Veloxy Features

Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 38 Veloxy reviews.

Allows users to view data visualizations on several devices. 42 reviewers of Veloxy have provided feedback on this feature.

As reported in 46 Veloxy reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

As reported in 40 Veloxy reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

Warns sales teams of accounts that may be at risk of being lost. 31 reviewers of Veloxy have provided feedback on this feature.

As reported in 44 Veloxy reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.

Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 42 Veloxy reviews.

As reported in 46 Veloxy reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.

Records the rate at which emails are opened. This feature was mentioned in 68 Veloxy reviews.

Based on 72 Veloxy reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.

As reported in 61 Veloxy reviews. Allows administrators to schedule out emails in advance.

Reminds administrators to follow-up on emails based on pre-set reminders. 68 reviewers of Veloxy have provided feedback on this feature.

Allows for the creation of templates for frequently-sent emails. 73 reviewers of Veloxy have provided feedback on this feature.

Based on 64 Veloxy reviews and verified by the G2 Product R&D team. Automatically contacts all leads.

Based on 59 Veloxy reviews and verified by the G2 Product R&D team. Utilizes natural language processing to set up meetings.

Based on 73 Veloxy reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 75 Veloxy reviews and verified by the G2 Product R&D team. Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. This feature was mentioned in 66 Veloxy reviews.

Based on 68 Veloxy reviews and verified by the G2 Product R&D team. Tracks and analyzes sales representative performance.

Automates in-system tasks and provides reminders and details for manual tasks for sales team members to complete. 54 reviewers of Veloxy have provided feedback on this feature.

As reported in 62 Veloxy reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.

Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. This feature was mentioned in 49 Veloxy reviews.

As reported in 40 Veloxy reviews. Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more.

Provides two-way integration with sales CRM: (1) Tracking sales team actions and prospect responses and (2) Pulling CRM data to populate and personalize sales outreach. 61 reviewers of Veloxy have provided feedback on this feature.

As reported in 13 Veloxy reviews. Integrates with calendar software so users can seamlessly schedule calls.

Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.

As reported in 53 Veloxy reviews. Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc.

Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems. This feature was mentioned in 49 Veloxy reviews.

As reported in 50 Veloxy reviews. Reports on the effectiveness of an entire outreach workflow as well as the effectiveness of specific marketing materials, messaging, outreach tactics, and team members.

As reported in 43 Veloxy reviews. Surfaces relevant insights about how a team member can perform better, either with improved sales techniques or prospect-specific hints.

Provides gamifaction features to rank sales reps on performance 12 reviewers of Veloxy have provided feedback on this feature.

Based on 14 Veloxy reviews. Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers.

Provides lead scoring features that allow user to target leads that are the most qualified and likely to engage This feature was mentioned in 13 Veloxy reviews.

Based on 11 Veloxy reviews. Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations

Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. 10 reviewers of Veloxy have provided feedback on this feature.

Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.

Allows users to control of the sizes, shapes, and quantites of sales team areas

Allows users to map your customers to strategically incorporate them into your canvassing and field sales

Automatically assigns reps to new sales opportunities that are within their current territories

Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts

Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.

Provides users with live directions en route to the final destination

Provides users with engaging sales competitions

Provides field sales statistics for all sales reps

Provides data on the data on the performance and whereabouts of reps in the field

Provides video capabilties that field reps can use during field sales calls

Allows field reps to create digital contracts within the software

Allows users to collect e-signatures within the software

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives