Velocify

Velocify

ICE Mortgage Technology
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About

Saleswise automatically presents your team’s messages, meetings, documents & CRM changes into your inbox. Interpret it easily. Take action immediately. Today’s complex B2B sales processes involve multiple touch-points throughout the enterprise. However, these contacts are rarely captured comprehensively. Instead, they’re locked away in individual inboxes and calendars. SalesWise aggregates the many-to-many relationship and provides a 360-degree view of customer interactions to drive collaboration across teams. SalesWise automatically connects to Salesforce and email environments ensuring seamless customer hand-offs. No matter how your team or your customer changes, all your data is neatly and instantly accessible for those who need it most. Deliver key relationship data access to the rest of the enterprise to keep your team productive and focused. No more email CCs and Forwards or internal catch-ups on the status of your team’s deals. Align the enterprise without per-seat fees.

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

Business Relationship Intelligence platform for businesses or companies

Audience

Mortgage professionals

Support

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

Support

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

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Up to 100 employees
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 Not 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

Saleswise
Founded: 2014
United States
www.saleswise.com/the-platform/

Company Information

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

Alternatives

Alternatives

Kreato CRM

Kreato CRM

Kreato
Backstory

Backstory

Backstory (People.ai)
WarmInbox

WarmInbox

Offpista LTD

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
Botsplash Not Supported
CallTools Not Supported
Cloudvirga Not Supported
Constant Contact Not Supported
Five9 Not Supported
FlowUp Not Supported
Grow Not Supported
Keap Not Supported
LeadsBridge Not Supported
LenderHomePage Not Supported
Mav Not Supported
ProspectBoss Not Supported
Sales Boomerang Not Supported
SlideShare Not Supported
TrueDialog Not Supported
truDigital Not Supported

Integrations

Adobe Marketo Engage Supported
Agent Legend Supported
BoldLeads Supported
Botsplash Supported
CallTools Supported
Cloudvirga Supported
Constant Contact Supported
Five9 Supported
FlowUp Supported
Grow Supported
Keap Supported
LeadsBridge Supported
LenderHomePage Supported
Mav Supported
ProspectBoss Supported
Sales Boomerang Supported
SlideShare Supported
TrueDialog Supported
truDigital Supported
Claim Saleswise and update features and information
Claim Saleswise and update features and information
Claim Velocify and update features and information
Claim Velocify and update features and information