Round Robin DistributorMirketa
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VelocifyICE Mortgage Technology
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Related Products
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About
Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.
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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
Organizations looking to improve on sales and productivity in the Communication, Education, Healthcare & Life Sciences
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Audience
Mortgage professionals
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not 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
$169/company/month (10 users)
Free Version
Not Supported
Free Trial
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
Not 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 InformationMirketa
Founded: 2003
United States
www.mirketa.com/round-robin-distributor/
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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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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
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
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Integrations
Adobe Marketo Engage
Not Supported
BoldLeads
Not Supported
CallTools
Not Supported
Cloudvirga
Not Supported
Constant Contact
Not Supported
Conversica
Not Supported
Cyclr
Not Supported
Five9
Not Supported
Formstack Documents
Not Supported
Gong
Not Supported
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Integrations
Adobe Marketo Engage
Supported
BoldLeads
Supported
CallTools
Supported
Cloudvirga
Supported
Constant Contact
Supported
Conversica
Supported
Cyclr
Supported
Five9
Supported
Formstack Documents
Supported
Gong
Supported
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