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Audience

Sales professionals who want to spend more time on activities that produce sales and less time on those that don’t.

About Veloxy

VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.

Pricing

Starting Price:
$49 user/month
Pricing Details:
This pricing is billed annually. Month-to-month billing is available. Veloxy includes the popular Leadfinder and Account View 360° features at no additional cost for 2021.
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 69 User Reviews

Overall 5.0 / 5
ease 4.9 / 5
features 4.9 / 5
design 4.9 / 5
support 4.8 / 5

Company Information

Veloxy
Founded: 2015
United States
veloxy.io

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Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

Veloxy Frequently Asked Questions

Q: What kinds of users and organization types does Veloxy work with?
Q: What languages does Veloxy support in their product?
Q: What kind of support options does Veloxy offer?
Q: What other applications or services does Veloxy integrate with?
Q: Does Veloxy have a mobile app?
Q: What type of training does Veloxy provide?
Q: Does Veloxy offer a free trial?
Q: How much does Veloxy cost?
Q: What pricing for support is available for Veloxy?
Q: What pricing for training is available for Veloxy?

Veloxy Product Features

Email Marketing

CAN SPAM Compliance Supported
Dynamic Content Supported
Image Library Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Template Management Supported
WYSIWYG Email Editor Supported
A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Not Supported
Customer Surveys Not Supported
Drip Campaigns Not Supported
Event Triggered Email Not Supported
Landing Pages/Web Forms Not Supported
Subscriber Management Not Supported

Email Tracking

Location Tracking Supported
Team Management Supported
A/B Testing Not Supported
Audience Segmentation Not Supported
Campaign Management Not Supported
Event-Based Notifications Not Supported

Field Sales

Dashboard Management Not Supported
Route Optimization Not Supported
Fast Estimates Not Supported
Invoices Not Supported
Online Payments Not Supported
Time Tracker Not Supported
Controlled Access Not Supported
Workflow Management Not Supported
Collaboration Tools Not Supported
Expense Management Not Supported
CRM Not Supported
Visit Scheduling Not Supported
Territory Management Not Supported
Order Management Not Supported
Inventory Management Not Supported
Lead / Opportunity Management Not Supported
Activity Tracking Not Supported
Channel Management Not Supported
Reporting / Analytics Not Supported
Quoting Not Supported

Inside Sales

Auto-Dialing Supported
Call List Management Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported
Call Recording Not Supported

Lead Capture

Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Business Card / Badge Scanning Not Supported
Online Forms Not Supported

Lead Management

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Lead Scoring Not Supported
Source Tracking Not Supported

Marketing Analytics

Dashboard Supported
Performance Metrics Supported
A/B Testing Not Supported
Campaign Management Not Supported
Channel Attribution Not Supported
Customer Journey Mapping Not Supported
Predictive Analytics Not Supported
ROI Tracking Not Supported
Social Media Metrics Not Supported
Website Analytics Not Supported

Sales Analytics

Dashboards Supported
Forecasting Analytics Supported
Lead Analytics Supported
Pipeline Management Supported
Predictive Forecasting Supported
Predictive Lead Scoring Supported
Collaboration Tools Not Supported
Ideal Customer Profile (ICP) Not Supported
Sales Intelligence Reporting Not Supported

Sales Enablement

Collaboration Supported
Contact Management Supported
Lead Management Supported
Meeting Management Supported
Territory Management Supported
Content Management Not Supported
Document Management Not Supported
Goals / Quota Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Not Supported
Training Management Not Supported

Sales Engagement

CRM Integration Supported
Email Sequences Supported
Email Tracking / Automation Supported
Lead Management Supported
Reporting / Analytics Supported
Sales / Voice Dialer Supported
Sales Automation Supported
Search Supported
Task Management Supported
Templates Supported
Call Scripts / Call Steps Not Supported
Workflow Management Not Supported

