Veloxy Features
Data Sourcing (4)
Exporting & Sharing Data
Enables user to communicate data by securely exporting and sharing it. 38 reviewers of Veloxy have provided feedback on this feature.
Multi-Device Data Visualization
Based on 42 Veloxy reviews. Allows users to view data visualizations on several devices.
Interactive Dashboards
Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 46 reviewers of Veloxy have provided feedback on this feature.
Data Segmentation
As reported in 40 Veloxy reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.
Predictive Analytics (1)
Risk Analysis
As reported in 31 Veloxy reviews. Warns sales teams of accounts that may be at risk of being lost.
Sales Management (3)
Live Pipeline Management
Based on 44 Veloxy reviews. Updates every time a change is made enabling users to trace a deal through the pipeline.
Account-Based Analytics
Provides insightful data at the account level to arm salespeople with the most relevant information possible. This feature was mentioned in 42 Veloxy reviews.
Activity Tracking
As reported in 46 Veloxy reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication.
Analytics (1)
Open Rates
Records the rate at which emails are opened. 68 reviewers of Veloxy have provided feedback on this feature.
Customizations (4)
Email Platform Integration
Based on 72 Veloxy reviews. Syncs information from other software such as contacts, emails and calls to reduce manual data entry.
Email Scheduling
Allows administrators to schedule out emails in advance. This feature was mentioned in 61 Veloxy reviews.
Notifications
Reminds administrators to follow-up on emails based on pre-set reminders. 68 reviewers of Veloxy have provided feedback on this feature.
Templates
Based on 73 Veloxy reviews. Allows for the creation of templates for frequently-sent emails.
Lead Facilitation (2)
Lead Follow-up
Based on 64 Veloxy reviews and verified by the G2 Product R&D team. Automatically contacts all leads.
Meeting Scheduling
Based on 59 Veloxy reviews and verified by the G2 Product R&D team. Utilizes natural language processing to set up meetings.
Organization (3)
Opportunity and Pipeline Management
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.
Data Entry
Based on 75 Veloxy reviews and verified by the G2 Product R&D team. Automates the entry of collected data.
Integrations / APIs
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.
Performance Analysis (1)
Peformance Tracking
Based on 68 Veloxy reviews and verified by the G2 Product R&D team. Tracks and analyzes sales representative performance.
Integrated Workflows (7)
Task Management
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.
Email Tracking/Automation
Based on 62 Veloxy reviews. Integrates tightly with email inbox and allows the scheduling and tracking of email outreach and correspondence.
Calls and Voice
Provides sales dialer functionality or integrates tightly with dialer software, with useful automation and high-quality calls. 49 reviewers of Veloxy have provided feedback on this feature.
Other Outreach Options
Provides relevant automation in sales channels outside of email and calls, like social media posts, SMS text messages and more. This feature was mentioned in 40 Veloxy reviews.
CRM Integration
Based on 61 Veloxy reviews. 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.
Calendar
Based on 13 Veloxy reviews. Integrates with calendar software so users can seamlessly schedule calls.
Shared Records
Automatically assign strategic leads and accounts to individual reps in a shared bucket for anyone to work on.
Repeatability and Reportability (5)
Content Management
Retains and incorporates company-approved messaging and presentations into emails, calls, meetings, etc. This feature was mentioned in 53 Veloxy reviews.
Workflow Management
As reported in 49 Veloxy reviews. Orchestrates automated sales tasks and outreach across a number of channels (email, calls, social media, etc.) and/or integrated systems.
Workflow Performance
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.
Sales Coaching and Insights
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.
Gamification
As reported in 12 Veloxy reviews. Provides gamifaction features to rank sales reps on performance
AI and Automation (5)
Lead Prioritization
Allows users to create lead prioritization rules to prioritize the msot important bueyrs and customers. 14 reviewers of Veloxy have provided feedback on this feature.
Lead Scoring
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.
Best Time of Day Scheduling
Provides features that allow users to identify and automate the best time to send out emails or other sales engagement communcations 11 reviewers of Veloxy have provided feedback on this feature.
Buyer Intelligence
Provides features that allow users to have insight into buyer profiles such as likelihood to respond to emails and calls. This feature was mentioned in 10 Veloxy reviews.
Machine Learning
Provides AI and machine learning features that offer predictive recommendations no how to engage with buyers based on historical buyer behavior.
Territory Mapping (3)
Custom Territory Mapping
Allows users to control of the sizes, shapes, and quantites of sales team areas
Strategic Selling
Allows users to map your customers to strategically incorporate them into your canvassing and field sales
Automatic Rep Assignment
Automatically assigns reps to new sales opportunities that are within their current territories
Route Planning (3)
Lead Priority
Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts
Optimized Sales Routes
Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.
Map Directions
Provides users with live directions en route to the final destination
Sales Performance Management (3)
Gamification
Provides users with engaging sales competitions
Performance Dashboards
Provides field sales statistics for all sales reps
Sales Rep Tracker
Provides data on the data on the performance and whereabouts of reps in the field
Presentation and Forms (3)
Video and Interactive Media
Provides video capabilties that field reps can use during field sales calls
Digital Contracts
Allows field reps to create digital contracts within the software
E-signature
Allows users to collect e-signatures within the software
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Generation
Allows users to generate text based on a text prompt.
Agentic AI - Salesforce AppExchange Apps (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Email Tracking (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Sales Engagement (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - AI Sales Assistant (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
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