Veloxy for Salesforce CRM Reviews – Page 3

5/5 rating based on 50 reviews. Read all reviews for Veloxy for Salesforce CRM for iPhone.
Veloxy for Salesforce CRM is free iOS app published by VeloxyIO, Inc

Veloxy

b nickle

Is a great app because it shows points on a map which allow you to effectively map your day, it allows you to make notes on opportunities easily and when you make a call it will also notate the opportunity.


Sales manager/Andover ma

adam from andover

Since I started using veloxy I couldn't live without it. As a sales person on the road 2-3 days a week I find it absolutely essential. I highly recommend Veloxy!


Great Day to Day Program

Thomas Conaway w/ Comcast

I have been using Veloxy for about two months. I found that it helps out with my funnel management while I'm not in the office. When I am driving around and being in appointment I can update those opportunities in sales force. I love how I can make a call and email and it auto completes a task. Something that would be great is if you could do a desktop version for individuals that work on the computer mostly.


Best Sales App 100% - Time saver/Life saver

dmb2000

This app is for sales reps managing their business and benefits leadership because of the added activity data capture strength. Veloxy Features - Value Prop to a Sales Rep: - Ease of capturing your activity while in the field via mobile device or tablet - Ease of adding notes, prospect loading into CRM via talk to text iOS and Android - Ease of emailing with templates via phone or outlook integration with a simple tap on your device. - While out in the field prospecting or on an appointment, use Veloxy to prospect surrounding businesses. - This app was so valuable to sales reps in our company that our corporation made it available to all sales reps. - Developers are incredibly responsive to your feedback to make adjustments and changes for improvements.


Nearly perfect

groomtb

Way more user friendly than the Salesforce app. The best part is how it integrates with Salesforce. The reminder system is easy to use and convenient to dial from while on the move. I also like how it will notify you when nearing a prospect or client. The down side is that it does not recognize what is my territory and what is my coworker's territory. I will often get a notification for a nearby prospect that I can't contact because of territory restrictions. Other than that I have found the app to be very useful. Oh and it sends the alerts to my Apple Watch which comes in handy while driving.


Velox-EZ

Tyco Johnny

This app is so intuitive... it makes Salesforce so much more productive and easy.. I wouldn't be without it ***GET YA SOME NOW***


Beyond Impressed!!

JFH29

Salesforce is a great tool, but so many organizations deploy a design that inhibits sales performance. The purpose of a CRM is to organize client data and present it in a way that is timely and relevant. While sfdc has a lot of great qualities, an intuitive and fluid user interface is not one of them. That is where I have found Veloxy shines. Over the past several years I have been looking for something that could connect to my salesforce data and provide a user interface that I could easily integrate into my daily workflows and business development efforts. If you're the type of person who is constantly too busy to log your salesforce activity, then you're going to love this. In addition to the interface, Veloxy has a very nice 'out of the box' email template structure and tracking feature. Along with the pre-formatted templates, you can create your own and build your own marketing and tracking campaign directly from the app. Need to make some calls? Tap the phone icon next to your prospects profile, and a call with initiate. After the call, you will be promoted to log your notes and it will even capture the duration of the call in the details for you. In addition, the intelligent alerts the app provides you is phenomenal. Have an opportunity in salesforce and driving through the zip code of the prospect? You'll get a pop-up alert letting you know you're nearby a prospect with an active opportunity. Did I mention mapping? Fully functional maps of your prospects, contacts, and opportunities. Simple to navigate, read, and gather insights about your territory or prospects. There is also an outlook plugin that I haven't tried, but from everything I've seen, it looks top-notch. Hopefully they will have an outlook plugin for Mac soon so I can start using it. ;) Download this app, and see for yourself. I promise you will be wildly surprised with how well this app works right out of the box.


Great app

retro800

Saves me a ton of time for my integration with SalesForce requirements


Veloxy for SF

elleb220

I use it every day. Could not work without it. No other SF app is as user friendly, quick and efficient. Particularly while out in the field.


Excellent Prospecting Tool!

anthony_winborne

From making calls directly from the app to integrating your test notes with particular opportunities, this app has it all. If you want to search by location or geographic region you can do so with just the pants or swipe of your finger. One of the greatest apps I've ever used in sales.