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Outreach vs Velocify: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Outreach vs. Velocify is based on a specific set of business needs and context. The comparison uses 17238 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Outreach and Velocify

Outreach, Velocify, Salesloft, Mailshake, etc., belong to a category of solutions that help Sales Engagement. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Outreach covers Engagement Management with E-Mail, Communication Management with E-Mail, Lead Engagement with E-Mail, Sales Call Management with Phone Calls, etc.

Velocify focuses on Lead Management with Phone Calls, Engagement Management with Phone Calls, Lead Routing with Phone Calls, Helpdesk Management with Phone Calls, etc.

"At this point, our team couldn't do their job without Outreach. " - Tim Cable

"We’ve automated several processes with ICE Mortgage Analyzers. We've had people that have been ingrained in the eFolder for years now saying they don't want to go back because it's much easier to use and they can manage documents much faster. What w...e're seeing with ICE Income Analyzer™ and ICE Credit Analyzer™ is that they are spot on to what our underwriters are calculating by hand. So they're gaining trust in that. " - Colin Tordale

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Outreach

Focus area

Outreach is better than Velocify for

Software Failure Risk

  • medium

logo Velocify

Focus area

Velocify is better than Outreach for

Software Failure Risk

  • medium

About

Outreach | Sales Engagement Platform, Sales Automation Software

Mortgage sales software enabling sales engagement through sales process automaton

Age

2013

Financials

SERIES E

PRIVATE

Business Need

Total Processes
(we found evidences for)

125

61

Total Goals
(we found evidences for)

17

11

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


communication management

sending & publishing communications

tracking & monitoring communications



sales call management

meeting management

call transcription

objection handling



training & onboarding



generation of new leads



contact list management

creating contact list



business development


social media management

social media analytics

engaging on social media

scheduling post to social media

monitoring social media

managing social media account



account management



campaign management

campaign monitoring

campaign analytics



content management

content publishing

searching for content



lead qualification

lead qualification: demographic

lead qualification: behavioural

lead qualification: technographic



talk track creation



conversion management


pipeline management




sales review & feedback


sales document management

contract management

proposal & quote management



promotion management


discount management



follower management


performance management



loyalty management

identify target customers



customer feedback management


outbound marketing


relationship management


sales quota management



opportunity management


segmentation and targeting


revenue cycle management


competitive intelligence


products & pricelist management


trade show marketing


touchpoint management


conference call management


knowledge management



payment management






social media marketing


personalized marketing



lifetime value management





rating and review management




distribution management


Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Improve efficiency

  • Improve internal communications

  • Enter new markets internationally or locally

  • Build brand awareness

  • Shorten ramp up time

  • Establish thought leadership

  • Launch new products

  • Improve consistency

  • Grow market share

  • Improve visibility

  • Improve stakeholder relations

  • Improve digital and social presence

  • See 14 more
  • Increase sales & revenue

  • Scale best practices

  • Acquire customers

  • Improve ROI

  • Enhance customer relationships

  • Shorten ramp up time

  • Improve consistency

  • Grow market share

  • Launch new products

  • Enter new markets internationally or locally

  • Improve internal communications

  • See 8 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • text SMS

  • offline

  • point of sale

  • website

  • chat

  • video

  • on premises

  • See 6 more
  • phone calls

  • e-mail

  • text SMS

  • offline

  • point of sale

  • website

  • chat

  • video

  • on premises

  • See 6 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting