Velocify

Velocify

ICE Mortgage Technology
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About

100% Salesforce native app that improves quality assessment productivity by 50%. Leaptree Optimize has been designed from the ground up to meet the need for consistent, affordable, and world-class QA of sales, support, and service teams using Salesforce. Built on the Salesforce platform, it allows supervisors to automate the creation of metrics and scorecards for any given activity: from call handling to updating records and scheduling follow-ups. Optimize enables the measurement of interactions across voice, email, webchat and social media. With Leaptree Optimize, you can implement a QA program that is: Consistent - Leaptree Optimize scorecards run within Salesforce, allowing every activity to be scored against a consistent set of criteria. Reps and agents know exactly what they will be scored on, so they can focus on doing the right things to get the right results. Targeted - Supervisors can select exactly the activities they want to focus on (e.g. all complaint- handling

About

To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Customer experience leaders searching for a tool to enhance quality assurance processes and agent performance

Audience

Mortgage professionals

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$40 per month
Free Version Supported
Free Trial Not Supported

Pricing

$60 per user per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Leaptree
Founded: 2009
Ireland
optimize.leaptree.com

Company Information

ICE Mortgage Technology
Founded: 2000
United States
www.icemortgagetechnology.com/products/velocify

Alternatives

CTM

CTM

CallTrackingMetrics

Alternatives

Categories

Categories

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Not Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Not Supported
Lead Capture Not Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Supported

Integrations

Adobe Marketo Engage Not Supported
Agent Legend Not Supported
BoldLeads Not Supported
Causal Not Supported
Cloudvirga Not Supported
Conversica Not Supported
Five9 Not Supported
Formstack Documents Not Supported
Gong Not Supported
Grow Not Supported
HubSpot Marketing Hub Not Supported
Keap Not Supported
LeadsBridge Not Supported
Mav Not Supported
Sales Boomerang Not Supported
Salesforce Supported
SlideShare Not Supported
iContact Not Supported
truDigital Not Supported

Integrations

Adobe Marketo Engage Supported
Agent Legend Supported
BoldLeads Supported
Causal Supported
Cloudvirga Supported
Conversica Supported
Five9 Supported
Formstack Documents Supported
Gong Supported
Grow Supported
HubSpot Marketing Hub Supported
Keap Supported
LeadsBridge Supported
Mav Supported
Sales Boomerang Supported
Salesforce Not Supported
SlideShare Supported
iContact Supported
truDigital Supported
Claim Leaptree Optimize and update features and information
Claim Leaptree Optimize and update features and information
Claim Velocify and update features and information
Claim Velocify and update features and information