VanillaSoft is a lead optimization platform designed to assist fast-response sales teams in maximizing their conversion rates. By providing a structured and efficient approach to lead management, VanillaSoft aims to ensure that every potential customer receives the attention they deserve. This platform is beneficial for sales teams that operate in high-pressure environments where timely follow-ups can significantly impact sales outcomes. The primary audience for VanillaSoft…
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Velocify by ICE Mortgage Technology
Score 6.7 out of 10
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Velocify is a sales acceleration and automation solution acquired by Ellie Mae (now ICE Mortgage Technology) in 2017. The product suite includes Velocify Pulse automation app, Velocify Lead Manager for lead management and distribution, and Velocify Dial-IQ sales dialer. Also , Velocify LoanEngage is a sales referral management app for loan officers.
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Pricing
VanillaSoft
Velocify by ICE Mortgage Technology
Editions & Modules
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Offerings
Pricing Offerings
VanillaSoft
Velocify by ICE Mortgage Technology
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
VanillaSoft offers several add-ons to use in conjunction with our base platforms including:
Auto Dialing
Call Recording
VoIP
SmartCaller ID
SMS
VanillaSoft is well suited for the call center scenarios, it helps the representatives to keep all the leads information well organized and in one single place to speed up daily tasks efficiently and effectively. VanillaSoft is easy to set up, even someone who is new can have it up and running in minutes.
Velocify is amazing if powered by the right management. Just like any piece of technology, garbage in - garbage out. I suggest making sure your management is well trained so they can ensure their users are effective. Velocify has some incredible talent working there. I suggest making great connections with those on your team and it will help greatly during the tenure of your working relationship.
One of my favorite features is the ability to customize routing. Quite often a caller is told by a prospect to call back at a certain date and time, the caller can set that and the record will pop up in the front of the database on that date and time letting you know that you have a call to make.
We also send out information on behalf of our clients to prospects, which we do directly out of VanillaSoft. After the information is emailed the system will actually let us know when it was opened and moved that prospect record to the front of the database to be a priority in call rotation.
I also love that we were able to customize it so that the callers have everything they need to see right in front of them. We have a area that has the prospects information, name and address, then an area that has required information fields with questions the caller needs to ask and place answers in the appropriate fields, then we have an area with a notepad, an area to access the calendar, and an area that gives the caller all the previous activity on the record.
These are considered strengths for us as all of these examples make my job and the callers job much easier and saves us a ton of time and money.
The prioritized queue allows for management to set contact standards and hold users accountable. It removes all the guess work out of what lead to call next.
The Dial IQ feature is fantastic for powering through calls and maximizing speed to contact.
The Shotgun lead distribution puts the lead into the hand of the user that is ready and available to call that lead immediately. No handing off a lead to an originator and hoping they call. This feature allows for the system to notify multiple users simultaneously and first user to press 1 wins the lead. Talk about creating a competitive sales environment!
Velocify would be well served to create a more robust email drip campaign platform.
Velocify could revamp their dashboards and prioritized views our individuals work out of daily. It's rather overwhelming when working with a lot of leads. Adding interactive graphics - calendars, easy to view alerts, etc would be great. (Big Purple Dot does this well)
We have no reason not to renew. VanillaSoft has been the best CRM (for us) that we have ever used. The value is great, we love the system, and it's easy to get assistance from VanillaSoft team when needed. Our team is so used to the calling and admin functions there is no desire to change.
I am sure that we as a company are likely to continue using Velocify. I am not involved in the selection process, but I have not heard any negative feedback and switching programs would more than likely be too much work
The entire system is set up so perfectly. It makes training callers much quicker, and admin tools are so easy to navigate when you get used to using it. Also, if there is ever something I cannot figure out, I can get support from VanillaSoft very quickly to resolve and get my task accomplished.
Users can gain a very good understanding of the system quickly. The administrator can use terms that are familiar to their company when setting the system up. Most new administrators error to the side of complexity when setting up the system. With Velocify less is more.
It is very rare that we have system issues. Maybe a handful of times over the years, we had to contact support about being unable to access. It was always a quick response from the VanillaSoft team, and they would clearly explain the issue and usually give time frame on fixing, or have it fixed immediately.
I work on all aspects for VanillaSoft for our company. The pages overall do load very quickly. Reports are amazing, I can get quick report, customized reports, and anything I may need to present to client in very little time. It has made my job so much simpler. As far as I know, integration goes smoothly as well.
While I didn't speak with the Support team often, they seemed very accepting and reliable. My favorite was the company emails that we would receive whenever something wasn't working correctly so that we would know that it's being worked on, providing a bit of relief to the other employees that were having trouble.
The in-person training if you will is done via GoToMeeting or some other service. I have been told that the moderator goes way too in-depth and too fast.
It was very thorough. VanillaSoft team did not rush us. They explained the various functions clearly and were open to any and all questions we had as we began to learn the system. Also, once training completed, if we encountered anything we could not figure out, the support team was fantastic in helping us out.
If you plan to have more than 20 users on Velocify you should outsource implementation to someone that knows how the system can best be implemented for your business/process flows. If you have fewer proposed users try to use one of the canned levels.
VanillaSoft has very similar offerings to Outreach in terms of usability and opportunities for streamlined prospect engagement. The main differences lie with their user experience, customer service, and how information is presented through the platform in terms of knowledge base and analytics. Both are suitable tools, the differentiation comes down to preference of interface and data presentation.
Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with Velocify were not exactly truthful as we found out during the implementation process or much later that there were things they said that they could do that once we started getting into the weeds with it they weren't able to execute. From a lead conversion and speed to lead standpoint, this is a good product. From a reporting and lifecycle management standpoint, this is a very poor product compared to the other two
VanillaSoft has been great. The flexibility of the system is wonderful. The scalable software options are impressive as well. I would strongly support VanillaSoft's capabilities in this area. You really can do just about anything to get the setup and or integrations you may desire for your company needs.
The ability to save my correspondence and notes on each interaction allowing for the appearance to the customer that I am very engaged when we are speaking.
Increased sales from the calendar setting and saving my notes.
Faster lead conversion lead us to higher potential for "first school wins" philosophy.
Negative return on time spent maintaining Velocify. Because manual reporting was needed and much had to be done outside of the system, there was a monetary loss of time because of this.
Predictability was near impossible for us, and the fact that we had to purchase an email automation system because Velocify did not do anything we needed was a negative ROI for our business.
