Veloxy

Opmerkingen: This tool gives me extra time during the day. From door-to-door prospecting, to basic email communication, and funnel management, Veloxy seamlessly integrates to Salesforce allowing me to do exactly what I need to do without having to navigate through multiple clicks and page loading. Another function that has increased my sales volume is the ability to track an email that I send to a prospect and see when they open the email, how many times that email has been opened, what kind of device they are using, and where in the world that email has been opened! Now I know if they are really curious and if they are passing along my message throughout their company. This is a must have for any organization that wants to track their activity within a robust CRM, as well as a sales rep that wants to maximize their customer contacts!

Pluspunten: Veloxy allows the user to call a contact in Salesforce directly from their smartphone and then the app automatically logs that call into Salesforce under the right opportunity/account/prospect.
The software plugs into Outlook to allow the user to utilize email templates from their smartphone or desktop and then logs the outgoing email to Salesforce under the right opportunity/account/prospect.
Veloxy makes inputting new prospects/opportunities/accounts into Salesforce at least 50% faster.
Veloxy will track the emails the user sends to a contact and let the user know when that email is opened as well as how many times it was opened, where in the world the user opened that email and how many times that email was viewed.

Minpunten: This product is not free but the value that it adds to the sales process will meet any Return On Investment model.

Opmerkingen: I honestly would dread the daunting task of putting my activity from the day into salesforce at the end of the day. I work outside sales and am always on the go. This app has saved my life. I love when I am driving in my territory and I get a notification about a prospect coming up on my left or right... I haven't touched them in a while so what I now do is stop in right then and there. Before, i would just keep driving and stay in busy mode. This has helped me to solidify more appointments and in turn make more sales. I love the geo map as well because a piece of my job is picking up the phone. Sometimes i get my best information about a new prospect over the phone and don't realize they are in the same area as an existing client. So pulling it up by opportunity is amazing! It's not cold calling anymore, its warm calling. Thank you so much Veloxy!

Pluspunten: Ease of use, the format! Opening it up and seeing the chart of open/closed and various stages of my book of business is so nice and keeps me motivated. Notifications when I am close by an opportunity that i haven't talked to or called in a while is AMAZING!!!! Follow ups are the name of my business so this alone is one of the biggest game changer in my business. I love geo-map. Some of the best information i get is when i pick up the phone and call a prospect. However, it gets lost in the shuffle until my task comes up. It's so nice to pull up the geo map and see all my opportunities in any given area and walk in as if its a warm call. All the info is right there and the person I talk to (if you take great notes, this app will change your life)

Minpunten: It won't let me add a company on the fly.. even if it's on the map. Unfortunately, my company requires the shipping zipcode and not the billing but I understand that it's unique in my company to prefer the shipping zip code. Veloxy's app only asks for the billing zip so when it tries to add it into my CRM, my CRM blocks it from becoming a new account.

Opmerkingen: It helps me use one Mobile app, for what would normally be 4/5 separate apps.

Pluspunten: Highly recommend using the Veloxy Mobile App! I’ve been using the Veloxy mobile app for going on a year and a half. The app has:
- Quick geo-mapping features showing Opportunities/Accounts/ and Leads This can be useful when you have extra time to Cold Call.
-It Simplifies adding leads to Salesforce-If you drop by a company, you can add the new lead information quicker, and more efficiently, by utilizing the “explore nearby businesses link”, you input the contact name, and are able to convert into a lead, and then convert to an Opportunity.
- It allows you to log the Cold Call-activity and schedule a reminder to follow up when you’re in the office.
-The Caller ID feature is great as well, once setup, you’ll have a Customer first name, and Customer company information, show up on your cell phone’s Caller ID.
- 45 minute meeting reminders
- Phone notifications from the Email Analytics feature.

Minpunten: No negatives. They are continuously adding to the App.

Opmerkingen: In all my years of sales I have never used an app that it this helpful! It makes staying on top of prospects super easy, and reminds me when I have forgotten to follow up on a potential customer. It integrates with Salesforce and Outlook, so I can see when my emails are opened by my prospects and when one of my Salesforce leads calls Veloxy cross checks the number with my Salesforce and lets me know who is calling, even if they are not in my phone's directory. When I get out of a meeting on the field, I can pull up Veloxy and it will tell me what opportunities are nearby so that I can pop in before I head back to the office. This is just the beginning! Great app all around. You owe it to yourself to give it a try. If I could give it 6 stars I would!

Pluspunten: It does so many useful things. I am pretty sure this was programmed by a sales person. It tracks my emails and gives analytic, it tells me who is calling based on my open prospects in sales force, and it reminds me when I have let a prospect slip through the cracks. If I could give it 6 stars I would.

Minpunten: I have no complaints. When I first started using it maybe 2 years ago it had some glitches, but they have fixed them all and made it even better

Opmerkingen: Amazing feature and the love this app and will use all time in future. My employee are very happy with this app. Recommended!!

Pluspunten: I had the opportunity to try this app out and begin to use it in my daily functions. It easily syncs between my Salesforce and Outlook. My pipeline is very easy to manage and gives me good visibility into my workload. I only use this app lightly as I am inside sales and most of my time at my computer but if I was on the road I would live in this app. It does a great job of pooling together relevant info and pushing alerts to me with activity. I would definitely recommend giving this app a try and seeing how it would help you have a single source of information.

Minpunten: I only use this app lightly as I am inside sales and most of my time at my computer but if I was on the road I would live in this app.