Velocify is a web-based CRM application that is designed to control and evaluate high levels of sales and organize all data into one CRM platform. The tool automates your sales management, lead management, sales enablement, and customer relationship management in one user-friendly solution.

Velocify monitors all lead generation and sales actions to further increase maximum conversion rates as well as ensure detailed and accurate revenue reports that can be customized in real-time.

The management platform is integratable completely with Salesforce, gives you a free smart phone application for your field representatives and managers to monitor sales leads or activities, and is also integrated with a Dial-IQ system—giving your sales teams quick mobile access to new leads.

The sales algorithm within the tool’s application automatically allocates gives leads to specific team members and will notify your employees via email or SMS.

Velocify benefits are mentioned below:

Velocify is a cloud-based management application that combines the power of email marketing, sales management, telecommunications, calendar scheduling, and customer/staff management all within easy-to-use platform. From the management’s user dashboard, you can easily navigate to check live reports of sales activities as well as staff success rates both at present and in the past. You can check out custom reports as Velocify will generate automatically your preferred reporting as well as analysis criteria.

A calendar and scheduling application is also embedded into the management software for users to be able to monitor and plan sales meetings, appointments, training days, and contractual anniversaries. Managers can also utilize this management tool to check on employee success and monitoring as well as reviewing special sales occasions or even your client’s birthdays.

It is fully integrated and comes with a free mobile application which you can download. Once installed, you can login with your credentials and see the entire software backend and database with complete transparency. You can also add sales leads, close leads, schedule meetings, edit leads, edit events and contact clients or leads using SMS, email or telephone.

Velocify gives you the ability to customize and view real-time reports as well as allocates specific sales leads to specific sales reps.

Here are the Velocify cost details:

Contact Velocify for full pricing details or if you want a package customized for your business needs. Velocify readily offers four packages:

Standard
Designed for smaller teams
2-10 Users

Plus

Designed for small teams with additional configuration needs
3-15 Users
Includes Standard features plus other additional functionalities

Advanced

Designed for Mid-sized Businesses
16-100+ Users
Includes Plus features plus other additional functionalities

Velocify for Salesforce

Designed for Salesforce.com Sales Cloud Clients
2+ Users