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What is Velocify?

Succeeding in today's mortgage market requires a well-organized and sophisticated sales approach. Velocify®, a component of the ICE Mortgage Technology™ Platform, leverages the capabilities of sales automation to improve your team's efficiency and maintain their focus on revenue-generating activities. By optimizing and executing your customized sales process within Salesforce, your sales team, Salesforce admins, and loan officers will be significantly empowered to grow the business and secure more loans. This integration transforms your Salesforce framework into a powerful asset for lead generation, deal closure, and the creation of valuable reports. Are you ready to elevate your lead conversion rates by an astonishing 400%? Gain access to mortgage leads from over 1,400 connected sources, automatically distribute new leads, reassign those that haven’t been acted upon, prioritize communications with potential clients, and craft individualized sales workflows to ensure timely follow-ups for all leads. By swiftly addressing urgent inquiries, you can implement more effective sales strategies, ultimately resulting in a higher volume of closed loans, which fosters enhanced profitability and expanded growth prospects for your enterprise. In the competitive landscape of mortgages, adopting these strategies is essential for staying ahead of the curve.

What is Activation Studio?

Activation Studio provides a user-friendly, no-code interface that utilizes a drag-and-drop functionality to enhance workflow productivity and campaign performance within the Salesforce Marketing Cloud environment. This innovative tool seamlessly incorporates Customer Data Platform (CDP) features, enabling effective audience segmentation, tracking of website user intent, and lead scoring. Users benefit from straightforward access to essential data via data designer and integration with data extensions, ensuring an intuitive experience throughout. By leveraging this efficient workflow, marketing teams can dramatically cut down on the time it takes to initiate marketing journeys, often completing tasks in half the usual duration. Additionally, improve your Salesforce Marketing Cloud capabilities with scoring rules, web tracking, and other features—all without any coding requirements. With the no-code add-on, you can truly harness the power of Salesforce Marketing Cloud through a simplified process for audience building and lead scoring. Your data remains securely housed within the Marketing Cloud, and the setup process is quick, taking only 20 minutes, which facilitates prompt deployment and immediate benefits. This groundbreaking solution not only streamlines data management but also empowers users to refine and elevate their marketing strategies to achieve greater effectiveness. With its robust functionality, users can maximize their engagement and drive better results in their marketing efforts.

Media

Media

Integrations Supported

BoldLeads
Botsplash
CallTools
Causal
Constant Contact
Cyclr
Five9
FlowUp
Formstack Documents
Grow
HubSpot Marketing Hub
Keap
LenderHomePage
Mailchimp
Marketo
ProspectBoss
Sales Boomerang
Salesforce Marketing Cloud
SlideShare
truDigital

Integrations Supported

BoldLeads
Botsplash
CallTools
Causal
Constant Contact
Cyclr
Five9
FlowUp
Formstack Documents
Grow
HubSpot Marketing Hub
Keap
LenderHomePage
Mailchimp
Marketo
ProspectBoss
Sales Boomerang
Salesforce Marketing Cloud
SlideShare
truDigital

API Availability

Has API

API Availability

Has API

Pricing Information

$60 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ICE Mortgage Technology

Date Founded

2000

Company Location

United States

Company Website

www.icemortgagetechnology.com/products/velocify

Company Facts

Organization Name

Activation Studio

Date Founded

2021

Company Location

United States

Company Website

activation-studio.com

Categories and Features

Inside Sales

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

Lead Management

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

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

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