Sales Force Automation

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

Sales Intelligence

CRM Integration Supported
Email Integration Supported
List Building Supported
Pipeline Management Supported
Prospecting Tools Supported
Reporting/Analytics Supported
Data Cleaning Not Supported
Data Enrichment Not Supported
Data Import/Export Not Supported
Data Mining Not Supported
Data Verification Not Supported
Lead Scoring Not Supported
Performance Management Not Supported
Predictive Modeling/Analytics Not Supported
Sales Forecasting Not Supported

Social Selling

Lead Engagement Supported
Automated Publishing Not Supported
Compliance Management Not Supported
Content Discovery Not Supported
Content Management Not Supported
Employee Advocacy Not Supported
Gamification Not Supported
Performance Metrics Not Supported
Pre-Approved Content Library Not Supported
Single Sign On Not Supported
Social Media Monitoring Not Supported

Veloxy Additional Categories

  • Jordan B.
    Regional sales manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great app to help you be a better seller "

    Posted 2019-05-17

    Pros: Veloxy has helped me be a better seller. I can stay organized and keep everything together while still on the road and not on my computer. The ability to do everyday functions and have them automatically logged into the CRM is awesome, and saves on so much time! I love using this tool and learning more about it, and helping myself out in the field!

    Cons: The navigation of the app could be a bit better but other than that, I have no complaints.

    Overall: It has been a great experience that has helped me save so much time and be more productive on the road. I love this app and am happy my company uses it!

    Read More...
  • Kim M.
    Sales Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Sales Personal Assistant for your Team"

    Posted 2019-05-07

    Pros: Veloxy is an excellent tool that allows your team to remain engaged with their customers and log their activity on the Go. It is the ultimate tool that will enhance their productivity. It is a must have tool.

    Cons: Due to corporate It requirements, Outlook add-on might need to re-install

    Overall: Give your teams back time and control of their activity

    Read More...
  • Jay S.
    VP Business Development
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "This is high quality AI and mapping for low cost"

    Posted 2019-04-22

    Pros: it updates my Salesforce, tellls me when I am near customers on the road, and reminds me of things to do based on my activity.. that's just the beginning.

    Cons: they update so much sometime i is a surprise.. but that's probably really good.. they do lots of improvements and add features.

    Overall: Veloxy mobile app has been extremely useful for my everyday work. I can see all my Leads, Opportunities and Accounts in the map. I receive push notifications about 'near-by' Leads, Opportunities and Accounts when I'm in the field so that I don't miss out on anything.
    I can call, send text and send email from Veloxy and everything gets logged automatically into Salesforce as activities. This saves me lots of time from manually logging these activities in Salesforce.
    Email tracking and email analytics is very powerful. I receive push notifications whenever my emails are opened or forwarded. I can send bulk emails to thousands of prospects using beautiful templates and it is fully CAN-SPAM compliant. I recommend you try this as AI (Artificial Intelligence) type of assistant! You are still in control and it has settings to control what it does automatically.

    Read More...
  • Anthony M.
    Business Account Executive
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Review of Veloxy"

    Posted 2019-04-20

    Pros: As a Business Account Executive for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in Pennsylvania. I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Kelvin

    Cons: Just need to them quick their customer support but on the other hand overall is very good.

    Overall: Definitely Recommend, it's simple to use, and provides really good prospect leads.

    Read More...
  • Ricky M.
    Marketing Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Review of Veloxy"

    Posted 2019-04-19

    Pros: As a Business Account Executive I for Comcast Business in San Francisco, Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in San Francisco. Also, I like how Veloxy is integrated with Salesforce and Outlook creating even more value especially when I'm working in my territory. Please don't hesitate to contact me if you have any questions. Thank you,Kelvin

    Cons: I have no word for veloxy to dislike this product.

    Overall: Veloxy is a great app that helps me stay organized and be efficient as I prospect and close business in San Francisco.

    Read More...
  • Megan M.
    B2B sales consultant
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Logging calls made easy"

    Posted 2019-04-16

    Pros: I like being able to see my leads that are nearby on the map.

    Cons: You have to make lots of clicks to get to contacts to make calls.

    Overall: Veloxy has made my time out in the field more efficient. I can log my appointments, handle pulls, and calls much more easily than the Salesforce app or taking out my laptop each time. Highly recommended!

