Velocify Pulse Overview

Velocify Pulse® empowers sales teams to efficiently engage and convert high volumes of leads by optimizing workflows and enforcing consistent follow-up. It streamlines lead management, tracks activity, and delivers real-time insights within Salesforce.

Use Cases

Customers recommend Engagement Management, Lead Engagement, Workflow Management, as the business use cases that they have been most satisfied with while using Velocify Pulse.

Other use cases:

  • Motivation Management
  • Forecasting
  • Generation Of New Leads
  • Lead Scoring
  • Opportunity Management
  • Digital Signature
  • Lead Routing
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Velocify Pulse.

Velocify Pulse Use-Cases and Business Priorities: Customer Satisfaction Data

Velocify Pulse works with different mediums / channels such as E-Mail, and Phone Calls,

Reviews

"We had to quickly expand our capacity to be able to support this increase in interested members. Using tools like Velocify, and leveraging text and emails to stay in front of those consumers, ensured that we didn’t miss out on the opportunities. Thi...s wouldn’t have been possible without automation." - Jerad Bjugstad

Velocify Pulse, belong to a category of solutions that help Sales Performance Management. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Velocify Pulse

Top Industries

  • Financial Services
  • Hospitality
  • Banking

Popular in

  • Enterprise
  • Large Enterprise

Velocify Pulse is popular in Financial Services, Hospitality, and Banking and is widely used by Enterprise, and Large Enterprise,

Comprehensive Insights on Velocify Pulse Use Cases

What Are the key features of Velocify Pulse for Engagement Management?

What solutions does Velocify Pulse provide for Lead Engagement?

What solutions does Velocify Pulse provide for Workflow Management?

Customer Testimonials

CUSTOMERS TESTIMONIALS
Velocify Pulse testimonial

Jerad Bjugstad

Senior Director of Demand Generation

PenFed Credit Union

We had to quickly expand our capacity to be able to support this increase in interested members. Using tools like Velocify, and leveraging text and emails to stay in front of those consumers, ensured that we didn’t miss out on the opportunities. This wouldn’t have been possible without automation. Testimonial By Jerad Bjugstad
Velocify Pulse testimonial

Jeffrey McCabe

Senior Vice President, Head of Home Lending Group,

TD Bank

The impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in lead conversion because we're getting to them fas...ter.

Testimonial By Jeffrey McCabe
Velocify Pulse testimonial

A.J. Franchi

Chief Information Officer

Gold Star Mortgage Financial Group

The responsible thing to do is take the good fortune that you had and reinvest for that next cycle to make sure that you’re positioned to compete, and data is a huge piece of that. Testimonial By A.J. Franchi
CUSTOMERS TESTIMONIALS
Velocify Pulse testimonial

Jerad Bjugstad

Senior Director of Demand Generation

PenFed Credit Union

We had to quickly expand our capacity to be able to support this increase in interested members. Using tools like Velocify, and leveraging text and emails to stay in front of those consumers, ensured that we didn’t miss out on the opportunities. This wouldn’t have been possible without automation. Testimonial By Jerad Bjugstad
Velocify Pulse testimonial

Jeffrey McCabe

Senior Vice President, Head of Home Lending Group,

TD Bank

The impacts on our business from Velocify are multifaceted. Now, we can get to our customers in almost real time. Before, through our old platform, it was 24-48 hours before we could get a lead through. We're seeing a 10 to 15 percent improvement in lead conversion because we're getting to them fas...ter.

Testimonial By Jeffrey McCabe
Velocify Pulse testimonial

A.J. Franchi

Chief Information Officer

Gold Star Mortgage Financial Group

The responsible thing to do is take the good fortune that you had and reinvest for that next cycle to make sure that you’re positioned to compete, and data is a huge piece of that. Testimonial By A.J. Franchi

Case Studies

COMPANY INDUSTRY CASE STUDIES
Velocify Pulse case study
NA
CASE STUDY MSP

Integrated servicing technology and customer self-service tools can help you help your customers during natural disasters, health crises and more.

Read More
Velocify Pulse case study
NA
CASE STUDY MSP

Integrated servicing technology and customer self-service tools can help you help your customers during natural disasters, health crises and more.

Read More

Velocify Pulse Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.04/5

Read Reviews (6)
Custom Reports

3.69/5

Read Reviews (8)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.04/5

Read Reviews (6)
Custom Reports

3.69/5

Read Reviews (8)

Software Failure Risk Guidance

?

for Velocify Pulse

Top Failure Risks for Velocify Pulse

ICE Mortgage Technology Profile

Company Name

ICE Mortgage Technology

HQ Location

Pleasanton, California

Employees

501-1000

Social

Financials

PRIVATE