Velocify CRM is a powerful partner for B2B and B2C businesses that have to manage high lead volume to generate sales. But as dynamic as Velocify may be, many users don’t get full optimization of its platform.
That’s where the ironFocus team can step in. Our consultants provide an in-depth assessment of your current use of Velocify and how that use might be improved. The solution might include superior integration with other technology solutions, or just a better utilization of the Velocify platform itself.
The results are what Velocify users aim to get out of the platform: better lead generation, sales optimization, greater conversion, business planning and revenue growth.
Velocify was founded in 2004 as Leads360 and rebranded as Velocify in 2013 . It focused primary on customer acquisition and lead management, important features for any CRM. In 2017 it was bought by mortgage finance platform Ellie Mae, elevating Velocify’s significance in the real estate and mortgage industries.
The platform is now used by large-volume lead enterprises, in education, real estate, mortgage, insurance, debt collection, and business services among others. Velocify consolidates sales and lead generation data in one place, so it’s easier to track potential clients and monitor deals as they close. Its features include the ability to follow up on abandoned education or mortgage applications and to automatically generate new opportunities from a range of sources. Velocify can also integrate with Salesforce and is specifically strong with organizations running call centers.
As you might expect, many of these aspects can bring huge benefit to your business. ironFocus consultants can show you how, by starting with an analysis of how your team is currently functioning with the Velocify CRM. We can maximize the use of your Velocify data, not just for current sales but in order to plan for future growth and innovation.
Velocify CRM helps your sales team generate and act on leads — but ironFocus can work to help you get strategic use out of those transactions, by visualizing past data to develop predictive models for future business activities.
ironFocus helps Velocify users to develop business intelligence from their data so that they can optimize conversion and ROI. Our consultants take the information you already have about your sales funnel and sales team to create insights that lead to better choices about the future direction of your company.
ironFocus is committed to driving results to your business. Those results can include identifying high-value leads; predictive insights into customer behavior; identification of growth opportunities; and KPIs for sales teams. Our consultants are data experts who create a system that is functional and effective for your company’s leaders and the system’s individual users.
Even if you are considering a movement away from Velocify, our ironFocus team can help you harness the powerful data you have gathered through the use of the platform. Data migration and real-time transactional integrations mean you can transition to a new CRM without losing any information. ironFocus can help you do this.
ironFocus starts its work by learning your ultimate objective. Then we take a step back to create concrete, actionable pathways to achieve your business goals. We are a team-based consultancy service that helps you get the most out of your data. To learn how we can help you, contact ironFocus today.