Velocify

Velocify

ICE Mortgage Technology
+
+

Related Products

  • Creatio
    589 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • Plauti
    123 Ratings
    Visit Website
  • ActiveCampaign
    17,400 Ratings
    Visit Website
  • Pipedrive
    12,537 Ratings
    Visit Website
  • ShareCRM
    68 Ratings
    Visit Website
  • Coevera
    753 Ratings
    Visit Website
  • D&B Connect
    189 Ratings
    Visit Website
  • Phonexa
    244 Ratings
    Visit Website
  • Clazar
    102 Ratings
    Visit Website

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.

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

Organizations looking to improve on sales and productivity in the Communication, Education, Healthcare & Life Sciences

Audience

Mortgage professionals

Support

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

$169/company/month (10 users)
Free Version Not Supported
Free Trial 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

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

Review this Software

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 Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Mirketa
Founded: 2003
United States
www.mirketa.com/round-robin-distributor/

Company Information

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

Alternatives

Alternatives

Q-assign

Q-assign

Ortoo

Categories

Categories

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

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
Keap Not Supported
LendingWise Not Supported
Mailchimp Not Supported
ProspectBoss Not Supported
Sales Boomerang Not Supported
Salesforce Supported
SlideShare Not Supported
iContact Not Supported
truDigital Not Supported

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
Keap Supported
LendingWise Supported
Mailchimp Supported
ProspectBoss Supported
Sales Boomerang Supported
Salesforce Not Supported
SlideShare Supported
iContact Supported
truDigital Supported
Claim Round Robin Distributor and update features and information
Claim Round Robin Distributor and update features and information
Claim Velocify and update features and information
Claim Velocify and update features and information