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Veloxy for Salesforce CRM

User quotes: *****"Couldn't live without it in my job. Best sales app integrated to Salesforce." by dmb2000, *****"Has changed the way I prospect for the best." by Ykalamata--------Description: Veloxy is a Predictive Sales Enablement App and Platform. Everything relevant (Salesforce, Emails, Calendars, Geo Locations, Leads, Contacts, Accounts, Tasks, Phone & Social) is in one place, instantly searchable, available at your finger tip. Salesforce update is a breeze.
Category Price Seller Device
Business Free VeloxyIO, Inc iPhone, iPad, iPod

iPhone, iPad & Apple Watch

Using Veloxy, sales professionals save at least one hour per day, closes 16% more deals and captures 150-200% more data into Salesforce.

Here are the benefits of using Veloxy to Sales Professionals, Sales Executives and Sales Operations Professionals:

** PREDICTIVE AND PROACTIVE NOTIFICATIONS **
One place for all important notifications. Never worry about important things falling through cracks. Here are some example notifications:
1. Deals/Opportunities at risk of closing
2. New Opportunities created or changes to existing Opportunities
3. Opportunities with past closing date
4. Important emails received
5. Reply to important emails
6. Nearby Leads (Geo Location)
7. Nearby Accounts (Geo Location)
8. Automatic Log-A-Call

** ORGANIZE **
Veloxy aggregates & synthesizes data from different systems & presents it via a beautifully designed mobile app to show (a) Upcoming meetings (b) Geo Location based Leads and Accounts (c) Opportunity pipeline and (d) Upcoming Tasks

** GEO LOCATION BASED LEADS AND ACCOUNTS MANAGEMENT **
Save time and be more productive while on the road. Plan your day using the Geo Location feature.
1. See all your Leads and Accounts on a map. Veloxy geo codes all your Leads and Accounts.
2. See nearby Leads and Accounts
3. Trip planning - look for Leads and Accounts around the place you plan to visit and set appointments.
4. With one tap on the map, you can create a new Lead or a new Account. Veloxy automatically populates everything for you.
5. Veloxy displays all nearby businesses so that you can select the correct one to create either a Lead or an Account. You can also search for a specific business or an address.
6. With a simple tap on a Lead or an Account, you can view the Lead 360 or Account 360 view. Super useful!

** IMPROVE KNOWLEDGE **
1. Contact 360 and Lead 360 - Everything you need to know about a prospect or a contact (data aggregated from Salesforce, LinkedIn, Twitter, G+, Scholar, CrunchBase, Emails, Calendars & your phone)
2. Opportunity 360 - Everything about an opportunity in one page (Contacts, Emails, Tasks & Calendars)
3. Account 360

** PRIORITIZE TASKS **
1. Powerful & Comprehensive Task Management
2. Contextual & Actionable Notifications (Notification Center)
3. Weekly Sales Digest (sales reps & managers)

** MY TEAM **
Managers can view real-time Opportunity pipeline data for each team member & communicate with them. Managers also receive real-time notifications about team members for:
Note: The App is completely free, the service is free for the first 15 days

Reviews

This app is MAGIC!
Dcashwell3

My sales territory is, well, not close. This app makes it SO much easier to make AND log my calls while I'm driving to my territory. It has made me much more efficient in my KPIs. I love that but more importantly my boss loves that!


Labor consultant
Tradesmen.salem

Love this app helps me so much both in the fed and in the office!


I love my Veloxy
Jeune B Sharp

I feel like I'm back in control. I miss few appointments. Improver customer satisfaction because I can monitor everything right from my APP.


The CRM that works with Salesforce
Ernieg714

The app alone without the sales force name associated to it is excellent. Like all other apps there are some improvements that need to be made, like cut-and-paste would be a good start. If the app had an associated desktop application to collaborate with it's mobile counterpart it would be absolutely amazing!


Bait and switch
MarinaVito

The app is better than SF1 no doubt, but does have bugs, AND after using for a couple months I started getting daily Spam emails from the developer asking me to pay $20+ a month or they would cut my access off. None of that is mentioned in the details in the App Store, I was very disappointed by his decision to not only ask for Monthly subscription fees but to also email me every day asking to purchase what is supposed to be a free app. To change the stated Terms and conditions while in use and literally deny me access means I will never again use one of your products or recommend your work to anyone. Some of the bugs, incorrect LinkedIn syncs to wrong people, incorrect or missing revenue from pipeline opportunities, and more.


Great App - OVER PRICED
DouglasD777

This goes to $35 a month after 'trial' period! NO trial period is mentioned in the description!


Trugreen
Business Sales

Veloxy has been extremely helpful in my day to day operations.


The Future is Today!
Big Stu Films

How many times have you been in a meeting and hand writing notes? Then you go to another meeting and hand write notes? Then after the 12hr day you say I'll type those into SFDC tomorrow, and tomorrow never happens? Me, too! Not anymore, with this app I take my notes right in the app on my iPhone or iPad and schedule the action items in the same screen. Then they are in SFDC before I leave the account. Then when I call to follow up on the visit, Veloxy logs my call in SFDC and prompts me to make a note of the calls content and a follow up action. If Veloxy could just drive me to the appointment, maybe in the next update? What if I'm in a target rich environment and want explore the surrounding businesses to see which are potential customers, it does that very effectively. If your a professional salesperson who want to get an extra 10hrs a week to build your empire and not juggle the administrative side of your business, invest in this app and it's done.


An organized digital assistant.
DatunSF

The UI is organized and it alerts you to touch a contact based on salesforce history.


The only app that would let us map
mfb1982

Veloxy is the only solution that would let us see a map of all our clients in in a "birds eye view".


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