEngage - Retail Mortgage Sales and Marketing Made Easy Play all

    The only mortgage software built specifically for retail mortgage lenders to build and grow business relationships


    The lending process requires performing a multitude of sales and marketing activities, keeping realtors up to date, and engaging with potential borrowers. Help Loan Officers close more loans with tools built specifically to delight borrowers and simplify the referral, sales, and marketing processes.

    Enforcing compliance across various branches with multiple Loan Officers is challenging. The potential financial risk and liabilities are very real. Leverage a platform that makes compliance a breeze with automated and corporate-approved messaging that includes borrower opt-in functionality.

    Having data spread across disparate systems is problematic. Track all activities, from referral to close, and beyond, with a centralized report hub, giving you the ability to optimize your sales process and make data driven decisions.

    Referral Management

    Realtors have options when sending referrals to Loan Officers. Ensure your Loan Officers are top-of-mind and keep the referrals coming by enabling co-branded emails while keeping realtors in the loop at every stage in the borrowing process.

    Give Loan Officers visibility into which referral sources are performing so they can make better decisions.

    Marketing Automation

    Close more loans by enhancing borrowers’ experiences with personalized and compelling visual loan scenarios. Empower Loan Officers to close and retain business with automated pre-app, in-app, and post-app communication.

    Ensure compliance and brand consistency with email templates and track campaign success with corporate-approved emails and texts.

    Sales Lifecycle Management

    Borrowers need personalized and timely information when choosing a Lender. Ensure your Loan Officers make the most of each opportunity by automatically prompting them to take the appropriate action at each stage in the borrowing process.

    Don’t let renewal opportunities slip through the cracks and continue engaging borrowers after the loan has closed, with automated and compliant communications.

    Reporting & Analytics

    Stop guessing and make data-driven decisions with the only solution that can aggregate Loan Officer, Referral Source, and Campaign Performance data.

    Straightforward insights on sales effectiveness give your company and your Loan Officers the awareness to gain the competitive edge. Protect your company with compliance tracking at all stages of the sales and marketing process.
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