We've had great experience integrating our direct marketing automation platform with Velocify. They offer several integration options for partners & clients, with simple form integrations to kick off their lead management systems. Several of our financial services clients have used direct mail, email and Boingnet PURLs to drive leads effectively into Velocify workflows.
5Jay Dunsing--Velocify Consulting
Other | 1/5/2015
Ease-of-use: If the system is set up correctly, it is very easy to use. Less is more in the initial setup. There can be a lot of moving parts behind the scenes that have causal effects. A well-thought-out strategy for using Velocify is needed upfront. Functionality: The system is feature-rich. Most companies don't use all the features provided effectively. Product Quality: In my opinion, Velocify is the Cadillac of the lead management space. The company regularly enhances the product features. Likes Best: I have been an administrator on this system since 2005. I have used the system at a high level longer than anyone in the U.S. Top product features: - Totally customizable to any industry or work flow - Shotgun connect (increases speed to call), Pull Distribution (leads can be shared) - Click to Dial (increases calls made by users) - Lead Prioritization (management sets criteria for which leads are priority) - Reporting (various canned and ad hoc reports) - Status specific and smart drip email - Ease of use (ramp up time for users 2-5 days) - Blast email capability - Local caller ID (customer sees local area code on caller ID) - Lead distribution (granular lead distribution capability) - Calendar Events - Pre-recorded voice mail messages - Many other features Recommendations: Dream big about your needs. The system can be a game changer for your company if it is set up and used properly.
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