    Read More...
  • Kaitlin K.
    Outside Sales Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Eliminate Extra Work in Your Day"

    Posted 2019-04-16

    Pros: I receive notifications when I am in my car or walking on the street of nearby businesses that I currently do not have in my Pipeline on Salesforce. I can easily add this company to a lead and it automatically loads onto my Salesforce.

    I can also make calls from the app, and Veloxy logs my call for me. I no longer have to take additional admin steps and waste time in my day.

    Cons: The app does drain your battery heavily, (since it is always roaming). So make sure you turn off notifications when you're not in the field.

    Overall: This is a HUGE benefit for any outside sales reps looking to make more money selling, and less time on silly admin work. Try the free-trial and see what it's like to bring in new business, and bring in more money!!

    Read More...
  • Joseph N.
    Sales Consultant
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "HELPFUL"

    Posted 2019-04-16

    Pros: I love how easy Veloxy makes it to stay organized! There is a lot of white noise in an outside sales job, so Veloxy helps me hone in on the opportunities that are the most beneficial.

    Cons: Veloxy sends a ton of notifications, emails, etc. These settings can be set to your preference, however.

    Overall: Overall, Veloxy is a lifesaver when it comes to staying on top of things in a fast paced sales job. I love the ease of use and the myriad of features offered.

    Read More...
  • Ken H.
    Account executive
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "SO EASY"

    Posted 2019-04-15

    Pros: easy to use and makes prospecting so much easier!

    Cons: nothing at all. can't hate on a product that makes my job easier.

    Overall: overall its a easy product to use as well as makes my job easier

    Read More...
  • Jose B.
    Manager
    Used the software for: 2+ Years
    Frequency of Use: Yearly
    User Role: User, Administrator, Deployment
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Account Executive"

    Posted 2019-04-15

    Pros: I had the opportunity to try this app out and begin to use it in my daily functions. It easily syncs between my Salesforce and Outlook. My pipeline is very easy to manage and gives me good visibility into my workload. I only use this app lightly as I am inside sales and most of my time at my computer but if I was on the road I would live in this app. It does a great job of pooling together relevant info and pushing alerts to me with activity. I would definitley recommend giving this app a try and seeing how it would help you have a single source of information.

    Cons: I only use this app lightly as I am inside sales and most of my time at my computer but if I was on the road I would live in this app.

    Overall: Amazing feature and the love this app and will use all time in future. My employee are very happy with this app. Recommended!!

    Read More...
  • Joseph S.
    CPRST Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Nice Tool for your Business"

    Posted 2019-04-11

    Pros: Fast Salesforce opportunitymanagement. Fast - easy to use - and all in One App. Mails and calendars and salesforce records .

    Cons: It would be helpful to have a time or progress tracking feature, as other similar software has.

    Overall: I love this app because of its interface easy to use for us and our team. Thanks Veloxy!
    Highly Recommended!!!!

    Read More...
  • Eva L.
    Marketing Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Sales with Veloxy"

    Posted 2019-04-10

    Pros: I love Veloxy! It is an awesome time management tool, that is helping me increase my sales numbers by properly managing my funnel. The templates are great, and the email tracking is probably my favorite tool the app has. Being able to locate nearby businesses is another tool I have found very useful. I will continue to use the app faithfully, and look to discover new features.

    Cons: What do I dislike about Veloxy? Well, nothing at all is the truthful answer.

    Overall: Incredibly point by point in item really awesome app . It absolutely helps for development through new categories.

    Read More...
  • Amanda V.
    Business account executive
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "I love veloxy "

    Posted 2019-04-08

    Pros: This application has made my life so much easier. It allows me to never forget about a client. It notifies you about when you need to reach out. In sales this is a MUST have. Also the founder is very responsive and helpful when ever myself or peers have questions.

    Cons: Sometimes it logs me off of sales force. However this could be my company’s firewall as well.

    Overall: This application has made my life so much easier. It allows me to never forget about a client. It notifies you about when you need to reach out. In sales this is a MUST have. Also the founder is very responsive and helpful when ever myself or peers have questions.

    Read More...
  • David C.
    RSM
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Field tool"

    Posted 2019-04-08

    Pros: I have been using Veloxy for almost two years. It really helps with Data entry out in the field as I can "Log-on-the-fly" for meetings, calls, add new prospects and much more. Veloxy also help me keep up to date with scheduled calls needed for that day while I'm on the go.

    Cons: It would be nice to have Veloxy log incoming calls from clients.

    Overall: More time for me and still increased sales and built a greater pipeline with ease.

    Read More...
  • Usama T.
    Account Executive
    Used the software for: Free Trial
    Frequency of Use: Daily
    User Role: User
    Company Size: 5,000 - 9,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Makes everything easier"

    Posted 2019-04-08

    Pros: I love how this app alerts you about your account. When you are prospecting and the account is under someone elses name it can take time for it to switch over. This app will alert you when its transferred over.

    Cons: nothing really, everything seemed great with what I have used.

    Overall: I love it. Its very useful.

    Read More...
  • Dorian C.
    HIGHLY RECOMMEND
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "HIGHLY RECOMMEND "

    Posted 2019-04-08

    Pros: Veloxy made things easier for me and also has allowed me to better track my progress with my customers. It's a convenient way for me to remember to follow. Great for following up with prospects and leads!

    Cons: Nothing so far. Customer service has been on point!

    Overall: Awesome tool to have. I’m able to manage my deals with ease and confidence. Reporting is also awesome, great for backtrace

    Read More...
  • Stephen B.
    Sales Management
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 10,000 - 19,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great App!"

    Posted 2019-04-06

    Pros: Love the app! So easy to use, makes prospecting an ease-mapping feature makes it so efficient to prospect

    Cons: nothing-so easy to use and makes my job so much more efficient

    Overall: Makes prospecting new accounts so easy

    Read More...
  • Corey W.
    Business Account Consultant
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Deployment
    Company Size: 20,000 or More
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Perfect app for my business needs "

    Posted 2019-04-06

    Pros: I am a Business Consultant for Comcast Universal and I like the organization of the app as it relates to managing my business. Everything is at my finger tips from appointments, follow up, and even prospects that i haven’t touched in a certain amount of days. Quick story, Veloxy reminded me that I hadn’t followed up with a customer in 2 weeks. I used the apps GPS function and drop in on that potential customer. By doing so and following Veloxy recommendation I was informed that my customer was opening a new business and I closed the sale. If that isn’t enough to validate the importance of this app I don’t know what to say. Thanks Veloxy ABC’s

    Cons: I can’t believe that I wasn’t utilizing this tool before.

    Overall: Overall if you are an account manager this app is a must. Remember that it organizes everything you need to be successful.

    Read More...
  • ADAM P.
    Sales Manager
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Use it and Love it!"

    Posted 2019-04-05

    Pros: Fully integrated with Salesforce. It allows me to easily access all my contacts and find the contacts that are closest to my current location.

    Cons: I don't like that I have become soooo dependant on Veloxy. One sales trip I didn't have it and I was lost . . or at least I felt lost. On that trip, I was not nearly as productive as I was on a prior trip while using Veloxy.

    Overall: If you're a salesperson using Salesforce and on the road with 100's of prospects and clients you absolutely need Veloxy. It accesses my contacts in Salesforce instantly. The feature I like best is finding prospects using their built-in GPS system. It allows me to visit more prospects in a shorter amount of time. Without Veloxy I used to visit on average 5 prospects a day . . . now I can visit 15-20. The only difference is I'm using Veloxy. I've become totally dependant on it to maximize my time on the road.

    Read More...
  • Gerald K.
    Business advisor
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: User
    Company Size: 500 - 999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "on top of things"

    Posted 2019-04-05

    Pros: sends me alerts when i miss an appointment and also keeps all my clients in the palm of my hand

    Cons: really not much i dont like about this product. It's truly a hit out of the park. It basiclly keeps your office in the palm of your hand.

    Overall: best way to describe is a 10. If you needing help keeping track of all your clients and leads, well this product is the way to go

    Read More...
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