Leaptree OptimizeLeaptree
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VelocifyICE Mortgage Technology
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Related Products
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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
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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.
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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
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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
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Audience
Customer experience leaders searching for a tool to enhance quality assurance processes and agent performance
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Audience
Mortgage professionals
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$40 per month
Free Version
Supported
Free Trial
Not Supported
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Pricing
$60 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationLeaptree
Founded: 2009
Ireland
optimize.leaptree.com
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Company InformationICE Mortgage Technology
Founded: 2000
United States
www.icemortgagetechnology.com/products/velocify
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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