Opiniones de Velocify

The website is easy to navigate though. Its a clean webpage without a lot going on (colors, advertisements, etc) & all the details that I need are located in one screen.

The only thing that's a Con for me would be that I have to choose a "search" method when looking up a borrower every time I finish a file. I like searching by the last name, if I could some way keep that setting, it would save me a few clicks and some time.

Reliable. Quick. The interface is easy to operate and navigate. There are many great features that make lead management a breeze.

I would like some improvements personally. Where I would like to see changes is on the dashboard. When I go to the Dashboard it auto sends you to todays day, which is good, but if I go to any other day, say to manage the leads and or push them to another date, when I go back after having changed the calendar date it doesnt leave me on that day to continue my changes... instead it takes me to that days date. Another thing I would like to see you add would be the ability to take one day or even better multiple days and have the ability to move all of the calendar events on that day to another day. The key to our business is time. With all the apps that we do and the little time we have to organize the leads those little things would be tremendously helpful. Again, the ability to take old dates and roll all of those callbacks to a date of choosing would be awesome and even better if we could select several days. Contact me with any other questions at [email protected]

I like that I can build out the forms myself and format everything we see on our screen for each lead. Building and customizing reports is also a great feature.

When moving data fields around, you have to click Up or Down for each single field you want adjusted. A drag-and-drop feature would be great here when things need to be moved more than one or two spaces. We also have significant issues when doing API imports, as leads are not always automatically updated and have to then be manually adjusted.

I like how easily customized it is to your individual needs everything from reporting to statuses, to action options, to prioritization. I like how it ties into outside phone systems and allows for detailed prioritization when figuring out how to do your day. It has increased the teams outreach efficiency by about 80% compared to last and other system options, went from 13 clicks to 3. Customer service is mostly responsive.

How many layers have to be factored in when customizing, but once you know them all it's not that bad, just can't be overlooked. I don't care for the standard reports, or how the system prefers to look at user activity in the same date ranges as the date that a lead is added to the system - disregards work on older leads. While they're making strides on some reporting I've had mostly limited benefit from the Report Hub, and have had many that don't work, where a ticket has to be submitted.

I liked the canned voicemail options Velocify provided. I formerly worked as an Admissions Officer, and I cannot tell you how many times a day I would leave the same voicemail verbatim. Velocify allows me to make a call and designate a prerecorded message to leave on a voicemail, so I'm not wasting my time or breath. The shotgun connect feature as it makes connecting with customers easy, basically doing a round robin of all available reps when there's a live customer on the phone.

The effort it takes to configure the software to pass along information to our Student Information System. It's a costly and time-consuming effort.

Navigation, reporting, scheduling is second to none. Great! Allows reviewing of recorded calls, monitoring who is on the line at any given moment and total hours spent on phone.

Not too many as I can tell. Seems as if there is a slight delay in conversation when speaking through the software to a client

I love the ease of use Velocify provides. Also the ability to customize it is awesome. In the end I am an end user but my marketing team raves about their ability to do what's needed to improve our contact rate all the time.

I really do not know what to write about the cons. I only use the software as an outbound caller and do not know the inner workings of it.

I like that a lot of info can be saved in each profile. I also I like the fact that each note saved has a time and date stamp which helps when needing to know when some action was taken on the profile.

If you do not remember to click save than no reminder msg comes up asking you if you want to save before exiting

Easy to use. Very simple to organize and track my loan officers progress with their leads. The direct dial and email features are nice as well.

Searching for lost leads can be time consuming. More automatic features making the lead pop up again as a new lead rather than just a reminder email or pop up would be easier to use.

Great if you only need to build one sales sequence/cadence

If you need to build out multiple cadences for different instances, then this is not the platform for your organization.

The features are great, click to dial, easy logging of activity, call tracking for management. Gives users the ability to call the most appropriate leads at the most appropriate times.

The customer service/support team can use some assistance when an issue needs to be escalated. The product can also improve on the internal calendar management.

I absolutely love this program, it is so easy to navigate and I love that I can customize my options.

I haven't really found anything that I am unhappy with, it gives me many options and I love that I can click on a client and review our previous conversations

The best feature is the click to dial option and call counter. It is easy to filter leads by different sources, point of contacts, and status.

We do not have a feature to run daily reports and export to excel. Also a column for set appointment/ activities instead of sorting them.

I have always been able to easily organize my day, and work the leads in a most effective way. Utilizing time zones, states etc.

I wish the reminders were more refined. Basically the pop ups for the reminders can be more annoying than helpful.

I love the Lead distribution and disposition. It makes it easy to do business and be super efficient.

The only con Is the Non alphabetically ordered titles of recorded voice messages. If this is he only con I'm in good shape!

This is a very good product when it comes to lead routing in Salesforce. It has been very stable and user-friendly as well.

The lead prioritization platform is very rigid, and holds to Velocify's best practices - not your own. In the end, our reps did not use it, and it became an expensive routing tool. It seems that the representative has not done much to enhance the platform for the native Salesforce side.

I use this product every day as a Loan Officer and it makes my life extremely easy. It organizes all of my leads and doesnt let them fall through the cracks.

I am continually logged out of the app sometimes while on the phone. I have even had the app hang up the phone on me during a phone call.

I like that this product lets you access all your leads and their information. The new update made it easier to search for a lead.

I don't like that it has a very busy home page. It's overwhelming when you open it up and you have a bunch of data in your face.

Reminder pop ups, emails, txt and email to clients. Organization is simple. Data entry is simple. Export an excel with ease

There isnt anything Inwould change, I would add color selection options to the background to maybe a light blue feature or choice of user

Excellent CRM with just the minimum requirement to take your contacts with you anywhere also love the capability to text

the CRM is a little complex when it comes the time to import data od extract data from it also little costly per user

Many great features such as text and visual voicemail. it is secure so I know my clients information is secure!

I connected it to my cell phone and now it rings all the time! I removed the setting but it still rings!

Ease of access and very reliable. Helps keep me really efficient while at work and helps remind me of what i need to do

Nothing at all I think that this program I've very easy to use and would highly recommend it to everyone

This program is very user friendly and it keeps me very organized when it comes to my leads. I have used other programs at other companies and this one is definitely the best.

There aren't very many cons about the program. I have had some issues when transferring lead info over but those times were very rare.

Nurture program and the ability to text from the platform is great. The ability to have it continually contact candidates automatically is invaluable.

Expensive, hard to handle large amounts of data, expensive to nurture large campaigns from inside the software. Would need to look outside for that ability.

It's powerful, thorough, and scalable

Difficult to initially learn, weak developer tools