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Salesforce Sales Cloud Einstein vs Velocify: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Sales Cloud Einstein vs. Velocify is based on a specific set of business needs and context. The comparison uses 2659 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Sales Cloud Einstein and Velocify

Salesforce Sales Cloud Einstein, and Velocify 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.

Salesforce Sales Cloud Einstein covers Engagement Management with Chat, Forecasting, Communication Management with Social Media, Social Media Marketing with Social Media, 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.

"I have a new career and a new way of supporting my family that I probably would not have without Trailhead. " - Mark Tossell

"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 Salesforce Sales Cloud Einstein

Focus area

Software Failure Risk

  • medium

logo Velocify

Focus area

Velocify is better than Salesforce Sales Cloud Einstein for

Software Failure Risk

  • medium

About

Analyses CRM data to learn what separates deals won from deals lost, highlights top leads and next steps to close increasing sales and customer engagement.

Mortgage sales software enabling sales engagement through sales process automaton

Age

1999

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

47

61

Total Goals
(we found evidences for)

9

11

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

sending & publishing communications

tracking & monitoring communications


customer feedback management

measuring customer satisfaction


social media marketing



generation of new leads


social media management


products & pricelist management




contact list management


rating and review management


business development


content management


campaign management


conversion management



sales document management

contract management

proposal & quote management


helpdesk management


workflow management



training & onboarding



relationship management


lead qualification





meeting management



sales call management

meeting management






pipeline management





follower management


distribution management


Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Grow market share

  • Increase sales & revenue

  • Improve digital and social presence

  • Improve ROI

  • Improve internal communications

  • Enter new markets internationally or locally

  • See 6 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