Velocify

Velocify

ICE Mortgage Technology
+
+

Related Products

  • LeanData
    1,124 Ratings
    Visit Website
  • Robin
    324 Ratings
    Visit Website
  • boberdoo
    17 Ratings
    Visit Website
  • Shape Software
    132 Ratings
    Visit Website
  • SalesTarget.ai
    16 Ratings
    Visit Website
  • Pipedrive
    9,644 Ratings
    Visit Website
  • ShareCRM
    42 Ratings
    Visit Website
  • D&B Connect
    183 Ratings
    Visit Website
  • Pipeliner CRM
    746 Ratings
    Visit Website
  • Phonexa
    228 Ratings
    Visit Website

About

Round Robin Distributor: Lead Assignment, Case Assignment & Distribution Streamline lead, opportunity, account, and case assignment with Round Robin Distributor. Features include: - Smart Scheduling: Assign based on work schedules, skills, geographies, lead source, and past relationships. - Real-time Assignment: Monitor assignments with the Activity Log. - Efficient Tracking: Out-of-the-box reports, cross-object assignment. - Load Balancing: Evenly distribute work for enhanced team productivity. - Team-Centric: Create dedicated teams for distribution. - Workload Distribution: Prevent overburdening specific team members. - Versatile Reassignment: Flexibility with reassignment options. - Seamless Integration: Integrates with Salesforce queues and marketing automation software. - Insightful Reporting: Custom and standard reports. - Configurable Alerts: Receive notifications via task, email, or both. Simplify workflow and optimize processes with Round Robin Distributor.

About

To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations looking to improve on sales and productivity in the Communication, Education, Healthcare & Life Sciences

Audience

Mortgage professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$169/company/month (10 users)
Free Version
Free Trial

Pricing

$60 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Mirketa
Founded: 2003
United States
www.mirketa.com/round-robin-distributor/

Company Information

ICE Mortgage Technology
Founded: 2000
United States
www.icemortgagetechnology.com/products/velocify

Alternatives

Alternatives

Groove

Groove

Clari

Categories

Categories

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Integrations

Agent Legend
Campus Cloud Services SIS
Causal
Cloudvirga
Cyclr
FlowUp
Gong
HubSpot Marketing Hub
LeadsBridge
LenderHomePage
LendingWise
Marketo
Mav
ProspectBoss
Sales Boomerang
SlideShare
TrueDialog
Ytel
truDigital

Integrations

Agent Legend
Campus Cloud Services SIS
Causal
Cloudvirga
Cyclr
FlowUp
Gong
HubSpot Marketing Hub
LeadsBridge
LenderHomePage
LendingWise
Marketo
Mav
ProspectBoss
Sales Boomerang
SlideShare
TrueDialog
Ytel
truDigital
Claim Round Robin Distributor and update features and information
Claim Round Robin Distributor and update features and information
Claim Velocify and update features and information
Claim Velocify and update features and information