TrustRadius Insights for Velocify by ICE Mortgage Technology are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
Velocify is a versatile software that is used by various teams across different divisions in organizations. Its broad range of applications includes marketing, sales, admissions, management, executive, business, and analytics teams. One of the significant use cases of Velocify is in the enrollment process where it helps break down the black holes of the process and provides more granularity. Loan originators also benefit from Velocify as it serves as a contact manager for all leads, enabling them to sell effectively.
The system establishes standards of success and creates dynamic workflows for users to follow, eliminating guesswork by determining which lead to call next. It offers features like speed to contact, lead prioritization, pull distribution, and automated smart and status-specific drip email. Users appreciate its ability to track every follow-up call and monitor the speed of reaching out to new leads transparently. Velocify is considered superior to other CRM systems by long-term users who have extensive experience in internet sales. The software's features and capabilities, as well as the professionalism and responsiveness of the sales representative and support team, are highly praised.
In addition to enrollment and sales teams, Velocify is widely used across entire organizations for lead management and campaign organization under different divisions. Its priority rules and scheduling features help prioritize outbound calling and follow-up campaigns with prospects, contributing to day-to-day success for over 100 employees. This software keeps the entire organization organized, connected, and efficient while helping businesses make more money.
Furthermore, Velocify plays a crucial role in admissions by organizing the lead base and generating reports. It facilitates file tracking by allowing files to be sent to different milestones of the application process and assigned to specific people. This ensures that everyone stays on track with their tasks. Moreover, Velocify addresses the business problem of providing additional leads during slow times of the year by making the software available to the entire company.
Overall, Velocify proves to be a valuable tool in streamlining various aspects of business operations, from lead management to sales and admissions. Its versatility and range of features make it an indispensable asset for organizations looking to enhance their efficiency and productivity.
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Velocify by ICE Mortgage Technology Reviews
2 Reviews
Educational ServicesEducation Management2
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We utilized Velocify to manage our student life cycle as well as transactional emails at each stage of the process. This was being utilized by our marketing and sales, admissions teams, management and executive teams, as well as the business and analytics area. Velocify was designed to help us be able to break down the black holes of the enrollment process and give more granularity to the process as a whole.
Pros
The simplicity of the system setup is relatively easy.
The built in speed to lead Dialer worked very well and distributed leads accurately.
The help and support area was easy to navigate.
No limitation on numbers of fields assisted with our need for granularity.
Cons
The canned reporting is not a one size fits all, and therefore customization of reports was needed. However, the ability to filter different criteria in and/or boolean was non-existent.
Customer Service and personable touch was poor at almost every level. We were with Velcoify for 2 years and we had to repeatedly explain our business to them with each issue.
Fields were not able to be shared across different areas, which proved to be problematic with different reporting needs.
Validation was only added to the system in the last few months, and this was very basic; because there were not specific security items for each role, this made our data integrity very shaky.
Creating emails and duplicating statuses, etc was labor intensive. There was no ability to clone existing emails, status, actions.
Drip campaigns were not available.
Vendor posting proved problematic at times, and the fact that anyone could enter anything into a drop down (again, validation) proved problematic as well.
Likelihood to Recommend
Small businesses who do not need complex reporting and analytics would fit well into the Velocify model. There needs to be specific segments that appeal to this type of CRM, and the best feature is within an added layer--dialer. The ability to turn things around and contact your leads immediately was very beneficial to us, and could prove to be a boon for a small to midsize business.
