Velocify

Velocify

ICE Mortgage Technology
+
+

Related Products

  • Creatio
    586 Ratings
    Visit Website
  • Pipedrive
    10,536 Ratings
    Visit Website
  • Shape Software
    136 Ratings
    Visit Website
  • Everstage
    3,686 Ratings
    Visit Website
  • CrankWheel
    229 Ratings
    Visit Website
  • Coevera
    752 Ratings
    Visit Website
  • LendingPad
    302 Ratings
    Visit Website
  • ShareCRM
    68 Ratings
    Visit Website
  • Clazar
    95 Ratings
    Visit Website
  • ActiveCampaign
    17,291 Ratings
    Visit Website

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.

About

Qualify more effectively, increase your sales process adoption rate, and close more deals with iSEEit on Salesforce. Evidence-based forecasting. Identifying gaps early in the sales cycle. Tracking progress to reduce deals from slipping. Visualize the buying circle. Understanding their roles and motivations. Making sure that sales is talking to the right people. Being a seasoned sales professional, our founder and CEO, Rizan Flenner, is well versed in the field of Enterprise Sales. Starting out as a Sales Rep and then working his way up to becoming a Sales Leader, he’s had many opportunities to work for the world’s most innovative companies who offer state-of-the-art software to clients such as CA Technologies, Dynatrace, Mercury interactive, BMC, and MongoDB. As a native Salesforce app, the iSEEit Opportunity Management Tool helps you visualize your sales process and seamlessly integrates all your data into one platform.

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 Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Mortgage professionals

Audience

Businesses seeking a salesforce opportunity management tool

Support

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

Support

Phone Support Not 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

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

Pricing

$10 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 Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

iSEEit
Founded: 2013
Austria
now.iseeit.com

Alternatives

Alternatives

Freshsales

Freshsales

Freshworks
Zendesk Sell

Zendesk Sell

Zendesk

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

Sales Force Automation Features

Call Management Not Supported
Campaign Management Supported
Channel Management Not Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Not Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Not Supported

Integrations

Adobe Marketo Engage Supported
Agent Legend Supported
CallTools Supported
Campus Cloud Services SIS Supported
Causal Supported
Cloudvirga Supported
Constant Contact Supported
Conversica Supported
Cyclr Supported
FlowUp Supported
Formstack Documents Supported
Gong Supported
Grow Supported
HubSpot Marketing Hub Supported
Mailchimp Supported
ProspectBoss Supported
Sales Boomerang Supported
SlideShare Supported
truDigital Supported

Integrations

Adobe Marketo Engage Not Supported
Agent Legend Not Supported
CallTools Not Supported
Campus Cloud Services SIS Not Supported
Causal Not Supported
Cloudvirga Not Supported
Constant Contact Not Supported
Conversica Not Supported
Cyclr Not Supported
FlowUp Not Supported
Formstack Documents Not Supported
Gong Not Supported
Grow Not Supported
HubSpot Marketing Hub Not Supported
Mailchimp Not Supported
ProspectBoss Not Supported
Sales Boomerang Not Supported
SlideShare Not Supported
truDigital Not Supported
Claim Velocify and update features and information
Claim Velocify and update features and information
Claim iSEEit and update features and information
Claim iSEEit and update features and information