Sell Smarter, Work Faster in Salesforce
Velocify™ extends the value of Salesforce.com by driving rapid lead response, more productive daily sales rep activity, consistent selling practices, faster ramp-time for new reps, and more revenue. Adding Velocify to Salesforce Sales Cloud ensures methodical prospect engagement and more predictable sales performance, increasing your number of opportunities and wins.
Intelligently Distribute Leads
Velocify for Salesforce provides dynamic lead distribution and redistribution programs including round-robin, skills-based, performance-based, territory-based, and product-based. Leveraging existing Salesforce configuration, Velocify’s dynamic lead distribution feature can assign high volumes of leads to the appropriate salespeople in real-time and reassign to other reps based on configurable rules.
Flexible lead distribution programs can be altered anytime over any time horizon – by minutes, hours, daily, weekly, and monthly. Testing on any combination of lead distribution program allows you to fine tune your contact strategy in search of the optimal lead distribution program mix for your business – ensuring the right lead is assigned to the right rep at the right time.
Guide Disciplined Selling
Velocify for Salesforce simplifies selling. With Velocify’s proprietary automated guided selling programs that happen behind the scenes, you can easily configure best practice lead statuses and subsequent actions for your sales reps to follow that automatically trigger the next stage within the sales cycle. Set up your ultimate contact strategy ensuring sales teams handle leads and opportunities – timing of ongoing calls and automated follow-up emails – consistently throughout the sales cycle. Implementing a disciplined approach to selling delivers more, higher quality opportunities earlier in the sales funnel.
As salespeople follow up on leads, they are given a drop down choice of pre-defined actions within the lead profile and once an action is taken, the lead moves to a new stage within the sales cycle. Automated sales cycle email messaging further guides the selling process ensuring leads in earlier stages within the sales cycle receive ongoing engagement to improve pipeline health.
Prioritize Sales Activities for Your Team
Ramp new sales teams faster, and keep all reps more focused on making the most of the highest value opportunities for the business. Velocify also includes the ability to automatically convert leads to opportunities once the lead hits a certain stage in the sales cycle maximizing marketing ROI, increasing sales effectiveness and driving more deals into the pipeline.
Call More Higher Value Prospects
Velocify for Salesforce delivers powerful sales dialer to improve call volume, contact higher-priority prospects faster and increase marketing ROI.
To rapidly respond to all leads, Velocify’s sales dialer empowers reps to call leads from any number within Salesforce and from within the Velocify dialer heads-up-display (HUD), which directs reps to call only priority leads that are also displayed within the priority list view. Integrated dialing features include click-to-dial, prioritized next call, power dialing, pre-recorded voicemail, call list queue, call history against any leads, and scheduled dialing linked to calendar events in Salesforce.
Gain Funnel Insights, Beyond Your Pipeline
Utilizing Salesforce drag and drop analytics, Velocify for Salesforce provides end-to-end visibility to track, measure and optimize sales process to provide early insights for coaching opportunities and early visibility into future revenue improvements.
Detailed sales activity tracking and reporting of many sales key performance indicators (KPI) including speed-to-contact, contact attempts and lead engagement progress, contacts made, call volume, talk time, average response time, conversion volume, and conversion rates.
Easily Implement Changes to Selling Processes
Velocify for Salesforce provides a simple administrative console that enables sales managers and Salesforce administrators to easily update lead distribution processes, pre-defined contact strategies including any desired guided selling processes, and prioritization rules without the need for IT involvement or custom development.
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