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What is Vortini?

Forecasting sales is an essential yet often challenging endeavor, particularly during periods of organizational transformation. It is vital to integrate current pipeline data, historical trends, and behavioral patterns to pinpoint inaccurate predictions and suggest alternative approaches. Explore your CRM to reveal typically neglected deal details, enabling you to construct a thorough history of forecasts, regardless of whether records have been kept meticulously. Automatically refine your forecasts by utilizing a recommended combination of deals based on both present and historical data. As the sales team looks ahead to their next period, the finance department prepares for the upcoming fiscal quarter and year, which negates the necessity for separate forecasting systems. Sales encompass more than just figures; effective analytics are essential to understanding and leveraging potential opportunities, identifying areas needing improvement, and boosting sales efficiency. In a competitive environment, grasping your clients' needs and analyzing their future behaviors while providing them with suitable offers is crucial. By continuously adapting and adopting a finely-tuned strategy, businesses can achieve enduring success in an ever-changing market landscape. Moreover, fostering collaboration between departments can further enhance the accuracy of forecasts and overall business performance.

What is Veloxy?

VeloxyIO Inc. offers an advanced sales software solution powered by artificial intelligence, designed to enhance predictive forecasting and sales enablement specifically for Salesforce CRM users. Our goal is to equip Sales Representatives with the tools they need to effectively engage with Salesforce and maximize their productivity beyond their input. Additionally, we deliver improved forecasts and analytics to Sales Management, enabling them to identify the key actions that truly influence the sales pipeline. With the right data delivered at the precise moment it’s needed, tools like Inbox and Veloxy Mobile automatically log various activities, including calls, email interactions, and engagement metrics. This seamless integration allows for effortless information management on the go, seamlessly fitting into the sales workflow. Sales Representatives benefit from timely access to relevant data tailored to their context, location, and upcoming engagements, which helps them prioritize effectively without the hassle of searching for information. By leveraging this data, you can pinpoint which specific actions significantly contribute to pipeline expansion. Furthermore, Veloxy Analytics equips Sales Managers and Operations teams with precise forecasts derived from historical analysis of trends, along with analytical tools that allow for an exploration of how various sales activities correlate with pipeline growth, ultimately driving better decision-making and strategy formulation. This comprehensive approach ensures that every sales effort is strategically aligned for maximum impact.

Media

Media

Integrations Supported

Integrations Supported

Gmail
Google Calendar
Microsoft 365
Microsoft Outlook
Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$49 user/month
This pricing is billed annually. Month-to-month billing is available. Veloxy includes the popular Leadfinder and Account View 360° features at no additional cost for 2021.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vortini

Date Founded

2009

Company Location

Canada

Company Website

vortini.com

Company Facts

Organization Name

Veloxy

Date Founded

2015

Company Location

United States

Company Website

veloxy.io

Categories and Features

Sales Analytics

Not specified

Sales Forecasting

Dashboard
Graphical Data Presentation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Categories and Features

AI Sales Assistants

Not specified

AI Sales Tools

Not specified

Email Marketing

CAN SPAM Compliance
Dynamic Content
Image Library
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Template Management
WYSIWYG Email Editor

Email Tracking

Location Tracking
Team Management

Field Sales

Not specified

Inside Sales

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

Lead Capture

Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring

Lead Management

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

Marketing Analytics

Dashboard
Performance Metrics

Sales Analytics

Dashboards
Forecasting Analytics
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring

Sales Enablement

Collaboration
Contact Management
Lead Management
Meeting Management
Territory Management

Sales Engagement

CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates

Sales Force Automation

Call Management
Campaign Management
Contact Management
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Territory Management

Sales Intelligence

CRM Integration
Email Integration
List Building
Pipeline Management
Prospecting Tools
Reporting/Analytics

Social Selling

Lead Engagement

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