Comparison Summary
Introducing Velocify and Icertis
Velocify, myphoner, ClickPoint Software, etc., belong to a category of solutions that help Sales Engagement, whereas Icertis, Docusign CLM, CobbleStone Contract Insight, etc., belong to a category of solutions that help Contract Management. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Velocify covers Lead Management with Phone Calls, Engagement Management with Phone Calls, Lead Routing with Phone Calls, Helpdesk Management with Phone Calls, etc.
Icertis focuses on Sales Document Management, Collaboration, Negotiation Management, Obligation Management, etc.
"Our company culture has changed. We have a Simply Mortgage meeting every month and everybody comes to the table with, 'How do we automate more?' We have business leaders coming up to us saying, 'Can you automate this for me? Can you make my work lif...e experience better by creating technology?' Which is great. " - Tom Moreno
"The Icertis Contract Management platform will accelerate a process that used to take weeks thereby improving revenue recognition, gaining efficiency and delighting our customers. The ICM platform equips our team with an intelligent, enterprise-wide ...solution that allows us to optimize our commercial relationships and speed time to revenue. " - Spencer Hanlon
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.
About
Mortgage sales software enabling sales engagement through sales process automaton
CLM platform that delivers business intelligence to the organization through contract intelligence.
Financials
PRIVATE
Business Need
Total Processes
(we found evidences for)
61
23
Total Goals
(we found evidences for)
11
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Scale best practices
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Acquire customers
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Improve ROI
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Enhance customer relationships
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Shorten ramp up time
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Improve consistency
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Grow market share
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Launch new products
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Enter new markets internationally or locally
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Improve internal communications
- See 8 more
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Increase sales & revenue
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Manage risk
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Improve efficiency
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Improve stakeholder relations
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Enhance customer relationships
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Improve visibility
- See 3 more
Top Channels
Channels Used
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offline
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on premises
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phone calls
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point of sale
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e-mail
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website
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video
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promotions
- See 5 more
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offline
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on premises
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phone calls
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point of sale
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e-mail
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website
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video
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promotions
- See 5 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
