Lead Follow-Up Made Easy
When buyers show interest, quick response and an appropriate level of persistence are essential to staying ahead of the competition. Velocify LeadManager was built specifically for sales teams that operate with a sense of urgency. It puts the right lead in front of the right sales person at the right time.
Let your sales team focus on what they do best – closing deals. Velocify LeadManager automates the routine tasks that keep sales reps from engaging with potential buyers.
Research has shown that responding to leads within one minute doubles the likelihood of conversion. Velocify LeadManager automatically distributes leads to the right reps and makes it easy for reps to follow up within seconds.
You have a proven sales process, but is every rep following the right process for every lead? Velocify LeadManger makes following your sales process a no-brainer.
SALES DIALING: Leverage the most reliable inbound and outbound dialer built specifically for sales teams. Increase productivity with features like click-to-call, Local Presence, inbound/outbound blending, and pre-recorded voicemails.
TRIGGERED & UNLIMITED COMMUNICATION: Never forget to send the right email or text at the right time with automated triggers in Velocify LeadManager. By sending the right message on the right communication channel at the appropriate stage in the sales cycle, you’ll unify your communications strategy and boost engagement. Velocify's new Communication Package with unlimited texting and emailing makes staying connected with prospects easier and more cost effective than ever.
ReportHub: Real-Time Reporting and Analytics
ENSURE PIPELINE ACCURACY: No two reps log information the exact same way. The result? Inconsistent data and an inaccurate view of your pipeline. Velocify LeadManager automates status changes so you can trust your pipeline data when reviewing it in ReportHub.
VISUALIZE DATA TRENDS: Don’t waste time exporting, pivoting, and number crunching just to see what’s going on. ReportHub in Velocify LeadManager delivers easy-to-understand, real-time analytics to make quicker, more informed decisions.
ReportHub: Provides Deeper Insights
ANALYZE LEAD SOURCES: In just a few clicks, get real-time visual feedback on the quality of your lead types to analyze your top conversion and ROI sources. Granular filters enable you to drill down to discover your most productive investments.
OPTIMIZE CONTACT STRATEGY: ReportHub helps you ensure that your contact strategy is followed and your resources are deployed more efficiently throughout the sales funnel.
IMPROVE TEAM PERFORMANCE: Easily evaluate progress between teams, regions, or reps to recognize best practices and identify coaching opportunities. Dynamic pivots deliver crucial insights to help you relieve bottlenecks and optimize performance.
Integrates data from website lead forms, marketing automation systems, and over 1,400 lead source providers.
Provides alerts when existing prospects enter system and automates the consolidation of duplicate lead records.
Calculates numeric lead scores based on lead attributes, and uses scores to drive priority lead distribution.
Drives an unparalleled ensemble of push, pull, and hybrid intelligent lead distribution options.
Ensures the highest value opportunities are always worked first, removing the guesswork for sales.
Delivers industry-specific and custom workflows, predefined sales actions, and communication templates.
Distributes automated email and SMS drip messaging at appropriate stages within the sales cycle.
Provides valuable sales funnel insights with intuitive dashboard, reporting, and metrics monitoring.
Trusted by Industry Leaders
“There’s no other solution that has everything needed to manage and scale our sales efforts – including inbound and outbound dialing, email marketing, campaign tracking, lead prioritization, lead distribution, and so much more.”
Dan Miedema, Director of Marketing Operations, Guaranteed RateREAD THE GUARANTEED RATE CASE STUDY
“Velocify LeadManager is more than just a database or a CRM. It dynamically pushes best practices on the users to maximize contact and conversion rate.”
Joseph Semrani, a mortgage banking executive at M&T BankREAD THE M&T CASE STUDY
“With the priority info bars loan officers understand why a lead was in the prioritized view and what the next action is, so they didn’t have to dig in, rather they can just click and dial.”
Brian Surgener, director of sales – BBMC MortgageWATCH THE BBMC VIDEO
“With Velocify I can capture accurate notes and sent a reminder one or two months down the line. When I call the prospect, we pick up the conversation right where we left off.”
Art Mungia, Account Executive in the mortgage industryWATCH THE VIDEO
“With Velocify leads don’t fall through the cracks anymore. With lead distribution we are able to better manage those leads and get a higher return on investment.”
Eddie Sandoval, owner of Sanco Business SolutionsWATCH THE VIDEO
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