Velocify by ICE Mortgage Technology vs. Zoom Revenue Accelerator

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.

Training on key features is difficult, so adoption of the platform is not where we would like it to be after 6 months of being deployed. Our team works primarily within Salesforce, so it would be helpful to have additional focus on adding ZRA components to the Salesforce managed package. Would love to see on overall customer summary for example. Rather than having to go to each conversation to get details of the customer journey. The price point for ZRA is quite high compared to meetings & phone so I would like to see continuous growth/new features being released to justify the spend. With ZRA, the sales leaders can share tactics and use cases on how they utilize ZRA to manage their individual teams. The analytics easily shows team members who are exceeding or who may need additional support based on (overall customer sentiment & engagement).

• 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!

• Summaries and Next Steps
• Separation of key moments during the meeting
• Pulling data from Salesforce of stage the convo took place in, amount, owner, etc
• Coaching features and insights such as talk ratios, next steps, scorecards

Incentivized

• 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)

Incentivized

• Zoom IQ's graphics need improvement to be more intuitive.
• Zoom IQ does not allow you to analyze several voices simultaneously. It becomes very complicated to expand the conversations to more students.
• Personalized feedback does not always respond correctly to what has been said. There is room for improvement in audio and voice analysis.

Incentivized

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

It has certainly been useful, but now it overlaps with other tools we are using so probably we will have to be harder on ROI here

Incentivized

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.

Once you're through the setup it couldn't be easier. For our client facing team members it was very much an experience of. Today you're using "App A" and tomorrow log into Zoom and you're all setup. Zoom Revenue Accelerator is effortless for an end user to pick up and start using. But the setup is where you need help to understand. Various things with where recordings are stored, how calls are routed, and even who can access what phone numbers and recordings can be challenging to setup without help. And a number of docs aren't as up to date as they could be, given the Zoom UI can change so rapidly. Once they solve the sprawling admin side of the product, it'll be a 10 out of 10.

The system is always up!!

If the system is set up correctly it will be a game changer for your organization.

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.

Incentivized

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.

Velocify offers online training via videos and written descriptions of implementation procedures.

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.

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

Zoom fit into our workflow better than the rest. While all the other tools certainly worked well, and could do the job, we felt the most comfortable with Zoom. In particular the ease of use. Specifically, at the time we were assessing the tools Aircall was a product we had used for a number of years, but call quality was not something that came often. And we'd have as many as 35% of calls drop due to connection issues. (Not an issue with Zoom, call quality is >98%). Dialpad was also one we extensively tested and trialed. It felt far better suited to a team larger then us, and one with a broader Support function then our initial use case. The Salesforce offering just felt the most expensive for the least value. While it would work probably the best with our CRM, it was clunky to operate from an end user POV.

The system is fully scaleable both vertically and horizontally across the enterprise.

• 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.

• Conversation Intelligence Software has had a positive impact on my career in sales. I like how you can see data regarding how your conversations went.
• In general, Zoom calls, where the video is turned on, have helped me increase the number of deals I close.
• With my team, it is easy to share a clip of the video I want my manager to view.

Incentivized