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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 ASPEC SF?

How does the sales team decide which opportunities are worth pursuing, and can they have confidence in their selections? ASPEC takes charge of thorough research and strategic planning, carefully assessing each opportunity recorded in Salesforce to keep the team focused. By attributing an accurate intrinsic value to every opportunity and regularly updating it as the sales cycle progresses, ASPEC clarifies priorities. Leveraging this value in conjunction with its unique computer model, ASPEC efficiently arranges the list of opportunities, ensuring that the most crucial items are prioritized daily. The platform is tailored to sharpen the sales team's focus on a single goal—maximizing sales. With its innovative modeling and intelligent analysis, ASPEC features an intuitive graphical interface that keeps all essential information visible, preventing anything from being overlooked. Moreover, the Expert function assists users in conducting a deep dive into each opportunity, asking vital questions to ensure comprehensive understanding and positioning the team for achievement. This all-encompassing methodology not only simplifies the sales process but also significantly increases the chances of successfully closing deals. Furthermore, this systematic approach empowers the sales team to make informed decisions, fostering an environment of trust and strategic insight.

Media

Media

Integrations Supported

Adobe Marketo Engage
Botsplash
CallTools
Causal
Cloudvirga
Constant Contact
Cyclr
Five9
FlowUp
Gong
Grow
HubSpot Marketing Hub
Keap
LeadsBridge
LendingWise
Mav
Sales Boomerang
SlideShare
Ytel
truDigital

Integrations Supported

Adobe Marketo Engage
Botsplash
CallTools
Causal
Cloudvirga
Constant Contact
Cyclr
Five9
FlowUp
Gong
Grow
HubSpot Marketing Hub
Keap
LeadsBridge
LendingWise
Mav
Sales Boomerang
SlideShare
Ytel
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

SalesWays

Date Founded

2008

Company Location

Canada

Company Website

salesways.com/aspec-sf/

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

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

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